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Assistant Branch Manager jobs at Eastern Bank - 637 jobs

  • Branch Manager III (Natick)

    Eastern Bank 4.6company rating

    Assistant branch manager job at Eastern Bank

    Hiring Range: $70,798 - $116,311 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. In a Retail bank branch, proactively sells the bank's products and services to existing customers and prospects, guides the sales efforts of the platform team, ensures superior customer service levels, and manages the daily operations. Responsible for the overall management of a mid-to-large-sized banking office. Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals. Through tested techniques, engages in sales and service coaching sessions with sales staff. With a focus on building commercial relationships, conducts business development activities to include personal visits and outbound teleservicing as components, several of which may be joint with partners from the business banking unit. Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like. Ensures sound branch operations and compliance. Complies with all bank policies, regulations, and laws applicable in carrying out responsibilities for both staff and self. Effectively collaborates with internal business partners (HR, Wealth, Business Banking, Consumer Lending, etc.) to ensure branch success. Manage and develop branch staff through observational coaching sessions, joint sales calls where applicable, using the coaching models, defined sales activities, and consultative customer sales tools. Leads by example and inspires confidence, respect, loyalty and ensures a positive team environment among staff. Proactively identifies, reports, and resolves customer issues to ensure a positive customer experience, actively promotes programs that solidify the customer relationship, and manages customer service standard levels within the branch, adhering to established guidelines. Consistently applies policies for routine aspects of staff management, and as performance issues arise. Prepare and deliver performance appraisals for staff. Expected to have / gain full understanding of the teller function. Balancing policy and procedure with appropriate judgement, and with minimal direction, makes management decisions that are mutually beneficial to the bank and the customer. Incumbent seeks appropriate guidance when dealing with policy ambiguity, unfamiliar employee situations, etc. Qualifications: Strong problem resolution skills and leadership ability Leads by example and inspire confidence, respect, loyalty and ensures a positive team environment among staff. Basic business acumen and professionalism is a must. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Demonstrated ability to generate sales excitement. Ability to build relationships and strong alliances across the organization is crucial. Ability to develop branch staff through observational coaching sessions, joint sales calls, where applicable, defined sales activities, etc. Must have the ability to quickly adapt and be a change agent. Must be able to quickly learn all details about the products and services offered by the bank and must retain and build upon product knowledge base as a member of the division's management team. Must understand the “big picture” in banking - e.g., answers to questions like: How does a bank make money? What makes a product profitable? Bachelor's degree preferred, or equivalent combination of training and/ or experience. 3-5 years of management experience and proven leadership capabilitities required, preferably in a retail banking environment. Must have a history of solid sales, service, and management successes.
    $70.8k-116.3k yearly Auto-Apply 37d ago
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  • Senior Assurance Manager, Professional Practice Group

    Aprio 4.3company rating

    Boston, MA jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team. As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices. Quality Control Leadership and Oversight Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry. Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively. Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice. Engagement Support and Technical Guidance * Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards. * Review engagement documentation for accuracy, completeness, and compliance with quality control policies. Risk Management and Continuous Improvement * Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates. * Lead quality assurance reviews and implement improvements based on findings and industry best practices. Team Leadership and Development * Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control. * Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates. Thought Leadership and Communication * Develop and share thought leadership materials on assurance quality control and professional standards. * Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients. Qualifications & Requirements Bachelor's or Master's degree in Accounting, Finance, or a related field. CPA (Certified Public Accountant) designation required. Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm. At least 5 years of construction industry experience preferred. Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines. Proven leadership in managing teams and driving quality initiatives. Excellent communication skills for conveying complex quality concepts. Proficiency in audit software, data analytics, and Microsoft Office Suite. Strong attention to detail, analytical skills, and problem-solving abilities. Demonstrated commitment to professional integrity and ethical conduct. $136,000 - $220,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. The application window is anticipated to close on Feb 17, 2026 and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
    $69k-89k yearly est. 2d ago
  • Deals - Financial Due Diligence, Manager - East, New York & Boston

    Price Waterhouse Coopers 4.5company rating

    Boston, MA jobs

    At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals. Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Key Skills & Experience Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g., refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Aquisition Advisory team you are expected to manage client service accounts and drive client engagement workstreams. As a Manager you are expected to supervise, develop, and coach teams, maintaining top-quality deliverables and leveraging team strengths to meet client expectations. You are expected to thrive in a team setting, communicate effectively with both technologists and business partners, and drive client engagement workstreams. Responsibilities Manage client service accounts and drive engagement workstreams. Supervise, develop, and coach teams to confirm top-quality deliverables. Utilize team strengths to meet client expectations. Foster productive communication between technologists and business partners. Lead client engagement workstreams. Assure project success and maintain exceptional standards. Promote a culture of trust and accountability. Address and resolve conflicts or issues as they arise. What You Must Have Bachelor's Degree. 5 years of experience. Active CPA in the current work office, Chartered Accountant in good standing, MBA through an accredited university, or CFA credential. What Sets You Apart Broad knowledge in financial due diligence and transaction-related services. Interviewing executive management at target companies. Assessing a target company's quality of earnings, net assets, and cash flows. Managing resolution of issues in technical accounting areas. Supervising teams to create an atmosphere of trust. Seeking diverse views to encourage improvement and innovation. Answering questions and providing direction to less-experienced staff. Coaching staff with timely meaningful feedback. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr
    $99k-232k yearly 5d ago
  • Sales & Use Tax Manager, State and Local Tax

    BDO USA 4.8company rating

    Boston, MA jobs

    A State and Local Tax (SALT) Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the SALT Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance. In addition, the SALT Manager will work with the Core Tax Partners, Directors, and Senior Managers to provide SALT expertise to their clients. Job Duties Research Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) personnel Tax Compliance Conducts detailed reviews of tax returns with the ability to identify most significant state tax issues Composes responses to notices from state taxing authorities Provides assistance with exam support Tax Consulting Drafts tax memorandums, tax opinions and other documentation on various tax issues Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate Determines tax planning process Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Assists in the development of consultative selling strategies Manages the expectations of assigned clients Tax Controversy Represents clients before any tax authority on contested issues Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks Provides technical client service to multi-state companies with state and local tax issues Conducts negotiation of settlements, voluntary disclosure agreements and state tax audit representation Drafts technical memoranda regarding state and local tax issues Accounting for Income Taxes - SFAS109 ASC740-10 Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48, as well as FAS5 for sales tax and unclaimed properties Reviews studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes orexpenses or offering of non-tax benefits Assist with researching potential tax strategies Suggests marketing approaches for new client acquisition Other duties as required Supervisory Responsibilities Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities Education Bachelor's degree, required; focus in business, preferred Master's degree in Accounting/Taxation or J.D., preferred Experience Four (4) years of prior experience in state and local/multistate experience or legal professional services or equivalent experience through an advanced degree program, required Prior experience supervising tax professionals on a project or engagement basis, required Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations and partnerships, preferred License/Certifications CPA certification or other relevant certification, preferred Software Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required Exposure to and familiarity with standard tax applications and research tools, preferred Other Knowledge, Skills & Abilities Excellent verbal and written communication skills Superior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel Executive presence and ability to act as primary contact on assigned engagements Ability to successfully interact with professionals at all levels Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Advanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 15 One International Place, Boston, MA, 02110, US #J-18808-Ljbffr
    $79.8k-168k yearly 4d ago
  • Tax Manager

    Baker Newman Noyes LLC 3.9company rating

    Boston, MA jobs

    Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax compliance for assigned clients in a variety of industries. Managers participate in firm administration and leadership, including staff and firm development. Competencies and Position Requirements Dedicated to high-caliber client service Effective project management, analytical, interpersonal, and oral and written communication skills Thrives in a dynamic and collegial work environment Advanced knowledge of tax compliance and planning at both the federal and state level Effectively supervise activities of the engagement team Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate Demonstrates the ability to manage multiple engagements to a successful and efficient completion Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients Highly responsive to the client's needs and requests Manages the client's expectations and the day-to-day client relationship Meets time deadlines while also meeting or exceeding quality requirements Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude Education and Experience Five or more years of experience in taxation with a public accounting firm Masters or other form of 150 college credit hours with requisite accounting related courses (Bachelor's degrees may be considered in some situations) CPA certificate required Ability to work a flexible schedule based on business needs Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: A flexible paid time off program, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment The expected salary range for candidates in the Massachusetts market is $106,057- $159,140 annually, depending on experience and qualifications. Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law. #J-18808-Ljbffr
    $106.1k-159.1k yearly 5d ago
  • Tax Manager

    RÖDl & Partner 3.2company rating

    Boston, MA jobs

    Our growth is your opportunity for growth! We are seeking a detail‑oriented and experienced Tax Manager to join our growing team in Boston, MA. We are seeking an individual who is dynamic, entrepreneurial, and career‑oriented to join our team. Your responsibilities will focus on tax, primarily corporate and partnership tax compliance, as well as related consulting services addressing a broad range of tax issues. Responsibilities Federal tax compliance for corporations, partnerships, and other disregarded entities State and local tax compliance Evaluate and comply with the reporting requirements related to U.S. tax treaties, FATCA, foreign withholding, foreign tax credits, etc. You will have a great deal of autonomy but will work in a team environment. As an entrepreneurial firm, we value individual responsibility and initiative. We truly believe in flat hierarchies and open communication and offer a casual work environment of highly motivated individuals with very diverse professional and cultural backgrounds. Desired Skills & Experience 5-7 years of tax experience Bachelors or Masters in Taxation, or a similar program from an accredited college/university. Independent, yet able to interface with practice leaders to ensure the best possible results for clients. Strong organizational, project management, and problem‑solving skills. People-oriented and willing to train, motivate, and develop staff. Strong planning, research, writing, and communication skills. Preferred Qualifications Strong corporate tax compliance and tax provision experience CPA license or similar certification ProSystem fx Engagement Benefits 401K plan (with 3% salary paid employer contributions) Medical coverage Paid Dental coverage Employee and Dependent life insurance Disability insurance Vision insurance Accidental death & dismemberment insurance Flexible spending accounts Paid Day of Service annually Flexible work arrangements Generous paid time off - 25 days for all full‑time employees! Paid holidays Additional paid holiday following 4/15 deadline Paid parking/public transportation reimbursement Mobile phone reimbursement Tuition reimbursement & training Paid time off on days sitting for CPA Exam Monetary bonus for passing the US CPA exam Rödl Management, Inc. is an Equal Opportunity Employer. #J-18808-Ljbffr
    $81k-116k yearly est. 4d ago
  • Tax Manager - Lead Client-Focused Compliance & Growth

    Baker Newman Noyes LLC 3.9company rating

    Boston, MA jobs

    A top accounting and advisory firm in Massachusetts is seeking a Tax Manager to oversee tax compliance for diverse clients. The ideal candidate will have over five years of public accounting experience and a CPA certification. This role emphasizes client service and staff mentorship. The firm offers a range of benefits, including flexible paid time off and health insurance. Salary range is competitive based on experience. #J-18808-Ljbffr
    $82k-115k yearly est. 5d ago
  • Tax Manager, Property Tax

    Ducharme, McMillen & Associates, Inc. 4.1company rating

    Boston, MA jobs

    Tax Manager, Property Tax page is loaded## Tax Manager, Property Taxlocations: Boston, MAtime type: Full timeposted on: Posted Todayjob requisition id: REQ: 212As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:* 2025 Great Places to Work Certified* Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)* Company paid parental leave* Generous time off package* Multiple benefit plans, eligibility begins on day one of employment* Culturally focused on work/life balance, mental health, and the overall wellness of our employees The Tax Manager assists and supports team members in performing Real Estate assessment reviews for DMA clients, to achieve maximum tax savings and provide other state and local tax consulting services**Essential Duties and Responsibilities**• Provide support for leadership in the assessment review process, including representing clients during appeals and hearings with State and Local taxing authorities • Prepares reports and analyses supporting DMA's position for State and Local taxing authorities; reviews and submits periodic status reports to clients; prepares Reports of Findings and other general correspondence for clients • Uses DMA templates or valuation models for property valuation, fixed asset reconciliation or classification, determine client's prior methodologies, identify exemptions and abatements, identifying and reporting potential tax savings opportunities • Attend on-site inspection of client property (plants and operations) • Active participation in business development activities - including identifying, scoping, and developing customized solutions for new and prospective clients, as well as meeting with potential prospects; ability to communicate DMA's other service lines to prospects • Account management responsibilities for assigned clients - developing, sustaining, and enhancing relationships with DMA clients and prospects • Research, collect, and populate DMA's review management system with new cases, client assessment details, property, or fixed asset data and jurisdictional tax information • Assist in production and invoicing process • Track and monitor all relevant jurisdictional deadlines associated with return filings, audits, informal and formal appeals & protests, mailing & payment dates for tax bills • Research and follow industry or market activity/trends in assigned geographic area • Research and follow state and local tax issues, legislation, court cases, etc. • Perform much of the above in collaboration with a team, but also possessing the ability to do so independently and with minimal supervision **Non-Essential Duties and Responsibilities**• Perform other duties as assigned **Education and Qualifications**• Bachelor's degree in Accounting, Real Estate, Finance, Economics, or a related field • 5+ years professional experience; property tax, valuation, or accounting preferred • Advanced knowledge of Microsoft Excel, Outlook, and Word • Ability to work independently and as part of a team • Excellent verbal and written communication skills; demonstrated problem-solving skills • Organizational, research, and interpersonal skills • Ability to multi-task and prioritize projects and deadlines • Valid driver's license The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment. It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6. #J-18808-Ljbffr
    $80k-116k yearly est. 4d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Moody, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 20d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Moody, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. 21d ago
  • Assistant Branch Manager - Somerset, NJ

    Financial Resources Federal Credit Union Inc. 4.5company rating

    Somerset, NJ jobs

    Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 7 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for an Assistant Branch Manager for our Somerset, NJ location. This person should have at least 5 years of banking experience as a universal banker, teller, customer service rep, or any other branch position. Bilingual in Spanish and English would be preferred. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years . When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! Some of your essential duties will include, but are not limited to: Develop rapport and build lasting relationships with members through friendly conversation and active listening. Meet members' needs by conducting accurate needs assessments, inform members on how to conduct their financial needs, and provide service that meets the credit unions standards and quality of service as indicated in our guiding principles. Process member transactions such as deposits, withdrawals, transfers, and payments, accurately and efficiently. Organize, and safeguard cash and other negotiable bank items. Open accounts, enter consumer loan applications. Real estate secured loan applications can only be entered and closed if registered as a Mortgage Loan Originator (MLO). Check on branch's loan status to ensure that all approved loans are closed. Ensure that all loan exception report items are corrected. Meet branch sales goals by describing the benefits of and suggesting appropriate products and services that meet members' needs. Coach branch team to cross sell products and services by determining member needs, referring members to appropriate business partner, and following up to ensure contact has been made. Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes. Assist members with inquiries and solve problems in a professional and courteous manner answering member requests within 24 hours. Comply with all established policies and procedures. Responsible for branch cash ordering and daily branch proof. Prove ATM. Perform and ensure the timely completion of monthly audits. Develop a team of high-performing sales and service team members by participating in the hiring, coaching, and performance management processes. Identify the development needs of staff members; provide coaching and training to help staff members improve their knowledge, skills, and job proficiency. We ask that you have: High school diploma or equivalent. Supervisory experience preferred 5 or more years' experience in bank sales or as a bank customer service representative. Strong collaboration skills What we offer to our team members: Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period A competitive salary Generous paid time off Health, dental and vision plans for employees and their families Health Savings and Flex Spending Accounts Paid Parental Leave Programs Short and Long-Term Disability Programs Company provided life insurance and low-cost supplemental insurance plans 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions Paid volunteer days Opportunities for career advancement with continuous learning and development Tuition reimbursement If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
    $46k-60k yearly est. Auto-Apply 8d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Tuscaloosa, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 33d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Huntsville, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 60d+ ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Mobile, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 57d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Dothan, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 7d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Dothan, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. 8d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Montgomery, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. Auto-Apply 19d ago
  • Assistant Branch Manager

    Regional Finance 4.1company rating

    Montgomery, AL jobs

    Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? * Regional offers competitive pay! We do our best to show that we value our team members! * You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? * You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers! * All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities * Provide exceptional service to all customers. * Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. * Maintain office cash with accuracy and proper security. * Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. * Minimize delinquent debt through calling customers and collecting on past-due accounts. * Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. * Transport money and deposits to and from bank. * Other duties as assigned by leadership. Minimum Qualifications * High School Diploma or Equivalent. * Prior customer service experience in either a sales/retail environment or cash management environment. * Must pass drug screen, criminal and credit background checks. * Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies * Demonstrated passion for customer service. * Excellent written and verbal communication skills. * Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. * Thrives in a pay for performance atmosphere. * Proven ability to multi-task. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
    $34k-46k yearly est. 20d ago
  • Assistant Branch Manager - Dothan, AL

    1St. Franklin Financial 4.4company rating

    Dothan, AL jobs

    Join the 1 st Franklin Financial team as an Assistant Branch Manager. Salary: $18.00 to $20.50 This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Assistant Branch Manager is knowledgeable of features of products and services to drive that exceptional customer experience. The ABM interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Develops and assures that Branch growth, profitability goals and objectives are met Manages all loans including approval of customer loans and sales finance contracts within delegated authority for lending limits Maintains Branch delinquency control and personally engages with delinquencies as appropriate Delegates the daily assignments of solicitation to new and existing customers Oversees personnel management including hiring, termination, disciplinary actions, and salary administration Exemplifies and expects that impeccable customer service is always maintained Ensures that communication is disseminated in a timely and efficient manner to all Branch employees Follows up on all Audit results & recommendations Education, Qualifications and Experience High School Diploma or equivalent Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances) Minimum one to two (1-2) years' experience in financial services dealing with customers and managing staff personnel Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Desirable: Must possess a valid driver's license and the ability to operate an automobile (unless there is no Branch Manager who can perform this function, then having a valid driver's license and the ability to operate an automobile is an essential job function) #IND002 About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 380 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
    $18-20.5 hourly 1d ago
  • Branch Manager III (Natick)

    Eastern Bank 4.6company rating

    Assistant branch manager job at Eastern Bank

    Hiring Range: $70,798 - $116,311 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. In a Retail bank branch, proactively sells the bank's products and services to existing customers and prospects, guides the sales efforts of the platform team, ensures superior customer service levels, and manages the daily operations. * Responsible for the overall management of a mid-to-large-sized banking office. Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals. Through tested techniques, engages in sales and service coaching sessions with sales staff. * With a focus on building commercial relationships, conducts business development activities to include personal visits and outbound teleservicing as components, several of which may be joint with partners from the business banking unit. * Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like. * Ensures sound branch operations and compliance. Complies with all bank policies, regulations, and laws applicable in carrying out responsibilities for both staff and self. * Effectively collaborates with internal business partners (HR, Wealth, Business Banking, Consumer Lending, etc.) to ensure branch success. * Manage and develop branch staff through observational coaching sessions, joint sales calls where applicable, using the coaching models, defined sales activities, and consultative customer sales tools. Leads by example and inspires confidence, respect, loyalty and ensures a positive team environment among staff. * Proactively identifies, reports, and resolves customer issues to ensure a positive customer experience, actively promotes programs that solidify the customer relationship, and manages customer service standard levels within the branch, adhering to established guidelines. * Consistently applies policies for routine aspects of staff management, and as performance issues arise. Prepare and deliver performance appraisals for staff. * Expected to have / gain full understanding of the teller function. Balancing policy and procedure with appropriate judgement, and with minimal direction, makes management decisions that are mutually beneficial to the bank and the customer. Incumbent seeks appropriate guidance when dealing with policy ambiguity, unfamiliar employee situations, etc. Qualifications: * Strong problem resolution skills and leadership ability * Leads by example and inspire confidence, respect, loyalty and ensures a positive team environment among staff. * Basic business acumen and professionalism is a must. * The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. * Demonstrated ability to generate sales excitement. * Ability to build relationships and strong alliances across the organization is crucial. * Ability to develop branch staff through observational coaching sessions, joint sales calls, where applicable, defined sales activities, etc. * Must have the ability to quickly adapt and be a change agent. * Must be able to quickly learn all details about the products and services offered by the bank and must retain and build upon product knowledge base as a member of the division's management team. * Must understand the "big picture" in banking - e.g., answers to questions like: How does a bank make money? What makes a product profitable? * Bachelor's degree preferred, or equivalent combination of training and/ or experience. * 3-5 years of management experience and proven leadership capabilitities required, preferably in a retail banking environment. * Must have a history of solid sales, service, and management successes.
    $70.8k-116.3k yearly Auto-Apply 37d ago

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