Branch Manager jobs at Defiance State Bank - 2971 jobs
Bank Manager I
BMO Financial Group 4.7
Joliet, IL jobs
Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
+ Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
+ Ensures alignment between values and behaviour that fosters diversity and inclusion.
+ Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
+ Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
+ Attracts, retains, and enables the career development of top talent.
+ Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
+ Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses.
+ Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
+ Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
+ Conducts cold calls to prospective customers to develop new customer relationships.
+ Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.
+ Supports the Bank's community involvement and participates in community activities.
+ Maintains a high-touch relationship with key branch customers and prospects within the market.
+ Resolves customer related issues using knowledge of bank services, products, and processes.
+ Fulfills sales and service activities for the customer in accordance with approved procedures.
+ Recommends and implements solutions based on analysis of issues and implications for the business.
+ Assists in the development of strategic plans.
+ Builds the business plan for the branch.
+ Influences and negotiates to achieve business objectives.
+ Identifies emerging issues and trends to inform decision-making.
+ Implements, reviews, and revises work plans.
+ Helps determine business priorities and best sequence for execution of business/group strategy.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers.
+ Ensures alignment between stakeholders.
+ Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Communicates goals, plans, and assignments to achieve financial and customer service goals.
+ Leads the implementation of new programs, products and processes within the branch.
+ Coordinates the implementation of national and regional sales and service initiatives.
+ Monitors the service request and problem resolution processes for adherence to national standards.
+ Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
+ Plans and controls unit operating expenses in accordance with forecasts.
+ Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
+ Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
+ Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
+ Builds effective relationships with internal/external stakeholders.
+ Maintains the confidentiality of customer and Bank information.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with all legal and regulatory requirements for the jurisdiction.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Previous supervisory or management experience.
+ In-depth knowledge of retail banking products and services.
+ In-depth knowledge of competitive marketplace and trends in product offerings.
+ In-depth knowledge of all branch operational processes and policies.
+ In-depth knowledge of branch technologies, processes, and performance metrics.
+ In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$74,000.00 - $138,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$74k-138k yearly 4d ago
Looking for a job?
Let Zippia find it for you.
Business Banking Relationship Manager
BMO Financial Group 4.7
Barrington, IL jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 5d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Palatine, IL jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 5d ago
Legal Operations Manager (USA)
Trexquant Investment 4.0
Stamford, CT jobs
Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team.
We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team.
You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks.
Responsibilities:
Contract Management & Automation
Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga).
Manage legal document execution and storage processes.
Track contract renewals and compliance obligations.
Technology Enabled Process and Workflow Design
Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting.
Proactively identify opportunities to automate and streamline legal and compliance processes.
Develop workflow descriptions and provide training to improve operational efficiency across the firm.
Contract Negotiation Support
Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks.
Coordinate with internal business teams and external counterparties to finalize contracts.
Compliance & Recordkeeping
Maintain organized filing systems for regulatory and corporate compliance materials.
Support reporting, audit and policy implementation efforts.
Qualifications:
Bachelor's degree required; JD preferred but not required.
3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment.
Strong understanding of contract lifecycle management and technology enabled workflow design.
Proficiency with:
Jira (for workflow management)
Conga or Ironclad (for contract lifecycle management)
DocuSign and Adobe Sign (for e‑signature processes)
Google Workspace (Docs, Sheets, Drive, etc.)
Basic HTML or similar skills (for form and template customization).
Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting.
A proactive mindset with a passion for improving processes through technology.
Ability to come 4 days per week in office with greater flexibility over time.
Benefits:
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
#J-18808-Ljbffr
$83k-135k yearly est. 2d ago
Senior Manager, Business Strategy & Finance - US P&BB
BMO 4.7
Chicago, IL jobs
Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
May network with industry contacts to gather and identify competitive insights and best practices.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary:
$102,000.00 - $190,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years of experience in tax compliance and a CPA certification. The company promotes work-life balance with a hybrid work model and offers a competitive salary range of $110,000 to $180,000 depending on experience.
#J-18808-Ljbffr
$110k-180k yearly 3d ago
Portfolio Risk Lead - Quantitative Risk & Modeling
Trexquant Investment 4.0
Stamford, CT jobs
A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits.
#J-18808-Ljbffr
$113k-174k yearly est. 4d ago
Senior Assurance Manager, Professional Practice Group
Aprio 4.3
Chicago, IL 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.
$65k-83k yearly est. 7d ago
Senior Risk Manager (USA)
Trexquant Investment 4.0
Stamford, CT jobs
We are looking for an experienced Portfolio Risk Specialist to lead and grow the Risk Management Team at Trexquant. In this role, you will be responsible for enhancing our risk management platform, developing key metrics for risk analysis, and proposing and implementing risk mitigation tactics and processes as the notional footprint and number of asset classes in our quantitative portfolio continue to grow.
Responsibilities
Oversee and analyze risk factor exposures and trends across company portfolios in global markets
Develop and manage automated risk models across all traded asset classes, including equities, credit, options, and futures, as well as at the portfolio level
Design stress-test experiments and present results to senior research team members to broaden our risk considerations across various markets
Partner with the Strategy, Execution, and Capital Allocation teams to develop and implement enhanced risk policies and ensure optimal risk management
Collaborate with providers on macro market risk considerations, efficient margin policies, and counterparty exposure
Present risk metrics and escalations to senior management and the investment committee to support timely decisions on shifting risk dynamics
Bachelor's, Master's, or Ph.D. degree in Mathematics, Statistical Modeling, Computer Science, or another related STEM field
5+ years of experience in portfolio risk management, with exposure to cross-asset portfolios
Prior experience at a quantitative hedge fund, bank, or multi-manager platform (preferred)
Strong quantitative skills with exceptional attention to detail
Proficiency in Python
Benefits
Competitive salary plus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits
Weekly company meals
Trexquant is an Equal Opportunity Employer
#J-18808-Ljbffr
$111k-157k yearly est. 4d ago
Mergers and Acquisitions (M&A) Partnership Tax - Senior Manager
Price Waterhouse Coopers 4.5
Chicago, IL jobs
At PwC, tax services focus on advising clients on planning, compliance, and strategy. Those in M&A tax provide guidance during mergers, acquisitions, and other business transactions. Your work analyzes transaction implications, develops tax structures, and assists clients in navigating complex regulations to optimize outcomes.
Strategic Advisor
Grow as a strategic advisor by leveraging influence, expertise, and network to deliver quality results. Motivate and coach others, solve complex problems, and apply sound judgment. Communicate how things fit together, develop high‑performing, diverse, and inclusive teams, and contribute to the Firm's success.
Key Skills and Experience
Craft and convey clear, impactful, and engaging messages that tell a holistic story.
Apply systems thinking to identify underlying problems and opportunities.
Validate outcomes with clients, share alternative perspectives, and act on client feedback.
Direct the team through complexity, demonstrating composure through ambiguous, challenging, and uncertain situations.
Deepen and evolve your expertise with a focus on staying relevant.
Initiate open and honest coaching conversations at all levels.
Make difficult decisions and take action to resolve issues hindering team effectiveness.
Model and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the M&A Tax team, you lead the creation and implementation of impactful tax strategies for complex transactions. As a Senior Manager, you guide large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Leverage specialized knowledge and technical acumen to deliver quality results and provide strategic input into the firm's business strategies.
Responsibilities
Guide significant projects and refine processes.
Maintain elevated operational standards.
Engage with clients at senior levels to confirm project success.
Cultivate trust with diverse teams and stakeholders.
Encourage and guide teams to resolve complex issues.
Represent the firm in community organizations.
Develop and implement impactful tax strategies.
Leverage technical acumen to deliver quality results.
What You Must Have
5 years of experience.
CPA, member of the Bar or other tax, technology, or finance‑specific credentials may qualify.
A Juris Doctorate (JD), Master of Laws (LLM), or master's degree in Accounting or Taxation may be considered in lieu of a bachelor's degree in Accounting.
What Sets You Apart
Juris Doctorate preferred.
Leading consulting engagements in partnerships and M&A.
Partnership taxation and qualitative analysis.
Applying U.S. federal income tax law.
Developing and sustaining client relationships.
Preparing and presenting complex documents.
Leading teams and encouraging innovation.
Utilizing digitization tools to enhance engagements.
Utilizing advance pricing strategy.
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: $124,000 - $335,000. 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, 401(k), 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
$71k-96k yearly est. 5d ago
Senior Manager, M&A Tax & Strategy
Price Waterhouse Coopers 4.5
Chicago, IL jobs
A leading professional services firm in Chicago seeks a Senior Manager in Tax to oversee M&A practices. The role involves strategic planning, team management, and client engagement, ensuring operational excellence. Candidates must have 5+ years in tax consulting, with a preference for those holding a Juris Doctorate, and must navigate complex financial landscapes effectively. Competitive salary and benefits offered.
#J-18808-Ljbffr
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 Client Accounting Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Client Accounting Services to join their dynamic team.
Position Responsibilities:
Interacting closely with clients to provide tax planning, consulting, and compliance services benefiting clients in the Restaurant, Hospitality or Franchise industries
Working closely with partners on delivering innovative tax planning strategies
Work closely with assigned tax team to help follow procedures and develop their effectiveness and efficiency.
Qualifications:
Licensed CPA preferred
Recent work experience with a public accounting firm
8+ years of experience in federal tax consulting and/or compliance experience in public accounting preferably in the Restaurant, Hospitality, or Franchise industries
Heavy experience in partnership, S Corporation, and C Corporation returns
Exceptional verbal and written communication skills
Computer expertise including knowledge of tax software and technology
Bachelor's degree in Accounting
$125,000 - $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 March2nd 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.
$72k-94k yearly est. 7d ago
Branch Manager
Affinity Federal Credit Union 4.2
River Edge, NJ jobs
In order to continually provide our members with the highest level of service, we are seeking an experienced, results oriented and service focused individual to manage our branch location in River Edge, NJ. The starting salary range for this position is between $75k and $85k and commensurate with experience.
The BranchManager oversees the branch activities and is accountable for the member experience, operational integrity, branch efficiency, and sales activities, in order to identify and support the needs of our membership and branch growth objectives. This position is responsible for developing long lasting relationships with personal and business members, member satisfaction, deepening member relationships, retention, and loan and deposit growth objectives. Successful candidate will be responsible for developing the branch budget and business plan to maximize branch revenue and profitability, while delivering a one of a kind experience to our members.
Requirements include a minimum of 7 years related work experience with a minimum of two years in a managerial capacity. Qualified candidates must have prior Salesforce CRM and sales management experience and possess excellent communication, interpersonal, and organizational skills.
Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical /dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services and earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and “Belong to Something Better.”
Affinity Federal Credit Union is an Equal Opportunity Employer.
Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation. Explore career opportunities with Affinity and belong to something better.
Please scroll down and read the Applicant Statement in its entirety.
Applicant Statement
I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.
I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.
I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.
I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.
If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.
I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.
I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.
I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.
I understand that this application is not a contract of employment.
If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices.
By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.
$75k-85k yearly Auto-Apply 60d+ ago
Branch Manager Exempt
Primary Residential Careers 4.7
Parsippany-Troy Hills, NJ jobs
The purpose of this position is to exercise complete responsibility for the immediate branch as well as any satellite branches within the branchmanager's supervision. These responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.
Assesses local market conditions, identifies current and prospective sales opportunities, and develops forecasts, financial objectives, and business plans for the branch
Has at least years of Mortgage Experience
Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
Develops, implements, and maintains sales and profitability plans according to account management principles
Carries out major assignments affecting business operations of the employer or the employer's customers
Performs the following tasks in completion of major assignments if the branchmanager is a loan originator:
collects and analyzes information regarding the customer's income, assets, investments, or debts
analyzes applicant data, credit, and collateral property value
determines which financial products best meet the customer's needs and financial circumstances
provides advice to the customer regarding the advantages and disadvantages of available financial products
markets, services, or promotes the employer's financial products
Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
Ensures that all areas of work performance or departments are properly staffed and directed
Provides training, coaching, development, and motivation to bring out the best in each team member
Takes on the responsibility for the orientation and evaluation of all employees
Oversees branch financial management
Recommends desirable changes in the policies and goals of the branch and the organization
Assists managers in developing branch and organizational objectives as well as budgets
Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
Addresses customer and employee satisfaction issues promptly
Manages the branch by following high ethical standards and complying with all government regulations
Maintains and enforces personnel policy
Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
Takes prompt corrective action as needed
Increases personal knowledge and expertise in business, appropriate technology, etc.
Follows company policies and procedures
Performs other duties as assigned
Qualifications
Basic reading, writing, and arithmetic skills are required with a strong attention to detail
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)
Preferences
Typing Speed of 50 wpm
Reporting Skills, Administrative Writing Skills, Microsoft Office Skills, Managing Processes, Organization, Analyzing Information , Professionalism, Problem Solving, Supply Management, Inventory Control, Verbal Communication
$59k-77k yearly est. 19d ago
Teller Manager - Media PA (Full Time)
TD Bank 4.5
Media, PA jobs
Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Teller Manager leads a team of service colleagues promoting a positive customer and colleague experience and provides day-to-day team leadership, and work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining compliance and regulatory guidelines. The role will lead, coach and develop colleagues toward achieving overall store results to include operational excellence, store advice and referral goals, and personal development objectives.
Depth & Scope:
* Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines
* Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership
* Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems
* Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk
* Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries.
* Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety
* Engages Customers, assesses needs, responds by providing service(s) or guidance
* Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term
* Coaches Teller team on financial transactions, customer experience, effective referral opportunities
* Plans, organizes and coordinates the activities for own area and resolves operational issues
* Manages team requiring workforce to decision on acceptable level of risk - specifically low risk potential (loss/reputational) transactions and/or requests
* Provides decision making authority of issues managed generally limited to non-standard issues or exceptions
* Provides leadership on day to-day issues on the Teller line, determining the most appropriate course of action for resolution, or escalates as required
* Leads by example and coaches Teller team on achieving individual performance metrics
* Partners with Store Leadership to achieve both store and individual performance metrics
* Ensures accurate use of all equipment by staff
Education & Experience:
* Undergraduate degree preferred and/or
* 2+ years of relevant experience
* Excellent organization, interpersonal and communication skills
* Sound judgment in decision making and problem solving
* Demonstrated knowledge of Banking Compliance Regulations
Customer Accountabilities:
* Shared accountability with Store Leaders for Lobby Leadership
* Acts as a contributor in achieving an overall Legendary Customer experience in the Store
* Leads, coaches, and proactively models exceptional service at every customer interaction in the lobby and on the frontline
* Responsible for maintaining optimal colleague scheduling to ensure customer demands and compliance requirements are met
* Supports and coaches frontline colleagues on effective customer complaint resolution
* Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements
* Leads the execution of the Store LEI plan/objectives; supports the execution of the Store advice plan/objectives
* Leads and coaches frontline team on advice giving strategies and overall product and services acumen
* Leads and coaches on advice delivery to improve the customer experience and overall profitability of the Bank
* Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs
* Ownership/oversight of simple to complex daily Store administrative duties
* Decisions more advanced teller transactions as well as processes teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures
Shareholder Accountabilities:
* Manages the service team promoting a positive customer and colleague experience
* Leads and develops a team of service colleagues, provides coaching on delivering effective customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall customer experience
* Responsible for cash control of the store. Leads and enforces proper cash control procedures to bolster security and eliminate fraud and cash loss
* Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers senior service team to act as a point of escalation for customer concerns, and takes personal ownership when concerns cannot be managed at junior levels
* Contributes to the execution and achievement of the team and the Store's customer experience targets by coaching/modeling appropriate attributes and behaviors
* May assist Regional Operational Officers in audits and various operational reviews
Employee/Team Accountabilities:
* Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues
* Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
* Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding customer interactions, products and services, etc.)
* Manages colleagues in compliance of all policies, procedures and guidelines
* Supports, mentors and coaches team members in their professional development
* Creates and fosters a cohesive team and promotes a strong colleague experience
* Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
* Onboards team members to ensure a positive experience and proficiency in role
* Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
* Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
* Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
* Acts as a brand champion for your business area/function and the bank, both internally and/or externally
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Occasional
Standing - Continuous
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$24-33.5 hourly Auto-Apply 5d ago
Teller Manager - Media PA (Full Time)
TD Bank 4.5
Media, PA jobs
Media, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Teller Manager leads a team of service colleagues promoting a positive customer and colleague experience and provides day-to-day team leadership, and work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining compliance and regulatory guidelines. The role will lead, coach and develop colleagues toward achieving overall store results to include operational excellence, store advice and referral goals, and personal development objectives.
**Depth & Scope:**
+ Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines
+ Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership
+ Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems
+ Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk
+ Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries.
+ Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety
+ Engages Customers, assesses needs, responds by providing service(s) or guidance
+ Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term
+ Coaches Teller team on financial transactions, customer experience, effective referral opportunities
+ Plans, organizes and coordinates the activities for own area and resolves operational issues
+ Manages team requiring workforce to decision on acceptable level of risk - specifically low risk potential (loss/reputational) transactions and/or requests
+ Provides decision making authority of issues managed generally limited to non-standard issues or exceptions
+ Provides leadership on day to-day issues on the Teller line, determining the most appropriate course of action for resolution, or escalates as required
+ Leads by example and coaches Teller team on achieving individual performance metrics
+ Partners with Store Leadership to achieve both store and individual performance metrics
+ Ensures accurate use of all equipment by staff
**Education & Experience:**
+ Undergraduate degree preferred and/or
+ 2+ years of relevant experience
+ Excellent organization, interpersonal and communication skills
+ Sound judgment in decision making and problem solving
+ Demonstrated knowledge of Banking Compliance Regulations
**Customer Accountabilities:**
+ Shared accountability with Store Leaders for Lobby Leadership
+ Acts as a contributor in achieving an overall Legendary Customer experience in the Store
+ Leads, coaches, and proactively models exceptional service at every customer interaction in the lobby and on the frontline
+ Responsible for maintaining optimal colleague scheduling to ensure customer demands and compliance requirements are met
+ Supports and coaches frontline colleagues on effective customer complaint resolution
+ Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements
+ Leads the execution of the Store LEI plan/objectives; supports the execution of the Store advice plan/objectives
+ Leads and coaches frontline team on advice giving strategies and overall product and services acumen
+ Leads and coaches on advice delivery to improve the customer experience and overall profitability of the Bank
+ Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs
+ Ownership/oversight of simple to complex daily Store administrative duties
+ Decisions more advanced teller transactions as well as processes teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures
**Shareholder Accountabilities:**
+ Manages the service team promoting a positive customer and colleague experience
+ Leads and develops a team of service colleagues, provides coaching on delivering effective customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall customer experience
+ Responsible for cash control of the store. Leads and enforces proper cash control procedures to bolster security and eliminate fraud and cash loss
+ Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers senior service team to act as a point of escalation for customer concerns, and takes personal ownership when concerns cannot be managed at junior levels
+ Contributes to the execution and achievement of the team and the Store's customer experience targets by coaching/modeling appropriate attributes and behaviors
+ May assist Regional Operational Officers in audits and various operational reviews
**Employee/Team Accountabilities:**
+ Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues
+ Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
+ Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding customer interactions, products and services, etc.)
+ Manages colleagues in compliance of all policies, procedures and guidelines
+ Supports, mentors and coaches team members in their professional development
+ Creates and fosters a cohesive team and promotes a strong colleague experience
+ Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
+ Onboards team members to ensure a positive experience and proficiency in role
+ Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
+ Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
+ Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
+ Acts as a brand champion for your business area/function and the bank, both internally and/or externally
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Occasional
Standing - Continuous
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$24-33.5 hourly 60d+ ago
Retail Branch Manager - Headquarters
The Citizens Bank 3.7
Batesville, AR jobs
LET US INTRODUCE OURSELVES
Citizens Bank was founded in 1953 by a group of business and civic leaders. Citizens Bank is a financial services organization that is committed to serving the needs of the communities it serves. Its progressive community banking model focuses on the delivery of exceptional customer service while employing advanced technology and products which allow its customers to have one bank to serve all their needs. The Bank takes pride in a heritage of independence that honors the vision of its founders and remains dedicated to the financial progress of the people it serves. With a mission statement of People First, we always strive to deliver an amazing customer experience and provide the best products and services possible by every member of the Citizens Bank team.
WHY YOU WILL LOVE WORKING FOR CITIZENS BANK...
Access to great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Paid Time Off, and Employee Discounts.
A mission‑driven culture centered on genuinely improving people's lives.
Deep roots in the Batesville community with a commitment to service that goes back more than 70 years.
A collaborative, supportive workplace where your leadership impacts both the team and the community.
Opportunities for professional advancement as part of a respected and growing financial institution.
WHAT DOES THE RETAIL BRANCHMANAGER DO?
The BranchManager leads all aspects of branch operations while driving business growth and strengthening Citizens Bank's presence in the Batesville community. This role oversees staff leadership, customer experience, and performance management with a focus on developing the team and helping associates reach their potential. The BranchManager ensures the branch operates efficiently, achieves financial goals, and delivers on our
People First
mission every day.
Overall Branch Leadership & Management
Provide strategic direction for the branch, overseeing daily operations, staffing, scheduling, compliance, and service delivery with support from the Assistant BranchManager.
Monitor and managebranch performance, ensuring goals are met in deposits, new accounts, consumer loans, customer satisfaction, and operational excellence.
Oversee branch operational activities including cash handling procedures, vault management, ATM operations, and regulatory reporting.
Support staff in resolving customer inquiries, escalated issues, or complex service needs to ensure exceptional customer service.
Assist customers with consumer lending needs and guide them through the borrowing process.
Maintain compliance with all bank policies, procedures, security, and regulatory requirements.
Lead and develop branch staff through coaching, mentoring, and performance management to build a high‑performing, service‑driven team.
Foster a culture of accountability, professionalism, and empowerment, ensuring every team member reflects Citizens Bank's
People First
values.
Business Development & Community Engagement
Implement strategies to grow deposits, loans, and new customer relationships.
Build strong relationships with local businesses, organizations, and civic leaders to identify partnership and referral opportunities.
Actively engage in calling efforts, onsite business visits, and community networking to generate new business and strengthen existing relationships.
Serve as a visible ambassador of Citizens Bank throughout Batesville and surrounding communities.
Champion Citizens Bank's commitment to community development by identifying ways the branch can support local needs and economic growth.
Uphold and promote the Bank's longstanding dedication to serving the people of Independence County and beyond.
WHAT ARE THE SKILLS YOU NEED TO SUCCEED IN THIS ROLE?
2+ years of experience in banking, management, or related leadership role.
Strong leadership skills with proven success in motivating and developing teams.
Demonstrated ability in business development, community engagement, or customer relationship management.
Excellent interpersonal and communication skills.
Ability to manage multiple priorities and adapt to change.
Knowledge of banking operations, compliance, and risk management.
Proficiency with computers and digital banking platforms.
Ability to work branch hours, including some evenings and weekends.
If this sounds like the role for you, apply today!
Citizens Bank is an Equal Opportunity Employer
$44k-57k yearly est. 4d ago
Regional Branch Manager
Wintrust Financial 4.9
Grand Rapids, MI jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Macatawa Bank, now part of the Wintrust Financial Corporation, is looking for top talent to join our team as a Regional BranchManager!
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and annual discretionary bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
What you'll do:
As a Regional BranchManager, you will deliver superior financial results and best in class customer service by creating a proactive sales and service environment across multiple branches within the charter. You will work with other lines of business to maximize growth and profitability.
Essential Duties and Responsibilities:
Establish and enhance the bank's presence in the local community while also promoting consistent involvement at the branch level
Promote products and services including deposit, loan and retirement products
Promote Wintrust and/or local brand as appropriate
Build strong partnerships between Retail Banking and other business lines
Participate in networking events and initiate outbound calling efforts
Drive the bank's Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations
Operate within assigned authority levels
Participate in corporate projects to align charter with Wintrust initiatives
Assist Head of Retail in maintaining Wintrust culture
Supervisory Responsibilities:
Strategize with managers to expand and retain new and existing customer relationships
Conduct regular meetings to keep team members informed and motivated
Perform regular coaching sessions with Retail team members and address employee performance issues as needed
Oversee operations, including hiring, leadership development and regional facility issues
Ensure regional team members comply with all department, bank and regulatory policies and procedures
Ensure adherence to all security procedures established to maintain safety for employees and customers
Resolve escalated customer matters
Knowledge/ Skills/ Abilities Required:
Excellent customer service, organizational and problem-solving skills
Exemplary interpersonal, verbal and written communication skills
High level knowledge of bank compliance and operations
Strong managerial and leadership skills
Successful record of sales excellence
Ability to handle multiple projects simultaneously in a fast-paced environment
Intermediate computer skills
Training/ Education/ Experience Qualifications:
High School diploma or GED required; college degree or related banking experience strongly preferred
Minimum 5+ years branchmanagement experience required
Minimum 5+ years in a customer contact/sales position or equivalent preferred
Experience in business development preferred
May require NMLS certification
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated salary range for this role is $98,000-$132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$98k-132k yearly Auto-Apply 7d ago
Branch Manager, North Region
Dollar Bank 4.3
Pittsburgh, PA jobs
The BranchManager I participates in a comprehensive retail training program while working toward individual business development and sales objectives. This role is responsible for fostering a high-performing sales and service team, ensuring that each member contributes to the branch's success through a consultative sales approach.
A key focus of the BranchManager I is enhancing team performance through individualized coaching sessions and holding team members accountable for their goals. Additionally, this role actively drives business growth through proactive initiatives, including participation in community events and business networking opportunities.
As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Northern Market. These branches include North Hills, Richland, Wexford, Cranberry, and Butler. Travel reimbursement is provided after a specific mileage threshold is met.
Education and Experience Requirements:
* Candidate must have one of the following:
o Bachelor's Degree with three years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
o High School Diploma/GED with seven years of solid management experience in a retail environment including managing a staff, coaching, and meeting sales goals.
o High School Diploma/GED with three years of retail banking experience as a BranchManager.
* Retail Banking and business development experience preferred.
* Ability to travel as needed to training.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Essential Functions:
* Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values.
* Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships.
* Actively support customer engagement by adhering to the Bank's service behaviors.
* Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads.
* Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity.
* Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback.
* Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events.
* Consistently achieve all established customer service goals and targets.
* Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction.
* Arithmetic skills to count money accurately
* Computer literacy to access account information and process transactions
* Develop a thorough knowledge of Bank products and guidelines by attending the required classes.
* Maintain a professional appearance and conduct yourself in a professional manner at all times.
* Maintain the highest level of professional integrity and ethics.
* All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$64k-78k yearly est. 28d ago
Assistant Manager
Onemain Financial 3.9
Wooster, OH jobs
At OneMain, Assistant Managers assist BranchManagers in creating a work environment that fosters the ability to deliver an exceptional customer experience by providing leadership and training for branch staff. Assistant Managers lead by example in providing personal loan solutions through underwriting decision making and collection activity. The Assistant Manager position serves as a developmental opportunity for future leadership roles within the branch network.
IN THE ROLE
Deliver results related to individual and branch sales and collections goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products available
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including closing loans, collections activities, complying with all laws and regulations
Assist in the training and coaching of Branch Team Members and provide interim leadership in BranchManager absences
Requirements
HS Diploma/GED
Proven experience in achieving established business goals and objectives
Experience in financial services leadership
Current insurance licensure in state
Preferred
Bachelor's degree in business, finance or related field
Bilingual: Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as BranchManager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days' vacation per year, prorated based on start date)
Paid sick leave as determined by state or local ordinance (prorated based on start date)
11 Paid holidays (4 floating holidays, prorated based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collection, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Financial Representative, Credit, Leadership, Manager Trainee