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Vice President jobs at Enterprise Bank - 1560 jobs

  • VP, Branch Manager

    Enterprise Bank & Trust 4.6company rating

    Vice president job at Enterprise Bank

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: VP, Branch Manager Job Description: Summary: Responsible for the day-to-day operational management of a branch location as well as the front-end sales management. Supervises the activities of branch associates including resolving escalated concerns, hiring, scheduling, performance evaluations, discipline and recommending development opportunities. Provides leadership and guidance to ensure compliance with bank policies. Ensures that customer service is provided, including opening accounts, providing customers with information, and resolving client concerns. Essential Duties and Responsibilities: * Direct supervision of day-to-day operation of the branch and associates * Direct activities of branch associates to ensure complete and efficient customer service. * Implement company policy pertaining to the cashing of checks and withdrawal of funds from accounts and safe deposit activities. * Responsible for managing and maintaining compliance with branch operations, including training branch associates on changes to policy and procedure. * Acts autonomously when making decisions and client escalations, requires guidance on more complex judgements * Actively develops and cross trains team to ensure tools for success, prepares associates for career development and promotional opportunities * Oversees the recruitment and training processes for branch staff * Partners with other departments to support branch operations and compliance. * Responsible for overall operation and maintenance of bank building, premises and facilities. * Participates in business development activities. * Reviews, recommends, implements and oversees all policies and procedures related to the internal and external integrity of the bank security systems and devices. * Other duties as assigned. Qualifications: * Excellent leadership, interpersonal, customer service and strong organizational skills with a high degree of accuracy. * Sales management skills in order to successfully coach associates to meet branch goals. * Sales and marketing orientation with emphasis on cross-selling bank services. * Thorough knowledge of bank operations, policies, procedures, compliance, and banking regulations. * Team oriented, possesses a positive attitude and works well with others. * Strong oral and written communication skills * Strong knowledge of all various types of products offered at the bank. * Excellent problem solving skills Supervisory Responsibilities: * Supervision of Branch Associates Education and/or Experience: * High School diploma or equivalent required * Bachelor's degree in business related field or equivalent experience: or equivalent combination of education and experience * Minimum of five years banking experience required * Experience working in an environment with individual and team goals * Previous supervisory experience required Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite (Google Suite (Gmail, Calendar, Google Docs and Google Sheets) * Workday * IBS * Salesforce Certificates, Licenses and Registrations: * Notary license where applicable Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $108k-135k yearly est. Auto-Apply 30d ago
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  • Vice President of Deposit Operations

    Georgia United Credit Union 3.7company rating

    Duluth, GA jobs

    Job Title: Vice President of Deposit Operations Reports To: Chief Experience Officer Shape the Future of How We Serve Our Members Are you a strategic leader passionate about operational excellence and member service? Georgia United Credit Union is seeking a Vice President of Deposit Operations to provide the vision and leadership for all our deposit functions. In this key role, you will be the driving force behind our deposit operations strategy. You will ensure regulatory compliance, champion process improvement, and lead a high-performing team to deliver exceptional service across all our deposit activities. What You'll Do: Develop and execute the strategic vision for deposit operations, aligning with our mission and goals. Oversee all aspects of deposit operations, including deposit accounts, account origination, ITMs, remote deposit channels, and specialty accounts. Serve as the trusted advisor to executive leadership, presenting performance reports and strategic recommendations. Ensure robust risk management, audit readiness, and compliance with all federal and state regulations. Lead process improvement and change management initiatives to enhance service, reduce risk, and support innovation. Develop and manage departmental budgets, forecasts, and performance metrics (KPIs). Build, coach, and sustain a high-performing team through effective recruitment, training, and professional development. What You'll Bring: Bachelor's degree in Business Administration, Finance, or a related field. 10+ years of experience in deposit operations or retail financial services. At least 7 years in a leadership role overseeing multiple functional areas and managing teams. Proven expertise in deposit product management, account origination systems, and remote deposit capture. Comprehensive knowledge of applicable regulations, risk management, and audit requirements. Demonstrated success in strategic planning, budget management, and leading large teams. Key Behaviors for Success: Excellent communicator skilled at building relationships and influencing at all levels. Strategic thinker who can translate vision into actionable results. Resilient leader effective at managing multiple priorities and leading change. Committed to championing the member experience and operational excellence. Ready to Lead? If you are a decisive leader looking to make a significant impact, we encourage you to apply. Georgia United is an Equal Opportunity Employer and participates in E-Verify. This position is exempt and approved for a hybrid work schedule. Occasional travel is required.
    $142k-188k yearly est. 1d ago
  • VP, Financial Consultant- Del Mar, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    San Diego, CA jobs

    Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
    $101k-161k yearly est. 8d ago
  • VP, Financial Consultant- Atlanta, GA (Buckhead) (Hiring Immediately)

    Charles Schwab 4.8company rating

    Atlanta, GA jobs

    Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Whats in it for you: At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbati
    $83k-148k yearly est. 7d ago
  • VP, Financial Consultant - Campbell, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Campbell, CA jobs

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required
    $106k-164k yearly est. 5d ago
  • VP, Financial Consultant- Mission Viejo, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Mission Viejo, CA jobs

    Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Whats in it for you: At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $103k-162k yearly est. 7d ago
  • VP - Senior Financial Officer - Property & Casualty Insurance

    USAA 4.7company rating

    Phoenix, AZ jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, disability, or status as a protected veteran.
    $224.3k-403.7k yearly 8d ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    San Diego, CA jobs

    AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $134k-179k yearly est. Auto-Apply 60d+ ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    Tucson, AZ jobs

    AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $103k-137k yearly est. Auto-Apply 60d+ ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    Atlanta, GA jobs

    AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $105k-134k yearly est. Auto-Apply 60d+ ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    Phoenix, AZ jobs

    Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities Operational Strategy & Execution Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. Leadership & Team Management Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. Financial & Performance Management Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. Regulatory Compliance & Risk Management Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. Technology & Innovation Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. Cross-Functional Collaboration Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience Education Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). Professional Experience Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. Skills & Competencies Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. Strong analytical mindset with a data-driven approach to problem-solving and decision-making. Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer Competitive Compensation & Benefits Attractive executive compensation package, including base salary and performance-based incentives. Comprehensive health, dental, vision, and retirement plans. Professional Growth Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: 401(k) Dental insurance Disability insurance Employee discounts Health insurance Life insurance Paid time off 12 paid holidays per year Paid training Referral program Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $105k-139k yearly est. Auto-Apply 60d+ ago
  • Chief Operating Officer (COO) - Mortgage Lending (REMOTE)

    Amerisave Mortgage 4.3company rating

    Phoenix, AZ jobs

    AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $105k-139k yearly est. Auto-Apply 60d+ ago
  • District Sales Director - Southern California

    Eaton Corporation 4.7company rating

    San Diego, CA jobs

    Eaton's Electrical North American Sales division is currently seeking a **District Sales Director** for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. **In this role you will:** + Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives + Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service + Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio + Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts + Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district + Create and execute strategic plans including the implementation of strategic channel and product line initiatives + Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth + Identify, analyze, select, and continuously improve the districts various channels to market + Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel **Qualifications:** - Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market - Minimum of 5 years of experience leading a team, directly or indirectly - Proven Leadership experience managing sales teams, customers and channel - Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. - An undergraduate degree from an accredited institution is required - Must have and maintain an unrestricted driver's license - Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. **Preferred Qualifications:** - Product line marketing and/or operational experience - MBA preferred **Position Criteria:** - Proven leadership skills and ability to successfully manage and resolve conflict - Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues - Knowledge of electrical markets, products, and distribution channels - Strategic planning and profit planning / VOP planning experience - Strong commercial acumen with experience in customer development, and the deployment of various sales techniques - Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals - Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position - Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. _Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations._ **The application window for this position is anticipated to close on December 31st, 2025.** We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $182k-268k yearly 19d ago
  • District Sales Director - Southern California

    Eaton Corporation 4.7company rating

    San Diego, CA jobs

    Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience leading a team, directly or indirectly * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $182k-268k yearly 21d ago
  • District Sales Director - Southern California

    Eaton Corporation 4.7company rating

    Industry, CA jobs

    Eaton's Electrical North American Sales division is currently seeking a **District Sales Director** for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. **In this role you will:** + Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives + Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service + Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio + Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts + Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district + Create and execute strategic plans including the implementation of strategic channel and product line initiatives + Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth + Identify, analyze, select, and continuously improve the districts various channels to market + Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel **Qualifications:** - Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market - Minimum of 5 years of experience leading a team, directly or indirectly - Proven Leadership experience managing sales teams, customers and channel - Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. - An undergraduate degree from an accredited institution is required - Must have and maintain an unrestricted driver's license - Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. **Preferred Qualifications:** - Product line marketing and/or operational experience - MBA preferred **Position Criteria:** - Proven leadership skills and ability to successfully manage and resolve conflict - Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues - Knowledge of electrical markets, products, and distribution channels - Strategic planning and profit planning / VOP planning experience - Strong commercial acumen with experience in customer development, and the deployment of various sales techniques - Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals - Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position - Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. _Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations._ **The application window for this position is anticipated to close on December 31st, 2025.** We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $182k-268k yearly 19d ago
  • District Sales Director - Southern California

    Eaton Corporation 4.7company rating

    Industry, CA jobs

    Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience leading a team, directly or indirectly * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $182k-268k yearly 21d ago
  • District Sales Director

    Eaton Corporation 4.7company rating

    Kansas City, MO jobs

    Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $75k-96k yearly est. 23d ago
  • District Sales Director

    Eaton Corporation 4.7company rating

    Fenton, MO jobs

    Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $75k-96k yearly est. 23d ago
  • District Sales Director

    Eaton Corporation 4.7company rating

    Lenexa, KS jobs

    Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $70k-90k yearly est. 23d ago
  • AVP, Trust Operations

    Enterprise Bank & Trust 4.6company rating

    Vice president job at Enterprise Bank

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: AVP, Trust Operations Job Description: Summary: Primary function of this position is to process fee income, prepare various management reports and tax reporting for all clients. Analyzes, interprets and processes a wide variety of transactions and be aware of their impact to financial statements and other customer reporting. Essential Duties and Responsibilities: * Sets up and maintains fee schedules. Processes department fee income and prepare various management reports. * Handles client fee billing and invoices. * Prepares quarterly SEC reporting of RC-T,13F and 13G. * Monthly reconciliation of all house accounts and preparation of securities reports for management. * Manages tax reporting of 1099 DIOB, Misc Income, 5498's, MLPs and K-1s. * Daily processing of all miscellaneous income, fee checks, coding issues and other system adjustments/issues. * Maintain Security vault and performs annual audit * Backup to all jobs on trust operations team * Maintain and process operating loss * Responsible for Annual Unclaimed Property Escheatment * Performs other duties as required. Qualifications: * Team-oriented, possess a positive attitude and work well with others * Excellent interpersonal and customer service skills * Good analytical and problem solving skills, including attention to detail * Demonstrate a willingness to learn and apply new concepts, accept change and grow within the position * Strong judgement, ethics, and decision making skills * Ability to prioritize; handle multiple tasks; and work independently * Strong organizational skills and detail-oriented with high degree of accuracy * Strong written and oral communication skills * Strong math and problem solving skills * Must maintain confidentiality of client transactions and financial records * Good phone voice with professional and well-groomed appearance * Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier * Thorough knowledge of trust procedures, bank operations, products and services offered at the bank Supervisory Responsibilities: * None Education and/or Experience: * Bachelor's Degree and minimum of 3 years of Trust Operations experience in a financial services environment Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Office * Salesforce * SEI * Google Certificates, Licenses and Registrations: * None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $71k-85k yearly est. Auto-Apply 37d ago

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