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Service Supervisor jobs at Honeywell - 1772 jobs

  • Senior Casualty Underwriting Leader & Team Growth

    Berkshire Hathaway Spec INS 4.8company rating

    Chicago, IL jobs

    A leading insurance provider in Chicago seeks a Vice President, Experienced Underwriting Manager for its Central Casualty team. The successful candidate will lead underwriters and evaluate casualty insurance risks. With over 10 years in underwriting and 5 years in management, strong analytical and relationship-building skills are essential. The role offers a competitive salary of $190,000 to $230,000 annually along with excellent benefits, providing opportunities for career growth and development. #J-18808-Ljbffr
    $190k-230k yearly 2d ago
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  • Service Desk Supervisor

    Omega Systems 4.1company rating

    Elmwood Park, NJ jobs

    Service Desk Supervisor Reports To: Service Desk Manager Division: Service Desk FSLA: Exempt Office Designation: Elmwood Park-In Office, Hybrid Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies. You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction. Functional Responsibility and Task Statements Operational Responsibilities Supervising end-user services and technical support services. Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone. Provide consistent training and mentoring to members. Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns. Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis. Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance. Create, Update, and Improve Documentation to ensure high level of service. Review Timesheets Weekly Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities. Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes. Leadership and People Responsibilities Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally. Technical Responsibility and Task Statements Administrate and facilitate personnel to hire and retain staff. Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness. Establish staff training and development programs related to technical services. Develop measures and controls to ensure performance standards and goals are achieved. Develop and maintain Key Performance Indicators (KPIs) around testing performed within team. Mentor and develop direct reports through personal behaviors. Ensure to provide customer satisfaction across all technical service offerings. Provide monthly technical activity and status reports Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated. Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc. Travel Requirements: Minimal travel is required for this position. Desired Qualifications and Skills Required Bachelor's degree in a job-related discipline or equivalent working experience. Minimum of five years of technical experience. Must have former technical supervisory experience preferably in a Call Center or similar environment. Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software. Ability to: develop and recommend strategic and tactical plans for the delivery of technical services. Ability to communicate technical/complex information both verbally and in writing. Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels EEO STATEMENT It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.
    $60k-121k yearly est. 3d ago
  • Service Supervisor - Manzanita

    American Campus Communities 4.2company rating

    Tempe, AZ jobs

    At ACC, the Service Supervisor is critical to a property's facilities maintenance operations, ensuring work order execution while helping supervise and train the service team. In this role, you'll also help manage vendor relationships and maintain high standards for our residents to enjoy. The ideal candidate will have strong attention to detail and a commitment to safety and cleanliness. At ACC, there are always opportunities to gain new certifications, and grow in your facilities maintenance career - whether it is supporting nearby properties or on the job training. Coordinate, help supervise, and train maintenance team, ensuring timely completion of work orders and maintenance tasks; support operations in the absence of supervisor. Perform work order processes, including execution, system close-out, verification, and vendor coordination. Assist in and help lead property turn process and coordinate with vendors for efficient execution. § Assign and perform preventative maintenance work, contributing to the ongoing update of preventative maintenance plans. § Conduct inspections of public areas and resident apartments to ensure ACC's facilities maintenance standards are met. Ensure the safe operation, compliance, preventative maintenance, and training for all facilities equipment and systems, adhering to health, safety, and OSHA regulations. § Communicate and assist with outside vendors, including escorting them on-site and helping managing vendor relationships; assist with contract management and vendor agreements. § Conduct inventory assessments to ensure necessary tools and supplies are available. Ensure property is utilizing national partnerships for vendor management to reduce expenses, and leverage market-wide vendor services for consistency and scalability with nearby properties. Maintain clean and orderly shop, storage, and back-of house environment, ensuring all tools and supplies are organized. Assist with coordinating with vendor services like snow removal, landscaping, etc. Help order maintenance supplies and equipment for property needs, within budget; assist with processing invoices in a timely manner. Maintain key control oversight, including key box access. Other duties as assigned by supervisor. American Campus Culture Commitments Our people are devoted to a culture of inclusion, diversity, and equality in the workplace and our communities. We are committed to intentionally executing an evolving set of goals specific to inclusion, diversity, and accountability, driven by empathetic leadership and embraced by all. The core of American Campus culture involves everyone being fully invested in everything that we do down to picking up the smallest piece of trash. No matter their position or duration at any given property, everyone picks up trash because we take pride in our community. Serve as an American Campus representative and liaison in all interactions. Certain activities involved in this position may be photographed and/or video and audio recorded for quality control and/or training purposes. Compliance with the Photo, Video and Voice Recording Policy is a condition of employment. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the minimum knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: HVAC certification preferred CPO certification preferred - if applicable 2 years' proven experience in residential facilities maintenance Benefits & Perks Benefits: Dental Vision 401(k) with Employer Matching Medical & Dependent Care Flexible Spending Accounts (FSA) Life Insurance Sick Leave Paid Time Off Paid Pregnancy & Childbirth Leave Paid Paternity Leave Health Insurance Health Savings Account (HSA) with Employer Matching Short-Term & Long-Term Disability Perks: Preferred Membership Pricing at Local & National Companies CoreGiving Volunteer Days Referral Program Charity Matching Program
    $42k-62k yearly est. 1d ago
  • Service Supervisor - Manzanita

    American Campus Communities, Inc. 4.2company rating

    Tempe, AZ jobs

    At ACC, the Service Supervisor is critical to a propertys facilities maintenance operations, ensuring work order execution while helping supervise and train the service team. In this role, youll also help manage vendor relationships and maintain hi Supervisor, Operations, Maintenance, Vendor, Service, Retail, Property Management
    $42k-62k yearly est. 1d ago
  • Senior Commercial Lines Broker & Team Leader

    NFP Corp 4.3company rating

    Boston, MA jobs

    A leading insurance brokerage firm is seeking a Commercial Lines Broker/Sr. Broker in Boston, MA. This full-time, hybrid role involves managing complex placements and mentoring staff. Candidates should have a minimum of 7 years of experience in insurance and excellent negotiation and leadership skills. A Bachelor's degree is preferred. The company offers a salary range of $75,000 to $150,000 based on experience and qualifications. #J-18808-Ljbffr
    $75k-150k yearly 1d ago
  • Supervisor - Rehab Services

    Beacon Health System 4.7company rating

    Bremen, IN jobs

    Seeking Physical Therapist to be responsible for supervising, on a day-to-day basis, assigned therapists (occupational, physical, and speech) and support staff to ensure optimal delivery of patient care, effective management administration and appropriate intra- and inter-departmental relations. Areas of responsibility include both non-hospital based, and hospital-based rehabilitation services provided, including both outpatient and inpatient care inpatient Swing Bed rehabilitation. Participates with the VP of Operations to develop and implement short- and long-term plans designed to guarantee continued growth and development of the department. Participates with the VP of Operations in developing and preparing the fiscal budget and other projects related to the Rehabilitation Services Department. Helps develop and implement plans to guarantee growth and development of department by: Assisting the Vice President to develop and implement short- and long-term goals and objectives designed to guarantee the continued growth and development of the department. Providing input to the Vice President to develop and recommend the fiscal budget and assisting to administer the budget to meet agreed-upon goals and objectives. Developing and recommending to the Vice President, policies and procedures pertaining to areas of responsibility. Developing, monitoring, compiling and reporting to the Vice President statistics and data reflecting productivity, quality improvement, expenses and revenue associated with the operation of assigned areas. Assuming administrative responsibility of the department in the absence of the Vice President. Ensuring effective day-to-day operations in areas of responsibility, including coverage and treatment to patients referred to area of responsibility. Identifying equipment needs and making recommendations for additional equipment. Ensuring compliance with documentation, and billing guidelines and requirements of third-party payors. Assisting team, when needed by providing direct patient care. Supervises Therapists and support staff to ensure optimal delivery of patient care by: Recruiting, interviewing, hiring, orienting, training, assigning work to, evaluating performance and, when necessary, recommending the discipline or discharge of subordinate team members. Assisting the staff in the development and implementation of protocols for specialized clinical programs and patient populations, while ensuring that the care provided is of the highest quality. Interpreting, enforcing and supporting Hospital policies, procedures, protocols. Completing annual reviews of all associates within designated departments. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: Communicating formally through discipline, team and program meetings; and informally on a continual basis to ensure that staff is well informed, held accountable for the completion of daily operational, and is afforded ready access to have questions and concerns addressed. Completing other job-related assignments and special projects as directed. Education and Experience The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a bachelor's, master's, or doctorate degree required for area of clinical practice; an additional credential in business is preferred. Requires license or certification for practice in Indiana. Three to five years of experience in clinical practice, with relevant supervisory/management experience preferred.
    $47k-71k yearly est. 1d ago
  • Service Desk Lead - DHS Federal Law Enforcement Training Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Fairfax, VA jobs

    ID 2025-1442 Remote No JOB TITLE: Service Desk Lead GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. Program Overview: The Federal Law Enforcement Training Centers (FLETC), a component of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad. Headquartered in Glynco, Georgia, with additional training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on reliable, secure, and efficient IT systems and user support across its nationwide infrastructure. This program provides comprehensive Information Technology (IT) Delivery and Operations Support Services (DOSS) to sustain FLETC's mission. The Service Desk Lead will play a vital role in managing user support operations, ensuring timely and effective issue resolution, and maintaining high levels of customer satisfaction across all FLETC locations. Position Summary: The Service Desk Lead will oversee the day-to-day operations of the IT Service Desk, providing leadership, coordination, and technical guidance to ensure efficient incident management and resolution. This position requires hands-on experience with ITIL-based service delivery, industry-standard ticketing tools, and a strong customer service orientation to support FLETC's diverse user community. The successful candidate will bring a blend of technical expertise, leadership experience, and a collaborative approach to drive service excellence and continuous improvement across IT support operations. Responsibilities RESPONSIBILITIES: Lead and manage Service Desk operations to ensure prompt, professional, and effective IT support for all users across FLETC facilities. Oversee the use and configuration of ITIL-based Service Desk ticket management systems, such as Ivanti HEAT, to track, monitor, and report on service requests and incidents. Provide technical guidance and mentorship to Service Desk staff, ensuring adherence to best practices and performance standards. Coordinate with other IT teams, vendors, and stakeholders to escalate and resolve complex technical issues. Develop, document, and implement standard operating procedures (SOPs) and service level agreements (SLAs) to ensure consistent service delivery. Monitor ticket queues, performance metrics, and customer feedback to identify trends and drive process improvements. Support IT projects by providing input on user impact, communication strategies, and service transition planning. Promote a culture of customer service excellence, accountability, and teamwork within the Service Desk environment. Qualifications REQUIRED: Bachelor's degree in Information Systems, Computer Science, Computer Engineering, or a related field, or equivalent experience. Minimum of 5 years of detailed experience in Help Desk or Service Desk operations. Minimum of 5 years of experience in IT operations, support, or management services. Hands-on experience implementing ITIL-based service management methods and using recognized Service Desk ticketing systems (e.g., Ivanti HEAT). Strong organizational, communication, and problem-solving skills. Proven ability to lead and motivate a team in a fast-paced technical environment. Ability to obtain a USCIS Public Trust security clearance. DESIRED: HDI, ITIL, and/or Project Management (PMP) certifications. Demonstrated experience managing enterprise-level Service Desk environments supporting federal or large-scale organizations. Experience implementing service improvement initiatives, performance metrics, and end-user satisfaction programs Commitment to continuous improvement and professional development within IT service management disciplines WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $76k-96k yearly est. 4d ago
  • Service Desk Lead - DHS Federal Law Enforcement Training Center (FLETC)

    ITC Federal, Inc. 4.7company rating

    Brunswick, GA jobs

    ID 2025-1441 Remote No JOB TITLE: Service Desk Lead GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC) POSITION INFORMATION: Full-Time Position LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal. POSITION TIMING: Contingent on Contract Award ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment. Program Overview: The Federal Law Enforcement Training Centers (FLETC), a component of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad. Headquartered in Glynco, Georgia, with additional training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on reliable, secure, and efficient IT systems and user support across its nationwide infrastructure. This program provides comprehensive Information Technology (IT) Delivery and Operations Support Services (DOSS) to sustain FLETC's mission. The Service Desk Lead will play a vital role in managing user support operations, ensuring timely and effective issue resolution, and maintaining high levels of customer satisfaction across all FLETC locations. Position Summary: The Service Desk Lead will oversee the day-to-day operations of the IT Service Desk, providing leadership, coordination, and technical guidance to ensure efficient incident management and resolution. This position requires hands-on experience with ITIL-based service delivery, industry-standard ticketing tools, and a strong customer service orientation to support FLETC's diverse user community. The successful candidate will bring a blend of technical expertise, leadership experience, and a collaborative approach to drive service excellence and continuous improvement across IT support operations. Responsibilities RESPONSIBILITIES: Lead and manage Service Desk operations to ensure prompt, professional, and effective IT support for all users across FLETC facilities. Oversee the use and configuration of ITIL-based Service Desk ticket management systems, such as Ivanti HEAT, to track, monitor, and report on service requests and incidents. Provide technical guidance and mentorship to Service Desk staff, ensuring adherence to best practices and performance standards. Coordinate with other IT teams, vendors, and stakeholders to escalate and resolve complex technical issues. Develop, document, and implement standard operating procedures (SOPs) and service level agreements (SLAs) to ensure consistent service delivery. Monitor ticket queues, performance metrics, and customer feedback to identify trends and drive process improvements. Support IT projects by providing input on user impact, communication strategies, and service transition planning. Promote a culture of customer service excellence, accountability, and teamwork within the Service Desk environment. Qualifications REQUIRED: Bachelor's degree in Information Systems, Computer Science, Computer Engineering, or a related field, or equivalent experience. Minimum of 5 years of detailed experience in Help Desk or Service Desk operations. Minimum of 5 years of experience in IT operations, support, or management services. Hands-on experience implementing ITIL-based service management methods and using recognized Service Desk ticketing systems (e.g., Ivanti HEAT). Strong organizational, communication, and problem-solving skills. Proven ability to lead and motivate a team in a fast-paced technical environment. Ability to obtain a USCIS Public Trust security clearance. DESIRED: HDI, ITIL, and/or Project Management (PMP) certifications. Demonstrated experience managing enterprise-level Service Desk environments supporting federal or large-scale organizations. Experience implementing service improvement initiatives, performance metrics, and end-user satisfaction programs Commitment to continuous improvement and professional development within IT service management disciplines WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment. ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
    $71k-91k yearly est. 4d ago
  • Supervisor Commercial Loan Servicing

    Hudson Valley Credit Union 3.8company rating

    Poughkeepsie, NY jobs

    Hudson Valley Credit Union is currently recruiting for a Supervisor Commercial Loan Servicing. Primary function: Supervise the daily operations and staff related to the servicing of commercial loans, commercial real estate mortgages and lead lender participation loans, to include payments, commercial tax/insurance escrow functions, hazard insurance tracking, maintenance and IRS tax reporting. Coordinate the workflow for assigned personnel, set deadlines, ensure procedures are compliant with state and federal lending regulations and followed. Review the servicing area processes and procedures for continuous improvement. Responsibilities Supervise the daily functions and staff responsible for servicing commercial loans and commercial real estate mortgages/participations. Establish, monitor and ensure that service level agreements related to commercial servicing functions are met. Provide supervision, coaching, training, development, and performance evaluations of staff. Handle all human resource needs of department's employees. Measure and coach staff in regards to productivity, quality, member service expectations and goals. Conduct regular department meetings, one-on-one meetings and training sessions. Ensure team possesses a high level of individual accountability for delivering results within attainable deadlines and industry and regulatory standards. Interview and hire new staff as needed. Ensure tax/insurance payments are made on time and valid insurance is properly in place for the life of the loan to minimize risk and liability. Establish, review and maintain member escrow accounts where applicable. Coordinate with outside legal counsel in review and preparation of Subordination Agreements, Assignments of Mortgage, deed changes and Partial Release of mortgaged premise. Review and approve releasing of funds Monitor monthly remittance process to ensure timely and accurate reporting to participants for commercial participation mortgage loans serviced by CU. Responsible for resolution of member issues in a timely manner. Supervisor contributes to the process to ensure overall member satisfaction. Ensure HVCU liens are perfected on all collateral loans. Ensure Lien Releases and mortgage satisfactions are prepared within the allotted time frame required by state law. Ensure secured loans are continually collateralized. Ensure proper record retention and that loan documentation is maintained and loans are being properly processed and serviced. Interact with the various external vendors that support servicing activities, for example: collateral protection, lien filing, tax monitoring, hazard and flood insurance. Create and implement department procedures and staff developmental plans. Continuously review and update procedures and forms for compliance and accuracy. Implement necessary changes to improve efficiency for the effectiveness of the department and disseminate information to staff. Responsible for coordination of Commercial Loan Servicing daily, weekly, monthly, quarterly, annual and year end reports including IRS reporting, Escrow Analysis and member statements. Ensure servicing software compatibility and compliance to areas within the Credit Union; IT, Accounting, Member Debt Solutions, Branches, Compliance, Internal Audit. Works with vendors and other areas as needed to ensure proper servicing system functionality. Ensure compliance with Credit Union policies and procedures as well as federal and state regulatory requirements. Perform research and responds to internal audit and external audit requests. Serve as the back up to the Consumer and Commercial Loan Servicing Manager and acts on his/her behalf. Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. Responsible for regular and predictable attendance including punctuality. Qualifications High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required. Minimum 2 years Loan servicing, preferably in commercial, and/or residential mortgage areas experience required. Minimum 1 years Supervisor experience, preferably in the lending environment preferred. Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: Base & Variable Pay Structures Paid Personal, Holiday & Volunteer Time Off Professional Development & Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental & Vision Coverage 401(k) With Employer Match & Non-Elective Employer Contribution Life, Short-term & Long-term Disability Insurances Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
    $52k-78k yearly est. 2d ago
  • Private Equity Team Lead, Professional Liability/Cyber, Financial Lines

    AIG-American International Group, Inc. 4.5company rating

    New York, NY jobs

    Join us as a Private Equity Team Lead to step up to a key team leadership role that will drive business growth. This level underwriter typically handles accounts/clients which are greater in scope and complexity than those handled by a Senior UW or U Financial, Team Lead, Professional, Liability, Equity, Private, Business Services
    $136k-196k yearly est. 1d ago
  • Sr. Specialist, Service Concierge - Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity At Schwab, you're 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab Wealth Advisory is Schwab's premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients' unique circumstances and needs. As a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as am Support Associate. As a Concierge, you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-12 professionals. You will play an integral role to the success of Schwab Wealth Advisory by servicing our advisors and other key business partners via operational requests and case management. You will be responsible for delivering extraordinary and consistent business partner support experiences, proactively engaging client base in accordance with casework, and strengthening client and business partner relationships. You will leverage your financial services experience to provide resolutions on foundational needs regarding portfolio management, financial planning, and financial markets/economy. This opportunity will allow you to build a strong foundation in supporting wealth management practices. Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. Other areas where you will maintain and grow your competencies: Client Orientation: Provide white glove service through strong problem resolution and anticipating client needs. Exceptional Oral and Written Communication: Highly effective communication skills and the ability to articulate our processes and operating standards to Advisors, Financial Consultants, and other key business partners. Thoroughness: Strong acumen for operational accuracy and business partner follow-up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in communications and casework with minimal errors. Building Collaborative Relationships: Ability to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to develop and maintain good cross departmental working relationships. Fostering Teamwork: Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously. What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications Active and valid FINRA Series 7 license required Active and valid FINRA 66 or 63/65 licenses required (may be obtained with a 120-day COE) Minimum 1 year of experience in the financial services industry Preferred Qualifications Experience servicing high-net-worth clients preferred Experience supporting financial advisors preferred Experience with CRM software such as Salesforce preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $35k-46k yearly est. 3d ago
  • Supervisor, Business Banking Support

    American National Bank 4.4company rating

    Omaha, NE jobs

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Together, we can do more for your future... At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family. We offer: Competitive base compensation with additional performance-based annual earning potential Career growth potential built into every role 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing* No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage Paid Time Off, Paid Holidays and Paid Volunteer Time Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support* Dental Insurance with significant premium contribution by ANB* Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection* Tuition Reimbursement* Gym Membership Reimbursement* Discounts on Banking and Financial needs Eligibility Criteria Apply Job Summary The Business Banking Support Supervisor is an experienced Business Banking Specialist who can support all lines of commercial business. In this role, you will assist in training all new team members, facilitate workload management, and have input in department strategy, goals, and operations. Additionally, you will prepare commercial loan documents and provide direct support to commercial banking team and clients. Essential Job Duties & Responsibilities Manages the day-to-day operations of the people, processes and work of the business banking support function within the market such as: working with new and existing business clients for new accounts, loans, all general account inquiries for both loans and deposits, and troubleshooting of all types. Coordinating commercial loan documents for lending officers, reviewing loan documentation, facilitating the loan closing process, partner with other areas of client support to enhance the client experience, among other commercial sales support tasks. Demonstrates strong knowledge of the Bank's products and services. Maintains a high level of knowledge regarding compliance and audit needs related to Commercial, Private, Small Business and Community Banking. Ensures operating policies, procedures and regulatory requirements are current and administered consistently throughout Business Banking Support team. Assesses service provided by team members to ensure it consistently delivers on the standard of client service set within the organization. Is relied upon as a subject matter expert on banking support processes and related software capability to advance the client experience. Serves as resource, consultant and coach to colleagues within and beyond the commercial client support team in special projects or on a periodic basis to develop people, improve workflow and enhance the effectiveness of commercial banking operations. Evaluates and recommends policy, core system function and procedural changes for processes that impact the client experience. Recommends training and technology enhancement needs. Provides oversight and direction to his/her team members in accordance with the organization's policies and procedures. Coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities. Consciously creates a workplace culture that is positive consistent with the organization's goals. Leads employees to meet expectations for productivity, quality, and goal accomplishment. Provides effective performance feedback through recognition, rewards, and disciplinary action, with the assistance of Talent Management, when necessary. Maintain employee work schedules including paid time off and any requested leave of absence. Maintain transparent communication as appropriate through department meetings, one-on-one meetings, and appropriate email and regular interpersonal communication. Experience Needed: Minimum of 5 years of banking or related financial services industry experience in at least some of the following areas of new accounts, commercial loan documentation, platform automation, sales support, lending, and customer service and client financial solutions. Significant experience with banking software such as Jack Henry and LaserPro is strongly preferred. Prior experience leading people in a formal capacity is strongly preferred. Education, Licensure & Certification Needed: * A 4-year degree in a relevant field or equivalent work experience is required. Skills & Abilities Needed: Sound working knowledge of banking compliance, regulation and risk management A clear drive that seeks to improve the operational efficiency for the benefit of the bank and client experience. Strong problem-solving ability with customer service skills. A team player and team builder who can manage effectively in a changing environment by eliminating barriers and actively fostering collaboration. Ability to prioritize and balance simultaneous needs. Strong communication skills with individuals at all levels, internally and externally. Strong attention to detail. Consistently manages time well, balancing both long-term and day-to-day demands of management role. Highly proficient in banking software, as well as MS Office tools including Outlook, Excel, Word, and PowerPoint
    $40k-47k yearly est. 1d ago
  • Regional Banking Supervisor, Downtown Region (Float Banker)

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA jobs

    Love a role that keeps you moving? This one's for you. Tired of being stuck in one branch? Step into a leadership role that lets you travel across the Northern Market - supporting teams, elevating service, and making an impact in multiple communities! As our Regional Banking Supervisor, you'll be the go-to leader traveling between Allentown, Fourth Avenue, Gateway, Market Square branches - building relationships, mentoring teams, and delivering exceptional customer experiences. Mileage reimbursement is provided for travel. This role will offer you Mileage reimbursement, Career visibility, A role where every day feels different What You'll Do * Float between branches & keep operations running smoothly * Coach and inspire banking teams * Deliver customized financial guidance to customers * Strengthen service quality across the region Why You'll Love It * A travel-forward leadership role (goodbye, same-old routine!) * Huge market exposure + a broader network * Leadership & consultative sales development * A culture that values growth, innovation & service excellence Ready to take your career on the road - and to the next level? Apply today and lead across the region, one branch at a time. The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Downtown Market. These branches include Allentown, Downtown Pittsburgh, Lawrenceville, Mt. Troy, Oakland and Southside. Education and Experience Requirements: * High school diploma/GED required. * One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. * Leadership, supervision, or mentorship experiences required. * Ability to travel between multiple assigned branches according to business needs. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Essential Functions: * Build relationships with our customers by engaging in a consultative sales approach. * Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. * Educate our customers on ways to utilize technology in branch, online or mobile. * Utilize sound decision making skills while balancing customer service and financial loss. * Assist in training and development of new employees within the bank. * Learn how to open and close branches. * Adhere to all established branch operational processes and procedures. * Multitasking skills to quickly shift from transaction to transaction. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $82k-105k yearly est. 2d ago
  • Financial Management Team Lead

    Thompson Gray Inc. 3.9company rating

    Washington, DC jobs

    Job Description: The selected candidate will work as a Financial Management Team Lead to oversee the execution of task order requirements in support of the U.S. Army's Financial Improvement and Audit Readiness (FIAR) objectives. The Team Lead will be responsible for coordinating, tracking, and ensuring the successful completion of all assigned tasks under their respective task order award. This role includes direct engagement with Army civilian leadership, ownership of project progress reporting, and ensuring that financial improvement initiatives are executed in accordance with Army FIAR guidance and within the established period of performance. The Team Lead must be available during all core working hours and serve as the primary point of contact for their assigned task order. Full-Time/Part-Time: Full-Time Worksite details: National Capital Region (NCR), Fayetteville, NC, San Antonio, TX and Other Remote Locations Duties will include: Serve as the primary lead and point of contact for all assigned task order activities related to Army Financial Improvement and Audit Readiness (FIAR) objectives. Manage the execution, coordination, and tracking of tasks associated with audit remediation, internal controls testing, and corrective action implementation. Brief the Civilian Government Lead regularly on the status of assigned objectives, milestones, risks, and progress toward financial improvement goals. Monitor and ensure completion of Corrective Action Plans (CAPs) for Notices of Findings and Recommendations (NFRs) issued by external auditors. Support Test of Design (ToD) and Test of Operating Effectiveness (ToE) processes by coordinating documentation, managing timelines, and ensuring deliverable quality. Oversee coordination of Provided By Client (PBC) responses and audit documentation for site visits, walkthroughs, and testing activities. Review and validate Key Supporting Documentation (KSDs) for completeness, accuracy, and consistency with Army financial reporting requirements. Maintain clear communication with Army stakeholders and external auditors, ensuring alignment on financial processes, internal controls, and audit readiness efforts. Use Army systems (e.g., GFEBS, LMP, DPAS) to support audit documentation, data analysis, and financial control reviews. Track and report task order performance, manage team workflows, and escalate risks or delays to engagement management in a timely manner. Prepare and deliver briefings, updates, and reports to both internal and external stakeholders regarding progress toward task order objectives. Team Lead Responsibilities: Lead a team of consultants and analysts assigned to the task order; manage day-to-day execution of responsibilities and monitor individual progress. Ensure alignment of all work products with task order objectives, client expectations, and Army audit readiness standards. Provide coaching, mentoring, and technical guidance to team members to ensure high-quality deliverables and continued task momentum. Maintain availability during all designated core working hours to support client needs, team collaboration, and progress updates. Position Requirements: Bachelor's Degree in Accounting, Finance, Information Systems, or Business Management/Administration (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree); one of the following active and current certifications issued by appropriate licensing authority: CPA, CIA, CISA, PMP, CGFM, CDFM, SAFe, or ITIL. Ten (10) years of experience with Federal financial management, including four (4) years of Federal accounting experience. Active minimum DoD SECRET Clearance is required. Candidate must be able to possess an interim SECRET clearance to be considered. Intermediate to advanced proficiency in the use of Microsoft Office Suites (especially Excel, PowerPoint, and Word). Well-developed and professional interpersonal skills. Ability to own work product development and demonstrate initiative and accountability for assigned task areas, effectively coordinating with team members and across various organizations. Ability to interact effectively with people at all organizational levels of the firm and client. Excellent verbal and written communication skills; detail oriented. Ability to work independently within a team environment and with a customer service focus. Strong organizational skills with ability to multi-task in a fast-paced, deadline-driven environment. Budgeted Salary for this position is between $120,000-$135,000. Why join Thompson Gray? Thompson Gray is a multi-year winner of the Huntsville/Madison County Chamber Best Places to Work, recognized for our exceptional company culture that values employees and customers alike. Competitive pay based on your qualifications Excellent benefits, including Health, Dental, Vision, Life, Short-Term and Long-Term Disability insurance, 401(k) plan with employer match Additional perks: TG Swag, Dependent Scholarship Program, Tuition Assistance for furthering education, Professional Development opportunities Generous time-off policies, including 18 days of paid time off, 10 Federal Holidays, and flexible scheduling Annual donation to the charity of your choice Regular team-building events, such as lunches, after-hours gatherings, seasonal family-friendly events, and an annual holiday party Join Thompson Gray and become part of a dynamic team committed to excellence, innovation, and community. Thompson Gray is an Equal Opportunity Employer and VEVRAA Federal Contractor. This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, gender identity, sexual orientation or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. Thompson Gray, Inc. welcomes minority and veteran applicants. #J-18808-Ljbffr
    $120k-135k yearly 1d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    New York, NY jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $28.85 - $32.50 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $28.9-32.5 hourly 2d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    Rancho Cucamonga, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $26.44 - $31.25 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $26.4-31.3 hourly 4d ago
  • Customer Service & Sales Manager

    Cathay Bank-Headquarters 4.4company rating

    Cupertino, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch. DIRECT REPORTS The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements) ESSENTIAL FUNCTIONS Service and Sales Responsibilities: Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements Establish and manage achievement of assigned team and individual sales production goals Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate Operations, Management & Administration Responsibilities: Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc. May serve as Safety and/or Security Officer for the branch QUALIFICATIONS College degree a plus. Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required. Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese) preferred. OTHER DETAILS $27.00 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $27-32.7 hourly 2d ago
  • Deposit Support Supervisor | Full-Time

    Avadian Credit Union 3.6company rating

    Hoover, AL jobs

    Primary Job Role: The Deposit Support Supervisor provides leadership and guidance to the Deposit Administration team, supports the Director of Deposit & Treasury Management Administration, and assists branch personnel and members with deposit-related functions. Responsibilities include reviewing exception items, ensuring compliance, and maintaining accurate documentation and financial records. Functions and Responsibilities: Supervise and support day-to-day operations of Deposit Administration staff. Coach, train, monitor workloads, objectives, and the performance of these employees. Provide feedback and recommendations regarding team performance to upper management. Serve as the IRA subject matter expert on Traditional and Roth IRAs. Ensure accurate processing of IRA forms, account set-up, transfers, contributions, rollovers and age-specific distributions in compliance with regulatory requirements. Ensure completion of all IRS tax reporting obligations. Provide support for IRA owners and internal staff. Maintain accurate and current financial statements and reports. Review documentation for compliance with policies and regulatory requirements. Assist team and members in successfully completing online deposit account opening processes, by providing guidance and/or troubleshooting. Perform maintenance on member accounts as needed. Track and update documentation deficiencies, policy exceptions, and compliance issues. Prepare spreadsheets, reports, and summaries for management as requested. Respond to member and employee inquiries and resolve issues promptly. Assist in compiling information for internal and external audits. Serve as backup for other deposit operations personnel when necessary. Perform other duties as assigned. Requirements Must have a strong knowledge of IRAs, member services, and credit union procedures. Position requires a high degree of accuracy and attention to detail. CD/IRA portfolio will be the significant area of concentration which requires in depth product knowledge and regulatory compliance policies and procedures. Experience: Three to five years of experience in deposit operations and payment systems, with a strong understanding of related processes and compliance requirements. Proven ability to lead, guide, and influence team members effectively. Familiarity with Individual Retirement Accounts (IRAs) is preferred. Prior experience in a financial institution is required. Education: (1) A two-year college degree, or (2) completion of specialized certification or licensing. IRA Certification preferred. Apply Avadian Credit Union - Corporate Jobs View All Jobs
    $28k-34k yearly est. 2d ago
  • Contact Center Inbound Supervisor

    Honor Credit Union 3.8company rating

    Saint Joseph, MI jobs

    Contact Center Inbound Supervisor Location: St. Joseph, MI Job Id: 3103 # of Openings: 1 Contact Center Inbound Supervisor - St. Joseph (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Supervises a team of Inbound Specialists to deliver an efficient, timely, and exceptional member experience. Provides coaching, training, guidance, escalated support, and subject matter expertise to the Contact Center and direct team. Actively monitors team's performance by analyzing reports, conducting call evaluations, and provides in the moment training and coaching. Identifies and implements process improvements to enhance member experience and reduce friction. Sets the example for the team by providing the highest level of member experience when taking calls and operating with a sense of urgency while leading and growing the team to exceed goals. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent is required. Associate's degree in Business is preferred. EXPERIENCE REQUIRED: Three years to five years of similar or related experience, including preparatory experience. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies and procedures. Must have a demonstrated ability to keep finances in order. Good interpersonal, customer service and problem-solving skills. Ability to pay attention to detail. Strong listening, verbal and written communication skills. Demonstrated ability to work well in a team environment. Demonstrated ability to follow company policies, guidelines and procedures. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. Apply for this Position
    $27k-38k yearly est. 2d ago
  • SBA Credit Risk Team Lead

    Valley Bank 4.4company rating

    Tampa, FL jobs

    The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined
    $45k-84k yearly est. 4d ago

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