Branch Operations Lead - Torrance Blvd and PCH - Redondo Beach, CA
Redondo Beach, CA jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyBranch Operations Lead - Torrance Blvd and PCH - Redondo Beach, CA
Redondo Beach, CA jobs
JobID: 210690953 JobSchedule: Full time JobShift: Base Pay/Salary: Redondo Beach,CA $25.87-$31.73 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
* You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
* You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
* You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
* You have 1+ years of retail banking experience.
* You have a high school degree, GED, or foreign equivalent.
* You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
* You have 6+ months of Associate Banker (Teller) experience.
* You have a college degree or military equivalent.
Training and Travel Requirement
* You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
* You'll need to be able to travel as required for in-person training and meetings.
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyBranch Operations Lead - Fort Bragg Branch - Fort Bragg, CA
Fort Bragg, CA jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyNetSuite Consulting Supervisor
Los Angeles, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The NetSuite Consulting Supervisor will lead SuiteBilling-focused projects and provide guidance to team members throughout the implementation lifecycle. This role requires strong project leadership, technical expertise in SuiteBilling, and the ability to manage client expectations while ensuring timely, high-quality delivery. The ideal candidate will also contribute to team development through training, documentation, and best practices.
Key Responsibilities:
* SuiteBilling Implementations & Assessments: Manage end-to-end SuiteBilling implementations, including requirements gathering, configuration, testing, and post-go-live support.
* Project Leadership: Oversee project timelines, budgets, and deliverables to ensure successful outcomes.
* Requirements Gathering: Collaborate with business stakeholders to capture, analyze, and document billing and revenue management requirements.
* Configuration & Quality Assurance: Configure SuiteBilling modules to meet complex business needs and compliance standards; develop and execute test cases and manage UAT.
* Use Case Development: Translate business requirements into functional use cases and scenarios to guide design and testing efforts.
* Team Guidance & Training: Mentor and train junior consultants, ensuring adherence to best practices and quality standards.
* Documentation: Create and maintain project documentation, including process flows, configuration guides, and training materials.
* Vendor Coordination: Work with third-party vendors as needed to support integrations and resolve issues.
Required Skills & Qualifications:
* Proven experience leading SuiteBilling implementations and assessments.
* Strong understanding of NetSuite ERP and SuiteBilling functionality.
* Excellent project management skills with the ability to deliver on time and within budget.
* Proficiency in requirements gathering, configuration, testing, and UAT.
* Ability to develop functional use cases and translate business needs into technical solutions.
* Strong communication and stakeholder management skills.
* Experience mentoring and training team members.
Preferred Certifications:
* NetSuite SuiteBilling Enablement Certification.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyBranch Operations Lead - North San Jose Market - San Jose, CA
Santa Clara, CA jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
**Job responsibilities**
+ Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
+ Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
+ Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
+ Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
+ Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
+ Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
+ Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
**Required qualifications, capabilities, and skills**
+ You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
+ You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
+ You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
+ You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
+ You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
+ You have 1+ years of retail banking experience.
+ You have a high school degree, GED, or foreign equivalent.
+ You have the ability to work branch hours including weekends and evenings.
**Preferred qualifications, capabilities, and skills**
+ You have 6+ months of Associate Banker (Teller) experience.
+ You have a college degree or military equivalent.
**Training and Travel Requirement**
+ You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
+ You'll need to be able to travel as required for in-person training and meetings.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Santa Clara,CA $28.75 - $35.05 / hour
Branch Operations Lead - Fort Bragg Branch - Fort Bragg, CA
Fort Bragg, CA jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
**Job responsibilities**
+ Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
+ Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
+ Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
+ Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
+ Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
+ Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
+ Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
**Required qualifications, capabilities, and skills**
+ You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
+ You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
+ You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
+ You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
+ You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
+ You have 1+ years of retail banking experience.
+ You have a high school degree, GED, or foreign equivalent.
+ You have the ability to work branch hours including weekends and evenings.
**Preferred qualifications, capabilities, and skills**
+ You have 6+ months of Associate Banker (Teller) experience.
+ You have a college degree or military equivalent.
**Training and Travel Requirement**
+ You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
+ You'll need to be able to travel as required for in-person training and meetings.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Fort Bragg,CA $28.75 - $35.05 / hour
Tax Supervisor
Modesto, CA jobs
Job DescriptionDescription:
Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.
Atherton & Associates, LLP is seeking a self-motivated, experienced, client-focused individual to join our team as a Tax Supervisor to help us continue to provide the excellent client service that we are known for. This position is located in our Modesto, California office on-site.
Roles & Responsibilities:
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy, proactively works with client to gather data and follow-up on open items.
Stays current on regulatory and industry issues and shares applicable information with others.
Manages production of quality deliverables on time, in scope and within budget.
Effectively supervises, trains and develops associates and senior associates.
Delegates work effectively to ensure deadlines are met.
Acts as role model and mentor to new and existing team members by creating a positive work environment that fosters open communication among all team members.
Participates in and represents the Firm in networking events, develops relationships to produce new business.
Seeks business development opportunities through new or existing contacts.
Serves a supporting role in marketing programs and campaigns.
May be assigned as mentor to tax associates and senior tax associates.
Able to work extended hours as needed during peak busy periods or as needed to meet deadlines as well as partner and client expectations.
Benefits:
Competitive salary, Incentive Compensation Plan, Cafeteria Plan which includes 401K Plan, Health, Vision, Dental, Disability and Life Insurance, Medical and Daycare Reimbursement Plans. Signing bonus.
Requirements:
Requirements:
Bachelor's degree, preferred concentration in Business Administration or Accounting from an accredited college or university. Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years in tax preparation (individual, corporate & Partnership).
Effective Supervisory and delegation experience with staff in planning, performing, and completing tax engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Experience with ProSystem fx and CaseWare is a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Passionate about developing associates and senior associates through delegation and training.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task).
Has a strong conviction and holds to the Firm's core values of integrity, commitment, excellence, innovation, and teamwork.
Tax Supervisor
Modesto, CA jobs
Full-time Description
Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.
Atherton & Associates, LLP is seeking a self-motivated, experienced, client-focused individual to join our team as a Tax Supervisor to help us continue to provide the excellent client service that we are known for. This position is located in our Modesto, California office on-site.
Roles & Responsibilities:
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy, proactively works with client to gather data and follow-up on open items.
Stays current on regulatory and industry issues and shares applicable information with others.
Manages production of quality deliverables on time, in scope and within budget.
Effectively supervises, trains and develops associates and senior associates.
Delegates work effectively to ensure deadlines are met.
Acts as role model and mentor to new and existing team members by creating a positive work environment that fosters open communication among all team members.
Participates in and represents the Firm in networking events, develops relationships to produce new business.
Seeks business development opportunities through new or existing contacts.
Serves a supporting role in marketing programs and campaigns.
May be assigned as mentor to tax associates and senior tax associates.
Able to work extended hours as needed during peak busy periods or as needed to meet deadlines as well as partner and client expectations.
Benefits:
Competitive salary, Incentive Compensation Plan, Cafeteria Plan which includes 401K Plan, Health, Vision, Dental, Disability and Life Insurance, Medical and Daycare Reimbursement Plans. Signing bonus.
Requirements
Requirements:
Bachelor's degree, preferred concentration in Business Administration or Accounting from an accredited college or university. Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years in tax preparation (individual, corporate & Partnership).
Effective Supervisory and delegation experience with staff in planning, performing, and completing tax engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Experience with ProSystem fx and CaseWare is a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Passionate about developing associates and senior associates through delegation and training.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task).
Has a strong conviction and holds to the Firm's core values of integrity, commitment, excellence, innovation, and teamwork.
Salary Description Starts at $90,000 + Incentive Compensation, DOE
Seasonal Part-Time Tax Supervisor
Modesto, CA jobs
Job DescriptionDescription:
Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.
Atherton & Associates, LLP is seeking a self-motivated, experienced, client-focused individual to join our team as a Tax Supervisor to help us continue to provide the excellent client service that we are known for. This position is a seasonal opportunity lasting from January through April 15th, offering valuable hands-on experience during our busiest and most rewarding time of the year.
Roles & Responsibilities:
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy, proactively works with client to gather data and follow-up on open items.
Stays current on regulatory and industry issues and shares applicable information with others.
Manages production of quality deliverables on time, in scope and within budget.
Effectively supervises, trains and develops associates and senior associates.
Delegates work effectively to ensure deadlines are met.
Acts as role model and mentor to new and existing team members by creating a positive work environment that fosters open communication among all team members.
Participates in and represents the Firm in networking events, develops relationships to produce new business.
Seeks business development opportunities through new or existing contacts.
Serves a supporting role in marketing programs and campaigns.
May be assigned as mentor to tax associates and senior tax associates.
Benefits:
Competitive Salary, Flexible working hours that allow for a healthy work-life balance.
Requirements:
Bachelor's degree, preferred concentration in Business Administration or Accounting from an accredited college or university. Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years in tax preparation (individual, corporate & Partnership).
Effective Supervisory and delegation experience with staff in planning, performing, and completing tax engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Experience with ProSystem fx and CaseWare is a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Passionate about developing associates and senior associates through delegation and training.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task).
Has a strong conviction and holds to the Firm's core values of integrity, commitment, excellence, innovation, and teamwork.
Tax Supervisor
Irvine, CA jobs
Do you…
want the flexibility to work remotely or in the office?
have a passion for public accounting but need a new place to grow and enhance your experience?
long to be part of an CPA firm that truly offers life/work balance?
want to be a trusted advisor to growing companies?
crave challenge and rise to it?
want boundless opportunities for growth and promotion in public accounting?
JLK Rosenberger is growing!
We are currently seeking an experienced Tax Supervisor to be a critical part of our tax practice in our Irvine, CA office, working in a hybrid environment.
Your day as a Tax Supervisor might look like:
Preparing and reviewing complex multi-state, consolidated corporation, partnership and individual tax returns. Much of your time will be focused on working with other members of our tax practice to develop and sustain excellent client relationships. You'll advise clients on a full spectrum of individual, partnership, corporate, and trust and estate tax services. Participation in the calculation and analysis of tax strategies for clients is among your responsibilities. You might also take a break from your tax assignments to attend a virtual training seminar on new accounting topics and check your LinkedIn profile for industry news and make business connections.
This job requires…
a bachelor's degree in accounting or a related field
a CPA license and 5 years of experience in public accounting
the ability to self-direct, effectively organize, prioritize and manage multiple engagements under tight deadlines
previous experience supervising and training staff
excellent written and verbal communication and interpersonal skills
A few perks:
Unlimited paid time off - you set your days off to balance your work and personal life
Remote work environment or Irvine, California office location
Access to state-of-the-art technology, research tools and national and international resources
Medical, dental, vision and life insurance
401(k) matching and 3% salary based safe harbor added to your 401(k) annually
Continuing education
Virtual and in-person gatherings:
After busy season and holiday parties
Annual “ditch the office” day (past events: Dodger day game, USS Iowa Battleship lunch & tour)
Spontaneous activities organized by the firm's Fun Committee (past events: bowling, pool, beach bonfire)
Firm fantasy football league, March madness, wellness programs
Annual $300 charitable donation to your favorite charity
Does this sound like you?
At JLK Rosenberger, we are looking for the best new talent to help us deliver exceptional service to our clients. We believe in making our team the best in the industry. If you are looking to advance your career and take your experience to the next level, we would love to have you on our team.
Auto-ApplyForeclosure Supervisor
San Diego, CA jobs
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Supervisor, Foreclosures plays an important role in the organization by overseeing the day-to-day productivity of direct reports and monitoring reports to ensure department efficiency and meeting KPI's. The role is responsible for managing employees, setting objectives, and assigning work/projects related to area(s) of expertise and supervision. The Supervisor, Foreclosures also updates internal procedures and trains staff on existing, new and changed investor, federal and state regulations, and ensures document quality control for one or more of the following areas: bankruptcies, foreclosures, post foreclosure, evictions and REO's.
Compensation
This role is an exempt position with a Targeted Salary Range of $62,000 to $87,000.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
Monitor overall pipeline and daily, weekly, and monthly metrics for the team to maximize productivity and efficiency and minimize detrimental losses.
Coach and hold team members accountable for timeliness, accuracy, and completeness of work, and ensure all regulatory compliance deadlines are met.
Hire, train, coach, discipline, and exit team members.
Monitor and communicate the status of files internally throughout the process; once supporting documents/notifications are processed, systems updated, etc.
Responsible for review and referral of new foreclosures.
Invoice batching review and approval.
Calculate fees and provide supporting documentation to generate invoices as required.
Review and approve files and supporting documentation for completeness.
Close files and retain them in accordance with required retention periods.
Respond to and coach team members on issues that represent higher risk/fall outside of scope of responsibility.
Update internal procedures to ensure compliance with investor guidelines, state-specific and federal consumer mortgage lending laws.
Work with business analysts to ensure systems are updated, tested, and audited to reflect modifications to policies and procedures.
Provide periodic status updates to senior management on productivity, trends, and issues.
Perform other duties as assigned.
Qualifications
Bachelor's Degree directly related to the position or equivalent, preferred.
Minimum 5 years' experience in mortgage loan servicing experience required.
Expert-level knowledge of mortgage foreclosures, defaults, and bankruptcies, including overall processes and inter-relationships, standards, and requirements, supporting documents, terminology, compliance, and regulatory requirements related to functional area(s) of expertise and supervision.
Ability to work in a demanding role that requires patience and professionalism while interacting with consumers experiencing financial and emotional stress.
Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
Basic math skills required.
10-key by touch preferred.
Familiarity with document retention software; AIQ and Blitzdoc preferred.
Excellent verbal and written communication skills required.
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Commitment to company values.
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Excellence - Deliver the unexpected
Supervision
Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
Direct Reports: 5-8 individuals
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: FOREC017375
Turf Location Supervisor 2 - Fullerton, CA
Fullerton, CA jobs
The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture.
Summary
The Simplot T&H Supervisor role is responsible for recruiting, training, and supervising the locations employees in all facets of day-to-day operations including but not limited to: insuring company safety protocols are adhered to, delivery logistics, general accounting practices, inventory control\product procurement and maintaining warehouse equipment and Commercial motor vehicle operation and service records.
Key Responsibilities
* Responsible for monitoring general safety policies and procedures to ensure regulatory requirements are met, the overall safe operation of the business unit and assigned employees.
* Supervises CDL driver work force on logistical operations and general maintenance of the Commercial Motor Vehicle fleet and associated delivery equipment.
* Organizes and supervises day-to-day operations and determines work practices and procedures to optimize utilization of resources.
* Performs recordkeeping functions and general accounting practices related to inventory, delivery scheduling, product procurement, employee files, etc.
Interface with sales force on product forecasting and general customer requests.
Disclaimer - The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Typical Education
Associates Degree (A.A. or A.S.) Equivalent experience of education and experience will be considered for meeting the minimum requirements of the role.
Skills & Relevant Experience
* Supervisory, planning, organization, interpersonal, communication and leadership skills.
* General warehousing knowledge/inventory management, Turf & Horticulture knowledge a plus.
* Proactive in providing customer service and support beyond typical operational needs.
* Analysis and problem-solving abilities to deal with out-of-the-ordinary assignments.
* Proficiency with Microsoft Office, Outlook, Excel
Distinguishing Features: Works independently under general guidelines. Incumbent uses established procedures, customer needs, goals, and Supervisors direction to set priorities.
Requirements
* Valid Driver's License
* Must be able to lift 50lbs
Job Requisition ID: 24321
Travel Required: Less than 10%
Location(s): T&H Retail - Fullerton CA
Country: United States
Wage range or rate of pay: $82,000 - $86,000/year, plus annual incentive plan eligibility
The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons.
Attractive total rewards package that includes:
* Medical, dental, vision coverage
* 401(k) savings plan
* Paid Family Building Leave
* Generous Paid Time Off - Eligible employees may accrue up to 160 hours in year 1
* 10 Paid Holidays
* Relocation Assistance Program (where applicable)
* Education Assistance
* Benefits details available at simplotbenefits.com
The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status.*
Turf Location Supervisor 2 - Fullerton, CA
Fullerton, CA jobs
The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture.
**Summary**
The Simplot T&H Supervisor role is responsible for recruiting, training, and supervising the locations employees in all facets of day-to-day operations including but not limited to: insuring company safety protocols are adhered to, delivery logistics, general accounting practices, inventory control\product procurement and maintaining warehouse equipment and Commercial motor vehicle operation and service records.
**Key Responsibilities**
+ Responsible for monitoring general safety policies and procedures to ensure regulatory requirements are met, the overall safe operation of the business unit and assigned employees.
+ Supervises CDL driver work force on logistical operations and general maintenance of the Commercial Motor Vehicle fleet and associated delivery equipment.
+ Organizes and supervises day-to-day operations and determines work practices and procedures to optimize utilization of resources.
+ Performs recordkeeping functions and general accounting practices related to inventory, delivery scheduling, product procurement, employee files, etc. Interface with sales force on product forecasting and general customer requests.
Disclaimer - The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
**Typical Education**
Associates Degree (A.A. or A.S.) Equivalent experience of education and experience will be considered for meeting the minimum requirements of the role.
**Skills & Relevant Experience**
+ Supervisory, planning, organization, interpersonal, communication and leadership skills.
+ General warehousing knowledge/inventory management, Turf & Horticulture knowledge a plus.
+ Proactive in providing customer service and support beyond typical operational needs.
+ Analysis and problem-solving abilities to deal with out-of-the-ordinary assignments.
+ Proficiency with Microsoft Office, Outlook, Excel
Distinguishing Features: Works independently under general guidelines. Incumbent uses established procedures, customer needs, goals, and Supervisors direction to set priorities.
**Requirements**
+ Valid Driver's License
+ Must be able to lift 50lbs
Job Requisition ID: 24321
Travel Required: Less than 10%
Location(s): T&H Retail - Fullerton CA
Country: United States
Wage range or rate of pay: $82,000 - $86,000/year, plus annual incentive plan eligibility
The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons.
Attractive total rewards package that includes:
+ Medical, dental, vision coverage
+ 401(k) savings plan
+ Paid Family Building Leave
+ Generous Paid Time Off - Eligible employees may accrue up to 160 hours in year 1
+ 10 Paid Holidays
+ Relocation Assistance Program (where applicable)
+ Education Assistance
+ Benefits details available at simplotbenefits.com
**The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status.*
eBanking Supervisor
Salinas, CA jobs
Full-time Description
If you're looking for an exciting career opportunity, you're in the right place.
West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville.
Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.
Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.
Our success is driven by our exceptional team - experienced, knowledgeable and focused on delivering results!
National, regional and local honors we've received include:
Newsweek -
America's Best Regional Banks and Credit Unions 2025
American Banker
Magazine
-
Top 100 Best Performing Community Banks in the U.S., 10 years
Good Times -
Readers' Poll, Best Bank in Santa Cruz County, 13 years
Santa Cruz Sentinel
-
Readers' Choice, Best Bank in Santa Cruz County, 10 years
Farm Bureau of Santa Cruz County and Agri-Culture - Al Smith Friend of Agriculture Award
Second Harvest Food Bank - Big Step and Platinum Awards for Holiday Food and Fund Drive
Santa Cruz Area Chamber of Commerce
-
Business of the Year 2025, 2021 and 2018
The Pajaronian -
Best of the Pajaro Valley 2024 Readers' Poll, Best Bank
The Press Banner -
The Best of Scotts Valley 2024 Readers' Poll, Best Local Bank
Requirements
Position Overview
The eBanking Supervisor supervises a team of eBanking Specialists and provides professional, technical, product, support via email, telephone and in-person with our clients and bank associates. Works both independently and in conjunction with the eBanking Manager and Product Manager, bank associates and departments to ensure successful client experience in both implementation onboarding and daily servicing. This individual is responsible for leading the implementation effort, working closely with the client, the eBanking Manager, Product Manager and the Treasury Management Team.
This position is on-site at our Salinas location.
Essential Job Functions
Supervisor Responsibilities
Supervises eBanking Specialists daily operations to ensure a successful client experience while following best practices and processes.
Responsible for completing and monitoring implementation and onboarding of all eBanking products and services, including risk mitigation, quality control, and accuracy.
Responsible for ensuring existing products meet our client's needs and supported operationally within regulatory guidelines.
Responsible for safeguarding the bank by understanding and administering risk assessments, controls to reduce reputational risks and adherence to meet audit & compliance requirements.
Responsible for documentation preparation, customer service, product implementation, training, installation, and maintenance.
Establishes goals in alignment with Bank strategy and holds the team accountable for meeting goals.
Coaches and supports eBanking team and oversees their day-to-day work, providing clear and consistent expectations to ensure work is completed accurately and efficiently.
Identifies training opportunities to support the team's ongoing growth and development.
Monitors workload to ensure appropriate distribution and maintains staffing at levels to support efficiency of the department.
Handles escalation and customer service issues to a satisfactory conclusion and ensure timely follow up responses.
Collaborates and supports other departments and business partners.
Daily Functions
Ensuring the implementations/eBanking team is up to date on product knowledge, accountable for the onboarding client experience, and has the necessary skills to handle various internal and external inquiries regarding treasury management products.
Takes the lead in complex product implementations and troubleshoots problems and issues that may arise during the implementation process and/or post-implementation queries.
May take the lead or work with the eBanking Manager or the eBanking Product Manager for training and is accountable for the team's product knowledge.
Acts as a Tier 1 liaison with internal departments and third-party vendors regarding eBanking products and services issues.
Adhere to service level agreements with new setup, maintenance, support, client phone calls, emails, etc.
Provide consultative advice to Internal team members and introduce alternative solutions to the client where necessary.
Coordinate transition meetings with client Implementations/eBanking Specialists after complete implementation.
Ensure quality assurance is in place within the implementation process by identifying error trends and sources and providing solutions.
Assist eBanking Manager with development and training for internal/external clients in Online Banking and related Treasury Management products: Q2, ACH, Wires, RDC, Positive Pay, Bill Payment, and other products.
Facilitate timely issue resolution related to the implementations and serve as a point of escalation on behalf of the client.
Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
Daily review of operational reports, callback and tracking of team tasks and tickets,
Establish and cultivate relationships with internal teams and external clients by assisting with implementation strategies, issues and expectations.
Monitor ACH & RDC over-limit frequency with clients - review for permanent increase needs.
Conduct and process annual reviews of ACH & RDC limits.
Perform additional responsibilities and complete other projects as assigned.
Requirements
Minimum 5 years of banking experience.
Minimum 1-3 years of treasury management products and services experience.
Minimum 1-3 years of supervisory experience.
Bachelor Degree preferred or equivalent work experience.
Additional Eligibility Qualifications
Thorough Treasury Management Product Knowledge, knowing all features and functions.
The ability to deal with Complex implementations to diffuse situations, and offer solutions.
Excellent people skills, with an ability to partner with multiple business units and partners.
Possess personal qualities of integrity, credibility, and commitment to corporate mission.
Flexible and able to multitask; can work within an ambiguous, fast-moving environment while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and processes.
Supervisory Responsibility
This position has overall supervisory responsibility with eBanking Specialists.
Position Type/Expected Hours of Work: This is a full-time position that regularly requires long hours and occasional weekend work.
Travel: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.
Benefits:
Medical, dental, and vision plans.
Vacation, sick leave, paid holidays.
Paid volunteer time.
Employer paid life insurance, long term and short term disability.
401(k) with employer matching.
Ongoing training, professional development and career advancement opportunities.
Physical Demands:
The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
Travel between company locations as needed.
Work Environment:
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
Work Authorization
At this time, we are unable to provide visa sponsorship for employment. Candidates must be legally authorized to work in the United States without the need for current or future sponsorship.
Recruiting Agencies
We are not accepting unsolicited resumes or candidate submissions from third-party recruiters or staffing agencies for this position. Please do not send applicants.
Salary Description $80-$90k/year
GSOC Supervisor
San Mateo, CA jobs
170+ Years Strong. Industry Leader. Global Impact. At Pinkerton, the mission is to protect our clients. To do this, we provide enterprise risk management services and programs specifically designed for each client. Pinkerton employees are one of our most important assets and critical to the delivery of world-class solutions. Bonded together, we share a commitment to integrity, vigilance, and excellence.
Pinkerton is an inclusive employer who seeks candidates with diverse backgrounds, experiences, and perspectives to join our family of industry subject matter experts.
The Global Security Operations Center (GSOC) Supervisor, assigned to one of Pinkerton's largest global clients, will drive the vision and leadership for the development and support of safety and security initiatives for the Global Security Operations Center. The Supervisor is responsible for coordinating shift operations for the Center including the collection of intelligence information and tracking threat activities directly or indirectly affecting company assets, people, and interests globally.
Responsibilities
Represent Pinkerton's core values of integrity, vigilance, and excellence.
Coordinate the daily activities across the GSOC enterprise.
Supervise the identification, investigation, and case management of incidents involving partner organizations.
Support investigations through the collection of intelligence related to threats originating from external sources, as well as internal incidents and issues such as theft, vandalism, and workplace violence.
Develop, manage, track, and maintain reporting of statistical and written analysis of user threats, incidents, and investigations for management review.
Establish and maintain professional relationships with internal and external stakeholders to include law enforcement, public safety, intelligence, and investigative organizations.
Provide credible, timely, and actionable intelligence information to operators and business decision makers.
Provide intelligence in support of events and personal protection assignments, including executive protection.
Evaluate and monitor the performance of their team members, and coordinates training and coaching for new and existing personnel.
All other duties, as assigned.
Qualifications
Bachelor's degree with three to five years of GSOC supervision, law enforcement and/ or military experience specializing in investigations and intelligence collection experience. Will need to qualify for an alarm monitoring license.
Developed investigative and analytical skills specific to a corporate high-tech environment.
Sound independent judgment and decision-making ability.
Able to confidential business information and critical assets.
Effective written, verbal, and presentation skills.
Able to identify and protect confidential business information and critical assets.
Able to manage multiple projects simultaneously with competing priorities and deadlines.
Attentive to detail and accuracy.
Able to analyze complex situations and recommend solutions.
Client orientated and results driven.
Serve as an effective team leader.
Computer skills; Microsoft Office.
Working Conditions:
With or without reasonable accommodation, requires the physical and mental capacity to effectively perform all essential functions;
Regular computer usage.
Occasional reaching and lifting of small objects and operating office equipment.
Frequent sitting.
Travel, as required.
Pinkerton is an equal opportunity employer to all applicants and positions without regard to race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/prenatal status, pregnancy/childbirth or related conditions, religion, creed, age, disability, genetic information, veteran status, or any protected status by local, state, federal or country-specific law.
Benefits
Benefit options include employer-paid life and AD&D, voluntary life and AD&D, medical, (HSA) Health Savings Account, (FSA) Flexible Savings Account, dental, vision, short-term disability, long-term disability, 401(K), paid time off (vacation, personal, sick, and holidays) and several employee assistance-related programs. This information provides a brief benefit overview. Upon the acceptance of an employment offer, the new employee will receive comprehensive plan details based on specific eligibility rules.
Posted Salary Range USD $42.00 - USD $42.00 /Hr.
Auto-ApplyGSOC Supervisor
San Mateo, CA jobs
**170+ Years Strong. Industry Leader. Global Impact.** At Pinkerton, the mission is to protect our clients. To do this, we provide enterprise risk management services and programs specifically designed for each client. Pinkerton employees are one of our most important assets and critical to the delivery of world-class solutions. Bonded together, we share a commitment to integrity, vigilance, and excellence.
Pinkerton is an inclusive employer who seeks candidates with diverse backgrounds, experiences, and perspectives to join our family of industry subject matter experts.
The Global Security Operations Center (GSOC) Supervisor, assigned to one of Pinkerton's largest global clients, will drive the vision and leadership for the development and support of safety and security initiatives for the Global Security Operations Center. The Supervisor is responsible for coordinating shift operations for the Center including the collection of intelligence information and tracking threat activities directly or indirectly affecting company assets, people, and interests globally.
**Responsibilities**
+ Represent Pinkerton's core values of integrity, vigilance, and excellence.
+ Coordinate the daily activities across the GSOC enterprise.
+ Supervise the identification, investigation, and case management of incidents involving partner organizations.
+ Support investigations through the collection of intelligence related to threats originating from external sources, as well as internal incidents and issues such as theft, vandalism, and workplace violence.
+ Develop, manage, track, and maintain reporting of statistical and written analysis of user threats, incidents, and investigations for management review.
+ Establish and maintain professional relationships with internal and external stakeholders to include law enforcement, public safety, intelligence, and investigative organizations.
+ Provide credible, timely, and actionable intelligence information to operators and business decision makers.
+ Provide intelligence in support of events and personal protection assignments, including executive protection.
+ Evaluate and monitor the performance of their team members, and coordinates training and coaching for new and existing personnel.
+ All other duties, as assigned.
**Qualifications**
Bachelor's degree with three to five years of GSOC supervision, law enforcement and/ or military experience specializing in investigations and intelligence collection experience. Will need to qualify for an alarm monitoring license.
+ Developed investigative and analytical skills specific to a corporate high-tech environment.
+ Sound independent judgment and decision-making ability.
+ Able to confidential business information and critical assets.
+ Effective written, verbal, and presentation skills.
+ Able to identify and protect confidential business information and critical assets.
+ Able to manage multiple projects simultaneously with competing priorities and deadlines.
+ Attentive to detail and accuracy.
+ Able to analyze complex situations and recommend solutions.
+ Client orientated and results driven.
+ Serve as an effective team leader.
+ Computer skills; Microsoft Office.
**Working Conditions:**
With or without reasonable accommodation, requires the physical and mental capacity to effectively perform all essential functions;
+ Regular computer usage.
+ Occasional reaching and lifting of small objects and operating office equipment.
+ Frequent sitting.
+ Travel, as required.
Pinkerton is an equal opportunity employer to all applicants and positions without regard to race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/prenatal status, pregnancy/childbirth or related conditions, religion, creed, age, disability, genetic information, veteran status, or any protected status by local, state, federal or country-specific law.
**Benefits**
Benefit options include employer-paid life and AD&D, voluntary life and AD&D, medical, (HSA) Health Savings Account, (FSA) Flexible Savings Account, dental, vision, short-term disability, long-term disability, 401(K), paid time off (vacation, personal, sick, and holidays) and several employee assistance-related programs. This information provides a brief benefit overview. Upon the acceptance of an employment offer, the new employee will receive comprehensive plan details based on specific eligibility rules.
**Posted Salary Range**
USD $42.00 - USD $42.00 /Hr.
Submit a Referral (*************************************************************************************************************************
**Location** _US-CA-San Mateo_
**ID** _2025-2348_
**Category** _Security Risk Management_
**Position Type** _Full-Time_
**Min Pay Rate** _USD $42.00/Hr._
**Max Pay Rate** _USD $42.00/Hr._
**Job Type** _On-Site_
Pinkerton is an equal opportunity employer to all applicants and positions without regard to race/ethnicity, color, national origin, ancestry, sex/gender, gender identity/expression, sexual orientation, marital/prenatal status, pregnancy/childbirth or related conditions, religion, creed, age, disability, genetic information, veteran status, or any protected status by local, state, federal or country-specific law.
Selling Supervisor
Costa Mesa, CA jobs
Selling Supervisors play a key role in ensuring sales goals are consistently met, a customer experience is priority and service standards are executed according to company guidelines. In addition to being a highly productive sales driver, this person will act as an extension of the management team as a leader and role model to all sales associates when it comes to service standards and adherence to company policy
Sales Generation
Meet personal and store sales goals
Continue to develop personal sales techniques and assist in the development of associates' sales techniques to maximize sales
Utilize elevated levels of sales and service to maximize sales performance
Demonstrate and in-depth knowledge of the merchandise
Ensure all sales related polices and procedures are maintained
Maintain a keen interest in the fashion industry and market trends
Operations
Collaborate with Management in areas of risk management, loss prevention, cash control, and inventory management
Assist in the training of sales staff in all areas of register usage and maintenance
Assist in all areas of stock, shipping, receiving protocols and policies
Merchandise/Visual
Ensures the selling floor is neat, organized, stocked, and reflects the correct visual image at all times
Assist in the implementation and maintenance of all merchandising / visual directives
Identify product concerns in a timely manner
Minimum 2 years specialty retail experience
Ability to work varied hours, nights, days and weekends to support the business needs
Back of House
Maintain store, employee area, stockroom and bathroom to Company standards
Assist in the preparation and execution of stores physical inventories and actively participates in resolving inventory discrepancies
Maintain standards of cleanliness and organization
Actively contribute and support in non-selling activities and loss prevention initiatives
Replenish stock and maintain high standards of merchandise and product presentation
Maintain your designated ‘area of responsibility'
Additional responsibilities may be assigned at the discretion of leadership
Auto-ApplyMember Experience Supervisor (Branch Supervisor) - Riverside, CA
Riverside, CA jobs
We believe that everything starts with leadership! If you have a passion for first-class service, collaboration, one team spirit, team development, and service to the community - we'd like to speak with you. The Member Experience Supervisor role supports branch leadership in delivering exceptional member service through the day-to-day operations. Supports the branch team as a mentor, trainer, and coach; performing supervisory duties as assigned.
Essential Functions and Responsibilities
Service
* Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
* Ensures that exceptional member service is being provided to members and team members, at all times.
* Serves as a strong example of leadership in work ethic, professionalism, and conduct.
* Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development.
* Ensures staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times.
Daily Responsibilities
* Assists in development and execution of branch plans; identifies areas of opportunity and makes sound recommendations to improve member experience.
* Assists with branch talent planning; acts as a mentor, trainer, and coach by observing the team and providing on-the-spot feedback and continued guidance.
* Serves as a first point of contact for member escalations with the ability to resolve complex inquiries and conduct research to provide appropriate solutions that result in a positive member experience.
* Builds, cultivates, and manages positive relationships with team members throughout the organization; continuously advocates for the membership; makes swift decisions while balancing risk and service.
* Serves as a subject-matter expert; presents and facilitates at team meetings and Credit Union learning events.
* Assists with overall branch operations, such as; new account compliance, security controls, cash management, branch opening and closing, and audit integrity.
* Assists team members and members with complex loans transactions and/or inquires and act as an in-branch resource, identifying and offering appropriate member solutions.
* Personally, and proactively assists members with service needs; balances supervisory responsibilities while placing members first.
* Personally, participates and motivates teammates to assist at local Membership Development and community events, building strong relationships within the branch community.
* Assists in testing, training, and implementation of new system functionality, enhancements, or other organizational projects; Champions new initiatives, providing constructive feedback, and helping drive branch adoption.
* Performs supervisory duties, including but not limited to scheduling, planning, assigning, directing and evaluating team members' work; measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews/coaching sessions, recommends salary increases, and develops higher levels of expertise in team members through coaching and training.
* Acts as leader on duty in the absence of more senior team members.
* Supports and assists at branches throughout the Arrowhead branch network.
* Regular and predictable attendance and punctuality.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility.
* Other duties as necessary and assigned by the Supervisor to achieve the goal of the credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
* Paid sick leave (and increases with tenure!)
* Company-provided life insurance at twice your annual salary
* Financial Education Programs
* DoorDash DashPass
Health
* Medical, Dental, and Vision Insurance for part-time and full-time employees
* Modern Health
* Care.com subscription
* Teladoc
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $26.22/hour | Midpoint: $32.78/hour| Maximum: $39.34/hour
Tax Supervisor
San Francisco, CA jobs
Jade Fiducial has been a leader in providing expert accounting and tax services since 2003, specializing in the needs of French expatriates and entrepreneurs with a focus on international taxation. As part of the Fiducial Group since 2015, we operate in 10 offices globally, including key U.S. cities like New York, Miami, and San Francisco. Founded in 1970 in France, Fiducial is a leading provider of essential financial services, including bookkeeping, payroll, and tax advisory for small businesses.
Our international expertise helps clients navigate complex cross-border tax regulations, ensuring compliance while optimizing financial strategies.
Position Overview
The Tax Supervisor will be responsible for a high volume of complex tax returns as well as reviewing the returns of other tax accountants.
The Tax Supervisor will also be tasked with performing advanced technical research for various clients and tax issues.
Qualified candidates should have a strong commitment to client service with proven demonstration of technical tax expertise and experience working with international clients, including individuals, corporations, and partnerships with cross-border operations
Desired Skills/ Experience/Attributes
5+ years of experience in a CPA firm with international clients
5+ years advanced tax knowledge and experience including ability to research complex issues within state/federal/international tax codes
Superior knowledge of various tax and office software applications (Ultra Tax, CCH, BNA, Gosystem Fasttax, MS office professional pack, etc.)
Proven experience effectively working with clients and team members, either directly, via phone or in writing, to answer technical questions, offer advice, or make recommendations
Strong knowledge of U.S. international tax concepts
The ideal candidate for this position:
Has a leader's presence with an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment.
Has an entrepreneurial drive
Has strong verbal and written communication skills
Has exceptional organizational and time management skills
Has the ability to manage multiple priorities and meet deadlines.
Is a detail-oriented leader and individual contributor
Possesses an unquestionable level of integrity and respects quality assurance requirements.
Has a history of building relationships with clients and colleagues
Is committed to fostering and maintaining a service culture.
Education, Certificates, Licenses, Registrations
Bachelor's or Master's degree in Accounting, Taxation, or related field.
EA required, active CPA license preferred
Benefits and Perks
At Jade Fiducial, we value the well-being and professional growth of our employees.
Competitive salary based on experience and qualifications with rewarding performance-based bonuses.
Comprehensive medical, dental, and vision insurance packages.
401(k) plan with company matching contributions.
Employer-paid Life Insurance.
Generous PTO policy and 10 paid holidays/year
Professional development with opportunities for ongoing training, certifications, and career advancement.
Hybrid work options where applicable.
Employee Referral Program: Incentives for referring top talent to our team.
A welcoming environment that supports personal and professional growth, where every team member's contribution is valued and encouraged to thrive.
Equal Opportunity Statement
At Jade Fiducial, we are committed to fostering a diverse, inclusive, and respectful workplace where all individuals are valued for their unique backgrounds, experiences, and perspectives. We believe that embracing diversity drives innovation, strengthens our community, and allows us to better serve our clients and stakeholders.
Jade Fiducial is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit, qualifications, and business needs.
We are dedicated to creating an environment where everyone feels welcomed, supported, and empowered to succeed.
Supervisor, Branch
Livermore, CA jobs
Supervises branch member service and teller departments. Creates a productive, rewarding, team and service- oriented work environment that provides for the development of employees, while meeting all established goals and metrics of the Credit Union. Always Emulates and promotes the Credit Union's core values.
Essential Job Duties:
Leadership:
Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.
Oversees the daily workflow of the department.
Provides constructive and timely one-on-ones and performance evaluations.
Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union's high standard of quality.
Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union's core values.
Lead and coach to ensure consistent member-focused service in every interaction.
Lead and support change initiatives, ensuring smooth transitions by fostering team buy-in, clear communication, and continuous guidance throughout the process.
Team Performance:
Ensure employees have the proper tools and resources to successfully perform the requirements of their job.
Plan and schedule staff effectively to achieve quality service goals and staff development plans.
Promote a safe, secure and functional environment for Credit Union members and employees.
Ensure availability, security and privacy of cash and negotiable items to provide member service and protect Credit Union assets.
Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union's core purpose of being “our members' trusted partner”.
Uphold the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
Report unusual or suspicious activity in writing to the Legal and Compliance Department.
Recommend and implement department improvements for efficiency, branch consistency, and cost effectiveness.
Manage branch-related risks, making sound decisions in a manner that provides maximum service value to members and minimal risk to the Credit Union.
Provide training and ensure adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees.
Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits.
Complete annual BSA and OFAC training.
Performs other duties as assigned.
Member Service Operations:
Develop and maintain strong relationships with all Sunward stakeholders, exhibiting the Credit Union's core values to enhance membership growth and loyalty.
Collaborates with Retail Leaders to build a growth culture focused on exceeding the needs of our members, create and implement internal growth plans, track progress of activities
Assist with management of the overall member service and sales process within the branch by:
Providing service and sales coaching and feedback to employees
Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member's needs
Requirements
Required Skills/Abilities:
Excellent interpersonal and negotiation skills.
Excellent organizational skills and attention to detail.
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
Strong organizational skills in managing multiple initiatives.
Strong analytical and problem-solving skills.
Education and Experience:
Minimum 4 years' combined experience in a financial institution, supervisory role, or related experience
Minimum bachelor's degree equivalent, or, more than 4 years' of related experience.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 20 pounds at times.
Salary Description $71,092.80-$88,866.00 (Depending on Experience)