Team Manager jobs at J.P. Morgan - 176 jobs

The Manager, Advisory Leadership Team, supports and develops Associate Wealth Advisors while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Director, President, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of Associate Wealth Advisors (AWAs). AWAs maintain strong client relationships and work closely with the Wealth Advisor and client service team to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Director to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Director to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its OKRs. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Director to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Basic Qualifications Bachelor's degree Advanced credentials such as CFP, CFP or CPA recommended but not required. 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $125,000 - $145,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Directors to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its objective and key results. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Directors to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Qualifications Bachelor's degree Advanced credentials such as CFP, CFA or CPA 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $125,000-$140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Service Supervisor? Globe Life is looking for a Customer Service Supervisor to join the team! In this role, you will be responsible for managing a team of Customer Service Representatives, ensuring efficient daily operations by providing training, coaching, performance feedback, resolving escalated customer issues, and analyzing data to improve service quality and processes. This is a remote / work-from-home position. What You Will Do: Develop a high-performing team by coaching, mentoring, and training customer service representatives. Ensure KPI's are met. Update and analyze daily & monthly reports. Ensure timecard accuracy and sign off on payroll closing for the week. Perform QA monitoring to ensure customer satisfaction and accuracy. Perform side-by-side nesting silent monitoring. Utilize Enlighten and Nexidia for coaching opportunities. Answer questions from staff and provide guidance and feedback. Resolve escalations professionally. Review and approve outgoing written communication from agents to customers. Ensure adherence to established attendance policies and procedures. Create and deliver corrective action as needed for attendance, adherence, and policy violations. Assist with initial interviews for new hires as needed. Create and administer annual performance reviews. Facilitate team meetings. Keep senior management informed on all issues and problems. Creating ways to optimize procedures and keep staff motivated. Monitor daily activities and customer service queues to ensure efficient and timely service delivery across various communication channels. Analyze customer service data and feedback to identify areas for improvement, and help develop, implement new standards and procedures. Prepare reports, maintain documentation, and communicate with staff and management regarding customer service performance and issues. What You Can Bring: High school diploma or equivalent; a college degree is preferred. 2 or more years of relevant management experience. Customer Service Experience with proven experience as a call center supervisor or similar supervisory position. Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, Teams, and general working knowledge of the Internet for business use. Knowledge of performance evaluation procedures. Outstanding communication and problem-solving skills. A result-oriented and forward-thinking approach. Ability to work under pressure as well as work well with others. Ability to multitask and prioritize competing priorities to meet deadlines. Excellent time management skills. Ability to learn and adapt to change quickly. Superb organizational and leadership skills. Schedule flexibility to meet call center hours of operation. Must be dependable and punctual to ensure call center needs are met. Must be professional with the ability to maintain confidentiality. Type 25-30 WPM. Ability to professionally handle and resolve escalated issues. Must maintain and/or exceed department KPI goals: Attendance, Average Handle Time, Adherence, Utilization, Contacts. Must possess excellent oral and written communication skills. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. The Manager, End User Support is responsible for leading a high-performing team of support professionals across multiple regions, with a primary focus on ensuring excellent end-user service delivery for all physical and virtual endpoint devices, mobile platforms, and telecommunication systems. This role includes ownership of Deskside Support function, providing hands-on leadership in support operations, vendor management, white glove services, and technology lifecycle initiatives. The ideal candidate will possess strong experience Global environments, budget oversight, and hardware refresh programs, including support for mobile contract lifecycle management and reduction of technical debt across sites. OFFICE SET-UP: This role is a hybrid position based primarily in our Jersey City office, requiring 3-4 in-office days each week. In addition, there is a regular expectation to be on-site at our New York City office once per week. Essential RESPONSIBILITIES and ACCOUNTABILITIES * Serve as the single point of contact for all Deskside Support escalations and ensure timely incident resolution. * Lead day-to-day operations of the Deskside Support End User Support function, including staff scheduling, workload distribution, SLA performance, and continuous improvement. * Design, implement, and manage hardware refresh projects for laptops, desktops, peripherals, and mobile phones, including deployment and decommissioning. * Oversee white glove/VIP support services ensuring a high-touch, executive-ready experience for senior leadership and other high-profile users. * Partner with the business to oversee the IT Ambassador program as well as participation in the Voice of the Executive (VOE)/Voice of the Customer (VOC) sessions to facilitate exemplary end user support experiences. * Develop and manage support budgets including forecasting, tracking, and reporting expenditures aligned with IT strategic objectives. * Collaborate with key Value-Added Resellers (VARs) and service providers to manage contracts, procurement, warranties, service agreements, and issue escalations. * Demonstrate hands-on leadership and oversight of site refresh and remediation of technical debt by ensuring infrastructure and user environments are current, standardized, and supportable. * Ensure compliance with security standards and IT governance policies, particularly regarding mobile device management and endpoint security. * Drive support excellence through regular KPI reporting, ticket analysis, and feedback loops to continuously improve customer experience. * Act as the liaison for global and regional teams to deliver services consistently across all Arch locations and employees * Participate in and lead lower-risk IT projects related to desktop, voice, or mobility solutions. * Hire, train, coach, and evaluate support personnel, fostering a culture of customer-centricity, accountability and high performance. Knowledge & Skills: * Thorough knowledge of assigned technology platform including Microsoft Windows, Active Directory, Microsoft Entra, Office products, * Installed application software and management utilities, desktop and laptop Excellent organizational skills. * Ability to manage time well in a fast paced environment and prioritize tasks frequently. * Deep understanding of mobile device management technologies and industry accepted security policies. * Broad knowledge of optimization and full utilization of technology supported, including a solid understanding of technology capacity and limitations. Solid interpersonal and communication skills to deal effectively with all kinds of internal customers and external vendors. * Effective Customer service, leadership and team motivational skills. * Excellent problem solving, diagnosing and troubleshooting skills. Education & Experience: * Bachelor's degree in Information Technology or a related field preferred; equivalent technical experience considered. * 7+ years of experience in End User Support or Service Desk management roles. * 5+ years of experience with budget oversight and technology lifecycle projects. * 2+ years of experience managing global support operations or geographically dispersed teams. * Prior experience supporting VIPs and providing white glove IT services is required. Working Conditions/Environment & Physical Demands: Normal office environment Some lifting of hardware of 10 or more pounds, reaching overhead and crawling into tight spaces to install cabling. Work occasional off-hours work and on-call responsibility #LI-Hybrid #LI-ZP1 For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $120,000 - $155,000/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 10200 Arch Capital Services LLC

The Commercial Support Manager (the “Manager”) manages a team of Relationship Specialists who perform a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. The Manager will be responsible for sustainable hiring practices, and training, coaching, and developing direct reports to ensure consistently successful execution of loan and deposit origination and servicing activities, high-quality client engagement and requisite portfolio maintenance. Further, the Manager will be accountable for Relationship Specialists' compliance with and adherence to all federal and state regulations governing bank operations including BSA/AML requirements, as well as Atlantic Union Bank's loan and deposit origination, documentation, and administration policies and procedures. The Manager will assist in all efforts to correct and improve compliance through remediation efforts and the evolution of existing processes, and act as a liaison with other areas of the bank as needed, including the Wholesale Banking Operations and Administration team. Position Accountabilities Hires, onboards, manages, trains, coaches, mentors, and develops new and existing Wholesale Relationship Specialists and promotes a team environment to achieve proper accountability of direct reports. Coordinates and prioritizes the Relationship Specialists' pipeline assignments to include internal and external loan closings, documentation preparation and review, deposit account opening, and/or administration of acquisition, development, and construction loans. Redirects, handles, and balances surplus workload as needed. Manages and responds to daily incoming client requests, inquiries, and escalated issues in a timely and professional manner. Performs necessary research and maintenance, troubleshoots, and provides or facilitates solutions to more complex customer issues. If applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures. Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion. Extracts, formats, organizes, and distributes departmental reports to assist with portfolio management. Performs necessary data validation and analysis of team metrics, identifies and manages related coaching opportunities, and delivers timely and accurate management reporting. Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data. Serves as final reviewer and approver of customized/complex loan packages and validates all components comply with the loan approval terms. Confirms Relationship Specialists complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions. Approves large departmental wires and cashier's checks. Participates in projects and initiatives and assists with maintaining, updating, and creating procedures; creates common knowledge and consistent practices within teams. Serves as a backup to all Wholesale Relationship Specialists. Maintains superior working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for all Wholesale Relationship Specialists. Maintains superior working knowledge of construction and/or development loans. Maintains exceptional working knowledge of specialized loans, including but not limited to modified builder lines, construction and/or development loans, low-income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities. Prevents, manages, and facilitates clearing of exceptions associated with loan and deposit accounts. Maintains data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments. Retains advanced working knowledge of deposit account products and services and may assist Relationship Specialists with account opening, maintenance, servicing, troubleshooting, and quality assurance/quality control activities. Acts as a subject matter expert for all responsibilities performed by Relationship Specialists. Completes all individually assigned training and confirms direct reports complete assigned training, including but not limited to compliance training, on or before the due date. This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts. Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture. Performs other duties as assigned. Organizational Relationship This position reports to either a Group Leader, Wholesale Support or the Head, Wholesale Operations & Administration. Position Qualifications Education & Experience High school diploma or equivalent required, undergraduate degree in business or finance preferred. Seven plus years commercial or retail banking or industry related experience required. Three plus years of commercial and/or commercial real estate loan and deposit experience required. Management and mentorship experience preferred Knowledge & Skills Exceptional customer service and problem-solving proficiency Superior time management Excellent written, oral, and interpersonal communication Very organized, detail oriented, and quality focused Expert proficiency in reading and interpreting title policies and understanding of Real Estate Collateral, master title policies, and master deeds of trust. Ability to prioritize and manage multiple priorities. Flexible, able to adapt to change. Ability to work independently as well as within a team environment. Exemplary analytical skills. First-rate computer skills relevant to the Microsoft 365 Suite Expert proficiency in commercial loan documentation, including specialized loans. Advanced working knowledge of business deposit accounts. Extensive and strong working knowledge of banking software programs. Experience with Construction Management software, bank loan documentation software, loan origination software, customer relationship management programs, Core bank applications, and Q2-online banking platform preferred. The salary range for this role is $86,462--$144,350 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

We are seeking to fill the role of Customer Service Supervisor - Remote. The ideal candidate thrives in a fast-paced environment, excels in employee development, and enjoys collaborating with clients and internal business partners to achieve the best outcomes for homeowners. Responsibilities • Supervise the performance of Call Center Teams to ensure Customer Experience Specialists meet or exceed performance standards by reviewing all relevant daily, weekly, and monthly reports. • Manage daily operations of the customer service team and provide feedback by monitoring all correspondence, including chats and emails. • Oversee, mentor, advise, and develop Customer Experience Specialists while consistently upholding professional conduct and respect. • Analyze quality monitoring reports to identify and address employee development opportunities. • Manage administrative tasks related to Human Resources, including scheduling, processing time off reports, conducting performance reviews, ensuring timecard accuracy, and handling disciplinary actions. • Ensure thorough and precise documentation of all employee interactions / meetings and records. • Monitor and manage operational risks by ensuring key controls are effectively implemented. • Maintain expert knowledge in the Fair Credit Reporting Act guidelines. • Regularly review and comprehend departmental policies, procedures, training, communications, workflows, performance impacts, and implementation of new processes/strategies affecting the Call Center. • Handle escalated calls as needed and investigate / resolve customer complaints as applicable,while maintaining accurate reporting logs. • All other duties as assigned. Qualifications • High School Diploma or equivalent required. • Understanding of mortgage servicing: escrow, taxes, payment application. • Must be flexible, organized, and able to effectively manage time to prioritize daily assignments/priorities. • Proven leadership or managerial experience. • Expert and proven knowledge of customer service principles and practices. • Analytical ability to apply data and information to all processes and solutions. • Ability to provide consistent engagement in customer and brand experience. • Excellent verbal and written communication skills. • Excellent interpersonal communication skills. • Excellent attention to detail and accuracy. • Excellent analytical ability to detect problems in workflow. • Ability to work with determination while conducting research and awaiting results. • Ability to react effectively to change and manage other essential tasks as assigned. • Ability to multitask while meeting strict timelines and deadlines. • Ability to troubleshoot complex issues and deliver results quickly. • Highly advanced mortgage product knowledge required. Desired Skills and Qualifications • Bachelor's degree. • 5 years of supervisory experience, preferably in a call center. • Understanding of Home Equity Line of Credit (HELOC) servicing. Total Rewards LoanCare's Total Rewards Package offers a comprehensive blend of health and welfare, financial, lifestyle and learning benefits to support employee well-being and engagement. Highlights include: Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance Time Off: Paid holidays, vacation, and sick leave Retirement & Investment: Matching 401(k) plan and employee stock purchase plan Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being Employee Recognition: Programs that celebrate achievements and milestones Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth. Compensation Range: $52,400 - $88,000 annually. Actual compensation may vary within the range provided, depending on a number of factors, including qualifications, skills and experience. Build Your Future with LoanCare At LoanCare, we don't just service mortgage loans-we serve people. As a leading full-service mortgage loan subservicer, we deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, we offer a career foundation built on integrity, innovation, and collaboration. Here, you'll find: A culture that helps you thrive, with resources and support to fuel your growth Flexibility to work remotely, while staying connected through virtual engagement Opportunities to make a real impact in an industry that touches millions of lives If you're ready to grow your career in a place that values your contributions and empowers your success, we invite you to join our team. About Remote Employment We provide the necessary equipment; all you need is a quiet, private place in your home and a high-speed internet connection with a minimum network download speed of 25 megabits per second (MBPS) and a minimum network upload speed of 10 MBPS. Work Conditions Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary. Physical Demands Sitting up to 90% of the time Walking and standing up to 10% of the time Occasional lifting, stooping, kneeling, crouching, and reaching Equal Employment Opportunity LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. The Manager, End User Support is responsible for leading a high-performing team of support professionals across multiple regions, with a primary focus on ensuring excellent end-user service delivery for all physical and virtual endpoint devices, mobile platforms, and telecommunication systems. This role includes ownership of Deskside Support function, providing hands-on leadership in support operations, vendor management, white glove services, and technology lifecycle initiatives. The ideal candidate will possess strong experience Global environments, budget oversight, and hardware refresh programs, including support for mobile contract lifecycle management and reduction of technical debt across sites. OFFICE SET-UP: This role is a hybrid position based primarily in our Jersey City office, requiring 3-4 in-office days each week. In addition, there is a regular expectation to be on-site at our New York City office once per week. Essential RESPONSIBILITIES and ACCOUNTABILITIES * Serve as the single point of contact for all Deskside Support escalations and ensure timely incident resolution. * Lead day-to-day operations of the Deskside Support End User Support function, including staff scheduling, workload distribution, SLA performance, and continuous improvement. * Design, implement, and manage hardware refresh projects for laptops, desktops, peripherals, and mobile phones, including deployment and decommissioning. * Oversee white glove/VIP support services ensuring a high-touch, executive-ready experience for senior leadership and other high-profile users. * Partner with the business to oversee the IT Ambassador program as well as participation in the Voice of the Executive (VOE)/Voice of the Customer (VOC) sessions to facilitate exemplary end user support experiences. * Develop and manage support budgets including forecasting, tracking, and reporting expenditures aligned with IT strategic objectives. * Collaborate with key Value-Added Resellers (VARs) and service providers to manage contracts, procurement, warranties, service agreements, and issue escalations. * Demonstrate hands-on leadership and oversight of site refresh and remediation of technical debt by ensuring infrastructure and user environments are current, standardized, and supportable. * Ensure compliance with security standards and IT governance policies, particularly regarding mobile device management and endpoint security. * Drive support excellence through regular KPI reporting, ticket analysis, and feedback loops to continuously improve customer experience. * Act as the liaison for global and regional teams to deliver services consistently across all Arch locations and employees * Participate in and lead lower-risk IT projects related to desktop, voice, or mobility solutions. * Hire, train, coach, and evaluate support personnel, fostering a culture of customer-centricity, accountability and high performance. Knowledge & Skills: * Thorough knowledge of assigned technology platform including Microsoft Windows, Active Directory, Microsoft Entra, Office products, * Installed application software and management utilities, desktop and laptop Excellent organizational skills. * Ability to manage time well in a fast paced environment and prioritize tasks frequently. * Deep understanding of mobile device management technologies and industry accepted security policies. * Broad knowledge of optimization and full utilization of technology supported, including a solid understanding of technology capacity and limitations. Solid interpersonal and communication skills to deal effectively with all kinds of internal customers and external vendors. * Effective Customer service, leadership and team motivational skills. * Excellent problem solving, diagnosing and troubleshooting skills. Education & Experience: * Bachelor's degree in Information Technology or a related field preferred; equivalent technical experience considered. * 7+ years of experience in End User Support or Service Desk management roles. * 5+ years of experience with budget oversight and technology lifecycle projects. * 2+ years of experience managing global support operations or geographically dispersed teams. * Prior experience supporting VIPs and providing white glove IT services is required. Working Conditions/Environment & Physical Demands: Normal office environment Some lifting of hardware of 10 or more pounds, reaching overhead and crawling into tight spaces to install cabling. Work occasional off-hours work and on-call responsibility #LI-Hybrid #LI-ZP1 For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $120,000 - $155,000/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. 10200 Arch Capital Services LLC

External Description: Are you looking to grow your career in the Retirement Plan Industry by working for a premier asset management and retirement services organization? There's a place for you to grow, contribute, learn, and make a difference at T. Rowe Price as a Manager, Employee Meeting Team in Retirement Plans Services. You'll utilize your strong communication, project management, and relationship building skills to lead the delivery of employee education to T. Rowe Price's 401(k) clients/plan participants. Role Summary The individual in this role will have the opportunity to manage a team of Employee Meeting Consultants who are responsible for delivering high impact employee education to T. Rowe Price's 401(k) clients/plan participants through live and virtual presentations. This will include, but is not limited to, overseeing team performance, training, resource allocation, and professional development as well as driving continuous improvement by shaping policies, processes/procedures, and presentation standards to deliver exceptional client experiences. Responsibilities Recruit, coach, and mentor team members, fostering a culture of collaboration, accountability, and continuous learning. Ensure new associates receive comprehensive onboarding and ongoing cross-training to maximize effectiveness. Ensure the team consistently delivers engaging, relevant, client-specific presentations in both live and webinar formats. Actively manage staffing to support program delivery and high client satisfaction. Implement training strategies that align with business priorities and meet the evolving needs of clients and participants. Ensure content and delivery methods remain effective and compliant. Integrate business initiatives, change events, and priorities into team operations. Address escalations, maintain awareness of potential client sensitivities, and ensure education content aligns with client needs and objectives. Partner with retirement product managers to stay informed of new products and service enhancements. Provide input as appropriate and ensure the team is prepared to educate participants about product updates. Maintain written supervisory procedures and operational policies to ensure regulatory compliance and operational excellence. Lead or participate in business initiatives aimed at enhancing client/participant education experiences. Oversee resource allocation and manage competing priorities to ensure optimal team performance and project execution. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience FINRA S7 & S24 licenses or ability to obtain within 6 months Ability to travel periodically for client/staff observations as appropriate per supervisory oversight policy Preferred Retirement plan industry knowledge Experience leading geo-dispersed team(s) FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Manager, Employee Meeting Team- Retirement Plan Services Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Virtual branch managers at Firefighters First Credit Union (FFCU) are responsible for leading the call center to ensure members consistently receive a high level of service through a variety of channels. As a leader, the virtual branch manager sets the call center objectives, delivers services, and manages for results. Virtual branch managers are responsible for ensuring call center teams are staffed to provide members with adequate coverage, have the necessary training and resources to successfully perform their work, ensure member identification is correct to prevent fraud, and that they provide exceptional service to members. Further, managers utilize call center data to continually improve operations and the member experience, as well as forecast and plan. Finally, virtual branch managers regularly interact with members to build relationships and assist with resolving issues. Typical responsibilities: Manage call center operations. Train, coach, supervise, and performance manage call center employees. Build member relationships by assisting members with obtaining, interpreting, and utilizing financial information to plan for and achieve goals. Analyze call center data and make recommendations to improve operations, member experience, as well as forecast and plan. Work with leaders and team members in other departments to coordinate member services, responses, research, resolutions, or other carry out other efforts. Participate in special projects and perform other assignments as needed. Travel may be required up to 10% of the time or as needed to attend meetings, conferences, training, or other work-related events. As needed, work remotely, be on-call, and work weekends and evenings. Basic Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or an equivalent combination of education and experience. Experience as a call center representative and/or a combination of experience working as a call center representative, and supervising call center representatives. Experience supervising employees. Preferred Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. Experience supervising employees in a financial institution call center environment. Experience as an e-service representative or supervising e-service representatives, supporting customers through virtual technology such as videoconferencing, web-chat, or related capabilities. Demonstrates knowledge of and experience with software and hardware terminology and troubleshooting techniques. Demonstrates knowledge of and experience with the loan application process and standard or typical internal operating policies and procedures. Demonstrates the ability to lead and supervise team members to achieve results. Demonstrates knowledge of the application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, Soldiers and Sailors Act, etc.) and compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions. Demonstrates knowledge of business, personal, and insurance products and services. Demonstrates knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures. Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them. Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment. Proficient in speaking and writing the English language using correct structure, vocabulary, and organization. Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication. Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence. Demonstrates the ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data. Demonstrates experience and behavior consistent with FFCU's core values of competence, integrity, excellence, curiosity, positivity, and humility.

The Franchise Construction & Field Support Manager serves as the construction subject matter expert, coach, and mentor for Archadeck franchise owners. In this highly influential role, you'll work directly with franchisees - many from non-construction backgrounds - to train, guide, and support them through every aspect of building a successful outdoor living business. Approximately 70% of your time will focus on launching and ramping up new franchisees, helping them master the Archadeck construction process, hire and manage crews, and deliver projects that exceed homeowner expectations. 20% will focus on supporting established offices to improve production efficiency, profitability, and customer satisfaction. The remaining 10% of time will be spent training new franchisees, prior to launch of their business, in Archadeck construction standards and methods in a classroom environment. Your mission: ensure every Archadeck location builds beautifully, safely, and profitably - while maintaining the quality and professionalism that define our brand. Who We're Looking For: You're a builder and a teacher. You have deep experience in carpentry, residential construction, and project management, but you also love to coach, simplify, and empower others. You're confident leading both classroom and on-site training. You understand how to hire, manage, and motivate subcontractor crews. And above all, you're passionate about helping small business owners grow and succeed. Qualifications: 5+ years of experience in residential construction, framing, carpentry, hardscapes (pavers or concrete), masonry, roofing or general residential remodeling Skilled and experienced in managing multiple crews and subcontractors Experienced in job costing, scheduling, and quality assurance Strong communicator and coach - able to train new business owners in both group and field settings Comfortable balancing construction, operations, and relationship management Familiar with permitting, inspections, and residential building codes Travel-ready (up to 30%) Key Area of Responsibilities: Construction & Production Management Expert - Ensure franchise partners follow Archadeck's construction standards, processes, and best practices from project planning through completion. Support Franchise Business Consultants (FBCs) in guiding franchisees through design consultations and proprietary pricing software. Coach franchisees on planning, estimating, and executing outdoor living projects -including how to find, hire, train, and manage subcontractor carpenter crews. Training & Development Deliver engaging training to franchise owners on construction standards, production management systems, estimating tools, and product knowledge. Continually refine training content and methodologies to improve operational efficiency and construction quality. Serve as an ongoing resource for franchisees needing project support, troubleshooting, or guidance. Production Program Development Act as the internal owner for Archadeck's production management tools, software, and workflows. Partner with IT, Operations, and Design teams to ensure software and systems work seamlessly for franchisees. Coaching for Growth Conduct one-on-one coaching sessions with franchise owners. Analyze business and production metrics to identify opportunities for improvement. Provide actionable strategies for achieving KPIs in marketing, sales, scheduling, customer satisfaction, and project margin. Facilitate ongoing communication and accountability through coaching calls and periodic field visits Performance Monitoring & Reporting: Track and analyze franchise performance metrics, reporting trends and results to brand leadership. Communicate progress, risks, and opportunities to the Franchise Operations leadership team. Key Competencies: Construction Mastery: Skilled in outdoor living construction, building codes, and job-site operations. Mentorship Mindset: Patient, encouraging, and skilled at transferring knowledge to non-technical learners. Operational Discipline: Strong understanding of estimating, scheduling, and process optimization and skilled at bringing clarity and order to complex, fast-moving construction environments." Communication Excellence: Comfortable presenting in classroom, virtual, and field environments. Collaborative Leadership: Works seamlessly with internal teams and franchise owners to achieve shared goals. Why Join Archadeck Be part of America's premier outdoor living brand with decades of industry leadership. Help shape the success of entrepreneurs launching their own construction businesses. Make a real impact - every day you'll see the results of your coaching in the form of beautiful backyards and thriving local businesses. Competitive compensation, benefits, and opportunities for growth within Empower Brands. About Archadeck Outdoor Living: Archadeck Outdoor Living, part of Empower Brands, is the nation's leading designer and builder of custom outdoor living spaces - including decks, porches, patios, fire features and shade structures. With over 70 independently owned locations across North America, we bring design, craftsmanship, and professionalism to every backyard project. We're growing fast - and we're looking for a Construction Field Support Manager who is passionate about residential construction and about helping others succeed. This is a unique opportunity to blend your field expertise with mentoring and operational coaching to help new and existing franchise owners thrive. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote

UNIFIED BANK, in Dover, OH , has an immediate opening for the full-time position of Customer Experience Manager . This position reports directly to UNIFIED BANK's Customer Experience & Sales Executive. Responsibilities include, but are not limited to: Leading the Dover Banking Center according to the Bank's culture, The UNIFIED Way. Supervises and develops Banking Center Team Members to provide warm, friendly and efficient customer service. Maintains compliance with Bank and Regulatory policies and procedures. Leads and develops Customer Service Representatives in operational job knowledge, products and services, selling techniques, security and compliance. Coaches, develops and reviews performance, regularly, with all branch Team Members. Generates, processes and closes non-complex consumer loans. Motivates Team Members to build relationships with customers and offer Bank products and services. Monitors progress and works with staff to attain Banking Center achievement objectives. Resolves customer concerns in a professional, tactful manner. Responsible for the Banking Center's vault cash, ordering of currency, balancing and adherence to internal security controls. Monitors all security and compliance issues, ensures accuracy and adheres to all Bank policies. Job Requirements: 2 years of retail banking experience in a Teller, Personal Banker or Customer Service role. Excellent business communication skills, both written and verbal. Ability to lead, develop and motivate branch team to achieve branch objectives. Position requires standing and walking for the majority of the day and the ability to lift approximately 40lbs. Associates Degree OR equivalent related work experience is required. UNIFIED BANK is an Equal Opportunity Employer.

UNIFIED BANK, in Dover, OH, has an immediate opening for the full-time position of Customer Experience Manager. This position reports directly to UNIFIED BANK's Customer Experience & Sales Executive. Responsibilities include, but are not limited to: Leading the Dover Banking Center according to the Bank's culture, The UNIFIED Way. Supervises and develops Banking Center Team Members to provide warm, friendly and efficient customer service. Maintains compliance with Bank and Regulatory policies and procedures. Leads and develops Customer Service Representatives in operational job knowledge, products and services, selling techniques, security and compliance. Coaches, develops and reviews performance, regularly, with all branch Team Members. Generates, processes and closes non-complex consumer loans. Motivates Team Members to build relationships with customers and offer Bank products and services. Monitors progress and works with staff to attain Banking Center achievement objectives. Resolves customer concerns in a professional, tactful manner. Responsible for the Banking Center's vault cash, ordering of currency, balancing and adherence to internal security controls. Monitors all security and compliance issues, ensures accuracy and adheres to all Bank policies. Job Requirements: 2 years of retail banking experience in a Teller, Personal Banker or Customer Service role. Excellent business communication skills, both written and verbal. Ability to lead, develop and motivate branch team to achieve branch objectives. Position requires standing and walking for the majority of the day and the ability to lift approximately 40lbs. Associates Degree OR equivalent related work experience is required. UNIFIED BANK is an Equal Opportunity Employer.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.