Bank Manager jobs at Landmark Savings Bank - 1497 jobs

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! This role is responsible for all functions, staff, and daily operations within a banking center. They are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. This role is tasked with acquisition, integration, and optimization of new and existing client relationships. The colleague must develop and maintain a strong level of partnership with segment and line of business partners through collaboration and communication. What you will do Consistently meet/exceed all sales goals, retention goals, and Superior Service Quality (SSQ) standards. Develop, implement, and manage a detailed business plan and participate in establishing team sales and service goals. Expand and retain client relationships, actively cross-sell and resolve client issues. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center's growth and profitability objectives. Identify, cultivate, and support key customer segment relationships through focused sales and referral activity. Maintain a working knowledge of all Webster asset, liability, and partner products and services as well as alternative delivery channels. Coach, develop and hold team accountable by demonstrating leadership skills and modeling the way. Utilize and model usage of all available sales tools and resources. Ensure timely completion of audits with an expectation to meet/ exceed branch operations review requirements. Ensure compliance with Federal and State laws as well as bank policies and procedures. Schedule all branch employee shifts to meet customer service needs; provides flexibility of coverage for the banking center. Drive high performance by holding team accountable for superior results. Enhance employee engagement by providing team with coaching, support, timely and constructive performance feedback. Provide opportunity in career growth and recognize and reward employees for accomplishments. Execute on effective colleague onboarding, training new colleagues on policies, procedures and all banking center operational duties/responsibilities. Skills and Abilities Intricate knowledge of retail banking products and services. Strong customer service skills, relationship building, organizational, computer skills, comfortable with current technology, and communication skills. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor's Degree in Arts/Sciences (BA/BS) degree preferred Experience Qualifications 5-7 years of banking experience, with a proven track record in leadership, customer service, managerial, communication and organization skills required The estimated salary range for this position is $98,000 USD to $102,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

**Location:**4900 Tiedeman Road, Brooklyn OhioThe Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp's Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management.As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite through its business activities. The position is responsible for ensuring operational risk program management consistent with KeyCorp's Operational Risk Policy. The position has responsibility for oversight of LOB Operational Risk programs and policies, which includes providing highly specialized guidance and oversight on current and emerging legal, regulatory, and operational risk issues, monitoring and measuring operational risk performance, and reviewing and challenging of strategy (initiative, products, third parties, clients), control design, implementation, testing, and remediation for assigned LOBs.This position is an individual contributor and reports to the Consumer Line of Business Operational Risk Oversight Director.**ESSENTIAL JOB FUNCTIONS** - Work directly with the lines of business (LOBs) to identify and assess risks, review and challenge risk assessments, provide input over controls and testing, advise on and monitor remediation activities and create reporting, ensuring line of business alignment within the Operational Risk program and framework. - Responsible for primary execution of Operational Risk oversight and help guide and influence implementation of operational policies and/or procedures to mitigate risk within appetite. - Responsible for assisting with the ongoing development and implementation of the Major Line of Business (LOB) Operational Risk teams strategic plan to accomplish its Annual Operational Risk objectives, to include among others: the development and implementation of Operational risk policies and procedures; assessment, monitoring and testing; establishment of line of business accountability and escalation and reporting processes. - Responsible for ongoing development and implementation of operational risk management topics, including such things as being the subject matter expert on operational risk activities associated with risks, controls, testing, remediation and reporting. -Actively participate in broad risk management oversight of assigned LOB.Provide direction and deliver training to line of business personnel, Risk Management staff and others on Operational Risk best practices and other relevant industry best practices. - Monitor and assess new or amended legal and regulatory requirements as they relate to Business Banking.- Responsible for review and challenge of LOB policies and procedures to ensure that they are consistent with current applicable rules, regulations, laws and are effective in mitigating related risks. - Work with the LOB to ensure the ongoing development and enhancement of risk assessments, testing, monitoring and associated plans. - Provide authoritative and consultative advice and support to management utilizing independence yet providing pro-business solutions.- Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities. - Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the business areas and assisting them in responding to such changes. - Accountable for ensuring that line of business policies and procedures are consistent with current applicable banking and securities rules, regulations, and laws. - Respond to internal and external audits, exams and requests for information and provide review & challenge of any line of business responses to internal and external audits. Assist in the evaluation of audit and examination findings and implementation of corrective action and needed responses. - Assist in the response to ongoing regulatory and legal inquiries and investigations. - Develop and maintain positive working relationships with internal clients, staff, peers, other risk partners, and LOB senior management. - Maintain relationships with industry peers and regulatory bodies. - Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential operational risk impact, and necessary correction action. - Acts as Operational Risk Subject Matter Expert on any assigned Subcommittees and/or Working Groups. - Provide leadership and/or support on special projects, as assigned. - Proactively works with assigned business unit management to identify and assess the operational risks associated with business activities, ensuring alignment with the Corporate Operational Risk Framework, including: • Advising LOBs on operational risks and controls and key risk indicators. • Advising LOBs on operational risks related to new products and/or services and business initiatives. • Advising LOBs on operational risks related to outsourced third party activities. • Providing reporting to executives LOB partners on a periodic basis - Conducts review and challenge activities and escalation, including independent testing as required. - Manage 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes. - Other duties as assigned **REQUIRED QUALIFICATIONS** - Bachelor's degree in business, finance, or economics or commensurate experience is required. - Minimum 5 years industry experience, ideally within Operational Risk, Enterprise Risk, or line of business risk functions.- Proven ability to work collaboratively and productively across the organization- Outstanding active listening skills- Ability to effectively manage competing priorities within a fast-paced environment, including supporting client workflows and transactions while ensuring sound business practices are applied to mitigate risk within appetite- Demonstrated ability to work with internal and external auditors and regulators.- Ability to effectively communication and influence at all levels of the organization- Ability to think strategically coupled with the ability to drive to execution- Ability to foster and encourage collaboration between multiple risk disciplines- Ability to view risk holistically within a dynamic, fast paced team environment- In-depth practical knowledge of internal controls, risk assessments and operational and compliance processes, and applicable techniques for implementation of regulatory, compliance and legal requirements and operational processes. - Strong leadership and relationship management skills including the ability to lead up and across the organization - Proven ability to have, maintain, and establish strong contacts within the industry so as to be aware of current industry issues and practices**PREFFERED QUALIFICATIONS** - MBA, Law Degree or other relevant advanced education- Current and practical knowledge of the various processes involved in Front and Back Office operations relating to the Business #J-18808-Ljbffr

Manager, Technology Risk Oversight Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity, reliability, and managing technology risk. The Technology Risk Management (TRM) is a growing organization focused on providing expert advice, credible challenge, and effective oversight of information security and technology activities to identify, assess, control, and manage cyber and technology risk throughout the company. This organization plays a critical role in helping to ensure that the company's risk-taking entities are aware of the risks inherent in their activities and decisions, the impact of their actions on the company at an enterprise level, and opportunities to reduce, mitigate, or avoid risks altogether. Associates within the Technology Risk Management organization are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to provide value-added recommendations and deliver high-impact results in their areas of expertise. As a Manager, Technology Risk Oversight , you will play a key role in the review, risk identification, risk assessment, reporting, and effective challenge of technology processes, capabilities, and architecture including but not limited to enterprise technology initiatives, cloud services, architectural patterns and capabilities, as well as other areas of high risk technology changes. As part of the second line of defense, this position will also collaborate closely with associates in first line Cyber, Technology, the Lines of Business, as well as other second line of defense risk management offices to perform and support evaluations of the effectiveness of the firm's controls infrastructure and offer independent advice and recommendations regarding ways to further mature the firm's cyber risk management capabilities. As a member of a growing organization, you will have the opportunity to shape and further refine your portfolio commensurate with the priorities of the organization and the firm. The position affords opportunities for substantial growth. The demands and high-visibility nature of this position require an expert with a proven ability to work independently in a fast-paced environment and who can begin contributing immediately. Essential Functions (Responsibilities): Play a lead role in identifying areas of Technology Change risk to provide oversight, analysis, effective challenge, and risk-informed recommendations and expertise Independently drive the organization's participation in assessing Technology Changes by reviewing all aspects of changes (e.g. threat scenarios, applicable controls, risk mitigating, scope, rollout plans, etc ) focusing on Technology Risks related to technical implementation, controls, testing, and architecture concepts Provide technical assessments of Capital One's Technology Changes and Change Management Processes to identify identify, assess, and communicate Technology and Cyber risk Draft assessments for senior management and other stakeholders, to include regulatory agencies and the Board of Directors, as needed Stay current on emerging cyber threats and potential implications to the firm Collaborate effectively with colleagues, stakeholders, and leaders across multiple organizations to achieve objectives Basic Qualifications: A Bachelor's degree or military experience At least 5 years of experience in information security, information technology or cybersecurity At least 2 years experience with public cloud implementations Preferred Qualifications: Professional technology or security management certification (Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), AWS certification) 2+ years experience working in a hybrid IT environment that includes both traditional on-premises data centers and public cloud infrastructure (e.g., AWS, Azure, Google Cloud). 2+ years experience in a second-line or oversight role at a financial institution or regulatory agency 2+ years experience with implementation of control frameworks (NIST Cybersecurity Framework, NIST 800-53, CIS Top 20, ISO, COBIT) 2+ years of experience drafting reports or analytic assessments 2+ years of consulting experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is Hybrid, with associates expected to consistently spend three days per week in the office The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $197,300 - $225,100 for Manager, Cyber Technical Richmond, VA: $179,400 - $204,700 for Manager, Cyber Technical New York, NY: $215,200 - $245,600 for Manager, Cyber Technical Riverwoods, IL: $179,400 - $204,700 for Manager, Cyber Technical Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Posted Thursday, December 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager Overview Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. Essential Functions PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Qualifications Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. Other Details $90K - $110K per year. Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: Assist Portfolio Managers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank's established guidelines and policies. Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models. Develop and manage financial models analyzing the economics and risks associated with project financing structures. Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries. Ongoing monitoring of credit/covenant compliance. Manage the renewal process by working with the Portfolio Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants. Ensure compliance with EWB regulatory and credit requirements. Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines. Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements. Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Managers. Develop and maintain knowledge of market conditions. Qualifications: Strong understanding of project finance (power/energy/renewables/solar). Ability to understand and advise on complex financial proposals. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Strong Excel skills. Education and Experience: Bachelor's degree in Accounting, Finance, or Economics required; MBA preferred. 5-10 years of experience in project finance. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

A financial institution in New York is seeking a Portfolio Manager to manage and monitor commercial loan portfolios. This role requires strong relationship management, negotiation skills, and compliance with banking regulations. The ideal candidate will have 5-7 years of experience in loan account management and possess a U.S. college degree. Competitive salary range is between $90K and $110K, with potential bonuses. #J-18808-Ljbffr

The Enterprise Services Risk organization is expanding with a focus on attracting innovative, pioneering, collaborative, and highly skilled professionals. We operate at the forefront of risk management, providing support for novel and developing technologies, as well as critical business strategies. Diverse perspectives and experiences are valued as we work to redefine the financial sector. As an eData Risk Guide in Capital One's Enterprise Services (ES) Risk organization, you will apply your risk management and analytical skills to support the Enterprise Data organization. As a Risk Manager in the Enterprise Services Risk Office, we are the first line of defense to help ensure our Company remains well-managed and avoid unnecessary risk. In this position, you will play a key role in enhancing our risk management processes and data risk profile across Capital One and driving project and program delivery. Here's what we're looking for in an ideal teammate: You are a critical thinker who seeks to understand the business and its control environment. You possess a relentless focus on quality and timeliness. You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact. You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Responsibilities: Build successful relationships with the Enterprise Data team and others to understand the impact of risk on critical business processes Perform risk reviews during various processes such as Risk Control and Self Assessments (RCSAs), Process Level Assessments (PLA), Exceptions, Applications, Targeted Risk Assessments and recommend on risk mitigation activities. Influence leaders within Enterprise Data, Compliance, Cyber Security, second line risk organizations, and Internal Audit on key technology risks and actions needed Conduct periodic risk reviews with the executives and support reporting for risk metrics Develop risk analysis, perform deep dive investigations, and drive specific risk initiatives to minimize risk posture and strengthen overall control suite effectiveness Design and support internal risk and control governance processes Identify and implement continual risk program enhancements based on industry standards and best practices in alignment with Capital One's strategic risk direction Support the Enterprise Services (ES) Risk organization by implementing new and innovative ideas Basic Qualifications: High School Diploma, GED or Equivalent Certification At least 5 years of experience in Risk Management, Process Management, Project Management, or a combination of these At least 5 years of experience supporting, partnering, and interacting with internal and external business clients Preferred Qualifications Bachelor's Degree or Military Experience Risk Certifications (CRISC, CISM, CRCM, CIPP, ABA Risk Mgmt Certification) At least 5 years of experience supporting, partnering and interacting with internal stakeholders At least 2 years of Financial Services industry experience Excellent verbal presentation and written communication skills to confidently interact at all levels of the organization (e.g., technology/cyber organizations, enterprise business stakeholders, and executive leadership) Excellent problem-solving, analytical and critical thinking skills to effectively respond to shifting priorities, demands and timelines Strong communication and relationship building skills, customer focus, and ability to collaborate and influence across teams to deliver Ability to set direction, delegate tasks, and manage multiple stakeholder expectations At this time, Capital One will not sponsor a new applicant for employment authorization for this position The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $149,800 - $171,000 for Manager, Cyber Risk & Analysis McLean, VA: $164,800 - $188,100 for Manager, Cyber Risk & Analysis New York, NY: $179,700 - $205,100 for Manager, Cyber Risk & Analysis Richmond, VA: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Wilmington, DE: $149,800 - $171,000 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. What's in it for you? Salary: $73,500 - $91,000 annually (based on experience) Benefits: · Paid Time Off & Paid Federal Holidays · Medical, Dental, Vision & Life Insurance · Employee Assistance Program · Flexible Spending Accounts / HSA · 401K Employer Match · Educational Assistance · Incentives and Merit Increases · Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely mannered and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change. Proactively look for operational enhancements and research and share with direct leader. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor and support new branch managers. Performs other duties as assigned. Requirements EXPERIENCE: 3+ years as a Branch Manager with Business Development is essential. Experience on outbound calling/prospecting and visiting local businesses. Experience understanding business and commercial products. Proficiency in Microsoft Office. Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development. EDUCATION/CERTIFICATION: Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management An eagerness to grow the branch network and developing teams. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high‑performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast‑paced, changing environment, using your strong decision‑making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in‑person training and meetings; some travel may be out‑of‑state. Dodd Frank and Safe Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************** About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. #J-18808-Ljbffr

Job Category: Management Posted : October 24, 2025 Full-Time Hybrid 48 S Service Rd Melville, NY 11747, USA Holmdel 101 Crawfords Corner Rd Suite 2216 Holmdel, NJ 07733, USA Tax Senior Manager - Business Tax Advisory Salary Range: $125,000 - $200,000 HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Tax Senior Manager - Business Tax Advisory. DESCRIPTION: Business Tax Advisory functions as a national tax office for HBK providing industry-leading consulting, tax planning, and continuing education services for the entire firm. HBK's BTA members are seasoned tax professionals with deep experience in consulting with business owners, families, and other organizations to minimize taxes while always focusing on meeting client objectives. QUALIFICATIONS One of the following is a must: Juris Doctor with a focus in Taxation, an LL.M. in Taxation, Master's in taxation, or similar degree and CPA Will possess excellent research and writing ability Excellent verbal communication and presentation skills 7+ years of Business Tax Returns (1120, 1120S, 1065) Career focus on flow-through taxation Can interact with all levels of team members and clients RESPONSIBILITIES Identify and Implement Planning Opportunities Business Tax Advisory Reviews of Tax Compliance and Planning Memos Author Topical Articles on Planning Opportunities Ensure complete client and team satisfaction through open communication, managing deadlines and proactively sharing tax savings strategies Work closely with Partners, Directors, Senior Managers and staff on client management and professional development Keep abreast of any legislative or professional changes, and consulting with clients on potential implication Display continual commitment to the Firm's Culture and Values and Client Service Principles Demonstrate a level of communication skills, intuitive skills and resourcefulness that encourages others to follow and develop the same skills Train and develop fellow HBK team members on your area of expertise BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy We provide a flexible work environment to offer work/life balance 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

# **JOB SUMMARY**We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION****WHAT YOU WILL DO**Regular duties include (but are not limited to):* Serves as a subject matter expert in SALT.* Expertise in reviewing corporate, partnership and individual state returns.* Proficient in analyzing corporate and partnership nexus issues and delivering SALT nexus studies to clients.* Knowledge in Sales & Use tax, property tax and Unclaimed property is essential.* Expert in administering Voluntary Disclosure Act reports.* Works effectively, efficiently and closely with the federal tax team.* Demonstrates excellence in most advanced technical skills SALT.* Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge.* Recognizes complex technical SALT issues, reaches appropriate conclusions and applies authority to support conclusions.* Participates in client related planning, where appropriate.* Effectively communicates all technical material to clients, verbally and in writing.* Proficient in use of necessary discipline software and applications.* Demonstrates excellence in client service and business acumen.* Ensures top quality client service and oversees total SALT engagement activity.* Recognizes needs and issues pertinent to client activity and follows through to implementation.* Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders).* Maintains effective realization rates of fees (determined by Geography & Discipline leaders).* Assists partners/managing directors in managing effective billing and collections.* Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities.* Assists partners/managing directors in planning business strategies in SALT.* Builds client relationships; maintains smooth working relationship with clients.* Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).* Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.* Represents the firm and area of expertise by making presentations at third party events.* Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.* Effectively develops, supervises, trains, coaches, and mentor's staff.* Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.* Promotes the ideals, values, mission, and vision of the firm.* Commands respect as a leader; acts like a role model.* Conducts self with the utmost professionalism and demonstrates respect towards others.* Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.* Maintains appropriate compliance with all firm wide and local office policies and procedures.* Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.* Assists partners/managing directors in managing administrative activity.* Develop outside relationships with a goal of generating referral sources.* Adhere to firm's policies and procedures.**WHAT WE ARE LOOKING FOR** Experience* 5+ years in relevant position* Public accounting or other professional services environment preferred Education* Minimum Bachelor's degree or other recognized business credential* Bachelor's in Accounting (for Audit or Tax) License / Certification* Must be a CPA* Must maintain required CPE credits annually* May need other industry or specialization certification for specific positions Legal / Compliance* Must complete acknowledgement of Independence Guidelines and Ethical Standards document* Government engagements require ability to obtain a security clearance from the United States government For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. #J-18808-Ljbffr

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non‑compliance. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escape. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Example Skills, Knowledge, and Experience Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the PwC Private team you are expected to lead the way as tax advisors dedicated to innovation, providing our clients with the right skills and technology to problem solve and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and innovate processes, focusing on achieving results and maintaining operational excellence. You are expected to interact with clients at a senior level and drive overall project success, leveraging your influence, specialized knowledge, and network to deliver quality results. Responsibilities Leading large projects and innovating processes for operational excellence Interacting with clients at a senior level to drive project success Leveraging influence, knowledge, and network to deliver quality results Providing clients with the right skills and technology Confirming alignment with organizational goals and objectives Applying strategic advising to enhance project outcomes Promoting a culture of continuous improvement and excellence Developing and mentoring top-performing teams What You Must Have Bachelor's Degree in Accounting 6 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity Required to be able to speak, read and write Japanese What Sets You Apart Proven ability to identify and address client needs Experience in building and utilizing client relationships Proven communication skills to articulate benefits Proficiency in managing resource requirements and project workflow Experience in supervising teams to foster trust Proven ability to provide timely feedback to staff Demonstrated leadership as a business advisor Experience in innovating through new technologies Proficiency in using digitization tools The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. Equal Opportunity Employment As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. #J-18808-Ljbffr

A leading professional services firm in Melville, NY, is seeking a Tax Manager to oversee client relationships and financial review processes. The ideal candidate will have expertise in state and local tax matters (SALT) and at least 5 years of relevant experience, preferably in public accounting. Competitive compensation and benefits, including health insurance and PTO, are offered. This role presents an opportunity to thrive in a collaborative environment while impacting diverse clients across various industries. #J-18808-Ljbffr

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Shelton Branch is seeking a Branch Relationship Manager . The branch relationship manager is responsible for the overall profitability and goal achievement of assigned branch by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values. This position is also responsible for building the Bank's presence in the communities served by the branch through prospecting and relationship development as well as active community involvement. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Shelton, WA. Base Salary Range: $80,168.40 - $94,742.00 - $113,684.00 annual The Role at a Glance: Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service in the branch is conducted in accordance with the Heritage Bank Service Standards. Lead and manage sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships. Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. Develop, implement and monitor the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability for the branch. Provide leadership in communicating the bank's overall strategy. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Ensure audit, security and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Resolve escalated customer questions and/or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Work collaboratively with Retail Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Maintain in-depth knowledge of all Bank's products and services. Ensure successful implementation of marketing and promotional programs in the branch. Take leadership in rolling out new products and services. Maintain a comprehensive knowledge of operational policies and procedures and thorough knowledge of federal and state laws/regulations pertaining to compliance, branch operations and consumer and small business lending. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Assist as back up for CSA and FSA positions, as needed. Maintain proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Ensure Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Core Skills and Qualifications: 5+ years' recent experience in a retail banking branch environment and a minimum of two years in a direct leadership and management role - required. Retail sales experience serving consumers and small business clients - required. High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. Equivalent combination of education and experience may be considered. Bilingual in English and Spanish preferred but not required. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required. Ability to develop and manage income and expense budget(s). Advanced knowledge of all retail job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation. Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight. Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence. Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Unquestionable integrity in handling sensitive and confidential information required. Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance and reliable transportation, as regular travel may be required. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:301 E Wallace-Kneeland Blvd St## ##City:Shelton## ##State:WA## ##ZipCode:98584## ##Internal:false## *mon

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Northwest Ave/Bellingham Branch is seeking a Branch Relationship Manager . The branch relationship manager is responsible for the overall profitability and goal achievement of assigned branch by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values. This position is also responsible for building the Bank's presence in the communities served by the branch through prospecting and relationship development as well as active community involvement. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Bellingham, WA. Base Salary Range: $80,168.40 - $94,742.00 - $113,684.00 annual The Role at a Glance: Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service in the branch is conducted in accordance with the Heritage Bank Service Standards. Lead and manage sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships. Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. Develop, implement and monitor the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability for the branch. Provide leadership in communicating the bank's overall strategy. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Ensure audit, security and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Resolve escalated customer questions and/or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Work collaboratively with Retail Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Maintain in-depth knowledge of all Bank's products and services. Ensure successful implementation of marketing and promotional programs in the branch. Take leadership in rolling out new products and services. Maintain a comprehensive knowledge of operational policies and procedures and thorough knowledge of federal and state laws/regulations pertaining to compliance, branch operations and consumer and small business lending. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Assist as back up for CSA and FSA positions, as needed. Maintain proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Ensure Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Core Skills and Qualifications: 5+ years' recent experience in a retail banking branch environment and a minimum of two years in a direct leadership and management role - required. Retail sales experience serving consumers and small business clients - required. High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. Equivalent combination of education and experience may be considered. Bilingual in English and Spanish preferred but not required. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required. Ability to develop and manage income and expense budget(s). Advanced knowledge of all retail job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation. Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight. Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence. Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Unquestionable integrity in handling sensitive and confidential information required. Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance and reliable transportation, as regular travel may be required. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:920 West Bakerview Rd## ##City:Bellingham## ##State:WA## ##ZipCode:98226## ##Internal:false## *mon

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Northwest Ave/Bellingham Branch is seeking a Branch Relationship Manager. The branch relationship manager is responsible for the overall profitability and goal achievement of assigned branch by directing and executing sales and business development activities, meeting operational objectives, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values. This position is also responsible for building the Bank's presence in the communities served by the branch through prospecting and relationship development as well as active community involvement. This position is full-time; 40 hours per week. Typical schedule Monday- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Bellingham, WA. Base Salary Range: $80,168.40 - $94,742.00 - $113,684.00 annual The Role at a Glance: Lead and manage a retail branch to ensure that established production goals for deposits, fee income, loan production and other corporate goals, as assigned, are met or exceeded and customer service in the branch is conducted in accordance with the Heritage Bank Service Standards. Lead and manage sales for the branch including mentoring and training branch staff in using standard relationship selling techniques to grow existing relationships and gain new customer relationships. Proactively execute and lead business development efforts. Build and maintain professional working relationships with all lines of business to ensure customer relationship building is taking place through cross selling efforts and referrals. Develop, implement and monitor the annual and quarterly business plans, including sales goals, income, and expense strategies to ensure maximum profitability for the branch. Provide leadership in communicating the bank's overall strategy. Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Ensure audit, security and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments. Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management. Resolve escalated customer questions and/or concerns in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits. Work collaboratively with Retail Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Maintain in-depth knowledge of all Bank's products and services. Ensure successful implementation of marketing and promotional programs in the branch. Take leadership in rolling out new products and services. Maintain a comprehensive knowledge of operational policies and procedures and thorough knowledge of federal and state laws/regulations pertaining to compliance, branch operations and consumer and small business lending. Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events. Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department. Assist as back up for CSA and FSA positions, as needed. Maintain proficient knowledge of, and ensures bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility. Ensure Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Core Skills and Qualifications: 5+ years' recent experience in a retail banking branch environment and a minimum of two years in a direct leadership and management role - required. Retail sales experience serving consumers and small business clients - required. High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. Equivalent combination of education and experience may be considered. Bilingual in English and Spanish preferred but not required. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required. Ability to develop and manage income and expense budget(s). Advanced knowledge of all retail job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation. Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight. Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence. Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Unquestionable integrity in handling sensitive and confidential information required. Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Valid driver's license, proof of insurance and reliable transportation, as regular travel may be required. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:920 West Bakerview Rd## ##City:Bellingham## ##State:WA## ##ZipCode:98226## ##Internal:false## *mon

Base Salary Range : Level II: $91,707.00 - $114,639.00 - $137,561.00 annual Level III: $112,991.00 - $141,236.00 - $169,491.00 annual Depending on qualifications and experience, Commercial Banking Officer II or III may be considered. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team, you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. Position Overview: Heritage Bank has an exciting opportunity to join our organization! We are seeking an experienced commercial banking officer to join our Bellevue Commercial team. This position provides a full range of commercial banking services, including developing new business and client relationships; producing a variety of commercial loans; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts, marketing, and referrals; as well as coordinating the cross-sale and delivery of bank products and services to clientele while serving as a trusted advisor. This position will also have responsibility for underwriting, structuring, and closing commercial loans that meet established lending requirements and maximizes profitability to the Bank with minimal risk. Depending on level of position, may have responsibility to develop, train, coach, and motivate less experienced bankers to achieve the Bank's loan goals. This position is fully on-site in Bellevue, Washington. The successful candidate will be able to: Establish and service a sound loan portfolio by cultivating new and expanding existing business through an effective calling program. Regularly achieve and/or exceed agreed-upon benchmarks and annual goals. Build solid, profitable relationships with clients/prospects characterized by mutual respect, understanding and trust. Work to establish his/her role as a trusted financial advisor. Evaluate the overall resources and capabilities of the client/prospect's business, considering current industry dynamic, financial and operational strategy, economic conditions and market trends and prioritizes client/prospect opportunities. Analyze client/prospect needs, and recommends appropriate solutions that match those needs, consistent with the Bank's credit culture, and maximizes Heritage Bank's profitability and shareholder value. Analyze and screen loan requests. Negotiate terms/conditions, structure loan financing based on risk considerations consistent with Bank policy and Asset/Liability guidelines; approve loans within assigned lending limits; and/or prepare/ present credits outside lending limits for approval to appropriate levels of authority, as required. Foster and maintain cohesive partnerships and working relationships with all lines of business within the Bank to build a trusted and productive sales and service referral process. Effectively evaluate and manage each client relationship and transaction for financial and credit risk and potential loss to the Bank, ensuring adequate safeguards and monitoring of accounts. Ensures collateral, routinely reviews cash-flow and ensures standards and loan terms are met on an ongoing basis. Proactively leverage ideas, insights, and relationships to generate new and incremental loan and deposit business for Heritage Bank; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention. Ensure timely and thorough monitoring of all credits through periodic reviews, continued analysis, proper credit quality grading, and proper documentation. Maintains ongoing contact with client to be kept current on significant changes in financial condition or operations. Remedy loan deficiencies where appropriate, including loans out of compliance with borrower's loan agreement, or out of formula with borrowing base. Prepare and present all required and requested loan reports in a timely manner. Monitor the performance of the borrower over the life of the loan. Able to recognize developing problems and bringing them to the attention of management. For troubled credits, assist in developing a strategy to return the credit to a pass rating or exit strategy. Comply with government regulations by maintaining an up-to-date knowledge of commercial law, UCC, and banking regulations/policy to assure conformity with required laws and terms. Maintain an awareness of competitive products, practices, rates and changes in the local market. Ensures Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners. Represent the Bank in the local community through proactive participation in community, charitable, business and social activities to allow for maximum client and customer contact. Requirements: Bachelor's degree in Business, Finance, Accounting or Marketing - preferred. Level II - 5+ years of commercial banking experience providing financial expertise, counsel and customized solutions to business clients; advanced knowledge of commercial real estate and C&I lending practices - preferred. Must have excellent business development skills with proven success in prospecting and building relationships to enhance commercial loan opportunities and entrusted to make quality credit decisions. Level III - 8+ years of progressively responsible commercial lending experience providing financial expertise, counsel and customized solutions to business clients with proven experience successfully managing complex commercial banking relationships required. Advanced knowledge of credit underwriting, loan structuring, credit/credit quality and commercial real estate and C&I lending practices required. Strong relationship management and business development/sales skills required. Formal credit training and/or Pacific Coast Banking School Graduate or equivalent - highly desired. Experience with HOA lending - highly desired. Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally. Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions. Networking and relationship building skills, with demonstrated expertise and success in business development and sales processes and strategies. A proven track record as an individual contributor who has grown top line results in a service oriented business. Effective listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; ability to read, write, speak and understand English well. Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities. Ability to identify recurring and non-recurring sources of cash flow and guarantors' ability to service debt. Business and financial analysis and modeling skills, with understanding of financial accounting, income statements, balance sheets, etc., requiring the ability to gather, analyze and prepare reports. Working knowledge of lending practices, policies, procedures, disclosures and terminology related to banking laws, regulatory requirements and legal documents. Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently. An ability to analyze and synthesize information accurately and effectively, multi-task and decide key priorities with confidence, motivation, decisiveness, flexibility, and sound business judgment. Understanding of the Bank's credit underwriting policies and approval process for assigned loans. Ability to handle and deal with sensitive and confidential matters in an efficient manner. Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly. Work Environment: Climate controlled office environment. There may be frequent employee and customer contacts and interruptions during the day. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work requires willingness to work a flexible and/or rotating schedule which may require evening work. May be exposed to outside climate conditions and/or required to wear protective devises during site and property visits/inspections. Physical Demands: Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials and/or site/property inspections. Occasional lifting 10 - 20 lbs. (files, boxes). Travel Time: Varies - 50%; Willingness to travel to other branch, customer, business locations, and meeting sites, which may include overnight travel and extended stay availability when needed; valid driver's license, clean driving record, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents the min, mid and max of Heritage Bank's salary range for this position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Commercial Banking## ##Street:10500 NE 8th St. Ste 1500## ##City:Bellevue## ##State:WA## ##ZipCode:98004## ##Internal:false## *mon2