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Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Bilingual, Associate, Sales, Retail

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required * Master's degree in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experienced in private client services, preferred Prior basic supervisory experience, preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred * Possession of other professional degrees or certifications applicable to role preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: * N/A Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Participates in business development and networking activities Seizes opportunities for new professional contacts when presented People Development Ability to interact effectively with people at all organizational levels of the firm Assists in supervision, development, and training of employees

Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $0-$0 per hour. (The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a "one team" mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.

Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

Key Largo, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Treasury Specialist will be part of a team that is responsible for wire transfers, real time payment (RTP) via Fed. Now and The Clearing House (TCH) along with liquidity cash management operations within Finance and Treasury. Responsibilities:The Treasury, Specialist, Operations, Administrative

The Treasury Management Advisor II is responsible for sales of cash management products to new and existing commercial customers with a focus on generating fee income. They will provide on-going support to customers that utilize cash management products assuring customer satisfaction. Responsible for assisting others with customer calling efforts by preparing comparative analysis and making product recommendation. The employee should be knowledgeable on cyber security and measures to take to circumvent risk. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Consult with prospective clients to determine cash management and other banking product needs. This duty is performed daily. 2. Prepare necessary documentation (applications, contracts) for implementation of services sold. This duty is performed weekly. 3. Make on-site visit for installation of services sold where applicable. This duty is performed as needed. 4. Make follow up calls with commercial clients to ensure customer satisfactions with services. This duty is performed as needed. 5. Serve as liaison between commercial customers and operations through early stages of relationship. This duty is performed as needed. 6. Prepare responses to RFP's to include a cost analysis of banking services. This duty is performed as needed. 7. Support calling efforts of bank staff to attract and retain new business. This duty is performed daily. 8. Conduct training sessions for lenders, business development and retail staff of benefit of products. This duty is performed as needed. 9. Work with management to determine ongoing risk assessment processes. This duty is performed as needed. 10. Participate in groups or committees that impact product offering related to commercial services. This duty is performed as needed. 11. Educate customers on the importance of cyber security and measures to take to circumvent the risk. This duty is performed as needed. 12. The ability to work in a constant state of alertness and in a safe manner. 13. Complete required BSA/AML training and other compliance training as assigned. This duty is performed as needed. 14. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Treasury Professional (CTP) Credential Accredited ACH Professional SOFTWARE SKILLS REQUIRED Intermediate: 10-Key, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing Basic: Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems WORKING CONDITIONS Periodically exposed to such elements as noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. High diversity, low physical. Work activities which allow for considerable amount of diversity as an incumbent performs a variety of tasks. Such tasks might be performed from a given work area, or the individual may move about physically in performing a variety of duties. While performing the functions of this job, the employee is regularly required to talk or hear; frequently required to sit, use hands to finger, handle, or feel; and occasionally required to stand, walk, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION Preferred Proficiencies: * Bilingual in English/Spanish * Overnight travel may be required.

**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. allows for 100% remote work with 75%+ travel within the territory.** **In addition to a base salary, this role is also eligible for bonus or incentive opportunities.** **We are adding a Business Development Officer to the East Division team. Candidate MUST be located in the surrounding metropolitan area:** + **Miami, FL** The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams. We are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team. **What you are good at:** The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwab's broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. **What you have** **Required Qualifications** + Bachelor's degree + Active and valid FINRA Series 7 & 66 licenses + 10 years of experience in business development and relationship management with a proven record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP designation or MBA equivalent. + Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

Department Traders Employment Type Full Time Location Florida Workplace type Onsite Compensation Competitive Reporting To Management Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Mortgage Fulfillment Manager acts as a key contributor in workflow management, new initiatives, process development and culture building. As the Mortgage Fulfillment Manager, you will monitor workflows and queues to ensure service levels are met, develop process improvements or actively seek methods to streamline business processes and manage and set goals for a team. The Mortgage Fulfillment Manager will: Effectively leverage resources to monitor queue performance, identify patterns and trends causing issues and work towards business solutions Develop new and more innovative, efficient processes to improve overall end to end cycle times or improve quality Support, recommend and implement technology initiatives Be responsible for communicating monthly results to Management on departmental performance objectives Act as the main point of escalation for all issues within the function Perform capacity and staff planning to ensure adequate service levels are met Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Bachelor's degree or equivalent work experience 5+ years of relevant work experience Advance knowledge of Microsoft Office (Excel, Access, Word and PowerPoint) Mortgage experience is required Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $65,000 - $100,000 Work Model OFFICE

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace SIX years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike. Individuals in the job are responsible for assisting Tropical Financial Credit Union in the achievement of its purpose of guiding members successfully through the financial marketplace. The Member Engagement Advisor I position is responsible for improving member interactions and ensuring a positive member experience. Advisors provide quality member-focused service via inbound and outbound telephone calls by processing over the phone transactions and maintenance of member accounts, cross-selling of Credit Union products and services, ensuring adherence to policies, procedures, security, and compliance. Accomplishes first call resolutions by providing information to members and potential members in an accurate and efficient manner, answers questions and inquiries, troubleshoot problems, handle complaints. Advisors establish rapport with members and foster loyalty and trust while offering guidance on products and services and helping navigate any problems members encounter. Essential Duties and Responsibilities include the following. Other duties may be assigned. * Provide service that meets the Service Standards defined by Tropical Financial Credit Union and achieve annual goals that are established through the Performance Management Process. * Meet all sales goals as defined in the individual's performance appraisal {where applicable}. * Employee applies policies, procedures and follows job aides applicable to the job. * Produces acceptable standards adhering to established goals set by management. * Maintains an accurate records of each transaction and balances work daily. * Promote, describe, listen, and actively cross-sell credit union products and services based on member needs obtained from member interviews (using the Integrity Solutions - The Member Advantage AIDINC process) and reviews of the member's account. * Support and provide an optimized member experience via multiple media channels including but not limited to: voice, electronic and written and in-person. * Interacts well and listens to co-workers and members to provide account and service information to fulfill needs. * Knowledgeable in Member Services, Debit Cards, Credit Cards, Online/Mobile Banking and Bill Pay or any other related system. * Effectively deal with angry callers, and upset members. * Maintains acceptable attendance record and follows established work and break periods BSA Compliance: Every employee is required to uphold the Credit Union's compliance with the Bank Secrecy Act (BSA) and anti-money laundering (AML) policies and procedures. * This role takes into consideration the awareness of unusual or suspicious activity that is relevant to the department. * In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually. * Ensure ongoing individual compliance with all regulatory requirements established in the SAFE Act, if required. * Knowledgeable of BSA, Customer Identification Program (CIP), USA Patriot Act, OFAC, Fair Lending, and Credit Card Act. * Comply with all TFCU policies and procedures to ensure compliance with such regulations. * Performs related duties as required with or without accommodation. We offer Excellent Benefits such as: * Medical, Rx, Dental, and Vision Insurance * Retirement Profit Sharing 401K Plan * Accident, Cancer and Hospital Indemnity Plan * Prepaid Legal * Voluntary Life Insurance * Pet Discount Program * Paid Time Off/ 11 Paid Holidays * Tuition Reimbursement/Student Loan Paydown Program * And so much more! Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Knowledge of Credit Union or banking related products and services preferred. * Proven organizational, critical thinking and analytical skills, and display the ability to analyze financial data related to the members and potential members. * Ability to prepare reports with detailed feedback, and add notes in members' records as needed. * Excellent interpersonal and communication skills and display a strong ability to multi-task and adapt in a face paced environment. * Must possess above average time management, problem-solving and prioritization skills * Display a high degree of motivation, initiative, collaboration and actively interact and be an engaged team player * Participate in teamwork, as well as, the willingness and ability to learn new tasks and duties within a changing and work in a high volume, fast-paced work environment. * Attention to Detail to read and interpret documents such as policy, procedure manuals and job-aides. * Ability to apply math principles to transactions, and any other related activity. * Ability to ensure minimal to no errors are made while handling their job functions and mitigate fraud and adhere closely to security standards of operation. * Exhibit high degree of professionalism and confidentiality in handling and accessing to sensitive information. * Must have working knowledge of computers, strong clerical skills and must have practical knowledge of MS Office, Outlook, Excel and Word. * May participate in a project for the sake of continuous improvement. * Strong technical abilities to learn and effectively conduct transactions on member database, interact and communicate with enterprise communication systems, e.g., phone calls, messaging, email, text, chat, etc. Education and/or Experience * High school education or equivalent required, * One or more years' experience in banking or related financial services environment in a customer service or a branch role. * Practical knowledge of key banking skills, money handling, transactions, banking operations and compliance required. * Knowledge of banking systems preferred, including products and services, handling online/digital transactions, and telephone transactions with the ability to troubleshoot and escalate issues as needed is preferred. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Bilingual, Associate, Sales, Retail

Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call Boat Captain to support our team in Panama City Beach, Florida Responsibilities Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. Qualifications U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $0-$0 per hour. ( The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a “one team” mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Responsibilities: Confirms loan documentation for accurate trade settlements Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups Manages post-trade management and logistics, settlement pricing, and closing coordination Analyzes and resolves highly complex operational problems Supports ad-hoc projects for new processes or industry initiatives Processes loans end-to-end with accurate data input into various credit and operating systems Skills: Attention to Detail Critical Thinking Data Collection and Entry Recording/Organizing Information Research Fraud Management Interpret Relevant Laws, Rules, and Regulations Problem Solving Quality Assurance Risk Management Adaptability Customer and Client Focus Prioritization Result Orientation Written Communications Line of Business Job Description Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures. Key Responsibilities: Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI) Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.) Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success Evaluates data and information relevant to metrics to support AML governance activities. Explores methods to enhance processes, further reduce risks, and improve AML Refresh process Escalates potential risks and exposures to manager in a timely manner Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh. Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation Required Skills: 24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred. Familiar with QA, risk management, project management and regulatory interpretation Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way Ability to work in a team environment Adaptable to ad hoc changes in business focus Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products Strong organizational skills with the ability to prioritize and manage multiple assignments Ability to meet tight deadlines while ensuring data accuracy and integrity Self-motivated and capable of working with minimal supervision Attention to detail, critical thinking, and problem-solving skills Strong customer and client focus with adaptability and results orientation Desired Skills: College degree (B.S./B.A.) or comparable work experience Experience working within a highly productive team in a fast-paced environment Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights Prior experience managing multiple projects and adjusting to changing deadlines Lean Sigma Six or Project Management certificates Shift: 1st shift (United States of America) Hours Per Week: 40

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Bilingual Client Support Manager works with installers on our platform to ensure we're delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities Provide our customers with world-class customer service. Help resolve questions or concerns. Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on. Effectively manage a pipeline of projects to completion Conduct collaborative investigations into possible fraudulent or suspicious activities Analyze data and spot trends Conduct monthly partner due diligence checks Required Skills, Knowledge and Abilities Strong ability to multi-task Ability to work independently Effectively interact with high profile partners Excellent written and verbal communication skills Knowledge in solar, mortgage and finance Ability to manage projects from start to finish Diligent record keeping Superior customer service skills Proficient with Excel and analyzing data Bilingual in Spanish required Compensation: $22/hr Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.

Key Largo, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. . Spanish Language Required Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: - High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Participates in tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities Works directly with clients and their advisors to gather information needed to prepare tax returns Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, both Federal and State jurisdictions, while demonstrating the ability to follow instructions and actively seek feedback Reviews basic individual and trust tax returns and provides written and verbal feedback to staff and interns Analyzes tax notices received from government agencies and prepares initial drafts of response Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership Works in a fast-paced, deadline-driven environment both independently and within a team dynamic Prioritizes and completes tasks Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships with other professionals both inside and outside the firm Supervisory Responsibilities: May supervise and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates, as necessary Acts as mentor to PCS Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area and CPA certification, required Master's degree in Accountancy or Taxation, preferred Experience: Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required Experienced in private client services, preferred Prior basic supervisory experience, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred Possession of other professional degrees or certifications applicable to role preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Works hard, putting in extra effort when necessary to complete their assignments within given deadlines; self-starting; doesn't need to be explicitly told to put in this effort; when set, meets weekly/engagement hours expectations Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Internally, communicates the status of their work to their team; promptly responds to requests Leadership Leads by example, acting as a model for the firm's core values Takes on challenges; sees tasks through completion, even if there are obstacles Business Development Participates in business development and networking activities Seizes opportunities for new professional contacts when presented People Development Ability to interact effectively with people at all organizational levels of the firm Assists in supervision, development, and training of employees

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40