Assistant Store Manager
Boston, MA jobs
Because every day is an opportunity! Do Retail our Way.
At Primark we're caring, dynamic and we succeed together. We have amazing fashion at amazing prices, all the time. We set the fashion trends. We're committed to providing our customers with service that is second to none. As an Assistant Store Manager at Primark, progress is yours to own at the forefront of expanding this fashion revolution in the United States. Are you game?
What You'll Do
As Assistant Store Manager, you will support the Store Manager (deputizing when required) in managing the daily operation of the store to ensure our customers have an amazing experience. You will also work to maximize sales, maintain store standards, and motivate your team. By exceeding customer expectations and delivering on Primark's proposition (maximizing joy at minimum cost), you'll drive store sales to achieve targets.
Assistant Store Managers have the power to impact the business daily, by managing inventory, moving product in accordance with customer demand and by being commercial (meaning that you'll know what is trending and order your merchandise daily to drive sales). This is your moment to thrive!
What You'll Get
We're committed to your success and will provide you with a robust onboarding period. Here, you'll be empowered to succeed. As we rapidly expand across the US, we'll give you the tools that you need to excel. We'll also offer you competitive benefits and work life balance - we know your life outside of the store is important.
What You'll Bring
To be successful in this role, you must have 4 years prior experience in retail leadership in a fast-paced, high-volume environment. Our Assistant Store Managers typically join us with retail experience as either a Store Manager or an Assistant Store Manager.
You will have excellent leadership and people management skills with experience in developing high performing teams and future leaders.
Commercially astute, you must have the ability to analyze reports and guide teams to improve commercial performance.
A true leader, you will be able to engage and influence stakeholders and act as a role model to motivate and inspire a team that exudes confidence and enthusiasm.
Experience of delivering excellence in customer service and store standards by developing others, setting, and communicating clear expectations and encouraging, motivating, and celebrating success.
You bring strong planning and organizational skills and the ability to work to agreed timescales. You have experience managing or supporting resourcing planning and scheduling.
Experience as a Key Holder, including being available for emergency call outs, securing the property and premise by securing cash and stock.
Experience in maintaining a safe and efficient place of work, in line with EHS and Operational policies and procedures.
Position holder must be able to communicate effectively and efficiently, orally and in writing, with managers, supervisors, and hourly colleagues in English to provide instruction, coaching, corrective action, safety instructions and lead teams as a manager daily and in emergencies. Position holder must also be able to provide amazing customer service in English, which includes being able to orally communicate with customers in English and monitor the performance of English-speaking colleagues whose job duties require communication with customers.
Excited? Good. There's real accountability and ownership here as you shape your store, team's futures, and steer sales. It's energizing to put your skills to work, in a growing local and global business committed to helping people express themselves- and feel a sense of belonging. Because you thrive outside your comfort zone. Apply today to start your Primark journey!
The pay range for this role is: $79,040-$107,120
This is a good faith estimate of the minimum and maximum we would pay for this role at the time of this posting. The base pay rate offered will account for internal equity and may vary depending on the candidate's geographic region of work, job-related knowledge, skills, and experience, among other factors.
Our fashion isn't one-size-fits-all and neither is our culture. Primark promotes equal employment opportunity, we strive to create an inclusive workplace where people can be themselves, access opportunities and thrive together. Excited? Good. There's real accountability and ownership here as you shape your store, team's futures, and steer sales. It's energizing to put your skills to work, in a growing local and global business committed to helping people express themselves- and feel a sense of belonging. Because you thrive outside your comfort zone. Apply today to start your Primark journey!
Primark is an equal opportunity employer. Primark does not discriminate against applicants or employees on the basis of race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or any other characteristic protected by law. Primark is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment. To request reasonable accommodation to participate in the job application or interview process, please email ********************** with your request. This email is not for general employment inquiries or correspondence. We will only respond to those requests that are related to accessibility of the online application system due to a disability.
REQ ID: JR-1496
Employee Permanent
Manager - Transaction Advisory Services (TAS)
Boston, MA jobs
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We're building a Transactions Advisory Services practice designed for long-term success-and we're looking for leaders who want to grow with us. If you're committed to shaping a practice, developing teams, and building a meaningful career in TAS, this is an opportunity to make a lasting impact.
We are seeking a Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative team to facilitate and support client buy-side and sell-side Financial Due Diligence and Quality of Earnings ("QoE") engagements.
Key Responsibilities:
* Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling.
* Manage multiple transaction engagement teams, ensuring high-quality deliverables, clear communication, and adherence to deadlines.
* Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders.
* Oversee preparation of detailed Key Findings Reports, Databooks, and financial presentations that summarize findings, proposed adjustments, and deal considerations.
* Assess the quality of the target's reported revenues, margins, earnings, net assets, net working capital and cash flows.
* Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle.
* Mentor and develop staff through training, performance feedback, and "on-the-job" engagement coaching.
* Stay current on market trends, accounting standards, and industry developments impacting transaction activity.
* Lead meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
* Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders.
* Participate in building and maintaining client relationships and other business development opportunities, including but not limited to authoring Thought Leadership articles, attending transaction-focused business conferences, and being an active contributor to priority client relationship teams.
Basic Qualifications:
* 6+ years of commercial audit and/or financial due diligence experience at a major accounting firm
* 2+ years of supervisory experience
* Bachelor's or Master's degree in Accounting and/or Business Administration
Preferred Qualifications:
* Certified Public Accountant (CPA) or in the process of successfully completing CPA certification
* Strong technical knowledge of US GAAP (revenue recognition - ASC 606, inventory, accrual-based accounting)
* High proficiency in Excel and PowerPoint
* Knowledge in Power BI and/or similar financial modeling analytical tools
* Excellent interpersonal and team building skills
* Proficient written and oral communication skills
* Strong project management skills and ability to multi-task on several simultaneous transactions
* Strong organizational skills
* Flexibility to work as both a team member and as an individual contributor
* Flexibility to be "on call" at select critical times during the transaction process when the client and EA team requires the Manager's active participation in the time-sensitive transaction
* Ability to thrive and be effective, responsive, and decisive in fast-paced settings
About our Transaction Advisory Services Team:
The TAS Practice assists financial and strategic investors and lenders in connection with evaluating complex acquisition and divestiture transactions. Our professionals have decades of experience advising clients in every aspect of the transaction, from pre-LOI stage through closing. We are looking for professionals in selected geographic and functional markets to add to the continued growth and expansion of our TAS practice.
Our SWAT Team process, backed by the institutional knowledge and established reputation of the firm, enables us to be flexible and always evaluate what can take our team and clients to the next level. Whether it's a new internal process, digital platform, or service offering, we believe that innovative ideas come from all levels and every employee should have the opportunity to make an impact on the business, our clients, and their careers.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions, PE firms, start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by attorneys, financial professionals, bankers, and investors who serve these clients.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
Should you need any accommodations to complete this application please email: *********************************
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Auto-ApplyManager, Travel Service: Velocity Black (Remote)
Boston, MA jobs
Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age.
By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
We are looking for someone passionate about the hospitality industry with strong existing knowledge of what it takes to lead the most high-value-add concierge team. The ideal candidate will be an energetic, ambitious and determined person who wants to help elevate others through their career in the customer service and concierge space to the next level
This role will be leading our travel team, which is one of the world's fastest-growing travel businesses. You will communicate with clients, suppliers, and training team members to provide best-in-class service to our members. You will curate special trips and ensure every detail is checked so that members have a stress-free travel experience and create memories that will last a lifetime.
**General Responsibilities:**
+ Drive team leaders to achieve quarterly sales and service targets
+ Collaborate across product, sales, and service departments to enhance operations efficiency.
+ Develop sales strategies to drive results
+ Monitor and analyze team performance metrics
+ Work closely with marketing and partnerships to strengthen the brand's global positioning and value proposition.
+ Point of contact for member and partner escalations
**What we are looking for:**
+ Strong knowledge of the travel industry
+ Strong analytical skills and excellent attention to detail
+ Clear verbal and written communication skills
+ Ability to manage multiple tasks under pressure and meet deadlines
+ High level of intuition to anticipate and exceed client needs
+ Flexible working hours - available to work on evenings, weekends and some holidays
+ Experience working with high value requests
**Basic Qualifications:**
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years of experience coordinating travel
+ At least 5 years of experience managing a travel sales team
**Preferred Qualifications:**
+ Bachelor's Degree or Military experience
+ 6+ years of experience coordinating travel
+ 6+ years experience in managing a travel sales team
+ 8+ year of Global Distribution System (GDS) or other online travel tools experience
**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.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
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 4901-4920; 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 ************** or via email at RecruitingAccommodation@capitalone.com . 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).
Valuation Services - Manager
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Position Description
The Valuation Services Manager will serve as a key member of RSM Valuation Services consulting team taking substantial responsibility in performing business valuations for financial reporting, tax reporting, transactions, litigation support and other purposes.
Our business valuation team performs valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.
The professional will also work closely with the practice leader in key business development initiatives.
Basic Qualifications:
Bachelor's Degree in Finance, Accounting or related area of study
5 - 7 years of business valuation experience (Preferably from a global or national firm environment)
Proficiency in MS Office
Excellent financial modeling and writing skills
Good communication skills
Ability to meet tight deadlines and work well within a team oriented environment
Ability to travel as needed or requested
Preferred Qualifications:
Experience performing valuations for tax reporting, financial reporting and litigation support purposes
Oversee multiple business valuation and financial advisory engagements simultaneously
ASA or ABV credential or substantial progress toward achieving- Masters in Business Administration or related field
Proven ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent
Experience with Option Pricing Models, Monte Carlo and Binomial Models
Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
Prepare financial models and write technical reports
Cultivate and maintain positive, productive, and professional relationships with colleagues and clients
Team player
Available to travel overnight as needed
Strong project management skills
Excellent verbal and written communication skills
Demonstrated industry knowledge and business acumen
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $95,400 - $192,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyFinancial Investigations & Dispute Advisory Services - Manager
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking to hire a Northeast-based Manager for the Financial Investigations & Dispute Advisory Services practice, part of RSM's Financial Consulting Services group.
Duties include:
* Working with the post-acquisition dispute resolution team supporting both advocacy and neutral accounting arbiter engagements involving purchase price disputes
* Assisting with document requests, analysis of client closing statements, application of U.S. GAAP and developing positions in relation to a purchase agreement as well as disputed accounting items, earnout calculations, etc.
* Assisting with the application of buyer-friendly or seller-friendly purchase agreement language that is accounting-related or involves net working capital, indebtedness, etc.
* Conducting investigations and quantifying damages related to matters that may include embezzlement, whistleblower claims, financial reporting fraud, foreign corrupt practices act, loan fraud, fidelity claims, rep and warranty claims, claw back litigation, construction fraud, Ponzi schemes, health care fraud, fraudulent conveyance, related party transactions, billing disputes, bankruptcy fraud, securities fraud, anti-money laundering, and other matters
* Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc.
* Familiarity or use of data analytics tools (Alteryx, IDEA, etc.), data mining and analysis, including construction of financial records, accounting data, database extracts, etc.
* Familiarity or use of data visualization tools such as Tableau, Qlik, PowerBI, and Visio.
* Performing electronic reviews of evidence
* Preparing industry and market research
* Compiling organized working papers
* Supervising staff and project teams
* Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.)
* Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
Preferred Qualifications:
* Minimum B.S. / B.A. degree with concentration in Accounting, Finance or Economics from an accredited university. Master's degree a plus.
* Minimum 3.0 GPA overall and in major
* 5-7 years of experience providing litigation support, investigation, and forensic accounting services; "Big 4" or national consulting firm experience a plus.
* Experience working on purchase price dispute engagements, neutral accounting arbitrations and reading/interpreting purchase agreements
* Strong knowledge of U.S. GAAP
* Attained CPA and CFE or CFF certifications
* Proficiency with Microsoft Excel, Word, and PowerPoint
* Flexibility to travel to clients and other RSM offices
* Ability to work long hours and have flexibility to meet client deadlines
* Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
* Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner
* Strong organizational and time management skills
* Ability to balance multiple priorities
* Self-starter who can work independently with minimal supervision
* Eagerness and willingness to work in a fast-paced, team-oriented environment and understand your role on the team
* Driven to exceed client expectations
* Natural aptitude for solving problems
* Desire to learn and develop
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyFinancial Investigations & Dispute Advisory Services - Manager
Boston, MA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
We are looking to hire a Northeast-based Manager for the Financial Investigations & Dispute Advisory Services practice, part of RSM's Financial Consulting Services group.
Duties include:
Working with the post-acquisition dispute resolution team supporting both advocacy and neutral accounting arbiter engagements involving purchase price disputes
Assisting with document requests, analysis of client closing statements, application of U.S. GAAP and developing positions in relation to a purchase agreement as well as disputed accounting items, earnout calculations, etc.
Assisting with the application of buyer-friendly or seller-friendly purchase agreement language that is accounting-related or involves net working capital, indebtedness, etc.
Conducting investigations and quantifying damages related to matters that may include embezzlement, whistleblower claims, financial reporting fraud, foreign corrupt practices act, loan fraud, fidelity claims, rep and warranty claims, claw back litigation, construction fraud, Ponzi schemes, health care fraud, fraudulent conveyance, related party transactions, billing disputes, bankruptcy fraud, securities fraud, anti-money laundering, and other matters
Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc.
Familiarity or use of data analytics tools (Alteryx, IDEA, etc.), data mining and analysis, including construction of financial records, accounting data, database extracts, etc.
Familiarity or use of data visualization tools such as Tableau, Qlik, PowerBI, and Visio.
Performing electronic reviews of evidence
Preparing industry and market research
Compiling organized working papers
Supervising staff and project teams
Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.)
Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients
Preferred Qualifications:
Minimum B.S. / B.A. degree with concentration in Accounting, Finance or Economics from an accredited university. Master's degree a plus.
Minimum 3.0 GPA overall and in major
5-7 years of experience providing litigation support, investigation, and forensic accounting services; "Big 4" or national consulting firm experience a plus.
Experience working on purchase price dispute engagements, neutral accounting arbitrations and reading/interpreting purchase agreements
Strong knowledge of U.S. GAAP
Attained CPA and CFE or CFF certifications
Proficiency with Microsoft Excel, Word, and PowerPoint
Flexibility to travel to clients and other RSM offices
Ability to work long hours and have flexibility to meet client deadlines
Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner
Strong organizational and time management skills
Ability to balance multiple priorities
Self-starter who can work independently with minimal supervision
Eagerness and willingness to work in a fast-paced, team-oriented environment and understand your role on the team
Driven to exceed client expectations
Natural aptitude for solving problems
Desire to learn and develop
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyTax Experienced Senior, Core Tax Services
Boston, MA jobs
A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Experienced Senior, Core Tax Services will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Core Tax Services Associates.
Job Duties:
Tax Compliance:
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Manages projects by planning the tax process and the procedures to be performed with quality
Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers
Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues
Meets internal deadlines to match the client expectations for timely delivery of service
Identifies book-to-tax differences
Manages projects by developing a budget; monitoring budget vs. actual; scheduling resources for project and identifying out-of-scope activity
Research:
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
ASC 740 (FAS 109 and FIN 48) Tax Accruals:
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Prepares provision workpapers and discusses with the appropriate team members
Identify and discuss uncertain positions with team members
Review & prepare footnote disclosures in compliance with 740-10-55
Utilize and manage STS
Drafts tax provision memorandums
Communicates with Assurance counterparts to timely plan tax accrual reviews
Tax Consulting:
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Identifies consulting opportunities to reduce client's tax liability
Provides efficient and effective support for client consulting projects
Gathers relevant information for controversy work, efficiently and effectively
Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom
Strategy Development:
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
May be required to prepare studies of tax implications and offers clients alternative courses of action
Other duties as required
Supervisory Responsibilities:
May supervise and manage the day-to-day work assignments of Core Tax Services Associates
Provides verbal and written performance feedback to Core Tax Associates, as necessary
Acts as mentor to Core Tax Services Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Masters 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, preferred
Industry expertise in one or more tax specialty, 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 with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Able to prepare simple tax returns
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance
Ability to effectively delegate work as needed
Trains other team members
Strong analytical, research and critical thinking skills
Able to work well in a team environment
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $96,000 - $125,000
Colorado Range: $85,500 - $104,500
Illinois Range: $90,000 - $108,000
Maryland Range: $98,000 - $110,000
Massachusetts Range: $102,000 - $119,000
Minnesota Range: $80,000 - $95,000
New Jersey Range: $88,000 - $125,000
NYC/Long Island/Westchester Range: $115,000 - $130,000
Washington Range: $87,400 - $120,000
Washington DC Range: $105,000 - $117,000
Auto-ApplyCUSTOMER SERVICE SUPERVISOR
Foxborough, MA jobs
CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
Bilingual: Spanish/Portuguese a plus
FUNCTION:
Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed.
RESPONSIBILITIES:
Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage.
Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and credit card products to customers.
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training for new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills to achieve their goals which assist in their career path development.
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attend all required training/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyCustomer Service Supervisor
Foxborough, MA jobs
CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
Bilingual: Spanish/Portuguese a plus
FUNCTION:
Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed.
RESPONSIBILITIES:
Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage.
Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and credit card products to customers.
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training for new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills to achieve their goals which assist in their career path development.
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attend all required training/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyCUSTOMER SERVICE SUPERVISOR
Foxborough, MA jobs
CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
Bilingual: Spanish/Portuguese a plus
FUNCTION:
Under the direction of the Branch Manager and Assistant Branch Manager, the Customer Service Supervisor is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers while conducting the accurate processing of various customer transactions. The CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems, or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be posted as a Float CSS which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed.
RESPONSIBILITIES:
Be the face of BayCoast Bank, presenting a professional, friendly and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Assist as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers, as needed.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage.
Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and credit card products to customers.
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training for new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills to achieve their goals which assist in their career path development.
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card@Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions, adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approve certain checks for encashment, and override certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reporting incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attend all required training/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Personal transportation required for security purposes.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
FLOAT CUSTOMER SERVICE SUPERVISOR
Foxborough, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Experienced Field Operations Manager
Hopkinton, MA jobs
Are you an experienced leader with a passion for managing teams and ensuring operational excellence? As the Field Operations Manager (FOM) at Riverside Services, you'll take charge of overseeing field employees, driving production goals, and maintaining the highest quality and safety standards in landscape maintenance. This is your opportunity to lead a skilled and motivated team, contributing to Riverside's reputation for excellence.
Qualifications:
Required:
Proven leadership skills with the ability to motivate, manage, and develop teams
Comprehensive knowledge of landscape maintenance practices and safety protocols
Strong collaboration and communication skills for effective coordination with crew members and account managers
High attention to detail and a commitment to delivering quality in every aspect of the role
Valid driver's license
Ability to obtain Landscape Technician certification within six months of employment
Preferred:
Prior experience managing field operations in landscaping or a related industry
Familiarity with Greenius Software Training or similar industry tools
What You'll Do:
Lead and Support Teams:
Directly manage foremen and field teams, fostering a positive, high-performing work environment
Provide support and guidance to ensure team members succeed in their roles
Facility and Safety Oversight:
Maintain the Riverside Services yard, keeping it clean, organized, and operating efficiently
Uphold and enforce safety procedures, addressing any unsafe conditions promptly
Recruitment and Training:
Collaborate with the Landscape Maintenance GM to assess staffing needs, hire new crew members, and oversee onboarding
Participate in industry seminars and continuous learning to stay ahead of trends
Operational Coordination:
Communicate with Account Managers regularly to stay informed on client/site needs
Attend weekly scheduling, safety, and management meetings to align operations with company goals
Winter and Off-Season Management:
Oversee snow removal operations, manage uniforms and equipment, and handle off-season tasks like salt deliveries and spring readiness
Reporting and Accountability:
Submit detailed weekly reports, including close-out information, training updates, purchase requests, and employee issues
Production, Quality, and Safety Responsibilities:
Hands-On Leadership:
Work alongside crews as needed to meet schedules and budgets.
Rotate through daily crew visits, providing guidance, feedback, and quality assurance
Training & Development:
Conduct hands-on training in equipment operation, safety practices, and quality techniques
Minimize property damage and improve employee performance through focused instruction
Quality Control:
Ensure all projects meet Riverside Services' high-quality standards
Identify areas for improvement and implement corrective actions promptly
Winter Training Support:
Oversee compliance and implementation of Greenius Software Training for team members
Provide support during winter training sessions
Field Operations Oversight:
Manage repair orders, communicate priorities with mechanics, and provide ongoing counsel and discipline for field employees
Conduct Sitefotos reports to catalog training opportunities, quality inspections, and site performance
Join Riverside Services as a Field Operations Manager and help us maintain the highest standards of landscape excellence while leading a motivated and skilled team.
Protective Services Supervisor
Springfield, MA jobs
Job Description
Full-time, 35 hours per week
NOT Remote
Responsible for coordinating and supervising the Protective Services Program and staff.
Review Protective intakes, assign cases to Protective Services workers, and monitor the assessment/evaluation process and casework practice to ensure compliance with 651 CMR 5.00 and other applicable instructions and memoranda governing the Protective Services program.
Provide administrative and clinical supervision for direct reports.
Complete regular review of written case documentation for compliance with EA regulations and properly direct Protective Services Case Workers.
Provide back-up consultation to On Call Worker.
Monitor staff compliance with verbal and written reports to the District Attorney's Office when a case of serious abuse, neglect or exploitation exists.
Participate in legal actions on behalf of the Corporation, coordinate contacts with the Corporation's staff and attorneys, and represent Home Care Corporations in relevant court proceedings.
Enforce compliance with agency personnel policies.
Provide technical assistance/consultation with the agency's other case managers on protective services as needed.
Coordinate communication and meetings with the EOEA Regional Manager and other EA staff where appropriate.
Attend appropriate meetings and trainings to ensure program compliance with EOEA directives and carry out other Protective Services program planning and implementation as assigned.
Participate in the development and/or training of all Home Care personnel.
Attend individualized supervisory sessions and in-service trainings.
Conduct in-services in the community.
Represent the agency within the community and the service system; serve as liaison with contracted agencies for specialized programs such as in-home counseling, guardianship, emergency food, emergency shelter, etc.
Appropriately access CORI data and strictly abide by the terms and conditions of the agreement of Non-Disclosure.
Maintain and enforce strict confidentiality standards and ensure the security of client information.
Attain a thorough knowledge and understanding of ASAP and other Community-based Programs and maintain an ability to make appropriate referrals.
Conduct home visits in place of or in assistance to Protective Services Case Workers.
Education and Experience
(a) a Master's or higher degree from an accredited school in social work, psychology, counseling, human development, nursing, sociology, criminal justice, public health, public policy, or gerontology, and at least one year of experience in counseling, casework, case management, preferably in a Protective Services or crisis intervention role; or
(b) A Bachelors' degree from an accredited school in social work, psychology, counseling, human development, nursing, sociology, criminal justice, public health, public policy, or gerontology, and at least two years of experience in counseling, casework or case management providing protective or crisis intervention services
Supervisory experience is preferred
Public Service Loan Forgiveness (PSLF)
If you are employed by a not-for-profit organization such as GSSSI, you may be eligible for the PSLF Program for student loans.
Job Posted by ApplicantPro
FLOAT CUSTOMER SERVICE SUPERVISOR - East Bay Region
Fall River, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: East Bay Region- This position requires availability to float between our Fall River, Westport, Tiverton & Little Compton Branches. Mileage reimbursement may be available for travel between locations
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed . Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyFLOAT CUSTOMER SERVICE SUPERVISOR - East Bay Region
Fall River, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: East Bay Region-This position requires availability to float between our Fall River, Westport, Tiverton & Little Compton Branches. Mileage reimbursement may be available for travel between locations
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyFLOAT CUSTOMER SERVICE SUPERVISOR
Seekonk, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: Metro West Region, Needs to be available to Float between our Cranston, Seekonk & Providence Branches - May be eligible for Mileage Reimbursement
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
FLOAT CUSTOMER SERVICE SUPERVISOR
Dighton, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
FLOAT CUSTOMER SERVICE SUPERVISOR
Berkley, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed . Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyFLOAT CUSTOMER SERVICE SUPERVISOR
Berkley, MA jobs
FLOATING CUSTOMER SERVICE SUPERVISOR
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 105
LOCATION: Metro West Region, Needs to be available to Float between our Foxborough, Berkley, & N Dighton Branches - May be eligible for Mileage Reimbursement
Bilingual: Spanish/Portuguese a plus
FUNCTION: N/A
Under the direction of the Regional Manager, the Float Customer Service Supervisor is at the forefront of customer interactions that provides high quality service that earns the long-term loyalty of our customers at various locations, where needed. Leverages communication skills and banking knowledge to engage with customers. Understands customer's needs which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Responsible for the daily supervision of the branch teller staff, creating a high-quality service team that earns the long-term loyalty of the customers. Oversees and conducts the accurate processing of various customer transactions. The Float CSS coaches the teller team in all aspects of relationship development, service, and operations, responding to customer inquiries by answering questions, resolving problems or referring customers to the appropriate personnel. The Supervisor is responsible for the daily control of the branch's main vault, distributing and receiving cash to/from the staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities.
RESPONSIBILITIES:
RELATIONSHIP DEVELOPMENT AND SERVICE
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service.
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank's problem resolutions procedures.
Accurately processes various customer transactions.
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification.
Models and promotes Customer Centric service standards to the teller staff.
Initiates contact with customers to ensure satisfaction.
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests.
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Strives to meet and exceed branch initiatives and goals.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS).
STAFFING AND COACHING
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line.
Motivates, trains, and coaches the staff to improve relationship development and service skills.
Provides guidance to subordinates in the more complex or non-routine aspects of their work.
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices.
Motivates staff to improve product knowledge through periodic testing.
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Provides training to new tellers, as needed.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Participates as a “team player” to accomplish branch tasks.
Helps staff to develop their skills in order to achieve their goals which assist in their career path development.
OPERATIONAL
Responsible for overseeing the daily supervision of the teller line while performing the following duties:
Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end.
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports.
Balances the ATM, night deposit and subject to verification bags daily.
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits.
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly.
Ensures monthly cash audits are completed/submitted on a timely basis.
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions.
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures.
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager.
Assists in communicating goals and evaluating performance vs. goals set.
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services.
Assists with the safe deposit box function.
Process wire transfer request and approves wires in accordance with proper procedures.
Accurately completes the loan application process.
Inventories and orders branch supplies, as needed.
Quickly responds to internal inquiries from other departments or areas.
Maintains a neat, organized work area.
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager.
Adheres to the Banks confidentiality policy and the safeguarding of customer information.
Participates in Bank sponsored community events and organizations.
Attends all required trainings/meetings as assigned or scheduled.
Performs additional duties as requested.
Knowledge/Skills/Experience Requirements:
Minimum 1- year experience as a teller in a bank or other financial institution. Strong
supervisory and interpersonal communications skills. A thorough understanding of teller
operations. Professional telephone communications skills. Enthusiastic, customer-
focused team player. Organized and dependable. Good knowledge of bank terminology,
products and services. Skilled in typing and general use of office equipment. Ability to
work accurately with figures and to perform detailed work. Positive and helpful attitude.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs. pull open and close the vault or cash safe door, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.
Equipment Used:
General office/bank equipment. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card @ Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Market Area Manager - Plymouth, MA
Massachusetts jobs
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work!
Outside Sales- Market Area Manager | Dealer Relationships
About this Position:
Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required.
Credit Acceptance offers our team members in the sales department:
Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market
Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance
Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more
Progressive career opportunities as demonstrated by our record of promoting internally
Flexibility to set your own schedule and manage your own territory, ideal for self-starters
A dedicated support system including structured and continued training
Work-life balance with generous PTO beginning on day 1
Who We Are Looking For:
We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits:
Motivation to succeed and achieve goals
Drive to continuously improve oneself and their customers
Demonstrated sales successes with an established track record of achievement and progression
Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset
From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds:
Account Managers
Account Executives
District Sales & Sales Managers
Field Sales & Territory Managers
Area Managers
Business Development
Business Managers
Finance & Insurance (F&I) Managers
Responsibilities:
As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include:
Prospecting automotive dealerships to enhance business development outcomes
Account management & client services to build a strategic and consultative relationship with customers
Running a territory with entrepreneurial drive and dedication similar to a small business owner
Qualifications:
Minimum travel of 80% in the market
Proven track record of success in a competitive sales environment
Bachelor's degree or equivalent work experience
A valid driver's license, insurance and registration
Occasional overnight travel, less than 10%
Preferred:
Knowledge or experience in auto finance or retail operations of automobile dealerships
Existing relationships with dealers in the defined territory
Targeted Compensation:
$111,450 Base Salary + Uncapped Monthly Commission
INDSAMP
#LI-Remote
#zip
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you.
Play the video below to learn more about our Company culture.
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