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  • Store Supervisor - Rye Brook (Bilingual Spanish Preferred)

    TDI 4.1company rating

    Rye Brook, NY job

    Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Store Supervisor supervises day-to-day team activities to ensure operational excellence and compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, Customer and Sales objectives. In the absence of any other manager, the Store Supervisor is expected to manage the Store and have the ability to run the teller side, platform, and Customer escalations. The role supports driving a team in acquiring, retaining and deepening relationships by reinforcing sales & advice activities that create personalized, connected experiences. Depth & Scope: Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines Closely monitors workflows for the teller team and platform, prioritizing tasks and delegating duties and responsibilities Work focus time horizon is generally short term with low to moderate risk Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks as appropriate and educates the team on how they play a part in managing risk and protecting TD Bank, Employees and our Customers Drives operational excellence in the Store, including but not limited to cash handling, vault management, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety Engages in conversations with customers about loan products, facilitates the application intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Leads, develops and coaches the team on delivering effective Customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall Customer experience Proficient in Customer relationship tools, services, products and campaigns to support the teams in advocating for the Customer by promoting these items and educating the Customers to assist with their financial needs Requires knowledge and understanding of financial literacy/a broad range of products, services and tools aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Acquires and deepens the Store Customer base through a variety of proactive sales and service activities utilizing generated leads specific to (Small Business, Residential Mortgages, Customers that show a need in a more complex product) Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: HS Diploma or GED required; undergraduate degree preferred 2+ years related experience working with customers and or sales in any capacity or equivalent Notary License (preferred) Previous supervisory or demonstrated ability in providing direction, decision making, coaching Oversight of Customer Service Proven ability to meet and exceed Customers' expectations Strong organization skills to handle multiple tasks in a fast-paced environment Effective verbal and written communication skills Sound judgment in decision making and problem solving Ability to multi-task and maintain order in the Store Good working knowledge of Outlook, Lotus Notes, Word and Excel Ability to supervise and lead others Ability to provide community services Customer Accountabilities: Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Proficient in all products and services to provide consultative advice to Customers as well as coaches and mentors the Store team to deliver on these items Leads, coaches, and drives exceptional service at every Customer interaction in the lobby and on the frontline Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations Engages in Lobby leadership and represents TD as the first point of contact for Customer inquiries and escalations; taking ownership and remediating any Customer complaints Leads the execution of the Store Customer experience plan/objectives; supports the execution of the Store advice plan/objectives while ensuring operational excellence Coaches to ensure Customer issues are handled appropriately through Customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers colleagues to act as a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior levels Responsible for a legendary service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests Leads and coaches frontline colleagues on effective Customer complaint resolution Shared accountability with Store Leaders for Lobby Leadership Acts as leader in achieving an overall Legendary Customer experience in the Store Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs Decisions more advanced transactions as well as processes transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures Shareholder Accountabilities: Operational Accountability Strong working knowledge of all operational systems and databases Responsible for Vault Management, including the auditing, reporting, and balancing. Manages the Store currency levels, tracks currency shipments and deliveries Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety Plans, organizes and coordinates the activities for own area and resolves operational issues/escalations within the Store Ownership/oversight of simple to complex daily branch administrative duties Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact Store financial results Responsible for Operational excellence and compliance in the Store to include cash control procedures to bolster security and eliminate fraud and cash loss leading the team to follow policy and procedure for Customer Authentication Understands and applies operating policies and procedures Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations Supports and participates in process improvement opportunities Ensures necessary due diligence to support the accuracy of all Customer transactions/activities Is knowledgeable of and complies with Bank Code of Conduct Employee/Team Accountabilities: Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues Contributes to the process of setting daily objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding Customer interactions, products and services, etc.) Supports, mentors and coaches team members in their professional development Creates and fosters a cohesive team and promotes a strong colleague experience Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Onboards team members to ensure a positive experience and proficiency in role Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand champion for your business area/function and the bank, both internally and/or externally Under the direction of the Manager, participates in performance management activities of the teller team and platform team OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Continuous Standing - Frequent Walking -Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) -Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $25.5-36 hourly Auto-Apply 7d ago
  • Senior Internal Auditor

    CLC Group Inc. 4.6company rating

    Stratford, CT job

    The Axis CLC group of companies is embarking on a journey to create a single unified ERP for both trading entities which will modify business processes to align to efficient best practice and give a platform for future acquisitions. To ensure that we incorporate these business process changes in our quality management system documentation and move to an integrated QMS to cover both ISO 9001 and 14001, the Quality Assurance team are seeking a Senior Internal Auditor. The post holder will be part of the ERP project team with a remit to produce QMS documentation and design audit testing regimes to ensure the accreditation under ISO for the group is maintained through the change process. The role will report to the Group CFO. Benefits * Annual holiday; 25 + Bank holidays * Long service awards; continuous service at key achievements are rewarded * Perkbox; from free coffees and cinema tickets to trips away and much more * Volunteer day; paid yearly volunteer days for a worthy cause The Role Drive the internal audit programme and integrated QMS through a major ERP change, strengthening risk management, governance, and financial/compliance controls. Act as the Group's QA lead and primary liaison with external ISO auditors, reporting periodically to the Group Audit Committee. Responsibilities * Own the risk-based internal audit plan: scoping, planning, sampling, testing, and reporting across all business processes. * Document and integrate the QMS (ISO 9001 & 14001) aligned to the new ERP and revised business processes. * Design and run audit testing regimes to maintain ISO accreditation during and after change. * Produce clear, concise audit reports with SMART recommendations; track actions to closure with branches and functions. * Maintain complete working papers and audit files, ensuring quality and traceability of evidence. Requirements * CCAB or CIA (or equivalent) with post-qualification experience in internal audit and quality assurance management. * Strong analytical skills; able to balance detail with the big picture. * Excellent written/oral communication; produces actionable reports with SMART recommendations. * Proven stakeholder engagement across all levels; able to influence and drive remediation. * Solid understanding of systems and process controls; comfortable with ERP-enabled processes. * Ability to present complex information to financial and non-financial audiences. * Highly organised self-starter, meeting deadlines across multiple audits. This list of responsibilities and requirements are not exhaustive, and some degree of flexibility is required to support the success of the department. If this opportunity interests you we would love to hear from you, what are you waiting for! Please note we do not require any agency support, any unsolicited CVs will be considered as a gift.
    $72k-93k yearly est. 33d ago
  • Market Supervision Manager

    TDI 4.1company rating

    Melville, NY job

    Hours: 40 Pay Details: $97,240 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Market Supervision Manager partners closely with the Wealth Market Leader(s) and will be expected, on a delegated basis, to manage the day-today supervisory, compliance and operational aspects of the business in order to achieve our strategic objectives for the Market(s). Depth & Scope: FINRA designated Supervisor (via Delegation from WML) for Registered/Associated Persons in supported Market(s) Strategically partners with WML(s) to lead and develop supported Market(s) Leads and implements business and firmwide control, supervisory and operational excellence initiatives with supported WML(s) Ensures timely and effective response to Compliance, Central Supervision and Audit, Compliance or other Reviews Ensures timely completions of required learnings, compliance training, new product or service trainings, etc Ensures timely and effective completion of annual and new account reviews, high risk account reviews, etc Addresses and resolves escalated Supervisory inquiries Participates in New Hire interview process with a focus on Compliance, Control, Supervisory and Operational concerns Manages all trade corrections in cooperation with Operations, Compliance and WMLs, Reviews and approves Outside Business Activities in coordination with the WML(s) Assists in the resolution of customer complaints Education & Experience: Bachelor's Degree preferred, 5+ industry experience FINRA Series 7, 24 and 66 (or equivalent) required 3+ yeas of relevant supervisory experience in brokerage, annuity, advisory, banking and lending activity Broad knowledge base and experience in Financial Services with sound understanding of regulatory frameworks that apply to TD Wealth Strong Control and Operational experience and knowledge Leadership, communication and influencing skills to drive change Ability to travel 50% of time OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $97.2k-145.6k yearly Auto-Apply 5d ago
  • Bookkeeper

    CLC Group Services Inc. 4.6company rating

    Mount Kisco, NY job

    Job DescriptionCommunity Living Corporation (CLC) is a nonprofit organization that provides residential and day services to developmentally disabled adults in Northern Westchester County. CLC also supports the Epilepsy Foundation of Metropolitan New York (EFMNY), a nonprofit agency that provides services and supports to individuals with epilepsy, their families, and the community in New York City. We are seeking a detail oriented and organized Part-Time Bookkeeper to join our team. The Part-Time Bookkeeper is responsible for maintaining accurate and up-to-date financial records. The duties include but are not limited to: All bookkeeping responsibilities for the agencies Post all journal entries received from Controller's Office Post and prepare cash receipts journal Prepare payroll entry based on reports received from payroll provider Prepare payroll tax transfers Prepare quarterly reports Track restricted funds in compliance with nonprofit accounting requirements Work with independent auditors on yearly audit Assist the Controller with special projects Powered by JazzHR hnn YC9k5nJ
    $40k-51k yearly est. 3d ago
  • Direct Support Professional (Day Hab)

    CLC Group Services 4.6company rating

    Mount Kisco, NY job

    CLC Group Services, Inc, is the business administration services company for all affiliates within CLC Group including, CLC Group Services, Inc., Community Living Corporation and the Epilepsy Foundation of Metro NY. Community Living Corporation is a nonprofit organization that provides residential and day services to developmentally disabled adults in Northern Westchester County. Community Living Corporation is seeking a Direct Support Professional to join our team! Direct Support Professional - Full-Time/Part-Time/Per Diem The Direct Support Professional is to ensure the best possible emotional, physical, social well-being of our clients we serve. CLC expects all of its employees to respect all clients, families and co-workers. It is also expected that staff maintain a high level of confidentiality regarding client matters and keeping a safe, comfortable and clean environment for clients. All staff is required to work at any site as needed. Staff can be re-assigned to another location within the agency or may be required to do split shifts between locations. Essential Functions: ADL's (Activities of Daily Living). Responsible for assisting, instructing and supervising consumer's personal hygiene during any scheduled shift Provide “Active Treatment.” “Active treatment” is defined as the application of therapeutic strategies taught in PBS and clinical trainings under the guidelines of the Behavioral Mental Health Model. Utilize philosophy of the therapeutic model and apply this knowledge to daily work. Assist clients in choosing appropriate clothing, taking into consideration weather and work situations. Staff is required to complete a clothing inventory on a quarterly basis, and assist consumers with replenishing or replacing personal items while also taking into consideration the families desires on purchasing and discarding of clothing. Direct Support staff is responsible for providing the following medical services to the clients we serve. Again, there may be other responsibilities assigned by the RM, PA, RN, or other supervisor as needed: Administration of medication daily. Observing and reporting physical conditions and behaviors daily. Recording physical and behavioral events and/or changes and reporting promptly to Health Services daily. Documentation and secure storage of medications daily. Awareness of how to activate the emergency medical and administrative systems. Knowledge of OSHA standards and regulations. Timely communication to Health Services regarding medication inventories/ordering daily. Escorting and remaining with client (if client approves) for their medical appointments when scheduled. Safeguarding and prompt delivery to Health Services of all medical documentation after each medical appointment. Administration of First Aid and CPR as required Attending to medical needs, including: monitoring blood pressure, blood sugar levels, and other physical symptoms such as sleep and bowel habits, applying first aid, and administering medication and monitoring of medication side effects daily. Understanding, implementing and documenting each clients Residential Habilitation Plan. Required to assist and instruct clients in planning and preparing a healthy menu (as reviewed by the dietician). Staff will also assist in purchasing groceries, supervising or assistant with cooking and proper food preparation and storage. Responsible for providing a safe, comfortable and clean environment. This will include but is not limited to kitchen maintenance, housekeeping instruction and general upkeep of the home or apartment. Staff is responsible to also ensure that the exterior perimeters of the homes are well maintained. Clients are to be actively engaged in receiving instruction and oversight with tasks involving outdoor maintenance; ie- raking, sweeping, shoveling as well as gardening and outdoor planning as needed. Responsible for assisting clients in choosing activities and programs that are appropriate to the individuals' interests, age and functioning level. Staff is also responsible for money assigned; collecting receipts used during and outing and transportation to and from community based programs. Staff will be asked to provide support in listening to clients concerns about work, family, relationships and peers by implementing given training and techniques in diffusing and redirecting situations. Responsible for teaching clients the importance of personal priorities and responsibilities. Staff must guide consumers to make good choices regarding client weekly spending and to assist in budgeting weekly expenditures. Required to complete mileage logs, ensure gas tank is full at end of shift and to maintain cleanliness of interior and exterior of vehicle. Required to transport clients to Medical Appointments and programs. Communicating with Day Programs and escorting the clients into the building to be received by staff is necessary daily. Completing mail runs and van maintenance daily. Monitoring clients' sleeping habits, documenting any irregularities; completing bed checks daily. Running fire drills when needed. Overnights must call in to their Assistant Residential Director and/or Administrator on-call every hour. Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, Maintenance and Vocational. Must possess a HS Diploma/GED, valid driver's license for a minimum of 3 years, and own transportation. * Signing Bonus up to $1000.00 (*Full Time Employees - $500.00 upon hire and $500.00 upon completion of a probationary period and required trainings.) *Full-Time Employee Health Insurance Paid in Full It is the policy of Community Living Corporation (CLC ) to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, CLC will provide reasonable accommodations for qualified individuals with disabilities.
    $25k-30k yearly est. Auto-Apply 60d+ ago
  • Assistant Residence Manager

    CLC Group Services 4.6company rating

    Mount Kisco, NY job

    CLC Group Services, Inc, is the business administration services company for all affiliates within CLC Group including, CLC Group Services, Inc., Community Living Corporation and the Epilepsy Foundation of Metro NY. Community Living Corporation is a nonprofit organization that provides residential and day services to developmentally disabled adults in Northern Westchester County. Community Living Corporation is seeking an Assistant Residence Manger to join our team! Assistant Residence Manager - Mount Kisco, NY The Assistant Residence Manager is responsible for the continuous direction and day-to-day operation of assigned residence for disabled adults. All staff including the Assistant Residence Manager is required to work at any site as needed. All staff including the Assistant Residence Manager can be re-assigned to another location within the agency or may be required to do split shifts between locations. Essential Functions: · Providing a healthy and safe environment for the clients we serve. This includes the supervision of general housekeeping and personal maintenance, assisting with and purchasing of food and supplies and oversight of residential maintenance daily. · Daily supervision/mentoring of staff/client interactions. Ensure “active treatment.” “Active treatment” is defined as the application of therapeutic strategies taught in PBS and clinical trainings under the guidelines of the Behavioral Mental Health Model. Mentor all staff utilizing philosophy of the therapeutic model. · Caring for the medical needs of the clients, utilizing existing medical resources, including access to emergency care, in-patient hospitalization, routine medical care and providing basic first aid, including taking blood pressure and pulse, testing sugar levels in blood and communicating with physicians and therapists daily. · Supervising and administering the proper distribution, storage and documentation of prescribed and over-the-counter medications daily. Medication inventory and ordering. · In conjunction with Services Coordinator, developing and implementing goal plans for each client. This includes monitoring and recording progress, daily documentation, communicating with Services Coordinator, and secondary consumers such as parents, siblings, advocates and guardians; and participation in the development and attendance of case conferences. · Coordination with day services including day treatment, day training, supportive work and independent employment. · Coordination of transportation services and recreational, vacation and holiday planning when needed. · Management of the clients finances including proper record keeping, ledger management, banking assistance and disbursement of personal allowance daily. · Run and submit monthly fire drills · Return internal survey report to the Risk Management Coordinator. · Complete and submit monthly checklists to their Residential Director who will review and then submit the checklists to the Risk Management Coordinator. · Available for emergency situations, crisis intervention, staff absence, etc. · Plan and chair staff meetings and consumer councils as needed. · When appropriate, hiring, termination, supervision, and training of residential staff as needed. · Scheduling of staff and providing a sufficient staff-to-client ratio to ensure adequate and appropriate oversight and guidance for all clients daily. Expected to follow and document procedural steps of Overtime policy. · Provide training to staff when necessary (ie- Choking I and II, Vehicle Safety, Fire Safety) · When necessary, in conjunction with his/her own case load, to supervise and monitor consumers of managers who are not on duty as needed. · Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, Maintenance and Vocational. · Ability to solve problems, overcome difficulties and recommend solutions pertaining to consumers and/or staff members. Ability to identify appropriate resources to ensure corrective action. · Ability to assist in staffing of all regions * Signing Bonus up to $1000.00 (*Full-Time Employees - $500.00 upon hire and $500.00 upon completion of a probationary period and required trainings.) * Full-Time Employee Health Insurance Paid in Full It is the policy of Community Living Corporation (CLC) to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, CLC will provide reasonable accommodations for qualified individuals with disabilities.
    $31k-41k yearly est. Auto-Apply 60d+ ago
  • Assistant Store Manager (US) - Berlin, CT

    TDI 4.1company rating

    Berlin, CT job

    Hours: 40 Pay Details: $28.25 - $42.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role is focused on leading a team to grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform. Depth & Scope: Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines Leads the team in overseeing the most complex or diverse sales advice activities that entails complete multiple step processes that involve numerous systems, partners and complexity Requires knowledge and understanding of financial concepts, a broad range of products, services and tools, business and process management acumen aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Responsible for driving and reinforcing Advice activities/capability for the team through continued team observations, coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these activities are positively impacting Customer experience Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations that support Customer financial empowerment Effectively handles critical and/or high-risk issues, determining the most appropriate course of action for resolution Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service by exceeding the needs of Customer expectations Leads and coaches advisory team on advice giving strategies and overall product and services acumen Establishes work direction and role ownership on delivering advice as well as achieving daily/quarterly/annual objectives Delivers end to end advice to Customers by providing information and tools for financial management that help Customers achieve their goals, and provides real time insights Contributes to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth Actively participates in community events, promoting the TD Brand while servicing the needs of the community Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: Undergraduate degree or equivalent experience 2+ years experience working with customers and or sales in any capacity or equivalent Supervisory or leadership experience preferred Demonstrated ability to provide Legendary Customer Service Strong verbal and written communication skills Sales and Operational Management skills Ability to manage competing priorities Previous consumer and residential lending experience preferred Proficient in Microsoft Office Knowledge of banking products and services preferred Demonstrated organization, interpersonal, communication and decision-making skills Shows proficiency with expense management Notary License (Preferred) Must maintain an active registration status with NMLS upon hire(Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake Customer Accountabilities: Creates an environment where the team Interacts with Customers in a warm and engaging manner, actively listening, and asking clarifying questions Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining Customers, advice opportunities and referrals, to increase profitability and enable business growth Establishes and supports strong partnership between colleagues that handle Customer day to day transactions and platform bankers/and partners for effective referrals Leads and reinforces Customer service activities; Supporting Customers through challenging times and life events, demonstrating knowledge and financial expertise of products and services to help align the Customer to the best product/service to meet and exceed their needs Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met Acts as an escalation point for Customer problem resolution - identifies how to prevent the problem from happening and educates the Customer Creates personal experiences by getting to know each Customer's needs to help turn their goals into reality Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors, and Customers Proactively adheres to professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Shareholder Accountabilities: Leads and drives operational compliance of all Store operations including teller and platform operations Leads the team in completing day to day processes/transactions/activities and oversees completion and quality of work Ensures the Store operates efficiently by adhering to the banks policies and procedures and by passing all audits May perform daily store operation activities including account maintenance, wire transfers, store opening and closing, and cash management Develops/leads Store in Operational Excellence plan Vault Management, including Monthly Vault and drawer audits Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store Understands and applies operating policies and procedures Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations Supports and participates in process improvement opportunities Ensures necessary due diligence to support the accuracy of all Customer transactions/activities Proficiency, understanding, compliance with of the Bank Code of Conduct Employee/Team Accountabilities: Leads and supports a high performing team; provides ongoing feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken Leads, reinforces, and embeds TD's shared commitments Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Ensures colleagues comply with all TDBFG policies, procedures, and guidelines of conduct (regarding Customer interactions, products, and services, etc.) Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with partners and other teams Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand champion for your business area/function and the bank, both internally and/or externally OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds -Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $28.3-42.5 hourly Auto-Apply 20d ago
  • Day Hab Instructor

    CLC Group Services Inc. 4.6company rating

    Mount Kisco, NY job

    Job DescriptionThe Day Hab Instructor is to ensure the best possible emotional, physical, and social well-being of our clients. Each of our programs is individualized to meet the needs and interests of the clients who reside at C.L.C. Some programs require more supervision of clients while other may require more assistance and training. Client choice is a very important aspect of living at CLC. Clients should be making choices, with assistance, as much as possible and in as many different areas of their lives as they can. CLC expects all its employees to respect all clients, families and co-workers. It is also expected that staff will maintain a high level of confidentiality regarding client matters and keeping a safe, comfortable and clean environment for clients. All staff is required to work at any site as needed. Staff can be re-assigned to another location within the agency or may be required to do split shifts between locations. Essential Functions: Clients requiring transportation must be picked up and brought to the Day Hab office. While at the office in the morning, assist with coffee preparation, facilitate conversations and monitor clients at all times. Provide “Active Treatment.” “Active treatment” is defined as the application of therapeutic strategies taught in PBS and clinical trainings under the guidelines of the Behavioral Mental Health Model. Utilize philosophy of the therapeutic model and apply this knowledge to daily work. Staff are responsible for providing the following medical services to clients. Again, there may be other responsibilities assigned by the RM, PA, RN, or other supervisor as needed: Administration of medication if necessary Observing and reporting physical conditions and behaviors daily. Recording physical and behavioral events and/or changes and reporting promptly to Health Services daily. Awareness of how to activate the emergency medical and administrative systems. Knowledge of OSHA standards and regulations. Administration of First Aid and CPR as required Attending to medical needs, including: monitoring blood pressure, blood sugar levels, and other physical symptoms such as sleep and bowel habits, applying first aid, and administering medication and monitoring of medication side effects daily. Monitor client's personal hygiene and clothing (ensuring work/weather appropriate clothing is worn) ALL clients must be accompanied by Day Hab staff to and from vehicles. Daily inspections of vehicles: prior to leaving and immediately upon return at end of day. Maintain vehicle log book. Maintain a clean vehicle (1x weekly or as needed) Take vehicle in for scheduled services, and report any problems/concerns with vehicles as needed. Transport clients to and from work sites. While at work sites the Day Hab Instructor is expected to: Supervise all clients in the group Assist clients requiring additional help Provide instruction on proper work techniques Set a positive example by working alongside clients Provide positive reinforcement as needed Maintain daily job coach logbook, describing the day's activities, location and clients present. Report any problems/concerns to Day Hab Director upon return to office. Clients requiring transportation must be dropped off at the end of workday. All Day Hab vehicles and keys must be returned at end of day. Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, Maintenance and Day Hab. Applicant will provide mentoring and teaching services to individuals with developmental disabilities. Provide a fun and educational atmosphere for individuals Train in and demonstrate competency of CPR, SCIP, Person-Centered Planning, Defensive Driving, Positive Behavioral Strategies. Ability to work independently Responsible for supervising a group of Day Habilitation participants as they engage in activities on and off site. Ensure the group's weekly activity is adhered to, and that participants exhibit appropriate social behavior during participation in the program. Powered by JazzHR Sx8b1KNt6g
    $26k-33k yearly est. 28d ago
  • Financial Advisor - Hauppauge, NY

    TDI 4.1company rating

    Hauppauge, NY job

    Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $72.3k-108.2k yearly Auto-Apply 11d ago
  • Bid Team Lead

    CLC Group Inc. 4.6company rating

    Stratford, CT job

    At Axis CLC, we are committed to fostering an inclusive and diverse workplace where everyone is valued and respected. We believe in equal opportunities for all employees and applicants, regardless of age, disability, gender, gender identity, marital status, pregnancy, race, religion or belief, sexual orientation, or any other protected characteristic. Benefits * Annual holiday; 25 + Bank holidays * Long service awards: continuous service at key achievements are rewarded * Perkbox; from free coffees and cinema tickets to trips away and much more * Volunteer day; paid yearly volunteer days for a worthy cause The Role This role oversees bid governance, ensures alignment with business objectives, and fosters a high-performance, strategically driven bid team. The postholder will engage at a senior level with key stakeholders, including board-level executives, to shape and refine the organisation's bid pipeline, ensuring sustainable business success. Responsibilities * Operational Excellence - Bid Management - Lead the development of innovative, compelling bid strategies that enhance win rates and long-term profitability. * Financial Accountability - Bid Pipeline Oversight - Develop and maintain a rolling bid pipeline, ensuring strategic prioritisation of high value opportunities. * Customer Focus - Stakeholder Relationships - Work closely with operational teams to develop bids that reflect deliverable, high quality service propositions. * Innovation and Continuous Improvement - Leverage digital tools and AI to enhance bid writing, tracking and analytics. Key Skills * Exceptional strategic thinking and business development skills. * Strong leadership with experience managing senior bid professionals. * Ability to drive process transformation within the bid function. * High-level stakeholder engagement and negotiation capabilities. * Expertise in bid writing, storytelling, and persuasive proposal development. * Strong data-driven decision-making and analytical skills. Please note we do not require any agency support, any unsolicited CVs will be considered as a gift. If this opportunity interests you we would love to hear from you, what are you waiting for!
    $39k-69k yearly est. 41d ago
  • Compliance Director

    CLC Group Services 4.6company rating

    Mount Kisco, NY job

    Director of Compliance CLC Group Services, Inc. is seeking a strategic and detail-oriented Compliance Director to lead the agency's Compliance Program and ensure adherence to all regulatory, ethical, and organizational standards. Key Responsibilities: Oversee the implementation, monitoring, and evaluation of the Compliance Program and Standards of Conduct. Develop, update, and enforce compliance policies, procedures, and training. Conduct internal audits, investigations, and corrective action plans to reduce risk, fraud, abuse, and waste. Serve as Chair of the Compliance and Policy Committees; participate in Grievance Committee as needed. Advise leadership, staff, and contractors on compliance matters and regulatory changes. Maintain reporting systems, including confidential and anonymous reporting processes. Provide guidance to management on compliance-related issues and ensure excluded individuals/entities are not employed. Report compliance matters and serious incidents to the CEO and Board of Directors. Education and Requirements: Bachelor's degree required. Advanced degree (Masters, Law, PhD) and prior compliance experience preferred. Minimum five years' experience in healthcare or related field. Experience with regulatory issues, New York Medicaid program requirements, and regulatory requirements of health care compliance. Proven experience in compliance leadership within healthcare, human services, or related fields. Strong knowledge of federal and state regulatory standards. Excellent communication, investigation, and leadership skills.
    $81k-114k yearly est. Auto-Apply 60d+ ago
  • Part Time Bookkeeper

    CLC Group Services Inc. 4.6company rating

    Mount Kisco, NY job

    Community Living Corporation (CLC) is a nonprofit organization that provides residential and day services to developmentally disabled adults in Northern Westchester County. CLC also supports the Epilepsy Foundation of Metropolitan New York (EFMNY), a nonprofit agency that provides services and supports to individuals with epilepsy, their families, and the community in New York City. We are seeking a detail oriented and organized Part-Time Bookkeeper to join our team. The Part-Time Bookkeeper is responsible for maintaining accurate and up-to-date financial records. The duties include but are not limited to: All bookkeeping responsibilities for the agencies Post all journal entries received from Controller's Office Post and prepare cash receipts journal Prepare payroll entry based on reports received from payroll provider Prepare payroll tax transfers Prepare quarterly reports Track restricted funds in compliance with nonprofit accounting requirements Work with independent auditors on yearly audit Assist the Controller with special projects Education and requirements: Associate or Bachelor's degree in Accounting, Finance, or a related field Minimum 2 years of bookkeeping or accounting experience, preferably in a nonprofit environment Strong organizational skills and attention to detail Ability to maintain confidentiality and accuracy in financial data Excellent communication and time-management skills Valid Driver's License Pass Criminal Background check and drug test Knowledge and proficiency with Microsoft Office and spreadsheet functions Physical Factors: Indoor, must be able to remain in stationary position 75% of the time, constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and printer, needs to move about inside the office to access file cabinets, office machinery, etc., must be able to move, transport, position, put, install or remove objects up to and including 15 pounds. *This job description does not contain a comprehensive listing of activities, duties, or responsibilities. Other duties may be assigned. Failure to comply with job duties or responsibilities will be subject to disciplinary action up to and including suspension and/or termination. Powered by JazzHR 77ZieD50y0
    $40k-51k yearly est. 4d ago
  • Community Habilitation Direct Support Professional

    CLC Group Services 4.6company rating

    Mount Kisco, NY job

    The Community Habilitation DSP provides direct support to individuals with intellectual and developmental disabilities in their home or community. The goal is to promote independence, community inclusion, and personal development by helping individuals achieve goals outlined in their Habilitation Plan. This service is part of the OPWDD Home and Community-Based Services (HCBS) waiver program. It is also expected that staff will maintain a high level of confidentiality regarding individual matters and keeping a safe, comfortable and clean environment for individuals. Assist individuals in developing skills related to: Daily living (e.g., cooking, cleaning, hygiene) Money management Travel training/public transportation Communication and socialization Community participation and recreation Safety awareness Provide individualized support based on the client's Life Plan Monitor and document behaviors, incidents and progress using agency protocols Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, and Maintenance Provide mentoring and teaching services to individuals with developmental disabilities promoting independence and choice Document all services and progress in daily note Maintain a safe and clean environment Communicate effectively with family members, caregivers and care team Respond appropriate in emergency situations, incident reporting, and/or health and safety concerns
    $25k-30k yearly est. Auto-Apply 60d+ ago
  • Assistant Residence Manager

    CLC Group Services Inc. 4.6company rating

    Mount Kisco, NY job

    Job DescriptionThe Assistant Residence Manager is responsible for the continuous direction and day-to-day operation of assigned residence for disabled adults. All staff including the Assistant Residence Manager is required to work at any site as needed. All staff including the Assistant Residence Manager can be re-assigned to another location within the agency or may be required to do split shifts between locations. Essential Functions: Providing a healthy and safe environment for the clients. This includes the supervision of general housekeeping and personal maintenance, assisting with and purchasing of food and supplies and oversight of residential maintenance daily. The manager also is responsible for training clients in the above areas, including safety. Daily supervision/mentoring of staff/client interactions. Ensure “active treatment.” “Active treatment” is defined as the application of therapeutic strategies taught in PBS and clinical trainings under the guidelines of the Behavioral Mental Health Model. Mentor all staff utilizing philosophy of the therapeutic model. Caring for the medical needs of the clients, utilizing existing medical resources, including access to emergency care, in-patient hospitalization, routine medical care and providing basic first aid, including taking blood pressure and pulse, testing sugar levels in blood and communicating with physicians and therapists daily. Supervising and administering the proper distribution, storage and documentation of prescribed and over-the-counter medications daily. Medication inventory and ordering. In conjunction with Services Coordinator, developing and implementing goal plans for each client. This includes monitoring and recording progress, daily documentation, communicating with Services Coordinator, and secondary clients such as parents, siblings, advocates and guardians, and participation in the development and attendance of case conferences. Coordination with day services including day treatment, day training, supportive work and independent employment. Coordination of transportation services and recreational, vacation and holiday planning when needed. Management of the clients' finances including proper record keeping, ledger management, banking assistance and disbursement of personal allowance daily. Ledger due date is the 7th of the month following the month being reported (or the following Monday if the 7th falls on a weekend.) Res Hab documents are due on the 1st of the month (or the following Monday if the 1st falls on a weekend) Run and submit monthly fire drills Return internal survey report to the Risk Management Coordinator. Prior to returning the report, the “corrective action and date” next to each deficiency must be completed. This includes follow-up to ensure completion of each corrective action. Complete and submit monthly checklists to their Residential Director who will review and then submit the checklists to the Risk Management Coordinator. When completing the checklists, each Residence Manager/Assistant Residence Manager is responsible for including any corrective action he or she has taken to correct any deficiencies. Available for emergency situations, crisis intervention, staff absence, etc. Plan and chair staff meetings and client councils as needed. When appropriate, hiring, termination, supervision, and training of residential staff as needed. Scheduling of staff and providing a sufficient staff-to-client ratio to ensure adequate and appropriate oversight and guidance for all clients daily. Expected to follow and document procedural steps of Overtime policy. Provide training to staff when necessary (i.e.- Choking I and II, Vehicle Safety, Fire Safety) When necessary, in conjunction with his/her own case load, to supervise and monitor clients of managers who are not on duty as needed. Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, Maintenance and Vocational. Ability to solve problems, overcome difficulties and recommend solutions pertaining to clients and/or staff members. Ability to identify appropriate resources to ensure corrective action. Ability to assist in staffing of all regions Powered by JazzHR lvsux NWu7D
    $31k-41k yearly est. 28d ago
  • Store Supervisor (US) - Meriden, CT

    TDI 4.1company rating

    Meriden, CT job

    Hours: 40 Pay Details: $24.00 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Store Supervisor supervises day-to-day team activities to ensure operational excellence and compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, Customer and Sales objectives. In the absence of any other manager, the Store Supervisor is expected to manage the Store and have the ability to run the teller side, platform, and Customer escalations. The role supports driving a team in acquiring, retaining and deepening relationships by reinforcing sales & advice activities that create personalized, connected experiences. Depth & Scope: Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines Closely monitors workflows for the teller team and platform, prioritizing tasks and delegating duties and responsibilities Work focus time horizon is generally short term with low to moderate risk Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks as appropriate and educates the team on how they play a part in managing risk and protecting TD Bank, Employees and our Customers Drives operational excellence in the Store, including but not limited to cash handling, vault management, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety Engages in conversations with customers about loan products, facilitates the application intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Leads, develops and coaches the team on delivering effective Customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall Customer experience Proficient in Customer relationship tools, services, products and campaigns to support the teams in advocating for the Customer by promoting these items and educating the Customers to assist with their financial needs Requires knowledge and understanding of financial literacy/a broad range of products, services and tools aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Acquires and deepens the Store Customer base through a variety of proactive sales and service activities utilizing generated leads specific to (Small Business, Residential Mortgages, Customers that show a need in a more complex product) Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: HS Diploma or GED required; undergraduate degree preferred 2+ years related experience working with customers and or sales in any capacity or equivalent Notary License (preferred) Previous supervisory or demonstrated ability in providing direction, decision making, coaching Oversight of Customer Service Proven ability to meet and exceed Customers' expectations Strong organization skills to handle multiple tasks in a fast-paced environment Effective verbal and written communication skills Sound judgment in decision making and problem solving Ability to multi-task and maintain order in the Store Good working knowledge of Outlook, Lotus Notes, Word and Excel Ability to supervise and lead others Ability to provide community services Customer Accountabilities: Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Proficient in all products and services to provide consultative advice to Customers as well as coaches and mentors the Store team to deliver on these items Leads, coaches, and drives exceptional service at every Customer interaction in the lobby and on the frontline Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations Engages in Lobby leadership and represents TD as the first point of contact for Customer inquiries and escalations; taking ownership and remediating any Customer complaints Leads the execution of the Store Customer experience plan/objectives; supports the execution of the Store advice plan/objectives while ensuring operational excellence Coaches to ensure Customer issues are handled appropriately through Customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers colleagues to act as a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior levels Responsible for a legendary service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests Leads and coaches frontline colleagues on effective Customer complaint resolution Shared accountability with Store Leaders for Lobby Leadership Acts as leader in achieving an overall Legendary Customer experience in the Store Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs Decisions more advanced transactions as well as processes transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures Shareholder Accountabilities: Operational Accountability Strong working knowledge of all operational systems and databases Responsible for Vault Management, including the auditing, reporting, and balancing. Manages the Store currency levels, tracks currency shipments and deliveries Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety Plans, organizes and coordinates the activities for own area and resolves operational issues/escalations within the Store Ownership/oversight of simple to complex daily branch administrative duties Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact Store financial results Responsible for Operational excellence and compliance in the Store to include cash control procedures to bolster security and eliminate fraud and cash loss leading the team to follow policy and procedure for Customer Authentication Understands and applies operating policies and procedures Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations Supports and participates in process improvement opportunities Ensures necessary due diligence to support the accuracy of all Customer transactions/activities Is knowledgeable of and complies with Bank Code of Conduct Employee/Team Accountabilities: Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues Contributes to the process of setting daily objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding Customer interactions, products and services, etc.) Supports, mentors and coaches team members in their professional development Creates and fosters a cohesive team and promotes a strong colleague experience Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Onboards team members to ensure a positive experience and proficiency in role Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand champion for your business area/function and the bank, both internally and/or externally Under the direction of the Manager, participates in performance management activities of the teller team and platform team OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Continuous Standing - Frequent Walking -Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) -Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $24-33.5 hourly Auto-Apply 12d ago
  • Financial Advisor - Huntington Village

    TDI 4.1company rating

    Huntington, NY job

    Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $72.3k-108.2k yearly Auto-Apply 11d ago
  • Respite Direct Support Professional

    CLC Group Services 4.6company rating

    Mount Kisco, NY job

    The Respite DSP provides temporary care and supervision to individuals with developmental disabilities, allowing their primary caregivers (usually family members) time away from caregiving responsibilities. Services are provided at a Community Living Corporation operated site. This position supports and promotes independence dignity and quality of life for individuals with intellectual and developmental disabilities. It is also expected that staff will maintain a high level of confidentiality regarding individual matters and keeping a safe, comfortable and clean environment for individuals. Essential Functions: Staff will provide a therapeutic and empathic environment for the individuals to be creative and learn new things. Staff will encourage all individuals to participate in activities focused on the individual's interest and abilities Monitor participants personal hygiene, dressing/grooming and mobility assistance Implement Individualized Service Plans as directed Monitor and document behaviors, incidents and progress using agency protocols Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, and Maintenance Provide mentoring and teaching services to individuals with developmental disabilities Provide a fun and educational atmosphere for individuals. Plan and engage individuals in recreational or skill-building activities Maintain a safe and clean environment Communicate effectively with family members, caregivers and care team Respond appropriate in emergency situations
    $25k-30k yearly est. Auto-Apply 60d+ ago
  • Store Supervisor - Norwalk/Westport (Bilingual Spanish Preferred)

    TDI 4.1company rating

    Norwalk, CT job

    Hours: 40 Pay Details: $25.50 - $36.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Store Supervisor supervises day-to-day team activities to ensure operational excellence and compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, Customer and Sales objectives. In the absence of any other manager, the Store Supervisor is expected to manage the Store and have the ability to run the teller side, platform, and Customer escalations. The role supports driving a team in acquiring, retaining and deepening relationships by reinforcing sales & advice activities that create personalized, connected experiences. Depth & Scope: Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines Closely monitors workflows for the teller team and platform, prioritizing tasks and delegating duties and responsibilities Work focus time horizon is generally short term with low to moderate risk Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks as appropriate and educates the team on how they play a part in managing risk and protecting TD Bank, Employees and our Customers Drives operational excellence in the Store, including but not limited to cash handling, vault management, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety Engages in conversations with customers about loan products, facilitates the application intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Leads, develops and coaches the team on delivering effective Customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall Customer experience Proficient in Customer relationship tools, services, products and campaigns to support the teams in advocating for the Customer by promoting these items and educating the Customers to assist with their financial needs Requires knowledge and understanding of financial literacy/a broad range of products, services and tools aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Acquires and deepens the Store Customer base through a variety of proactive sales and service activities utilizing generated leads specific to (Small Business, Residential Mortgages, Customers that show a need in a more complex product) Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: HS Diploma or GED required; undergraduate degree preferred 2+ years related experience working with customers and or sales in any capacity or equivalent Notary License (preferred) Previous supervisory or demonstrated ability in providing direction, decision making, coaching Oversight of Customer Service Proven ability to meet and exceed Customers' expectations Strong organization skills to handle multiple tasks in a fast-paced environment Effective verbal and written communication skills Sound judgment in decision making and problem solving Ability to multi-task and maintain order in the Store Good working knowledge of Outlook, Lotus Notes, Word and Excel Ability to supervise and lead others Ability to provide community services Customer Accountabilities: Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Proficient in all products and services to provide consultative advice to Customers as well as coaches and mentors the Store team to deliver on these items Leads, coaches, and drives exceptional service at every Customer interaction in the lobby and on the frontline Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations Engages in Lobby leadership and represents TD as the first point of contact for Customer inquiries and escalations; taking ownership and remediating any Customer complaints Leads the execution of the Store Customer experience plan/objectives; supports the execution of the Store advice plan/objectives while ensuring operational excellence Coaches to ensure Customer issues are handled appropriately through Customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers colleagues to act as a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior levels Responsible for a legendary service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests Leads and coaches frontline colleagues on effective Customer complaint resolution Shared accountability with Store Leaders for Lobby Leadership Acts as leader in achieving an overall Legendary Customer experience in the Store Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs Decisions more advanced transactions as well as processes transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures Shareholder Accountabilities: Operational Accountability Strong working knowledge of all operational systems and databases Responsible for Vault Management, including the auditing, reporting, and balancing. Manages the Store currency levels, tracks currency shipments and deliveries Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety Plans, organizes and coordinates the activities for own area and resolves operational issues/escalations within the Store Ownership/oversight of simple to complex daily branch administrative duties Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact Store financial results Responsible for Operational excellence and compliance in the Store to include cash control procedures to bolster security and eliminate fraud and cash loss leading the team to follow policy and procedure for Customer Authentication Understands and applies operating policies and procedures Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations Supports and participates in process improvement opportunities Ensures necessary due diligence to support the accuracy of all Customer transactions/activities Is knowledgeable of and complies with Bank Code of Conduct Employee/Team Accountabilities: Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues Contributes to the process of setting daily objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding Customer interactions, products and services, etc.) Supports, mentors and coaches team members in their professional development Creates and fosters a cohesive team and promotes a strong colleague experience Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Onboards team members to ensure a positive experience and proficiency in role Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand champion for your business area/function and the bank, both internally and/or externally Under the direction of the Manager, participates in performance management activities of the teller team and platform team OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Continuous Standing - Frequent Walking -Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) -Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $25k-32k yearly est. Auto-Apply 26d ago
  • Financial Advisor - Greenwich, CT

    TDI 4.1company rating

    Greenwich, CT job

    Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $30k-48k yearly est. Auto-Apply 8d ago
  • Community Habilitation Direct Support Professional

    CLC Group Services Inc. 4.6company rating

    Mount Kisco, NY job

    Job Description The Community Habilitation DSP provides direct support to individuals with intellectual and developmental disabilities in their home or community. The goal is to promote independence, community inclusion, and personal development by helping individuals achieve goals outlined in their Habilitation Plan. This service is part of the OPWDD Home and Community-Based Services (HCBS) waiver program. It is also expected that staff will maintain a high level of confidentiality regarding individual matters and keeping a safe, comfortable and clean environment for individuals. Assist individuals in developing skills related to: Daily living (e.g., cooking, cleaning, hygiene) Money management Travel training/public transportation Communication and socialization Community participation and recreation Safety awareness Provide individualized support based on the client's Life Plan Monitor and document behaviors, incidents and progress using agency protocols Ability to collaborate and communicate effectively with all staff members including Administration, Accounting, Residential, Health Services, Human Resources, Purchasing, and Maintenance Provide mentoring and teaching services to individuals with developmental disabilities promoting independence and choice Document all services and progress in daily note Maintain a safe and clean environment Communicate effectively with family members, caregivers and care team Respond appropriate in emergency situations, incident reporting, and/or health and safety concerns Powered by JazzHR ie JwTGGopE
    $25k-30k yearly est. 7d ago

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