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Data Analyst and Business Operations
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Data Analyst and Business Operations - behavioral health If you are a Data Analyst and Business Operations with experience, please read on! Top Reasons to Work with Us 1. Competitive salary with great benefits 2. Exceptional staff and work environment 3. Non-profit company that takes care of its employees What You Will Be Doing -Responsible for improving and supporting internal operations and systems to enhance company efficiency and performance in the areas of claims, third party payers, eligibility systems, coinsurance, information technology - Reduce data validation error rates; -Reduce demographic, assessment, closure errors; - Improve real-time eligibility processes; - Analyze and address EHR/EMR errors, denials and billing issues to improve business performance and reduce burden to direct care and billing staff; - Improve productivity through technical assistance, training and management tools; - Support utilization management trending and problem solving. - Works collaboratively with the leadership team to develop long term improvement strategies that are self-sustaining, including business metrics, technical assistance, hands-on problem resolution and staff training to optimize business performance. - Assist in the implementation of new initiatives and business processes/opportunities that involve coordination between direct care and other internal stakeholders including IT, finance and billing. - Responsible for creating a system to audit different processes related to claims, encounters and eligibility management What You Need for this Position At Least 1 Year of experience and knowledge of: - Bachelor's degree, Masters preferred - 2+ years of behavioral health experience - 1+ year of data analysis - EHR/EMR Systems - ICD-9 - IT Auditing - accounting - CPT coding - HCPC - SSI -Knowledge of mental health system of care in Maricopa County What's In It for You - Competitive salary - Vacation/PTO - Medical - Dental - Vision - Bonus - 401(k) So, if you are a Data Analyst and Business Operations with experience, please apply today! Required Skills 2+ years of behavioral heath experience, 1+ year of data analysis, EHR/EMR Systems, ICD-9, IT Auditing, accounting, CPT coding, HCPC, SSI, NextGen If you are a good fit for the Data Analyst and Business Operations - behavioral health position, and have a background that includes: 2+ years of behavioral heath experience, 1+ year of data analysis, EHR/EMR Systems, ICD-9, IT Auditing, accounting, CPT coding, HCPC, SSI, NextGen and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Healthcare - Health Services, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Certified Public Accountant
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Certified Public Accountant - Entertainment Accounting If you are a Certified Public Accountant with 4+ years experience, please read on! Based in Lombard Illinois, we are a full service certified public accounting firm looking for talent. Since 1987, our firm has provided a wide range of accounting, tax, audit, outsource CFO, consulting and specialty services to assist businesses and individuals with their financial needs. We have the ability to offer the best of both a small and large firm to each of our clients, through the personalized attention of a small firm and a wide range of specialty services. If you are a CPA with Entertainment Accounting experience we look for to hearing from you! What You Will Be Doing - Resolve complicated tax and audit issues for clients - Set up, monitor, make requested changes to trusts, estates, partnerships, and businesses - Preparing tax returns for multiple clients (individual, businesses, etc) - Resolving tax issues for individuals and closely-held companies What You Need for this Position - 4-7 years of small firm CPA firm experience - CPA - Knowledge of Accounting, Tax & Audit - Experience with music and entertainment accounting (Illinois Film Production Tax Credits a plus) - Must be outgoing and possess good communication skills What's In It for You - Competitive base salary - Vacation/PTO - Medical - Dental - Bonus - 401(k) So, if you are a CPA with 4+ years of experience in public accounting looking a great place to build a career, please apply today! Required Skills audit, Entertainment Accounting, Tax Planning, CPA If you are a good fit for the Certified Public Accountant - Entertainment Accounting position, and have a background that includes: audit, Entertainment Accounting, Tax Planning, CPA and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Manager
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Tax Manager - Top NY CPA Firm If you are a Tax Manager with experience, please read on! We are a top CPA firm in New York with a Tax Manager opening. We've been around almost as long the profession of public accounting in the United States. With offices from Boston to Los Angeles (as well as in the Cayman Islands and Chennai, India) we provide a complete range of services to both public and private companies across numerous industries. If you are a talented Tax Manager with 5+ years experience we look forward to connecting with you. Top Reasons to Work with Us 1. Amazing Reputation (Voted Top 100 CPA Firm in US 2014) 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Lead and supervise the activities of senior and staff accountants and full-charge bookkeepers who compile and review financial statements and prepare tax returns for multiple clients. - Effectively plan, design, and implement on tax projects and compliance initiatives across a variety of industries. - Proactively conduct tax planning services to multiple clients and carry out marketing, billing, and administration activities as they pertain to clients. - Develop and maintain strong client relationships as a trusted advisor to decision-makers . - Identify client issues, develop innovative solutions for clients, and effectively communicate these directly with clients. - Provides leadership in developing staff and effectively educate and delegate, providing coaching when appropriate What You Need for this Position - Bachelor's degree in Accounting or equivalent. - CPA certification - 5+ years of experience with a public accounting firm. Strong preference for Big 4 or large national firm experience. - Exhibits ability to apply tax knowledge in the tax planning process. - Experience with Quickbooks, Creative Solutions, and ProSystem fx desired. - Corporate Tax - Partnership tax What's In It for You - Competitive Salary - Performance Bonus - Excellent Benefits - 401k So, if you are a Tax Manager with experience, please apply today! Required Skills CPA, Public Accounting, Corporate Tax, Tax Planning, Tax Manager If you are a good fit for the Tax Manager - Top NJ CPA Firm position, and have a background that includes: CPA, Public Accounting, Corporate Tax, Tax Planning, Tax Manager and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Manager
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Tax Manager -Top Atlanta CPA Firm If you are a Tax Manager with 5+ years experience, please read on! We are a top CPA firm in Atlanta with a Tax Manager opening. We've been deeply entrenched in Atlanta's business and civic community since our founding. We have a vested interest in our city's success: if the city succeeds, our clients succeed, which means we succeed. Even a nationally recognized CPA firm can find only so many ways to make accounting services interesting and engaging. However, we believe that when those services are provided by interesting and engaging people, it makes a big difference. If you a Tax Manager with 5+ years of experience we would love you hear from you. Top Reasons to Work with Us 1. Amazing Reputation (Voted Top CPA Firm in Atlanta 2014) 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Lead and supervise the activities of senior and staff accountants and full-charge bookkeepers who compile and review financial statements and prepare tax returns for multiple clients. - Effectively plan, design, and implement on tax projects and compliance initiatives across a variety of industries. - Proactively conduct tax planning services to multiple clients and carry out marketing, billing, and administration activities as they pertain to clients. - Develop and maintain strong client relationships as a trusted advisor to decision-makers . - Identify client issues, develop innovative solutions for clients, and effectively communicate these directly with clients. - Provides leadership in developing staff and effectively educate and delegate, providing coaching when appropriate What You Need for this Position - Bachelor's degree in Accounting or equivalent. - CPA certification - 5+ years of experience with a public accounting firm. Strong preference for Big 4 or large national firm experience. - Exhibits ability to apply tax knowledge in the tax planning process. - Experience with Quickbooks, Creative Solutions, and ProSystem fx desired. - Corporate Tax - Partnership tax What's In It for You - Competitive Salary - Performance Bonus - Excellent Benefits - 401k So, if you are a Tax Manager with experience, please apply today! Required Skills CPA, Public Accounting, Tax Planning, Tax Manager, Corporate Tax If you are a good fit for the Tax Manager -Top Atlanta CPA Firm position, and have a background that includes: CPA, Public Accounting, Tax Planning, Tax Manager, Corporate Tax and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Treasury Manager
5/17/2015 4:00:00 AM
Details: Wolters Kluwer Global Shared Services is designed to provide services to the business units in the areas of technology, sourcing, procurement, legal, finance, and human resources. These global centers promote team collaboration using best practices around a specific focus area to drive results and enhance operational efficiencies. There is a constant endeavor to benchmark against best-in-class industry standards to improve the quality of deliverables, increase cost savings, enhance productivity and reduce time to market for products and applications. Global Shared Services is the primary interface to the company's offshore service centers where business process standardization is leveraged to achieve operating efficiencies in software development and testing, content production, and other business process outsourcing (BPO) functions where productivity improvements and increasing levels of quality can be achieved. The Treasury Manager oversees $2.8 billion of annual cash flow that passes through the 90 bank accounts of the U.S. Business Units. Ensures that all bank accounts are protected by subscribing to fraud prevention services. Monitors compliance with Treasury Department goals and policies. Evaluates, recommends and implements services from banks and credit card providers that will improve productivity and/or reduce costs. Functions as a cash management consultant to the many WKUS business units. ESSENTIAL DUTIES AND RESPONSIBILITIES • Understands the Treasury Analyst position and is able to function in that capacity whenever called upon. • In the absence of Treasurer, Treasury Manager will approve outgoing wire transfers and function as the Treasury spokesperson. • Reviews and approves access to online websites for 3 banks. • Functions as co-administrator (with Treasurer) to authorize access to online banking services, including wire transfers. • Understands bank fees and compares to industry standards to determine whether we receive the best service at the lowest cost. • Reviews all wire transfer template requests for proper documentation and accurate completion prior to final approval by Treasurer. • Reviews all WKUS electronic payment requests prior to approval by Treasurer. • Functions as the primary administrator for the WKUS Treasury Tool. • Monitors collection and disbursement processes at Operating Companies to validate compliance with Treasury Policy. • Manages complex projects pertaining to bank consolidation, productivity improvements and integration of acquisitions. • Reviews bank documentation prepared by Treasury Analyst prior to requesting signatures from the executive team. • Primary researcher of unexpected cash and P card transactions to reduce the possibility of financial fraud. • Primary Administrator for the Purchasing Card Program. This includes all reports, status updates and cardholder activity. • Responsible for recommending updates to the Purchasing Card Policy. • Be a strong advocate for fraud prevention by attending sessions and communicating pertinent information internally. • Exhibit a strong understanding of cash management best practices and act as a consultant to the Business Units. • Responsible for monthly breakdown of bank fees by Business Unit and allocation to WKUS Accounting. • Designs Treasury presentations and completes projects as assigned by Treasurer. • Develops and maintains positive relationships with representatives of WKUS' main partner banks and credit card suppliers. • Recommends closing / consolidating bank and merchant accounts at banks and credit card suppliers. • Performs other duties as assigned by Treasurer, North America.
Audit Senior
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Audit Senior - Top Atlanta CPA Firm If you are an Audit Senior with 4+ years experience, please read on! Based in Atlanta, GA we are a well established CPA firm looking to add a Audit Senior to our team. For the past 36 plus years our core practice has been serving the accounting and tax needs of primarily German speaking and other foreign owned "Mittelstand" companies operating in the U.S. We are interested in candidates who are more than clever professionals. We look for mature individuals and personalities with the aptitude to excel in the informal environment which our offices around the world provide. As an entrepreneurial firm, we value individual responsibility and initiative, and give professionals the opportunity to work in direct contact with our clients as soon as they are ready to do so. This requires both a strong academic background and the people skills of a true professional. If you are a Audit Senior looking to join an established firm we look forward to hearing from you. What You Will Be Doing - Lead and supervise audit engagements (manufacturing and distribution industries) - Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope - Perform technical accounting research - Provide timely and high-quality services and deliverables that exceed client expectations - Maintain active communication to manage expectations and ensure client satisfaction - Prepare clear, concise work papers - Plan, coordinate and oversee client tax services - Work with international clients from both a corporate and individual perspective - Organize multiple client engagement projects - Coordinate tax research and planning - Perform corporate, partnership, and individual tax services including planning, research and compliance - Impart knowledge, facilitate staff development, and provide training and learning experiences - Team with partners and senior managers on proposals and business development opportunities - Provide timely training, coaching, and performance feedback to staff associates What You Need for this Position - Minimum 4-5 years of professional experience including experience in public accounting - BA/BS degree in Accounting or Masters degree in Accounting/Taxation - CPA license or similar certification - Dedication to teamwork and leadership - Integrity within a professional environment - Excellent research, writing and communication skills in English - German writing and communication skills is an advantage What's In It for You - Outstanding earnings opportunity: including base salary and incentive programs - Full health, vision and dental benefits - Flexible savings plan - Matching 401K - Generous paid time off benefits - Financial assistance and time off for the CPA exam - Memberships in professional organizations - Experience in the manufacturing and distribution industry - ProSystem fx Engagement and ProSystem fx Tax experience Travel Requirements: 20% - 25% Required Skills ProSystem fx Tax, CPA, GAAP, GAAS, FASB Standards If you are a good fit for the Audit Senior - Top Atlanta CPA Firm position, and have a background that includes: ProSystem fx Tax, CPA, GAAP, GAAS, FASB Standards and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Senior
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Tax Senior - Federal Tax If you are a Tax Senior with experience, please read on! Based in Charlotte, NC, we are currently seeking a full-time Tax Senior to join our Carolina's international tax practice. You will work with a select team providing tax services to predominately manufacturing and distribution clients. You must be able to manage projects, work under time pressures, multi-task and communicate effectively both verbal and written. You should be organized, proactive and results oriented. This position is open to applicants for either our Charlotte, NC or Greenville, SC office locations. If you are a Tax Senior looking for new opportunities, we would love to hear from you. Top Reasons to Work with Us 1. Amazing Reputation 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Prepare and review Federal and state corporate, partnership, and individual tax returns - Prepare and review income tax provisions for corporate taxpayers under ASC 470 - Perform technical tax research on a variety of Federal, state, and international tax topics - Perform a variety of tax consulting projects such as permanent establishment analyses and nexus studies - Provide timely and high-quality services and deliverables that exceed client expectations - Maintain active communication to manage expectations and ensure client satisfaction - Prepare clear, concise work papers and other communications - Impart knowledge, facilitate staff development, and provide training and learning experiences - Team with partners and senior personnel on proposals and business development opportunities - Provide timely training, coaching, and performance feedback to staff associates What You Need for this Position - 3-5 years of professional Federal and state income tax experience including experience in public accounting - 1-2 years of income tax return review experience - BA/BS degree in Accounting or Masters degree in Accounting/Taxation - CPA license or similar certification What's In It for You - competitive salary - performance bonus - excellent benefits - 401k Travel Requirements: 20% - 25% Required Skills Federal Tax, FAS 109, ASC 740, ProSystem fx Engagement If you are a good fit for the Tax Senior - Federal Tax position, and have a background that includes: Federal Tax, FAS 109, ASC 740, ProSystem fx Engagement and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Senior Tax Manager
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Senior Tax Manager - Premier Tax Department in Vegas If you are a Senior Tax Manager with 7+ years of experience, please read on! Based in Las Vegas, NV, we are one of the most renown and respected companies in the world. Currently we are looking to hire an extremely motivated Sr.Tax Manager with a strong background in ASC 740 for larger SEC registrants. If you are a CPA who has managed and mentored a staff, as well as possessing 7+ years of experience at a accounting firm, then we would love to tell you more about this incredible opportunity. Top Reasons to Work with Us - Diversity and stability - Excellent Compensation - Work with and learn from the best in the business - Established team with strong backgrounds - Professionalism and standards of a top-tier public accounting firm, but without the grueling hours What You Will Be Doing - Reviewing federal and state income tax returns - Developing new client relationships - Create and implement efficient standard operating procedures - Work with the Tax Director to determine the tax implications of transactions executed within the year. - Conduct research to identify planning opportunities, develop strategies - Determine the impact various transactions and planning opportunities will have on the provision for income taxes - Assume responsibility (along with the Tax Directors) for the preparation of consolidated federal income tax returns - Assume responsibility for the preparation of the quarterly federal and/or state estimated tax payments - Assist other members of the Corporate Tax Department with any IRS or state audits, the quarterly and annual SEC filings, or other matters - Assist in documentation of the Tax Department's compliance with Sarbanes-Oxley/404 - Work with personnel to ensure tax policies and procedures are being followed on tax matters - Preparing tax journal entries to be booked in the G/L system relating to federal and/or state tax payments or refunds -Assisting in the maintenance and reconciliation of the tax accounts. - Ensure that the tax returns are controlled and not subject to unauthorized alteration - Assist with the maintenance and updating of tax return software as necessary - Your Tax staff development and training activities will include: - Supervising, developing, and managing the Income Tax Senior and Staff Accountants. What You Need for this Position More Than 5 Years of experience and knowledge of: - CPA - 7+ years of accounting experience - ASC 740 (A MUST!) - 4+ years managing a team - Big 4 What's In It for You - competitive salary - excellent benefits - Great environment for motivated professionals - 401k So, if you are a Senior Tax Manager with experience, please apply today! Required Skills CCH, 7+ years of accounting experience, Tax Planning, Tax Consulting, ASC740 If you are a good fit for the Senior Tax Manager - Premier Tax Department in Vegas position, and have a background that includes: CCH, 7+ years of accounting experience, Tax Planning, Tax Consulting, ASC740 and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Manager
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Tax Manager - International Tax If you are a Tax Manager with experience, please read on! Based in Houston, TX, we are a well established firm currently seeking Tax Managers to join our international tax practice. The primary emphasis of this role is placed on serving existing clients in all aspects of their tax needs. Therefore, the successful candidate will perform and manage high-level tax compliance as well as provide significant consulting services, using their technical knowledge of complex tax concepts. If you are an experienced Tax Manager looking for an exciting new opportunity, we look forward to speaking with you. Top Reasons to Work with Us 1. Amazing Reputation 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Experience with the return preparation process - Ability to research, write, and review client tax advice relating to domestic and international tax matters. - Experience serving companies from $50-300 million that are subsidiaries of foreign owned parents. - Strong ability to monitor multiple client engagements while serving as a business advisor to the client - Must have ability to assist in the development and training of new and experienced staff professionals. What You Need for this Position - 7+ years experience in corporate, partnership, and individual taxation with the Big 4 or a regional/national CPA firm - International experience with an understanding of income tax treaties - MS Accountancy with concentration in Tax or MTX plus CPA - Ability to effectively communicate with our foreign offices and other foreign advisors of our clients as well as clients and firm professionals - Independent, yet able to interface with firm leadership to assure the best possible results for clients. - Strong planning, research, and writing skills - German language skills preferred, but not required - Occasional international travel required What's In It for You - competitive salary - performance bonus - excellent benefits - 401k Travel Requirements: 20% - 25% Required Skills CPA, Public Accounting, Corporate Tax, Tax Planning, Tax Manager If you are a good fit for the Tax Manager - International Tax position, and have a background that includes: CPA, Public Accounting, Corporate Tax, Tax Planning, Tax Manager and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Tax Associate
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Tax Associate - Top Atlanta CPA Firm If you are a Tax Associate with experience, please read on! Based in Atlanta, GA we are a well established CPA firm looking to add a Tax Associate to our team. For the past 36 plus years our core practice has been serving the accounting and tax needs of primarily German speaking and other foreign owned "Mittelstand" companies operating in the U.S. We are interested in candidates who are more than clever professionals. We look for mature individuals and personalities with the aptitude to excel in the informal environment which our offices around the world provide. As an entrepreneurial firm, we value individual responsibility and initiative, and give professionals the opportunity to work in direct contact with our clients as soon as they are ready to do so. This requires both a strong academic background and the people skills of a true professional. If you are Tax Associate looking to join an established firm we look forward to hearing from you. Top Reasons to Work with Us 1. Amazing Reputation 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Prepare U.S. partnership, corporation, and individual income tax returns. - Prepare financial statements mainly for us in the tax preparation process. - Assist the Atlanta Manufacturing and Distribution team from January through March as a staff member on audits of closely-held companies as needed. What You Need for this Position - MS Accountancy with concentration in Tax or MTX or German equivalent - Certified Public Accounting Licensure or German equivalent - 0-2 years Tax Experience in Public Accounting - Must be available for limited U.S. travel mainly from January through March What's In It for You - competitive salary - performance bonus - excellent benefits - 401k Given the non-traditional nature of our firm and the growth we have experienced, there is significant opportunity for professional growth and advancement in the firm including the potential to become a partner. Travel Requirements: 20% - 25% Required Skills Tax Compliance, Public Accounting, CPA (Major Plus), Tax Planning, MTX If you are a good fit for the Tax Associate - Top Atlanta CPA Firm position, and have a background that includes: Tax Compliance, Public Accounting, CPA (Major Plus), Tax Planning, MTX and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Audit Manager
5/17/2015 4:00:00 AM
Details: This position is open as of 5/17/2015. Audit Manager- Top Atlanta CPA Firm If you are an Audit Manager with 6+ years experience, please read on! Based in Atlanta, GA we are a well established CPA firm looking to add an Audit Manager to our team. For the past 36 plus years our core practice has been serving the accounting and tax needs of primarily German speaking and other foreign owned "Mittelstand" companies operating in the U.S. We are interested in candidates who are more than clever professionals. We look for mature individuals and personalities with the aptitude to excel in the informal environment which our offices around the world provide. As an entrepreneurial firm, we value individual responsibility and initiative, and give professionals the opportunity to work in direct contact with our clients as soon as they are ready to do so. This requires both a strong academic background and the people skills of a true professional. If you are an Audit Manager looking to join an established firm we look forward to hearing from you. Top Reasons to Work with Us 1. Amazing Reputation 2. Work with and learn from the best in the business 3. Opportunity for career and income growth What You Will Be Doing - Develop and maintain productive relationships with client management throughout the year - Establish expectations of value to be delivered - Participate in performing audit procedures and tax compliance work for assigned clients - Liaise with Tax and Attest Specialists on unusual or complex tax issues - Collaborate to plan engagement objectives that comply with professional standards and appropriately addresses risk - Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments - Delegate work to team members successfully - Conduct timely performance reviews and provide performance feedback/training - Use technology to continually learn, share knowledge with team members - Maintain an educational program to continually develop skills - Maintain cooperative relationships with other teams - Understand the firm and its clients and actively assess/present ways to apply knowledge and services - Develop long-term relationships and networks both internally and externally - Flexible Busy Season (January- March) Travel Schedule What You Need for this Position - Minimum 6-8 years of professional experience including experience in public accounting - BA/BS degree in Accounting or Masters degree in Accounting/Taxation - CPA license or similar certification - Integrity within a professional environment - Excellent research, writing and communication skills in English - German writing and communication skills is an advantage - Experience in the manufacturing and distribution industry - ProSystem fx Engagement and ProSystem fx Tax experience What's In It for You - competitive salary - performance bonus - excellent benefits - 401k Travel Requirements: 20% - 25% Required Skills CPA, Public Accounting, GAAP, Audit Manager, Auditing, ProSystem fx Engagement If you are a good fit for the Audit Manager- Top Atlanta CPA Firm position, and have a background that includes: CPA, Public Accounting, GAAP, Audit Manager, Auditing, ProSystem fx Engagement and you are interested in working the following job types: Accounting, Finance, Banking Within the following industries: Accounting - Finance, Banking - Financial Services, Biotechnology Our privacy policy: Your resume and information will be kept completely confidential. Looking forward to receiving your resume through our website and going over the job in more detail with you! CyberCoders, Inc is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
TPO Lending Account Executive - North Texas
5/17/2015 4:00:00 AM
Details: Company Overview: Flagstar Bank, headquartered in Troy, Michigan, is a full-service bank with more than 100 branches in communities across Michigan. Chartered in 1987 as a federal savings bank, today Flagstar has assets of $9.8 billion. We are the largest banking company headquartered in Michigan, a top-tier mortgage originator in the country, and one of the nation's top 10 largest savings banks. Job Summary: Flagstar Bank is seeking an individual to join our Wholesale Lending team as an TPO (Third Party Origination) Account Executive. This individual seeks out and finds new broker, correspondent, bank, and credit union customers to educate and train on Flagstar products and technology with the goal of acquiring their mortgage loan production. This individual will be responsible for the North Texas area and will report to the Regional Director in Texas. Job Responsibilities: Continues to self-educate on provided technology and communicates this knowledge to customer base. Develops and maintains relationships with mortgage brokers, correspondents, banks, and credit unions and advises them on our loan programs, rates, and policies. Handles all questions and concerns between the customer and the bank. Maintains high-levels customer service standards while looking after the bank's best interest and complying with policies and procedures. Opens new territories. Manages the pricing margin on each account to maximize channel profitability. Introduce the Flagstar Warehouse lending team to accounts to help grow this business line. Ensures compliance with applicable federal, state, and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adheres to Flagstar's internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies.
Group Manager, Mortgage Compliance Mgr
5/17/2015 4:00:00 AM
Details: Under the direction of the EVP, Chief Compliance Officer, the FVP Mortgage Compliance Manager will oversee the corporate Mortgage Compliance Program, including corporate policies, maintenance of federal/state regulations, Corporate Compliance Training Program, Regulatory Assessments, and Business Remediation Plans. The FVP Mortgage Compliance Program Manager will perform the following duties: Manage regulations database for Mortgage Compliance Program (MCP), including change management process and corporate policies. Act as internal consultant to Legal and Business Unit Compliance Officers to ensure compliance requirements are integrated into operations along with training programs and monitoring plans. Maintain Corporate Compliance's Risk-based Monitoring Plan, including assessments, specialized tests and reporting to internal groups, committees, boards and executive management. Ensure corporate risk rankings and divisional risk assessments as completed as required by the MCP. Based upon results of the assessments, contribute to the development of the Quality Control Compliance Test Plan. Oversee remediation of issues noted in the compliance assessments or from external/internal audits. Participate in the Complaint Management System and Third Party Service Provider Programs, including supervising quarterly audits. Participate in required committees, subcommittees and internal/external exams (as deemed by management).
Risk Manager I - Asset Management
5/17/2015 4:00:00 AM
Details: Job Posting: Jan 9, 2015, 12:12:22 PM Unposting Date: Ongoing Risk Manager I - Asset Management Location - Buffalo, NY or Wilmington, DE or Baltimore, MD The Opportunity : Identify areas of risk within the Bank's three registered investment advisors and one fund complex. Through multiple channels and resources, understand business unit processes and their associated risks. Make recommendations to the business units to mitigate undue risk exposures, which demonstrate an understanding of the business and the current operating environment. Prepare reports which document and communicate pertinent risk findings and recommendations tobusiness unit managers. Identify opportunities to implement processes to provide periodic ongoing monitoring of key investment risks within client and proprietary product portfolios. Essential Position Responsibilities: Contribute to a consistent and comprehensive framework to identify, assess, monitor and manage risk in a second line of defense role. Contribute to the enterprise wide risk perspective through various reports and tools. Support the business in analyzing its risk appetite through the RCSA and Scenario analysis process. Support the business unit in development of Key Risk Indicators (KRIs) and monitor business response to identified risk concerns. Identify emerging risks within the Asset Management business lines both internal and externally. Collaborate on product profitability improvement initiatives and the development of new strategies to mitigate risk Minimum Qualifications: Masters degree, or in lieu of degree, a minimum of six years experience in a risk/business position. Minimum six years' risk management, audit or compliance related experience. Ideal Qualifications: Asset Management Investment related experience Familiarity with the Investment Company Act, Investment Advisors Act, Hedge Funds, fund and portfolio management knowledge, helpful. Advanced PC knowledge and experience with MS Excel and MS Access. Strong analytical skills, the ability to problem solve efficiently and effectively. Detailed oriented and self motivated. #LI-RR1
Teller/Relationship Banker I
5/17/2015 4:00:00 AM
Details: Job Posting: Apr 29, 2015, 11:34:41 AM Unposting Date: Ongoing Retail Banking Division Part Time & Full Time - Teller & Relationship Banker I Positions Ithaca, NY Region THE OPPORTUNITY: Serves as foundation of building customer loyalty in the M&T branch system, completing all activities in a pro-active manner. Plays key role in the Customer Experience (lobby experience, needs identification, Easy Deposit migration, directing to appropriate resource and top five behaviors), Transactions (efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) activities, customer information profile (CIP) maintenance and branch operations) to support achievement of branch goals. Acknowledges customers entering the branch, accurately processes a variety of financial transactions and balances work daily, identifies and refers sales opportunities by uncovering financial needs and presenting all options to customers, and following up as needed. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T. Is there anything else I can do for you today (customer name)?" Maintain a professional demeanor and appearance to build customer confidence and trust. Take ownership of error resolution including resolving routine customer problems and referring more complex issues to supervisor or platform. Follow-up on these issues as required to ensure timely and accurate resolution. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing, in an accurate and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Identify customer needs and present all appropriate options to achieve personal referral goals by proactively identifying customer referral opportunities utilizing fundamentals of M&T Bank's sales process. Participate in branch sales promotions as requested by management. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team achieve their annual sales goals. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. MANAGERIAL/SUPERVISORY RESPONSIBILITY: None MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience. Proven verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Proficiency with personal computers as well as pertinent word processing and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. IDEAL QUALIFICATIONS PREFERRED: Bi-lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. - 30 lbs.). Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Snr Loan Reviewer I
5/17/2015 4:00:00 AM
Details: Job Posting: Apr 7, 2015, 6:56:37 AM Unposting Date: Ongoing Basic Function: Analyze and monitor the credit quality and loan exposure for assigned portfolios in the Bank's C & I, Real Estate, and Consumer portfolios. Identify current and potential loan problems in a timely manner to minimize losses, maximize earnings, and preserve the capital of the Bank. Essential Position Responsibilities : Actively review and monitor a portfolio of loans on an ongoing basis to ensure compliance with Bank and regulatory policies and procedures. Exhibit a strong and thorough understanding of all large and/or problem exposures within the scope of oversight. Independently validate the accuracy of the individual risk ratings, make recommendations for changes to the risk ratings and effectively communicate these changes to management. In accordance with established procedures communicate regularly with relationship mangers regarding the credit quality of new and existing credits in their portfolio with emphasis on delinquencies, past due for review, overdrafts, required risk rating changes, and identification of potential non-accruals, loss exposure and/or charge-offs. Participate in Portfolio Reviews as requested by supervisory personnel. Complete the required reviews in accordance with the established operational procedures. Actively participate in the quarterly Loan Review meetings to discuss/review Criticized Loans in depth and perform the necessary pre and post reporting requirements. Provide assistance to other reviewers with their portfolios and guidance with regards to the more complex credit relationships. Participate in the review of loan portfolios of merger/acquisition candidates. Assists with special projects as assigned and perform additional duties and responsibilities as required. Nature and Scope: Provides documentation and support when assessing the credit quality of the portfolio. Alerts management of credit problems so that action can be taken to correct any deficiency or minimize any loss exposure. Basic Qualifications Required: Bachelor degree in a business related curriculum, or related work experience. Three or more years previous commercial credit/lending/finance/accounting and or audit experience. Ideal Qualifications Preferred : Microsoft software including Excel, Word, PowerPoint, Access, etc. Knowledge of Bank accounting systems. Ability to analyze and understand financial data, collateral documentation, and other credit issues. Ability to communicate effectively both in writing and verbally. Strong organizational skills and ability to multi-task and handle detail-oriented activities. General understanding of credit policies and guidelines.
Mortgage Originator
5/17/2015 4:00:00 AM
Details: Job Posting: Jan 23, 2015, 2:21:41 PM Unposting Date: Ongoing At M&T, we understand what's important when you're considering a career change: a company with a solid history of responsible growth and positive earnings. A company committed to the communities it serves. One that rewards performance and provides employees with opportunities to direct their own career paths. A company with a focus on the future. The Mortgage Originator markets, originates, and negotiates permanent FHA/VA and conventional residential mortgage loans and other residential mortgage programs predominately at prospective customers' homes, businesses or other locations away from the office. Must adhere to the requirements of federal registration under the SAFE Act. Responsibilities : The mortgage originator works independently to cultivate new mortgage business. Regularly and customarily travels to and works at prospective customers' homes, business or other locations away from the office. Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Negotiates terms and conditions of loan with mortgagors. Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. Basic Qualifications : -Associates degree or two (2) years relevant experience. -Two (2) years mortgage origination experience. Other Job Information :-Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. -Proven sales ability. -Strong mathematical skills. -Self-motivated, well-organized individual. -Excellent verbal and written communication skills. -Ability to interact with individuals at all income levels and peers in a professional manner. -Demonstrated ability to work independently and to follow through on details to completion. -Ability to work under critical time constraints. As one of the best performing banks in the country, M&T continues to grow, offering ongoing value to our shareholders and opportunity to our employees. Join our team and you'll understand what has kept us strong for more than 150 years: stability with a forward focus, a strong history of community support, and a dedication to being the best employer you'll ever work for. #LI-UT1
Relationship Banker I
5/17/2015 4:00:00 AM
Details: Job Posting: May 12, 2015, 8:48:02 AM Unposting Date: Ongoing Retail Banking Division Relationship Banker I 37.5 hours per week Westgate Branch Albany, NY THE OPPORTUNITY: Serves as foundation of building customer loyalty and growing and retaining customer relationships in the M&T branch system, completing all activities in a proactive manner. Plays key role in Customer Experience (efficient transactions, Lobby Experience, EasyDeposit migration, account maintenance and service beyond expectations), Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations). Profiles customers to identify financial needs, across all product and service lines, resolves service issues, and completes accurate and timely processing of teller transactions. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities. Meet with customers entering the branch to assess and identify customers' immediate and long-term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of M&T Bank's sales process to achieve personal sales and/or referral goals. Conduct lead-focused outbound calls and participate in branch sales promotions as requested by management. Follow consumer guidelines for accuracy and proper new account handling and exception processing. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment. Input information into the Automated Balancing System (ABS) and Currency Transaction Reporting (CTR) system as required to provide a record of activity. Serve as Operations Teller-in-Charge, depending on branch size and complexity. Teller-in-Charge responsibilities serve as workflow coordinator, creating Teller schedules, providing sales and service leadership to Tellers, ensuring consistent execution of all activities and attending operations meetings conducted by Regional Operations. Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position assists the Teller team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. The percentage of time spent in each work area is based on branch size, complexity, and need. MANAGERIAL/SUPERVISORY RESPONSIBILITY: Depending on the assigned branch, the position may provide guidance and training to less experienced personnel. MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and a minimum of 2 years' proven retail sales, call center, customer service, or telesales experience. Strong verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Demonstrated financial services product knowledge. Proficiency with personal computers as well as pertinent word processing, and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. Ability to communicate with tact and diplomacy with internal and external customers. May be responsible for overall branch operation in the Branch Manager's absence on as needed basis. IDEAL QUALIFICATIONS PREFERRED: Associates' degree. Notary public license. Bi-Lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Relationship Banker I
5/17/2015 4:00:00 AM
Details: Job Posting: May 15, 2015, 1:38:54 PM Unposting Date: Ongoing Retail Banking Division Full-time Relationship Banker I 37.5 hours per week 10th & Market Street Branch THE OPPORTUNITY: Serves as foundation of building customer loyalty and growing and retaining customer relationships in the M&T branch system, completing all activities in a proactive manner. Plays key role in Customer Experience (efficient transactions, Lobby Experience, EasyDeposit migration, account maintenance and service beyond expectations), Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations). Profiles customers to identify financial needs, across all product and service lines, resolves service issues, and completes accurate and timely processing of teller transactions. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities. Meet with customers entering the branch to assess and identify customers' immediate and long-term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of M&T Bank's sales process to achieve personal sales and/or referral goals. Conduct lead-focused outbound calls and participate in branch sales promotions as requested by management. Follow consumer guidelines for accuracy and proper new account handling and exception processing. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment. Input information into the Automated Balancing System (ABS) and Currency Transaction Reporting (CTR) system as required to provide a record of activity. Serve as Operations Teller-in-Charge, depending on branch size and complexity. Teller-in-Charge responsibilities serve as workflow coordinator, creating Teller schedules, providing sales and service leadership to Tellers, ensuring consistent execution of all activities and attending operations meetings conducted by Regional Operations. Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position assists the Teller team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. The percentage of time spent in each work area is based on branch size, complexity, and need. MANAGERIAL/SUPERVISORY RESPONSIBILITY: Depending on the assigned branch, the position may provide guidance and training to less experienced personnel. MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and a minimum of 2 years' proven retail sales, call center, customer service, or telesales experience. Strong verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Demonstrated financial services product knowledge. Proficiency with personal computers as well as pertinent word processing, and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. Ability to communicate with tact and diplomacy with internal and external customers. May be responsible for overall branch operation in the Branch Manager's absence on as needed basis. IDEAL QUALIFICATIONS PREFERRED: Associates' degree. Notary public license. Bi-Lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs. Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Relationship Banker III
5/17/2015 4:00:00 AM
Details: Job Posting: May 13, 2015, 2:28:14 PM Unposting Date: Ongoing Retail Banking Division Relationship Banker III Position 40 Hours Per Week Downtown Binghamton Branch Binghamton, NY BASIC FUNCTION Serve as a proactive team member in the M&T Branch system. Relationship Banker III's are critical to building customer loyalty through the 'M&T Way.' Relationship Banker III's are 'M&T Way' certified. The 'M&T Way' is defined as: Create a memorable customer experience that will make customers want to come back and do business with YOU! Do not leave things to chance. Be the BEST! Relationship Banker III duties also include: fluently profiling customers to identify financial needs (across all product and service lines), managing an A/B customer portfolio, resolving service issues, adhering to the requirements of federal registration under the SAFE Act, and performing accurate and timely processing of teller transactions as needed. The Relationship Banker III is also a Licensed Financial Representative (FINRA and Insurance licensed). The Relationship Banker III position is a position that can lead to a career in branch sales and branch management. Relationship Banker III's will receive ongoing training, coaching, and development that can help them achieve their career goals in the retail branch. ESSENTIAL POSITION RESPONSIBILITIES RELATIONSHIP BANKING Achieve personal sales goals by proactively identifying opportunities utilizing the fundamentals of the "M&T Way" sales process. Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners. Proactively bundle products and services as appropriate. Build new customer relationships by proactively "on-boarding" through frequent interactions during the first 90 days of the relationship. Support branch in achieving its customer retention, acquisition and growth goals. Support will include achieving personal sales goals (including Investment/Insurance), proactively reaching out to customers in assigned A/B customer portfolio, as well as participating in branch sales promotions. CUSTOMER EXPERIENCE Serve as the "Branch Concierge" (based on branch facility design), as needed. Support the bank's guidelines for delivering and coaching the "M&T Way" customer experience which includes: memorable customer service, proactively greeting customers by saying "Welcome to M&T Bank! – What brings you in today?," smiling, using their name and ending each interaction (both in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to the next level supervisor. Follow-up with issues as required, and convert servicing situations in sales/referral opportunities. OPERATIONAL EXCELLENCE Follow consumer and business banking guidelines for accuracy and proper new account handling and exception processing. Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing. Verify endorsements, place holds and disburse cash. Issue receipts for transactions processed and balance daily work. Adhere to all procedures stated in the Teller Difference policy and follow up with current gain/loss ticket documentation. Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. EMPLOYEE ENGAGEMENT Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Coach branch team on quality referral generation (based on Investment licensing designation) In order to assist the branch team, additional duties may be assigned as needed. NATURE AND SCOPE Relationship Banker IIIs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Assisting the teller team with customer transactions may be required. The percentage of time spent in each work area will be based on branch size, complexity, and need. Relationship Banker IIIs have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act Relationship Banker IIIs are key drivers to assist the branch team achieve annual sales goals. Relationship Banker IIIs are responsible for interacting with appropriate areas of the bank to ensure customer needs and service issues are resolved timely and accurately. Relationship Banker III's are responsible for taking "full ownership" of customer issues until they are completely resolved. Relationship Banker IIIs must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. In addition, Insurance/Investment licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. MINIMUM QUALIFICATIONS Associate's degree or equivalent in work experience. Excellent communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Minimum of three years in retail sales, call center, customer service or telesales position. Well organized individual with time management and prioritization skills. Demonstrated product knowledge of financial services. Pertinent state Life/Accident and Health Insurance licensing required within 18 months of entry into position. FINRA Series 6 and 63 licenses required within 18 months of entry into position. PC experience to include working knowledge of office software for word processing, spreadsheets, and Email. Experience with Internet preferred. Ability to use fax, telephone system, copier and other communication tools. Ability to communicate with tact and diplomacy with both internal and external customers. You will be required to interact with customers in an open face to face work environment. On an as needed basis, may be responsible for overall branch operation in the Branch Manager's absence. PHYSICAL REQUIREMENTS Physical Requirements – Will include standing for long periods of time, prolonged use of your hands and fingers, light to heavy lifting (5lbs to 30 lbs) and being able to read fine print. IDEAL QUALIFICATIONS Bi-lingual/Spanish preferred. M&T Way certified. Minimum of three years in financial services sales. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Teller
5/17/2015 4:00:00 AM
Details: Job Posting: Mar 27, 2015, 7:18:43 AM Unposting Date: Ongoing Retail Banking Division Part-TimeTeller Position 25.3 Hours Per Week Downtown Utica Branch Utica, NY THE OPPORTUNITY: Serves as foundation of building customer loyalty in the M&T branch system, completing all activities in a pro-active manner. Plays key role in the Customer Experience (lobby experience, needs identification, Easy Deposit migration, directing to appropriate resource and top five behaviors), Transactions (efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) activities, customer information profile (CIP) maintenance and branch operations) to support achievement of branch goals. Acknowledges customers entering the branch, accurately processes a variety of financial transactions and balances work daily, identifies and refers sales opportunities by uncovering financial needs and presenting all options to customers, and following up as needed. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T. Is there anything else I can do for you today (customer name)?" Maintain a professional demeanor and appearance to build customer confidence and trust. Take ownership of error resolution including resolving routine customer problems and referring more complex issues to supervisor or platform. Follow-up on these issues as required to ensure timely and accurate resolution. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing, in an accurate and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Identify customer needs and present all appropriate options to achieve personal referral goals by proactively identifying customer referral opportunities utilizing fundamentals of M&T Bank's sales process. Participate in branch sales promotions as requested by management. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team achieve their annual sales goals. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. MANAGERIAL/SUPERVISORY RESPONSIBILITY: None MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience. Proven verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Proficiency with personal computers as well as pertinent word processing and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. IDEAL QUALIFICATIONS PREFERRED: Bi-lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. - 30 lbs.). Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Relationship Banker II
5/17/2015 4:00:00 AM
Details: Job Posting: Apr 14, 2015, 4:00:38 PM Unposting Date: Ongoing Retail Banking Division Part Time Relationship Banker II 29 Hours Per Week Transit French Branch Depew, New York BASIC FUNCTION Serve as a proactive team member in the M&T Branch system. Relationship Banker II's are critical to building customer loyalty through the "M&T Way." Relationship Banker II's are "M&T Way" certified. The "M&T Way" is defined as: -Create a memorable customer experience that will make customers want to come back and do business with YOU! -Do not leave things to chance. -Be the BEST! Relationship Banker II duties also include: fluently profiling customers to identify financial needs (across all product and service lines), managing an A/B customer portfolio, may serve as a licensed Insurance agent, resolving service issues, adhering to the requirements of federal registration under the SAFE Act, and performing accurate and timely processing of teller transactions as needed. The Relationship Banker II is a position that is well poised for career growth in sales and/or management. Relationship Banker II's will receive ongoing training, coaching, and development that can help them achieve their career goals in the retail branch. ESSENTIAL POSITION RESPONSIBILITIES RELATIONSHIP BANKING Achieve personal sales goals by proactively identifying opportunities utilizing the fundamentals of the "M&T Way" sales process. Identify financial needs and present all appropriate options by working cooperatively with appropriate business partners. Proactively bundle products and services as appropriate. Build new customer relationships by proactively "on-boarding" through frequent interactions during the first 90 days of the relationship. Support branch in achieving its customer retention, acquisition and growth goals. Support will include achieving personal sales goals (including Insurance revenue if appropriate), proactively reaching out to customers in assigned A/B customer portfolio, as well as participating in branch sales promotions. CUSTOMER EXPERIENCE Serve as the "Branch Concierge" (based on branch facility design), as needed. Support the bank's guidelines for delivering and coaching the "M&T Way" customer experience which includes: memorable customer service, proactively greeting customers by saying "Welcome to M&T Bank! – What brings you in today?," smiling, using their name and ending each interaction (both in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to the next level supervisor. Follow-up with issues as required, and convert servicing situations in sales/referral opportunities. OPERATIONAL EXCELLENCE Follow consumer guidelines for accuracy and proper new account handling and exception processing. Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing. Verify endorsements, place holds and disburse cash. Issue receipts for transactions processed and balance daily work. Adhere to all procedures stated in the Teller Difference policy and follow up with current gain/loss ticket documentation. Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. EMPLOYEE ENGAGEMENT Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Coach branch team on quality referral generation (based on Insurance designation) In order to assist the branch team, additional duties may be assigned as needed. NATURE AND SCOPE Relationship Banker IIs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Assisting the teller team with customer transactions may be required. The percentage of time spent in each work area will be based on branch size, complexity, and need. Relationship Banker IIs have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Relationship Banker IIs are key drivers to assist the branch team achieve annual sales goals. Relationship Banker IIs are responsible for interacting with appropriate areas of the bank to ensure customer needs and service issues are resolved timely and accurately. Relationship Banker II's are responsible for taking "full ownership" of customer issues until they are completely resolved. Relationship Banker IIs must stay current on operational, product, and system changes/ enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Insurance licensing minimum expectations must be maintained as outlined in the MTS Licensed Banker Academy document. MINIMUM QUALIFICATIONS Associate's degree or equivalent in work experience. Excellent communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Minimum of two year in retail sales, call center, customer service, or telesales position. Well organized individual with time management and prioritization skills. Demonstrated financial services product knowledge. Pertinent state Life/Accident and Health Insurance licensing required within 12 months of entry into position. PC experience to include working knowledge of office software for word processing, spreadsheets, and Email. Experience with Internet preferred. Ability to use fax, telephone system, copier and other communication tools. Physical Requirements – Will include standing for long periods of time, prolonged use of your hands and fingers, light to heavy lifting (5lbs to 30 lbs) and being able to read fine print. Ability to communicate with tact and diplomacy with both internal and external customers. You will be required to interact with customers in an open face to face work environment. On an as needed basis, may be responsible for overall branch operation in the Branch Manager's absence. IDEAL QUALIFICATIONS Licensed Life/Health Insurance Agent Bi-Lingual/Spanish preferred M&T Way certified About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Teller
5/17/2015 4:00:00 AM
Details: Job Posting: May 14, 2015, 8:33:45 AM Unposting Date: Ongoing Retail Banking Division Part-Time Teller Position 20 Hours Per Week Dolgeville Branch Dolgeville, NY THE OPPORTUNITY: Serves as foundation of building customer loyalty in the M&T branch system, completing all activities in a pro-active manner. Plays key role in the Customer Experience (lobby experience, needs identification, Easy Deposit migration, directing to appropriate resource and top five behaviors), Transactions (efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) activities, customer information profile (CIP) maintenance and branch operations) to support achievement of branch goals. Acknowledges customers entering the branch, accurately processes a variety of financial transactions and balances work daily, identifies and refers sales opportunities by uncovering financial needs and presenting all options to customers, and following up as needed. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T. Is there anything else I can do for you today (customer name)?" Maintain a professional demeanor and appearance to build customer confidence and trust. Take ownership of error resolution including resolving routine customer problems and referring more complex issues to supervisor or platform. Follow-up on these issues as required to ensure timely and accurate resolution. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing, in an accurate and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Identify customer needs and present all appropriate options to achieve personal referral goals by proactively identifying customer referral opportunities utilizing fundamentals of M&T Bank's sales process. Participate in branch sales promotions as requested by management. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team achieve their annual sales goals. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. MANAGERIAL/SUPERVISORY RESPONSIBILITY: None MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience. Proven verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Proficiency with personal computers as well as pertinent word processing and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. IDEAL QUALIFICATIONS PREFERRED: Bi-lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. - 30 lbs.). Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Residential Mortgage Sales Manager
5/17/2015 4:00:00 AM
Details: Job Posting: Sep 8, 2014, 3:23:22 PM Unposting Date: Ongoing Basic Function: Covering the Binghamton, Ithaca and Corning markets Responsible for residential mortgage sales activities as well as participating in related business development activities for assigned geographic area. Must adhere to the requirements of Federal registration under the SAFE Act. Responsibilities: Develops a marketing strategy and sets sales objectives for the residential mortgage program in assigned geographic area. Oversees the development of new residential mortgage business, the expansion of existing business relationships and the servicing of customers. Responsible for calling on potential or existing customers to develop business or retail existing business. Ensures the provision of services to customers and prospective customers seeking mortgage services. Assists in the design and ensures the proper installation of residential mortgage services. Keeps informed of new residential mortgage products and trends in the local real estate market, in order to incorporate them into the residential mortgage sales program. Exercises managerial authority concerning staffing, performance appraisals, staffing recommendations, promotions, and terminations. Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act. Minimum Qualifications: Bachelor's degree or equivalent in work experience. A minimum of Five (5) years mortgage experience. A minimum of Three (3) years supervisory/managerial experience. Thorough knowledge of personal computers and software utilized by department. Knowledge of real estate law and government regulations pertaining to residential mortgages. Excellent verbal and written communication skills, with the ability to interact with all levels of personnel.
Teller
5/17/2015 4:00:00 AM
Details: Job Posting: Apr 10, 2015, 3:34:26 PM Unposting Date: Ongoing Retail Banking Division Part Time Teller Position 29 Hours Per Week Johnson City Branch Johnson City, NY THE OPPORTUNITY: Serves as foundation of building customer loyalty in the M&T branch system, completing all activities in a pro-active manner. Plays key role in the Customer Experience (lobby experience, needs identification, Easy Deposit migration, directing to appropriate resource and top five behaviors), Transactions (efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) activities, customer information profile (CIP) maintenance and branch operations) to support achievement of branch goals. Acknowledges customers entering the branch, accurately processes a variety of financial transactions and balances work daily, identifies and refers sales opportunities by uncovering financial needs and presenting all options to customers, and following up as needed. POSITION RESPONSIBILITIES: Participate in the Lobby Experience Model, serving as assigned person (based on branch facility design), as scheduled, to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels. Support Bank guidelines for delivering exceptional customer experience including proactively greeting customers, smiling, using their name and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T. Is there anything else I can do for you today (customer name)?" Maintain a professional demeanor and appearance to build customer confidence and trust. Take ownership of error resolution including resolving routine customer problems and referring more complex issues to supervisor or platform. Follow-up on these issues as required to ensure timely and accurate resolution. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing, in an accurate and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work, adhering to all procedures stated in the Employee Difference policy. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Identify customer needs and present all appropriate options to achieve personal referral goals by proactively identifying customer referral opportunities utilizing fundamentals of M&T Bank's sales process. Participate in branch sales promotions as requested by management. Demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. NATURE AND SCOPE: The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. The position is a key driver of branch referrals that assist the branch team achieve their annual sales goals. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity. MANAGERIAL/SUPERVISORY RESPONSIBILITY: None MINIMUM QUALIFICATIONS REQUIRED: High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience. Proven verbal communication and interpersonal skills. Proven ability to demonstrate exceptional customer service. Well-organized individual with time management and prioritization skills. Proficiency with personal computers as well as pertinent word processing and spreadsheet software as well as email. Ability to use fax, telephone system, copier and other communication tools. IDEAL QUALIFICATIONS PREFERRED: Bi-lingual/Spanish. Experience with Internet. PHYSICAL REQUIREMENTS: Ability to stand for long periods of time. Prolonged use of hands and fingers. Ability to lift light to heavy objects weighing 5 lbs. - 30 lbs.). Ability to read fine print. Ability to interact with customers in an open face-to-face work environment. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
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