Sr. Financial Analyst
When working with Stephen James Associates, you can be assured that you are working with industry-focused recruiters who will take the time to understand your skills, goals and interests and present you with relevant job opportunities. By continuously engaging with top companies, we have developed a network of top accounting and finance hiring managers in each local market.
Stephen James Associates is an Aerotek company. Aerotek® Inc. is a leading provider of technical, professional and industrial staffing services. Aerotek is an operating company of Allegis Group® Inc., the largest staffing company in the U.S. and the fourth largest worldwide.
Allegis Group and its subsidiaries are equal opportunity employers and will consider all applications without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law.
Visit StephenJames.com today for specific information about its offerings.
Tax Clerk
Mike Albert Fleet Solutions is hiring for a Tax Clerk to join its team. This position is responsible for assisting with the clerical needs of the tax department, including:
- Receives, researches and pays various property tax bills from multiple states.
- Runs various reports and reviews data for accuracy so that property tax abatements and tax refunds can be applied for.
- Completes and files state and local sales tax returns, primarily through electronic filing.
- Performs general ledger account reconciliation for the sales tax filings.
Requirements:
- 2+ years of Accounting experience or an equivalent combination of education and experience.
- Strong detail orientation and organization skills.
Mike Albert is an equal employment opportunity employer with a variety of benefits, including but not limited to:
- Health and Dental Insurance
- Paid holidays, vacation and personal days
- STD/LTD
- Life and AD&D
- Tuition Reimbursement
Interested candidates should submit their resume and compensation requirements to .
Finance-Jr Accountant-Wilmington-DE
Integrity Staffing Solutions is currently seeking candidates for a Jr. Accountant position in Wilmington, DE. Integrity Staffing Solutions provides comprehensive professional level staffing services on a nationwide basis and has been bringing companies and professionals together for over 12 years. At Integrity Staffing Solutions, we find the best, highest paying professional level positions within the top companies in the area. Most of the positions we identify will never be found in a newspaper or online because of the exclusive relationships we have with our clients who trust Integrity Staffing Solution’s recruiting team to identify top talent to fill their critical hiring needs. Finding a top paying job at a great company is often like signing the contract of a lifetime; let us get to work for you today!
Job Description / Responsibilities
As a Junior Accountant you will be responsible for performing reconciliation functions related to credit card processing. This position requires the incumbent to have working knowledge of bank reconciliations and payment processing. The duties of this role include reconciling daily proofs and sub ledger suspense accounts associated with these processes. You will also be expected to participate in the monthly close process, assist manager with internal and external audits, prepare journal entries and balance sheet reconcilements, ensure adequate work paper documentation as well as documentation of policies and procedures - including Sarbanes-Oxley. The person selected will be responsible for identifying and resolving complex issues by suggesting creative solutions, process improvements and performing root cause analysis related to item processing, ensuring that timely actions are taken to minimize losses and resolve aged items. This position requires constant interaction and effective communication with peers, management at all levels, and other operating areas, such as Finance, Fraud, and Marketing.
• Reconcile, verify and validate daily payment and loan activity
• Reconcile and analyze General Ledger activity to identify outstanding balances and aged items by raising questions or issues as soon as discrepancies or ambiguities occur
• Serve as a Reconciliation Subject Matter Expert in the resolution of complex billing and aged receivables issues
• Input monetary transactions into the General Ledger and other related systems
• Manage multiple General Ledger subsidiary suspense accounts and exhibit a thorough understanding of the appropriate balances and position each account should maintain
• Foreign currency accounting for International business segments
• Liaise with all levels of management and internal/external business partners and take ownership for timely research and resolution of all issues needing follow up and resolution
J2WAF
Senior Accountant
Our client is a large land reclamation service provider with international operations They service a wide range of public and private customers, including both international and domestic.
This is a Technical Role that offers career progression potential and the chance to make process improvements looking at systems limitations for universal best practices for task at hand. This Sr. Accountant will offer guidance on this like deferring construction project costs or advising on acquisition implications. Recently a situation came up with they paid for rights to knock down a building and Acctg figured out that could offset those demolition costs with selling the contents of the bldg. inherited.
RESPONSIBILITIES OF THE SENIOR ACCOUNTANT
- Prepare journal entries and reconciliations for monthly, quarterly, and annual general ledger close
- Review work performed by staff accountants to ensure accuracy and to ensure that all deliverables comply with regulatory guidance and professional standards
- Analyze estimated information from the Operations Group and Estimating Departments to scrub data for accuracy and provide actual cost information.
- Process data regarding equipment out using standard and utilization rates, fuel costs and verify accuracy prior to loading actual figures.
- Accruals calculations for rental equipment. Recognize revenue based on analysis generating earned revenue calculations from figures estimated at the location of the dredge build.
- Assist in the consolidation, preparation and distribution of financial statements
- Assists in preparation of monthly management reports and accompanying schedules, worksheets and narratives, including "Budget vs. Actual" variance reports. Assist in providing follow-up and documentation of significant variances
- Perform accounting research, and analyze and review current and proposed accounting guidance. Apprise management of current and potential impact with practical interpretation and clear communications to ensure proper understanding
- Perform various analyses on periodic and ad hoc basis for the Controller and CFO as needed. These include, but are not limited to, analysis related to accounts receivable, inventory, capital spending and general financial statement analysis
- Develop, maintain and communicate corporate accounting policies and procedures in response to reporting requirements, and government regulations, including SOX. Ensure complete and accurate documentation supporting company positions and standard operating procedures
- Provide assistance with internal/external audit examination
- The Senior Accountant will also handle month-end, quarter-end and year-end closing activities.
- Analyze financial information detailing assets, liabilities, and capital.
- Prepares balance sheet, profit and loss statement, and other reports to summarize current and projected company financial position.
- Audit contracts, orders, and vouchers, and prepare reports to substantiate individual transactions prior to monthly close process.
- Establish, modify, document, and coordinate the implementation of accounting and accounting control procedures.
Tax Manager
TAX MANAGER
St. Louis, MO. - Local Candidates Only Please
GREAT OPPORTUNITY !!
A very dynamic and growth oriented professional services company, in St. Louis, is searching for a Tax Manager to come on board, join their management team, and be an asset immediately. This opportunity will allow the right candidate to make an immediate impact on the organization and their business development.
For this opportunity, a candidate will need to be degreed in accounting or finance, have 6+ years of progressive experience in tax, CPA or JD is mandatory, supervisory experience and team development, ability to manage multiple projects and meet deadlines, self-driven, and enjoy working with a variety of professionals.
Responsibilities:
- Provide superior tax consulting and compliance services
- Supervise teams
- Assist in developing business
This will be a major career move that will provide you the opportunity to be a major player in the process and reap the rewards from that. If you've been looking for "that opportunity" to finally get you to where you want to be in your career, then make sure you respond to this ad.
Please respond quickly as our client wants to move forward with the search. Please forward your resume in Word format, as an attachment to
Financial Sales Rep. - Consumer Loan Officer - Leesburg, VA
You will receive comprehensive and structured on-the-job and Internet-based training in all aspects of lending, servicing and collecting in order to ensure your success with us. We also offer a variety of professional development options, including advancement to management positions. With over 90 years in the consumer lending business, Springleaf Financial is the perfect place for you to grow a great career for yourself. If this sounds like the kind of opportunity you've been waiting for, we want to talk with you!
Benefits
As a Financial Sales Representative, you will receive:
- Competitive compensation package
- Production-based bonus incentive
- Comprehensive training
- Opportunities to grow into a management role
- Diverse work environment
- Paid insurance licensure
- Health, dental and vision coverage
- Life and supplemental life insurance
- Short- and long-term disability plan
- Diversified 401(k) program
- Tuition reimbursement
- Vacation
- Paid holidays
- Wide range of discounts (cell phones, home internet, health clubs, etc.)
- Wellness program
- Step-Up Program provides matching contributions and two hours per month to dedicate to a wide variety of non-profit organizations
Job Responsibilities
As a Financial Sales Representative, your work is what drives our business! You will be responsible for all phases of the loan cycle. This will include initial client contacts, face-to-face meetings at your office, analysis and processing of applications and collections duties. You will also represent the face of Springleaf Financial Services to our clients, so you must also present a professional appearance and demeanor at all times.
Your specific duties as a Financial Sales Representative will include:
- Building solid relationships with customers (both individual & business) as well as employees
- Successfully soliciting and selling our products through customized sales techniques
- Generating leads via cold calling and warm-calling/follow-up calls to current and past customers
- Specializing in our financial services and becoming an expert who can effectively recognize customer's needs and provide appropriate solutions
- Handling the entire loan processing cycle; gaining experience evaluating loan applications, performing risk analysis and underwriting, making credit decisions, and administering loan closings
- Offering additional insurance products
- Handling all aspects of past due account adjustments, including repayment of delinquent accounts, overcoming objections and finding alternatives to delinquency
- Filling in at other local Springleaf Financial Services branches as needed
Job Requirements
As a Financial Sales Representative, you must be a self-starter who is energetic, competitive and driven to succeed. You must also have a high degree of accountability, willingness to learn and the desire to build a long-term career. It is also important that you display excellent verbal and written communication, interpersonal and presentation skills, as well as the ability to quickly establish rapport and credibility with clients.
Specific qualifications for the Financial Sales Representative position include:
- 4-year college degree (strongly preferred) or high school diploma or equivalent plus 4 years related experience
- Proven math, organizational, cash handling and problem-solving skills
- Ability to pass pre-employment credit and criminal background checks
- Willingness to work some weekday evening (until 8pm) and some weekend hours (until noon).
- Dependable automobile transportation and valid driver's license
- English/Spanish bilingual skills, a plus
- Leadership experience in college activities or in work background, a plus
- Retail performance-based sales ability or experience (customer-facing environment, goal objective, etc.) a plus
- Customer service experience, a plus
ASSISTANT CONTROLLER
ASSISTANT CONTROLLER
ClubLink US Corporation, a growing company that owns multiple Florida golf courses is looking for a responsible individual with excellent communication and computer skills. Strong excel skills are a must.
Responsibilities include account reconciliations, journal entries, maintenance of financial reports, preparation of financial schedules utilized in reporting package, etc. Experience in golf club industry segment is a plus.
Salary range will be determined by experience range and is expected to be $40k-$50k.
Regional office located in Pompano Beach.
Please send your resume to
Payroll Clerk / Accounts Payable
The Tutera Group provides skilled nursing, assisted living, independent living, home health, and hospice services to over 3100 residents of communities we serve in 11 states. Our unsurpassed commitment to quality care and dedication to our staff is why our 2700 employees say we are the employer-of-choice in the long-term care industry.
We have an exciting full-time career opportunity for a dedicated and experienced professional to assume the key position of Payroll Clerk/AP at our premier 54-bed skilled nursing pediatric facility located in Montgomery, AL. The successful candidate must have experience in AP and payroll processing (Kronos experience a plus) and the ability to work independently.
Montgomery Children's Specialty Center has been proudly serving their community for over 50 years specializing in skilled pediatric nursing care for children with head trauma, multiple sclerosis, cerebral palsy, scoliosis, autism, and chromosomal abnormalities. We offer many personal and professional advantages over our competitors, including a great benefits package, extensive corporate support, and a promotion pipeline that can take you anywhere in the long-term care industry!
You deserve nothing but the best for all of your hard work and success in the industry. That’s why we offer:
- New Starting Wage Program!!
- Medical, Dental, and Vision!!
- Vacation, Sick, and Holiday Pay!!
- Advancement Opportunities!!
- And Much More!!
Is a career with The Tutera Group right for you? Find out by emailing your resume in confidence to . You will be glad you did!
FUND ACCOUNTANTS
Qualified candidates will perform moderately complex accounting activities relating to the maintenance of a complete and accurate general ledger and the resultant managerial reports and financial statement.s Duties may include, but are not limited to, the following: general ledger account analysis, reconciliations, journal entries, accounts receivable, accounts payable, billings, and various other ad-hoc duties. Bachelor's degree in accounting required. Must have a minimum of 2 years of significant experience and advanced knowledge of Excel.
Billing Coordinator Needed for Investment Management Firm
Randstad is working with the top Investment Management Firms in Boston. Our client, located in Downtown Boston is seeking a billing specialist that will be successful operating in the business professional industry. If you've worked for professional services, engineering, architectural or financial firms, this job will be a smooth transition for you. This organization will offer you benefits, opportunities for advancement, a long term career as well as an opportunity to grow with one of Boston's finest.
DUTIES & RESPONSIBILITIES:
- On a monthly basis, review invoice amounts and pull out customer specific information
- Pull out relevant data and prepare invoice amount using excel
- Reconciliation, GL entries will be required
- Manage month end balance to ensure all is accurate
- Proofread and provide foot notes
- Per customer request, will need to provide summaries of analysis on a weekly basis
- Will be responsible to provide spreadsheetS with specific weekly and monthly assessments
Working hours: M - F (8:00am - 5:00pm)
SKILLS AND QUALIFICATIONS:
- Have previous work experience in delivering huge some of data under very specific time sensitive requirements
- Previous billing work related experience within the mentioned industries.
- Excel spreadsheet and having worked with macros is an asset
- Daily operating knowledge of accounting software
- Bachelors or Associates degree completed or in the process of being completed
- May need to be available for overtime during month and quarter end
If you are interested and meet the requirements for this position please apply directly to this position at www.randstadstaffing.com and create an account with us. Additionally, E-mail your resume directly to and if your resume is chosen for screening, you may qualify for an immediate interview. If you have any questions regarding this position please feel free to call our office at 617.227.2090.
Please keep in mind that we reach out to qualified candidates within 48 hours of posting. However, due to the high volume of applicants we receive we cannot reach out to everyone. We do advise to keep applying to positions you are interested in.
Good luck applicants!
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Audit Manager
Imagine working for a company that is driven by its Mission, Vision and Core Values; a company that asks "WHAT IS THE RIGHT THING TO DO?”
Imagine, too, that you have:
MORE BALANCE: We believe it's important to balance our work and personal lives; with few exceptions, travel is minimal.
MORE AUTONOMY: At CHAN Healthcare, you will apply your valued healthcare audit knowledge as you work independently with executives and governance, all while receiving industry-leading support and technology.
MORE GROWTH: Through our reputation for leading-edge expertise, quality and results, CHAN Healthcare continues its remarkable growth, affording unique and abundant opportunities for our Associates.
MORE PERSONAL SATISFACTION: At CHAN Healthcare, you will be able to experience the impact your work has on your client’s day-to-day healthcare operations in service to the community.
AUDIT MANAGEMENT at CHAN Healthcare
We are looking for an exceptional, experienced and accomplished Audit Manager who can provide the level and quality of service for which we have become known.
Through a risk-based and consultative approach, we work autonomously on-site with senior staff, including the CEO, CFO and Governance, to identify and evaluate risk, as well as develop and execute the internal audit function for the organization.
Successful applicants will have the following:
- A Bachelor’s degree in a related concentration
- A minimum of 5 years of internal audit and/or healthcare finance experience
- A demonstrated history of success in similar positions
- Self-motivation, high standards, executive presence, and excellent communication skills
- Certification as a CPA, CIA or CISA preferred
We offer solid relocation packages, so qualified professionals from all geographies are encouraged to apply.
Like CHAN Careers on Facebook
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Apply Now at www.chanllc.com
Staff Accountant
Requires:
Bachelor's degree in Accounting. CPA preferred
Minimum of three years general accounting experience.
Proficient in Microsoft Excel. Experience with other Microsoft applications, FRX, or E-Back Office a plus.
Strong communication and interpersonal skills
Central Parking System is an Equal Opportunity Employer. Veterans are encouraged to apply.
Central Parking is a wholly owned subsidiary of Standard Parking
Director of Patient Financial Services
My client is a 400+ bed acute care hospital located east of Dallas, TX. They currently need someone highly experienced in managing the revenue cycle in a similar sized hospital environment.
The Director of Patient Financial Services will effectively manage and direct all the various functions associated with the entire revenue cycle while maintaining statutory compliance and meeting national benchmark performance standards for accounts receivable management.
The Director will maintain the system chargemaster and oversee updates to it as regulations and business needs warrant; will have hands on experience in government billing; will be responsible for the oversight and reduction of accounts receivable by maximizing net cash collections; will be responsible for monitoring, reporting, and improving various revenue cycle metrics identified or developed by management to improve net cash with or without reasonable accommodations.
The position reports to a Divisional Director of Revenue Cycle. Excellent compensation and benefits including generous relocation funds will be provided for the right person.
Financial Service Rep - Small
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assistingwith the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: .Customer Service: oPromote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. oHave a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. oAct with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. oMaintain a position of trust and responsibility by keeping all customer business confidential. oFollow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. .Bank Operations/Transactions: oPerform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. oMaintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. oMaintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. oHandle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. oDemonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. .Referral/Sales: oConsistently meet or exceed sales and referral goals as set by financial center management. oContinuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. oMaintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. oInitiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so thatpersonal and Bank goals are consistently met and/or exceeded. oInitiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. oActively participate in sales contests. oAct as support to the sales team, providing sales assistance as needed. ΓÇâ SUPERVISORY RESPONSIBILITIES: None.
Financial Center Manager II
Division: Retail
FlsaStatus: Exempt
EmploymentType: Regular
GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than $30 million in core deposits and generating more than $700,000 in net profit. Ensure that the financial center provides the publicwith banking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. Provide the publicwith a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner.
ESSENTIAL DUTIES & RESPONSIBILITIES:
SEE JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES
Sales/Goals Function
Lead the Sales function for the financial center, setting the example and tone for a strong sales environment.
Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products.
Oversee the complete consumer loan process.
Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintainingrelationship as appropriate.
Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company.
Provide leadership necessary to ensure that the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed.
Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met.
Manager/HR Function
Set priorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities.
Set priorities, direct and delegate operational responsibilities to the Customer Services Manager, and ensure follow through on the completion/implementation of the designated operational/risk activities.
Hold team responsible for the ability to interchange duties as necessary.
Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Customer Services Manager.
SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developing theappropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Financial Center Manager
Division: Retail
FlsaStatus: Exempt
EmploymentType: Regular
GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than $30 million in core deposits and generating less than $700,000 in net profit. Ensure that the financial center provides the publicwith banking services, credit decisions, and service for consumer and commercial loans. Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers. Provide the publicwith a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner. ESSENTIAL DUTIES & RESPONSIBILITIES: SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES & RESPONSIBILITIES Sales/Goals Function Lead the Sales function for the financial center, setting the example and tone for a strong sales environment. Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products. Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passed tothe appropriate loan officer and maintaining relationship as appropriate. Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company. Provide leadership necessary to ensure that the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed. Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met. Manager/HR Function Set priorities, direct and delegate sales responsibilities to the Relationship Manager(s), and ensure follow through on the completion/implementation of the designated sales activities. Set priorities, direct and delegate operational responsibilities to the Customer Services Manager, and ensure follow through on the completion/implementation of the designated operational/risk activities. Hold team responsible for the ability to interchange duties as necessary. Hold overall responsibility for maintenance of the proper staffing levels according to the staffing model, with the day-to-day maintenance being held with the Customer ServicesManager. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive feedback; developing employees to their full potential and providing challenging opportunities that enhance employee career growth; developing theappropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
Financial Service Rep - Acquisition
Division: Retail
FlsaStatus: Non-Exempt
EmploymentType: Regular
GENERAL FUNCTION: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Initiate the sales process through daily customer contact, assistingwith the maintenance of the sales environment of the banking center. ESSENTIAL DUTIES & RESPONSIBILITIES: * Customer Service: o Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. o Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. o Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. o Maintain a position of trust and responsibility by keeping all customer business confidential. o Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. * Bank Operations/Transactions: o Perform daily office responsibilities, working with the Customer Services Manager, to maintain the efficient operation of the office. o Maintain a personal balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. o Maintain knowledge of the bank policies and banking center procedures, and take responsibility to keep up to date on any changes. o Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to management. o Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. * Referral/Sales: o Consistently meet or exceed sales and referral goals as set by financial center management. o Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. o Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. o Initiate sales and cross-sell a full range of banking services to present and potential customers, and refer business as appropriate to partners for the selling and cross-selling of more specialized bank products and services to customers, so thatpersonal and Bank goals are consistently met and/or exceeded. o Initiate and maintain customer contact through a variety of methods, including but not limited to telemarketing, establishing business contacts and attending community events. o Actively participate in sales contests. o Act as support to the sales team, providing sales assistance as needed. SUPERVISORY RESPONSIBILITIES: None.
