Location: Naples, FL
Office and will assist with financial and business administration, prepare reports, update financial data in systems, process business transactions, expense reports, and receipts, and provide other assistance as needed. Career and professional development growth and training opportunities are available for this role.
RESPONSIBILITIES: Business Administration and Coordination: • Coordinate and support all business administration in the Finance/Business Office. • Troubleshoot and resolve any variances/issues with vendors, bankers, software suppliers, etc. Financial Transactions and Reconciliation: • Responsible for processing invoice payments and ensuring supporting documentation and budget
code are submitted. • Maintains and monitors the complete processing of Accounts Payable, from receipt of invoices and appropriate documentation to processing of check.
• Deposits all incoming checks through online banking, including writing deposit slips and running checks through the check machine. • Maintains business accounts/credit card purchases and reconciles monthly statements with receipts. • Daily balances gift shop, admission desk, and kayak rental receipts, including cash, checks, and credit cards. • Provides cash statement to CFO on a daily basis. • Maintains a schedule of Accounts Receivable for the General Ledger. Payroll and Accounting Processes: • Processes payroll, reviews
submitted timesheets and time-off requests, and prepares all reports related to payroll.
• Imports payroll into Financial Edge and prepares Fringe Benefit entry monthly. • Posts Journal Entries for monthly closing. • Manages and replenishes all corporate/department Petty Cash Accounts. • Manages 1099 vendor information and prepares year-end 1099 forms. • Assists in closing fiscal periods. • Assists in preparing quarterly reports to distribute to department heads. Record Keeping and Administrative Support: • Collaborates with Human Resources to manage and record all employee records in the payroll system. • Sorts and distributes incoming mail; opens and processes checks received.
• Prepares and transcribes minutes for monthly budget and finance meetings. • Assists the Assistant Controller with monthly processes. • Assists the Assistant Controller with monthly journal entries for the closing of the month. • Assists in audit preparation of required schedules. • Provides support to the Human Resources team, with seasonal employee celebration events and socials. • Ensures up to date certificates of insurance are kept on file for vendors. Office Supplies and Purchasing: • Serves as the central purchaser for the organization’s office supplies and works with vendors to secure the best pricing.
• Manages the Bulk Mail Account and postage meter funds; acts as a troubleshooter to resolve postage meter and credit card machine issues. EDUCATION AND EXPERIENCE • Educational background in a related field; preference for Associates or Bachelor’s Degree and two to four years of related experience, especially in Business Administration or Accounting. • Knowledge and experience in administration, accounting, and budget processes. • Familiarity with Blackbaud or similar financial/fundraising SQL-based software. • Grants experience is a plus. • Bachelor's degree or equivalent combination of education and experience.
• Proficiency in Windows, MS Word, Excel, and Outlook; Access knowledge is beneficial. • Strong organizational and problem-solving skills. • Self-motivated and able to work both independently and as part of a team. The above statements describe the general qualifications required to perform the job and the general nature and level of work performed - not a complete list of duties - additional responsibilities may be assigned by management. CERTIFICATES, LICENSES, AND REGISTRATIONS • Valid driver's license and good driving record.
SKILLS AND ABILITIES • Proficiency in reading and interpreting safety rules, manuals, and documents. • Strong report writing and correspondence skills. • Effective communication in one-on-one and small group settings. • Mathematical competence for calculations involving discounts, interest, proportions, percentages, and basic algebra. • Practical problem-solving skills for standardized situations. • Exceptional organizational and interpersonal skills. • Ability to work independently and as part of a team. • Meticulous attention to detail. • Proficiency in oral and written communication, including proofreading.
• Commitment to maintaining confidentiality. PHYSICAL DEMANDS AND WORK ENVIRONMENT This job description recognizes that reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role. The job entails: • Regularly required to sit, stand and walk. • Lift/move objects weighing up to 25 pounds. • May spend time in the field, and experience exposure to Florida outdoor weather conditions. Use of hands for various tasks. • Visual abilities include close and color vision, along with peripheral and depth perception.
• Noise level in the work environment is typically moderate. BENEFITS: Benefits include Healthcare insurance, including medical, dental, and vision. Life insurance, 401k program, telemedicine, and short and long-term disability. Paid time off includes 12 days’ vacation, four days personal leave, 8.5 days holiday, and up to 12 days sick leave per year. The Finance office is on our beautiful campus next to the Gordon River Greenway. Employees receive complimentary kayak usage and eco-cruise tickets, discounts in our Welcome Center store, and staff membership, including reciprocal benefits with other Nature Centers. Date Posted: 1/3/2024
required. Appointment subject to background investigation and favorable adjudication. Meet Selective Service Registration Act requirement for males Selectee will be required to participate in the Direct Deposit Electronics Funds Transfer Program. Any individual who is currently holding, or has held within the previous 52 weeks, a General Schedule position under non-temporary appointment in the competitive or excepted service, must meet time-in-grade requirements (must have served 52 weeks at the next lower grade or equivalent in the Federal service).
Time-in-grade requirements must be met by the closing date of this announcement. Time-In-Grade requirements also apply to former Federal
civilian employees applying for reinstatement as well as current employees applying for Veterans Employment Opportunities Act of 1998 (VEOA) appointment. You may be required to operate a government (or private) motor vehicle as part of your official duties.
Prior to your first official motor vehicle operation, and again every year thereafter (or more frequently if management determines such need exists), you will be required to sign an affidavit certifying to your possession of a valid State issued driver's license that is current and has not been revoked, suspended, canceled, or otherwise disqualified in any way to prohibit your operation of a motor vehicle. You will also submit a photocopy
of your valid State issued driver's license prior to your first official motor vehicle operation, and again every year, or more frequently if management determines such need exists.
Lastly, you may be required to submit (within a State sealed envelope or submitted directly by the State authorities), and at your own expense, all certified driving records from all States that discloses all valid driver's licenses, whether current or past, possessed by you. Please indicate in your application whether you possess a valid State driver's license. You may be required to work on-call, evenings, weekends, holidays, overtime and shift work. If you are a new employee or supervisor in the Federal government, you will be required to complete a one-year probationary period.
You may be required to travel overnight away from home up to 2 nights per month. You must obtain a government charge card for travel purposes. You may be required to complete training and obtain/maintain a government charge card with travel and/or purchase authority. Qualifications All qualifications must be met by the closing date of this announcement-01/05/2024-unless otherwise stated in this vacancy announcement. Credit will be given for all appropriate qualifying experience. For current Federal employees, if hours worked per week are not included on your resume, you must submit a non-award SF-50 for each federal position listed as part of your application to be used to validate your work schedule and determine the amount of qualifying experience that you will be granted.
An award SF-50 will not be acceptable documentation for which to consider your amount of qualifying experience. For all other applicants who are not current federal employees, your resume must state either " full-time" (or "40 hours a week" ) or " part-time" with the number of hours worked per week to ensure proper crediting of specialized experience.
Failure to adequately provide information needed to determine number of hours worked in each position may result in that time not being credited when evaluating qualifying experience. For periods of time that reflect military service, the DD-214 or Statement of Service is sufficient to meet the full and/or part-time hours requirement as the service dates will be reflected. To qualify for this position at the GS-11 grade level, you must possess at least one of the following minimum qualifications by close of the announcement: EXPERIENCE: At least one full year of specialized experience comparable in scope and responsibility to the GS-09 grade level in the Federal service (obtained in either the public or private sectors).
This experience includes activities such as: (1) ability to supervise and direct the work of subordinate staff; (2) skill in managing budget formulation; (3) skill in managing budget execution, including adherence to law and, policy, and guidance; (4) skill in monitoring commitments, obligations, and expenditures within fund authorizations and making adjustments; and (5) skill in compiling and presenting financial data in worksheets and other supplemental reports required for budget reviews for leaders and managers.
You must include hours per week worked. -OR- EDUCATION: Successful completion of at least a Ph. D. or equivalent doctoral degree; OR 3 full years of progressively higher-level graduate education leading to such a degree; OR LL. M. if related. Such education must demonstrate the knowledge, skills, and abilities necessary to do the work. You must include transcripts. -OR- Successful completion of a combination of education and experience as described above. To combine education and experience, first take perentage of education required.
Then take the number of months of full time experience and divide by 12 months. Add the percentages together. The total must equal at least 100 percent to qualify. You must include transcripts. Volunteer Experience: Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e. g. Peace Corps, Ameri Corps) and other organizations (e. g. professional; philanthropic; religious; spiritual; community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment.
You will receive credit for all qualifying experience, including volunteer experience. Education To qualify based on education, you must submit a legible copy of transcripts from an accredited institution with your name, school name, credit hours, course level, major(s), and grade-point average or class ranking. Transcripts do not need to be official, but if you are selected for this position and you used your education to qualify, you must provide official transcripts before you begin work.
If you are using education completed in foreign colleges or universities to meet qualification requirements, you must show that your education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U. S. education program; or full credit has been given for the courses at a U. S. accredited college or university. Additional information A selectee receiving a first appointment to the Federal Government (Civil Service) is entitled only to the lowest step of the grade for which selected The display of a salary range on this vacancy shall not be construed as granting an entitlement to a higher rate of pay.
A Recruitment Incentive May Be Authorized for a newly selected employee when appointed to a permanent, temporary, or term position. A Federal employee who is transferring to the National Park Service from another component, bureau or Federal agency and who does not meet the conditions under 5 CFR 575.102 is not eligible for a recruitment incentive. A Relocation Incentive May Be Authorized for a Federal employee when the employee must move, as directed by the National Park Service (NPS) either through a management directed reassignment or selection for employment, to a different location at least 50 miles away from the one where his/her position of record held at time of selection is currently located, due to a need of the NPS.
A relocation incentive is not the same as a Permanent Change of Station (PCS) move and, as such, may be granted in conjunction with one another. This announcement may be used to fill additional positions if identical vacancies occur within 90 days of the issue date of the referral certificate.
Physical Demands: The work is mostly sedentary. Working Conditions: The work is performed in a typical office setting. The National Park Service has determined that the duties of this position are suitable for telework and the selectee may be allowed to telework with supervisor approval. Read more Benefits Help A career with the U. S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new window Learn more about federal benefits.
Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
in the Supplier Category. Benefits that drive themselves $17.00-$19.00/Hour Based on Experience! Full Time, Monday-Friday, 8am-5pm Paid Holidays Off and No Weekends! We offer full benefits such as medical, dental, vision, life insurance, disability, 401K, 104 hours of paid time off accruals, complimentary gym access, meal prep services, and much more!
Employee discount program. Long-Term Career Opportunities! Many of our leaders started with Chadwell looking for a job, just like you, but found long-term career opportunities at one of our 23 Branches across the Country. Named Top 100 Companies in Tampa Bay 2019, 2020, 2021 and 2022! Overview The Accounts Receivable Clerk is responsible
for collecting payments from various sources, processing refunds, and supporting Accounts Receivable functions as needed/assigned. What you will need Be a minimum of 18 years of age.
High School Diploma or GED is required for this position. Be proficient in Microsoft Outlook and Excel. Above-average analytical skills are required for this position. Employee must show aptitude in learning new software programs, such as Great Plains and Sales Pad. How you will make an Impact Effectively utilize electronic tools (including document scanners and online portals) for paperless document processing. Efficiently and accurately process a high volume of electronic payments including Credit Card,
ACH, and check payments. Research and reconcile payments and accounts.
Work with customers and internal departments to resolve missing documents and research any discrepancies. Create, reconcile, and process bank deposits. Follow procedures for accurately and efficiently posting and reconciling checks. Assist with AR functions, projects, and other duties as assigned. #INDIT Powered by Jazz HR
and their families in surrounding communities. Benefit Package: (Full Time Employees) Competitive salary 401K with 3% Match 1 Week Paid Sick Leave increasing incrementally with seniority 2 Weeks Paid Vacation increasing incrementally with seniority Holiday Leave (10 Paid Holidays) Individual Center Sponsored Health Insurance and Pro-rated Dependent Health Insurance Life, AD&D and Long Term Disability coverages Scope: To assist the center's Comptroller in processing, analyzing and maintaining records in relation to the AP cycle.
Knowledge and Skills: Accurate and timely in accounts payable processing. Knowledge with Microsoft Great Plains Dynamics. Strong customer service relationships
with external vendors and company personnel Provides timely feedback to Supervisor. Adheres to Company internal control process and company policies and procedures.
Assists Accounting Supervisor in research and resolution of transactions as applicable. Maintains confidentiality with all company information. Knowledge of online banking, ACH payments, wire transfer and credit card payments. Other duties as assigned by Supervisor. Job Requirements: High School Diploma; minimum 2 – 3 years’ experience in the accounts payable cycle Excel (Intermediate) a MUST. Basic knowledge of accounting principles. Excellent attention to detail and organization skills. Multi-tasking and problem-solving
skills. Ability to consistently meet all deadlines. Great Plains Accounting a MUST.
Job Type: Full-time Benefits: 401(k) Dental insurance Employee assistance program Health insurance Paid time off Tuition reimbursement Vision insurance Schedule: Monday to Friday Work Location: In person Powered by Jazz HR
firm. We are 100% employee owned. We live to serve successful people with complex financial lives, and we are looking for Financial Planners who share our core values and commitment. If this is you, we want you to join our team! As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service that is our hallmark.
The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. You will be based in our Boca Raton, FL office and work on a hybrid model (currently two days in the office, three days at home). Your main responsibilities
will include: Delivering exceptional service to our clients Managing the workflow of the team Scheduling and preparing for client and prospect meetings Attending meetings and coordinating follow-up Inputing client data into our financial planning program and producing reports and analysis Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up Coordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables Ensuring all client activity is properly documented and compliance-related items are up to date and delivered Are you the right fit?
You are
passionate about helping people and are dedicated to exceeding client expectations You have strong organizational and rigorous follow-up skills to ensure all client needs are being met Attention to detail is second nature to you—it’s all about getting things right You love being part of a team and actively engage with other team members to bring our best to clients You are a proactive self-starter and do not hesitate to ask questions to get the job done You have excellent written and oral communication skills and are proficient with standard office software You have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industry You expect to earn your CFP designation within two to three years.
Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/or a CPA designation What Do We Offer? We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.
We offer a comprehensive benefits and perks package which includes: 401(k) plan with an employer match Competitive health insurance options, with a generous employer contribution Flexible Paid Time Off (FTO) program Educational reimbursement Employee engagement platform for recognition and rewards Health and wellness benefit Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Qualified candidates should apply at teamhewins. /apply. Powered by Jazz HR
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for the daily management of a financial center and its employees. This role operates as a business owner and is responsible for fostering a team environment, instilling an effective client-centric and risk culture in the center, and demonstrating that we are here collectively to help customers achieve their financial goals.
The financial center manager holds a critical role, ensuring operational excellence and cohesive effectiveness. A Financial Center Manager (responsibilities): --- Develops talent, including proactive sourcing of candidates--- Manages client traffic, engaging and appropriately routing clients and fostering client retention---
Manages business results through formalized management routines and coaching--- Creates a world class client experience environment--- Manages market-level initiative prescribed by market leaders--- Drives operational excellence by engaging employees on business strategy--- Manages organizational priorities and effective execution This position may also have responsibilities for managing associates.
At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Managerial Responsibilities: --- Diversity & Inclusion: Model an inclusive environment for employees and clients, aligned to company D&I goals.
--- Manager of Process & Data: Demonstrate deep process knowledge, operational excellence and innovation through a focus on simplicity, data-based decision making and continuous improvement. --- Enterprise Advocate: Communicate enterprise decisions, purpose and results, and connect to team strategy, priorities and contributions. --- Risk Manager: Ensure proper risk discipline, controls and culture are in place to identify, escalate and debate issues. --- People Manager & Coach: Provide inspection, coaching and feedback to motivate, differentiate and improve performance.
--- Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound financial decisions. --- Enterprise Talent Leader: backss talent and build bench strength for roles across the organization. --- Driver of Business Outcomes: Deliver results by effectively prioritizing, inspecting and appropriately delegating team work. Required Skills: --- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. --- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms.
--- Applies strong critical thinking and problem-solving skills to meet clients' needs. --- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. --- Can interpret performance results, find opportunities to drive success and hold others accountable to results. --- Can be flexible to work weekends and/or extended hours as needed.
Desired skills: --- 1+ years management experience including hiring, coaching, and developing direct reports--- Experience in financial services and knowledge of financial services industry, products and solutions. --- Experience working in an environment with individual and team goals where goals were routinely met or exceeded. --- Spanish Language preferred. Skills Used in this Role: --- Coaching--- Customer Focus--- Decision Making--- Establishing Trust--- Influencing--- Learning Agility--- Demonstrating Technology--- Overcoming Objections--- Performance Management--- Risk Management--- Time Management--- Sales Management--- Consumer Products and Solutions--- Cash Management--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
practices at your assigned hotel, backsses expense control and financial forecasting accuracy, safeguards the assets, and prepares all financial reports in accordance with generally accepted accounting principles and PM Hotel Group standards.
What You'll Do: Evaluate property expenses and expense controls, identify efficiencies.
Review and audit Balance Sheets on quarterly basis. Coordinate and conduct semi-annual property audits. Provide guidance and training to property staff accountants, controllers, and operational staff on mandatory accounting practices; orient new accounting staff and fill in for vacant positions until filled. Coordinate accounting checklist on new property
takeovers/openings. Participate in pre-lim calls and financial reviews of each property What You Bring: Must have the ability to communicate in English. Must communicate effectively with owners, General Managers, and associates.
Must have excellent analytical skills to resolve issues and make timely decisions. Must be proficient in Excel. Prefer 3-years of experience as hotel controller or related position. Prefer knowledge of hotel operations. Self-starting personality with an even disposition. Maintain a professional appearance and manner at all times. May communicate at times with guests as well. Demonstrated strengths in organizational skills required in selecting, managing, and developing
staff. Demonstrated ability to learn quickly. Strong team player; business and financial partner with senior management team.
Demonstrated ability to manage multiple tasks in a fast paced environment. Flexibility and adaptability to changing requirements. Unquestioned integrity, ethical standards, and confidentiality. What's in it for you? 5 comprehensive health plan options to meet your needs Flex Time Off + 9 holidays 401k Health and Mental Wellness Programs Cell Phone Stipend Competitive Compensation Packages Entrepreneurial Company Culture PM Hotel Group is PEOPLE-POWEREDAt PM Hotel Group we are passionate about fostering an environment that allows our associates to thrive.
Creating a culture dedicated to respect, teamwork, entrepreneurial spirit, and the drive to succeed, we encourage our associates to express themselves and their unique talents. We celebrate diversity and are committed to equity and inclusion. -A top-15 hotel management company, PM Hotel Group has over two decades of experience building relationships with brands, partners, and third-party hotel owners. We know that our greatest resource is our people, and this people-first mindset is at the heart of our corporate DNA. - Recognized as a Best Place to Work in Hospitality as seen in Hotel Business (2019) Fastest Growing Private Companies in DC - Washington Business Journal (2020 + 2019) Inc 5000 - Fastest Growing Private Hospitality Companies (2019) AHLA Paving the Way Award 2021 - Vanessa Stanley Our teams make magic happen every day, for every guest, at properties across the country.
Click here to learn more about Life at PM Hotel Group! Customer Satisfaction: Our customers are what we are about. One of the keys to a positive guest experience is positive interaction with PM Hotel Group staff. It is essential that you remain professional at all times, and that you treat all guests and associates with courtesy and respect, under all circumstances.
Every PM Hotel Group associate is a guest relations ambassador, every working minute of every day. Work Habits: In order to maintain a positive guest and associate experience, your work habits should always meet and strive to exceed hotel standards for work procedures, dress, grooming, punctuality and attendance. You should be adaptable to change in your work area and in hotel procedures with a willingness to learn new skills and/or improve existing ones, have the ability to solve routine problems that occur on the job, and ask for help whenever you are not sure how to do something.
Safety & Security: The safety and security of our guests and associates is of utmost importance to PM Hotel Group. Every PM Hotel Group associate should adhere to the hotel security policies and procedures, particularly regarding key controls, lifting heavy objects, using chemicals, and effectively reporting safety hazards and safety concerns. NOTE: This description excludes non-essential and marginal functions of the position that are incidental to the performance of the fundamental job duties. Furthermore, the specific examples in each section are not intended to be all-inclusive.
Rather, they represent the typical elements and criteria considered necessary to perform the job successfully. Other job-related duties may be assigned by the associate's supervisor. Furthermore, this description is subject to change, at the sole discretion of the Company, and in no way creates an employment contract, implied or otherwise; each associate remains, at all times, an " at will" associate. #LI-LR1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c) #J-18808-Ljbffr
integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special! It is all about learning and growing. Our Bank Sales Acquisition role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you!
Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support
style to service our membership. Relocation assistance is not available for this position. The Opportunity We are currently seeking dedicated professionals for future bank customer service and sales opportunities in 2024 with the desire to work a full time schedule in our Tampa Campus.
Work schedule times will vary and will include a weekend day, with weekday shifts ending as late as 10 PM local time. Military veterans and spouses are highly encouraged to apply. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines, to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business
or product set. In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.
What you'll do: Explore member’s banking needs and responds with needs-based solutions. Recommends new banking products that might be of interest to the member. Provide operational support to members with their banking needs on multiple Banking products. Review accounts and transactions to ensure adherence with regulatory guidelines and may be required to take action and/or escalate non-compliant issues. Work under limited direct supervision to identify and recommend thoughtful trade-offs for the member and USAA.
Identify and confirm the member’s immediate request(s) and works to resolve issues. Maintain high levels of member satisfaction consistent with USAA’s core values and demonstrate a dedication to quality through member interactions. Identify and handle existing and emerging risks that stem from business activities and the job role. Ensure risks associated with business activities are effectively identified, measured, supervised, and controlled. Follow written risk and compliance policies and procedures for business activities.
What you have: High School Diploma or General Equivalency Diploma1 year of customer service, financial services member contact, or military experience required. Strong interpersonal and communication skills. Ability to prioritize and multi-task, including navigating through multiple business applications Knowledge and understanding of bank regulatory and compliance requirements Successful completion of a job-related backssment is required What sets you apart: US military experience through military service or a military spouse/domestic partner2 Years Banking experience and Sales Experience2 years Sales Experience1 years Contact Center Experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer: Compensation: USAA has an effective process for backssing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,750 - $63,800.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more details: jobs-search. org/finance_tampa-c427754/customer-support-representative-tampa_i1982749179
