Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

The candidate will lead the branch's efforts to pro actively meet the client's financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we work to uncover, identify and deliver products and services to satisfy the client's financial needs and exceed their expectations. These offerings will include our deposit and loa

The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M

The Assistant Branch Manager position is the driving force behind branch operations and teller management. With your leadership and expertise, you will be a key part in maintaining operational excellence in the branch. The Assistant Branch Manager is responsible for the day to day operations and activities. You are responsible for assisting the Branch Relationship Manager

Develops moderately complex to complex new business opportunities through proactive calls on new and existing customers for Deposits, Loans, and Treasury Management Services. Expectations of this role include successfully and consistently obtaining production goals in new deposit generation (assessed/assigned annually) and in fee generation (assessed/assigned annually). R

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International, Director Withholding, Exchange, and International Individual Compliance (WEIIC), DFO FPP& AEOI and DFO EOS, EOI The following are the duties of this position at t

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan. What You'll Do Lead group enrollments for assigned employer sponsored retirement plans Provide accurate and

The Collections Analyst serves our customers and helps the Company meet its sales and profit objectives through the appropriate extension of credit and the timely collection of receivables. Sarnova is the nation's leading specialty distributor of healthcare products, services, and solutions for those on the front lines in our communities and hospitals. We serve those who

National Polling and Market Research firm seeks Senior Strategy Associate . EMC Research, Inc. is a majority women owned national full service opinion research firm specializing in polling, focus groups, analytics and public opinion research consulting. Our mission is to partner with our clients to solve problems through well executed research conducted by curious and pas

Serve customers, prospective customers and bank associates promptly and professionally and in full accordance with Park Promises and Serving More standards. Complete transaction processing timely, accurately, and in accordance with bank procedures Project the bank's professional reputation through knowledgeable, courteous interactions with customers and prompt resolution

The Assistant Branch Manager position is the driving force behind branch operations and teller management. With your leadership and expertise, you will be a key part in maintaining operational excellence in the branch. The Assistant Branch Manager is responsible for the day to day operations and activities. You are responsible for assisting the Branch Relationship Manager

Apply Job Type Full time Description The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers. Requirements Duties and Responsibilities Originates one to four family residential loans by talking with customers and by contacting realtors, builders, etc.; engages in sales efforts at the customer's home or place of business and awa

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Complete tasks associated with the Paid Off report, including preparation of paid statements and documents to be sent to customers. Release liens as needed and process Transaction Management System and associated block entries Apply State of Ohio and other US states' vehicle laws, lien placement and title assignments in order to perfect the Bank's security interest Comple