Teller Retail Banker-073882 Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: Branch Banking Primary Location: Florida-Jacksonville Schedule: Full-time Work Locations: FL - Jacksonville Lem WM-8254 12100 Lem Turner Road Jacksonville 32218 Unposting Date: Ongoing Organization: Florida
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Work Location: Starke, Florida, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities Independently resolves customer issues, errors and problems, escalating when necessary Builds working relationships with customers and explains detailed and/or complicated information. Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: HS Diploma or GED 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred. Teller experience preferred Must be able to complete teller training upon hire to take customer transactions Demonstrated ability to engage in customer conversations while educating them on products and services preferred Demonstrated organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Customer Accountabilities: Delivers Legendary experience by helping customers, building relationships, and delivering service and advice Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs May act as a point of escalation for Customer questions or concerns May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Acts as a brand champion both internally and externally Recognizes transaction needs and educates clients on self-service channels including digital options Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Participates in the Stores daily operations to ensure alignment with TD's risk framework Understands and applies operating policies and procedures Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations Ensures necessary due diligence to support the accuracy of all customer transactions/activities Knowledgeable of and complies with Bank Code of Conduct Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location Executes with excellence by adhering to all risk and control policies/procedures Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit Participates in personal performance management and development activities Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally Utilizes feedback through coaching sessions to demonstrate stronger performance Establishes relationships with partner bankers to make effective referrals to them Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Collaborates with team members in contributing to the success of the team and organization Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments and code of conduct expectations Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Continuous Sitting – Frequent Standing – Frequent Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Occasional Squatting – Occasional Bending – Occasional Kneeling – Occasional Crawling – Occasional Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting – Occasional Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $72,280.00 - $108,160.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crimes & Fraud Mgmt Job Description: The Senior KYC Analyst develops and maintains TD’s KYC programs, including frameworks, methodologies, procedures, awareness and monitoring, management reporting and/or escalation of issues. This role is primarily responsible for functioning as a Quality Control Analyst or Checker within the process, reviewing the work product. Depth & Scope: Performs more advanced, complicated, or high visibility job functions aligned with policies, standards, procedures, and job aids Ensures that work products are fit for purpose and audit/regulator ready Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition Works independently as the senior analyst/subject matter expert and may coach and educate others Oversees and/or independently performs tasks from end-to-end Applies expert knowledge of business operations, products, services, methods, and operating standards to drive unit or team performance Executes on more complex and/or non-standard requests Researches and investigates a range of operational/reporting/process issues Recommends and implements solutions within own area of responsibility May need to coordinate/integrate work with other areas as needed Provides advanced analysis and/or specialized reporting to support business partners, functional areas or centers of expertise Requires advanced technical / business / function knowledge for discipline supported High level of complexity in operational/reporting/process and/or analysis function requiring medium to longer term focus Represents the group as the lead or subject matter expert on projects/initiatives and/or at meetings across the organization Education & Experience: Undergraduate Degree or equivalent professional work experience 4+ Direct experience in financial services or similar industries including fraud, know your customer, anti-money laundering, sanctions screening, or similar roles for new joiners. (or) 8+ years' experience in an unrelated role involving information fluency, investigation, research, or financial services broadly but not specifically KYC or AML. (or) Or for an internal candidate proven track record of excellence through metrics or manager discretion Customer Accountabilities: Develops team KYC Ops procedures and governance processes and advise teams of changes and enhancements to enterprise KYC programs and requirements and where they may impact the line of business or the organization Works with FCRM partners and other related groups (such as Compliance, Legal and Risk etc.) to support creation of documentation and reports required by external regulatory bodies and TD internal groups Assesses risks and controls for KYC Ops, and otherwise contributes to the KYC Ops team, interacting with key stakeholders including the line of businesses Provides guidance and oversight to the team members on the effective utilization of issue and event tracking systems Prepares summaries, presentations, briefing notes, and any other required documentation to effectively report on the status of the KYC Ops program Interacts with control functions within the organization as required Conducts meaningful research, analysis, and assessment of KYC Ops program activities at the functional level using results to draw conclusions, make recommendations, assess the effectiveness of KYC Ops program Supports management in delivery of initiatives related to risk assessment, internal/external exam support, etc. as required Shareholder Accountabilities: Prioritizes and manages own workload to meet KYC requirements for service and productivity and within TD’s risk appetite Provides high quality service and advice to key business (including FCRM) partners and monitor progress of initiatives, action plans, or similar activities Protects the interests of the organization – identifies and manages risks and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues Participates as assigned in new or revised product initiatives, advises businesses on KYC Ops requirements and ensures that those requirements are properly written into requirements for business projects Participates in KYC Ops level projects as needed, to facilitate and oversee changes to KYC Ops processes, systems, or practices Coordinates with other KYC Ops partners and business partners to ensure consistency in the application of KYC Ops program and standards across the enterprise Ensures relevant KYC Ops programs align with TD corporate philosophy, strategic direction, and TD’s risk appetite Complies with applicable internal and external audit and regulatory requirements and may actively provide support during Audit and Regulatory Reviews, providing recommendations and guidance as required Maintains a culture of risk management and control, supported by effective processes in alignment with the banks' risk appetite Participates in responding to periodic exams/audits by regulatory bodies and Internal Audit, to determine level of compliance Contributes to cross-functional / enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest Shares industry knowledge for own area of expertise and participates in knowledge transfer within the team and function Grows knowledge of the business, related tools, and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up to date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to the success of the team by willingly assisting others in the completion and performance of work activities, providing guidance as appropriate Contributes to a fair, positive, and equitable environment that supports a diverse workforce Act as a brand champion for the function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Description Job Overview: Perform duties to assist and support Accounting Team with preparation of monthly financial statements, packages and reports for assigned properties, within the limits of standard or accepted practice. Responsibilities: Assists with the setup of Community profiles in accounting systems Maps and posts Community budgets and prior management beginning balances Assist in preparing Balance Sheet reconciliations and supporting schedules. Prepare journal entries. Enter journal entries into the accounting system as needed. Review monthly reports of general ledger accounts to ensure accuracy, and under guidance correct errors prior to close of accounting period. Conduct research on any outstanding or unexplained items and assist in identifying and explaining any variances on the Financial Statements. Report discrepancies to designated Team member. Assist in preparing additional financial reports requested by Client to be included in the Financial Package or provided to the Community Association Manager and/or BOD. Upload Financial Statement package into system once completed and approved by Senior Accountants. Assignment of small portfolio between 3-8 sites Prepare excel budget worksheets and other reports as needed. Essential Duties: Associate’s degree in Accounting from an accredited college or its equivalent and one year of experience in Accounting /bank reconciliations; or equivalent combination of education and experience. Strong verbal and written communication skills. Detail oriented, strong organizational and multi-tasking skills. Must have basic proficiency in Windows and Microsoft Office, including but not limited to word processing, spreadsheet maintenance, navigating in databases, record keeping and researching the Internet. Ability to work with sensitive or confidential information. Ability to meet deadlines and work well under pressure. Ability to work in a team environment as well as independently and be self-driven Critical thinking, problem solving, judgment and decision making abilities. What We Offer: As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics. Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company. Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel [email protected]. Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at [email protected]; we will respond in accordance with Local Law 144, within 30 days.
Deloitte is seeking an experienced Technical Accounting Manager within the Chief Accounting Officer organization's Financial Reporting function. This role provides guidance on complex, non-routine accounting matters, including revenue recognition, leases, consolidation, investments, joint ventures, and mergers and acquisitions. The Manager independently researches technical issues, develops accounting positions, reviews contracts, updates accounting policies, and engages with senior stakeholders across the organization. The role also supports system enhancements and ad hoc projects, while monitoring standard-setting activity to help the firm remain current and compliant with evolving US GAAP requirements. Recruiting for this role ends on August 9th 2026. Work you'll do As a Specialist Manager, Technical Accounting on the Technical Accounting team, you will be responsible for: Review complex arrangements involving revenue, leases, investments, consolidation, joint ventures, and other topics to identify accounting issues and determine the appropriate accounting treatment in accordance with US GAAP. Researching accounting guidance, evaluating fact patterns, and preparing technical accounting memoranda, position papers, and client-ready analyses Support the Accounting Policy team in writing, reviewing, and updating the Firm's accounting policies across a range of accounting topics to ensure policies remain current and reflective of the latest applicable standards. Monitor FASB standard-setting activity and interpretive guidance from the AICPA and Big Four technical publications; assess the relevance and potential impact of proposed and final standards on the Firm's accounting positions and financial reporting. Critically review merger, acquisition and divestiture (MA&D) transactions under ASC 805, Business Combinations, ensuring accurate identification and resolution of accounting issues. Partner with business stakeholders, Corporate Development, and Finance Business Partners to evaluate MA&D transactions and support the proper application of accounting policy and purchase price allocation valuation considerations. Ensure MA&D transactions, joint ventures, and other wholly owned subsidiaries maintained off ledger are recorded and reported accurately and timely, while confirming MA&D controls operate effectively to preserve data integrity and reliable financial information. Support discussion with business leadership, Office of General Counsel, Quality Risk Management, Finance Business Partners, and consultation with National Office Partners, Principals, Managing Directors on complex accounting issues. Support system enhancement and transformation initiatives, with a particular focus on revenue recognition system requirements. Translate accounting requirements into functional and technical design Support system enhancement and transformation initiatives, with a particular focus on revenue recognition system requirements. Translate accounting requirements into functional and technical design specifications to support system enhancements, automation solutions, and end-to-end process improvements. Identify and drive process improvement opportunities to increase efficiency and strengthen controls within the Technical Accounting function. Support firm-wide special projects by evaluating technical accounting implications, identifying key issues and advising on appropriate accounting treatment The successful candidate will posses these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The Team Our Technical Accounting team supports complex accounting matters, including accounting policy, financial reporting, transaction accounting, and implementation of new accounting standards. The team works closely with finance, controllership, and business stakeholders to analyze technical issues, develop practical recommendations, and support execution in deadline-driven environments. Qualifications Required: Bachelor's degree in Accounting Certified Public Accountant (CPA) license 5+ years of experience of relevant technical accounting experience, preferably in a professional services firm or public accounting. Advanced understanding of key accounting pronouncements including ASC 805 (Business Combinations), ASC 606 (Revenue from Contracts with Customers), ASC 810 (Consolidation), ASC 842 (Leases), and ASC 323 (Investments - Equity Method) Experience with researching technical accounting issues and prepare clear, authoritative accounting memoranda. Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available. Preferred: Experience in a large professional services or multi-entity organization. Experience supporting MA&D transactions including purchase price allocation and integration accounting. Familiarity with FASB standard-setting processes and monitoring emerging accounting issues. Experience with SAP, Workiva, or other financial reporting systems. Experience using artificial intelligence tools to support accounting research, document review, and preparation of technical accounting memoranda. Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Teams). The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,600 to $179,900. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Facility Kindred Hospital North Florida Req ID 556781 Post Date 07/10/2026 Category Accounting and Finance Description At ScionHealth, we empower our caregivers to do what they do best. We value every voice by caring deeply for every patient and each other. We show courage by running toward the challenge and we lean into new ideas by embracing curiosity and question asking. Together, we create our culture by living our values in our day-to-day interactions with our patients and teammates. Job Summary Assists the CFO in the management of the fiscal services department, including the development, interpretation, coordination, and administration of the hospital’s policies on finance, accounting, insurance, financial/accounting systems, internal controls, and auditing. Maintains departmental reports and records and collects statistical data for administrative and regulatory purposes. Coordinates the functions of reimbursements, budget, patient accounting, medical records, admissions and general accounting, which includes general ledger accounting, accounts payable, and cashiering. Prepares report outlining hospital’s financial position in all areas of assets, liabilities, income and expense, based on past, present, and planned future operations. Essential Functions Assists the CFO to plan and develop departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the scope of services provided. Develops, designs and provides for a written scope of services, departmental policies and procedures that guide and support the provision and integration of services according to mission and vision of the hospital. Ensures accuracy and completeness of the hospital’s financial statements. Coordinates all financial activities for the hospital and manages the accounting process. Participates in the hospital’s long-term and short-term financial process. Adheres to all financial policies and procedures as established by the Corporation through its Board of Directors. Participates in the development of accounting, and internal control policies and systems and addresses related policy/system issues. Provides advice and guidance and assists as necessary in preparing and analyzing financial reports/statements in conformance with standard accounting practices and guidelines and executes appropriate responsive actions. Participates in the development of an annual budget for the Hospital and monitors the performance of all departments and services in conformance with the budget. Evaluates data processing needs on an ongoing basis and recommends programs to changing needs. Participates in the analysis of the financial implications of proposed capital projects and expenditures and recommends the execution of appropriate measures to respond to projected economic trends and/or regulatory changes. Reviews contracts and makes recommendations regarding the viability of the contracted service, the cost of the program/service and general conditions of the contract. Provides advice and assistance to department heads and managers in analyzing and interpreting financial data and reports and in presenting that information to their departments and/or physician groups. Ensures that accurate information is provided on a timely basis and assists, as needed, in facilitating the efficient conduct of external audits, examinations and related financial projects. Knowledge/Skills/Abilities/Expectations Excellent oral and written communication and interpersonal skills. Basic computer skills with working knowledge of Microsoft Office applications, Patient Accounting systems and General Ledger systems. Must have thorough knowledge of accounting, finance, reimbursement and budgeting as relates to healthcare. Approximate percent of time required to travel: Limited Qualifications Education: Bachelors degree in Accounting or Finance. Equivalent combination of education, training, and experience may substitute for education requirements. Licenses/Certifications: CPA, preferred Experience: 3 years prior experience in a hospital or healthcare setting
*About the Role:* We are seeking a highly skilled *Full Charge Accountant* to manage all aspects of financial accounting for a Family Office with multiple operating companies. This position plays a key role in the preparation of financial statements, reconciliations, tax filings, and overseeing the day-to-day accounting functions. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced environment. *What You’ll Do:* * Prepare weekly, monthly, quarterly, and year-end financial statements. * Oversee and process Accounts Payable (AP), including invoice management, approvals, and vendor communication. * Post and reconcile AP, AR, payroll, and cash transactions to the general ledger. * Complete daily cash and monthly bank/credit card reconciliations. * Assist in payroll posting and related accounting. * Handle month-end and year-end close processes. * Prepare and enter journal entries, accruals, and adjustments. * Collaborate on annual budget preparation with operations teams. * File state and local taxes (sales, use, liquor, etc.). * Support CFO with financial presentations and reports. * Assist with audits (Sales Tax, Workers Comp). *What We’re Looking For:* * Bachelor’s degree in Accounting (preferred). * 5+ years of accounting experience. * Experience at a public accounting firm is a plus. * Strong proficiency with *QuickBooks Enterprise* and *Microsoft Excel*. * Experience with *Restaurant365*, *Toast POS*, and *Toast Payroll* (preferred). * Ability to manage multiple tasks and deadlines. * Strong analytical, organizational, and communication skills. * Dependable, punctual, and collaborative. Pay: $55,000.00 - $65,000.00 per year Benefits: * Health insurance Work Location: In person
About Us Fanatics is building a leading global digital sports platform. We ignite the passions of global sports fans and maximize the presence and reach for our hundreds of sports partners globally by offering products and services across Fanatics Commerce, Fanatics Collectibles, and Fanatics Betting & Gaming, allowing sports fans to Buy, Collect, and Bet. Through the Fanatics platform, sports fans can buy licensed fan gear, jerseys, lifestyle and streetwear products, headwear, and hardgoods; collect physical and digital trading cards, sports memorabilia, and other digital assets; and bet as the company builds its Sportsbook and iGaming platform. Fanatics has an established database of over 100 million global sports fans; a global partner network with approximately 900 sports properties, including major national and international professional sports leagues, players associations, teams, colleges, college conferences and retail partners, 2,500 athletes and celebrities, and 200 exclusive athletes; and over 2,000 retail locations, including its Lids retail stores. Our more than 22,000 employees are committed to relentlessly enhancing the fan experience and delighting sports fans globally. The Role The Sr. Accountant, Indirect Tax maintains tax records and is responsible for all aspects of sales and use tax, property tax, business licenses, etc. for multiple legal entities. What You'll Do Indirect Tax Prepare, review and file various reports for state and local reporting as well as other areas of tax compliance (monthly, quarterly, annually) while continuously and proactively pursuing compliance and data management process improvements Maintain compliance/tax calendar for preparation, processing, and filing of sales and use tax permits and required filings, to ensure registration and reporting obligations are met on time Maintain current knowledge of tax laws, updates, and revisions and present changes to management or inform management of issues affecting Fanatics. Review system transactional data to ascertain the proper tax treatment, investigate discrepancies, research corresponding tax law, prepare numerical analyses, and make adjustments to the accruals and return data files accordingly; seek to prevent issues from continuing in the future Review proposals for tax implications and recommend actions that meet business plans while managing tax liability. Research product taxability by jurisdiction and summarize findings Maintain multiple spreadsheets required for documentation Answer inquiries from tax authorities, vendors, and customers and respond as needed; complete required records, reports and maintain files General Accounting Perform general ledger account analysis and reconciliations of key accounts as assigned Assist with month end close and various other assigned duties within Accounting as needed Complete accounting functions in accordance with established policies and procedures Participation the monthly general ledger closing process Responsible for effectively researching, tracking, and resolving accounting problems and discrepancies What We're Looking For Adaptability: Maintain effectiveness when experiencing major changes in work tasks or the work environment; adjust effectively to work within new work structures, processes, requirements or cultures. Communication: Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message Information Monitoring: Set up ongoing procedures to collect and review information needed to manage an organization or ongoing activities within it Problem Solving: Ability to analyze and solve problems using learned techniques and tools with analytical and statistical examination skills Managing Work: Effectively manage one's time and resources to ensure that work is completed efficiently Relationships: Comfortably build partnerships by working collaboratively with cross-functional teams and systems initiatives to minimize impact on exposure and reporting requirements Culture: Promote a culture of compliance and attention to detail, accuracy, and confidentiality Leverage AI tools and technologies Bachelor's degree in accounting, finance or the equivalent combination of education, training, and work experience. Due to continual changes in tax regulations, continuing education is required. By submitting your application, you agree to our terms of service and acknowledge you have read our Candidate Privacy Policy.
SERIOUS CANDIDATES ONLY - NO RECRUITERS OR STAFFING COMPANIES! We have a career opportunity for a Tax Staff Accountant to join our team in our newly renovated offices. The firm provides tax planning and compliance services to businesses, individuals, trusts and estates, and non-profit organizations. Further, the firm provides assurance and accounting services to closely-held businesses, not-for-profit organizations, and retirement plans, among other industries. Specific Requirements: * 2+ years of tax experience in public accounting - business and individual returns * CPA license or CPA eligible * Knowledge of individual and business tax law and concepts * Positive, professional attitude * Willingness to share knowledge and assist others * Display professional poise and demeanor * The ability to work both independently and in teams * Strong written and verbal communication skills * Excellent reasoning, analytical, and problem-solving skills * Proficient in Microsoft Office products * Experience with Lacerte for tax and Quickbooks * Achieve firm standards of productivity and realization * Understand nature of assignments; summarize assignment back to supervisor * Document findings in a clear and concise manner * Ability to use professional judgment and independent thinking * Attention to detail and commitment to quality work product * Strong organization skills; ability to multi-task * Utilize feedback for constructive learning and prevent recurring feedback on the same matters Job Type: Full-time Pay: $65,000.00 - $85,000.00 per year Benefits: * 401(k) * 401(k) matching * Cell phone reimbursement * Continuing education credits * Dental insurance * Flexible schedule * Health insurance * License reimbursement * Mileage reimbursement * On-the-job training * Opportunities for advancement * Paid sick time * Paid time off * Paid training * Retirement plan * Travel reimbursement Application Question(s): * Do you have at least two (2) years experience preparing business tax returns? * Do you have at least two (2) years experience working in public accounting firms? Experience: * Public accounting: 2 years (Required) * Business tax return: 2 years (Required) License/Certification: * CPA license (Required) Location: * Jacksonville, FL 32224 (Preferred) Ability to Commute: * Jacksonville, FL 32224 (Required) Ability to Relocate: * Jacksonville, FL 32224: Relocate before starting work (Required) Work Location: In person