Business Relationship Manager jobs in United States, Florida, Boca Raton
EY Risk Consulting - Digital Manager Multiple Positions United States, Florida, Boca Raton
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Your key responsibilities
As a senior manager in our insurance tax practice, you will be responsible for managing and leading tax compliance and advisory work for clients across the BBC and our global network. You will work on key client issues in Bermuda’s newly enacted corporate income tax as well as US
Skills and attributes for success
- Strong technical knowledge in the US insurance tax area
- The ability to teach or assist with firm in-house trainings
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Ability to manage projects and teams independently with limited assistance
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner– and consult when necessary
- Managing multiple work assignments and deadlines
To qualify for the role you must have
- A Bachelor’s degree in an accounting, finance or a business discipline, and a minimum of 8 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 7 years of relevant tax experience
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification, or the ability to obtain either/or within one year of employment
- Experience preparing and reviewing US tax forms for insurance companies including Forms 1120, 1120-PC and 1120-L and consolidated tax returns thereto
- Strong knowledge of ASC 740 and experience preparing and reviewing income tax accounting provisions
- Experience providing income tax support for insurance company and c-corporation audits
Ideally, you’ll also have
- Excellent managerial, leadership, organizational, and verbal/written communication skillsBasic understanding of Pillar 2.0 terminology and concepts
- Proven experience in managing teams and client relationships
What we look for
- Leadership: conducts him or herself in a manner that inspires, and educates
- Patience & Organization: in a high performing environment, delays beyond our control occur. It's important to have the ability to put tasks to the side to allow for the dust to settle and move on to other tasks.
- Passion & Drive: being in management in public accounting is not a spectator sport. It requires constant movement and reinvention.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
- Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership:We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture:You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
These jobs might be a good fit
Bank Of America Business Banking Relationship Manager - Boca Raton FL United States, Florida, Boca Raton
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Responsibilities:
- Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
- Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
:
The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Bachelor’s degree desired but not required
Skills:
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
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Wells Fargo Private Mortgage Banking Associate Manager SAFE United States, Florida, Boca Raton
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In this role you will:
Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager
Supervise individual contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales
Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service
Make supervisory decisions and resolve issues related to team supervision, work allocation, financial resources, and daily operations; manage personal and team’s pipeline to effectively manage customer loyalty
Leverage interpretation of policies, procedures, and compliance requirements while negotiating terms and taking applications
Identify opportunities for process improvement and risk control development in low complexity functional areas
Interact directly with external customers as well as collaborate and consult with peers, colleagues, and mid-level managers
Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
Manage allocation of people and financial resources for Private Mortgage Banking Sales
Be responsible for selection, evaluation, and development of staff within Private Mortgage Banking Sales
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of Leadership experience
Desired Qualifications:
Mortgage industry experience
Knowledge and understanding of sales prospecting and generating referrals
Documented retail residential mortgage purchase fundings over the past 12 months referred primarily from established, local, external sources
Experience working with ultra-high net-worth clients
1 + year of recruiting experience
1+ year of data analysis experience
Basic Microsoft Office skills
Customer service experience
Excellent verbal, written, and interpersonal communication skills
A BS/BA degree or higher
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Completion of formal position specific training programs
Willingness to travel
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Location(s):
975 S Federal Hwy, Boca Raton FL 33432
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Truist Service Finance Account Manager United States, Florida, Boca Raton
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Regular or Temporary:
English (Required)
Please review the following job description:Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on program or process enhancements.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• Maintain dealer relationships by providing a high level of customer service.
• Provide dealers with friendly, courteous and accurate verbal and written communication.
• Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
• Utilize company sales training, scripts, and strategy to retain performing dealers.
• Update and train dealers on changes to procedures or programs.
• Act as liaison between other departments within Service Finance.
• Perform other related duties and assignments as required and as assigned by supervisor or manager
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• High school diploma or equivalent education
• Knowledge of customer service, sales and consumer finance is essential
• Strong verbal and written communication skills
• Excellent organizational skills
• Excellent customer service skills
• Ability to multitask and work in a fast paced environment
• Willingness to learn and train peers
• Positive and professional attitude
• Demonstrated proficiency in Microsoft applications and previous CMS experience
Preferred Qualifications:
• Bachelor’s degree
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
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Bank Of America Relationship Banker - Broward North Boca Raton Market United States, Florida, Boca Raton
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Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilitiesRequired Qualifications:
• 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 new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• 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 time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or financeSkills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral ManagementMinimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
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JPMorgan Relationship Banker- Mission Bay Boca Raton - FL United States, Florida, Boca Raton
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Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Home Lending Assistant in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
- Utilize will use your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
- Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
- Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
- Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
- Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
- Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
- Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- A minimum of four years’ work experience in mortgage loan processing
- Intermediate computer skills (familiar with MS Office products or similar software)
- Excellent customer service skills
- Excellent written/oral communication
- Excellent organization skills
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
Preferred qualifications, capabilities, and skills
Marketing and advertising experience
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: .
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Truist Service Finance Account Manager United States, Florida, Boca Raton
Share
Regular or Temporary:
English (Required)
Please review the following job description:Responsible for servicing and retaining Service Finance dealer relationship by managing their daily pipeline and providing education on program or process enhancements.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• Maintain dealer relationships by providing a high level of customer service.
• Provide dealers with friendly, courteous and accurate verbal and written communication.
• Utilize enterprise supported sales management systems to document pertinent dealer information: contact information, number of sales reps, annual revenue, finance volume, and previously used lenders.
• Utilize company sales training, scripts, and strategy to retain performing dealers.
• Update and train dealers on changes to procedures or programs.
• Act as liaison between other departments within Service Finance.
• Perform other related duties and assignments as required and as assigned by supervisor or manager
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• High school diploma or equivalent education
• Knowledge of customer service, sales and consumer finance is essential
• Strong verbal and written communication skills
• Excellent organizational skills
• Excellent customer service skills
• Ability to multitask and work in a fast paced environment
• Willingness to learn and train peers
• Positive and professional attitude
• Demonstrated proficiency in Microsoft applications and previous CMS experience
Preferred Qualifications:
• Bachelor’s degree
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
These jobs might be a good fit
Share
Your key responsibilities
As a senior manager in our insurance tax practice, you will be responsible for managing and leading tax compliance and advisory work for clients across the BBC and our global network. You will work on key client issues in Bermuda’s newly enacted corporate income tax as well as US
Skills and attributes for success
- Strong technical knowledge in the US insurance tax area
- The ability to teach or assist with firm in-house trainings
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Ability to manage projects and teams independently with limited assistance
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner– and consult when necessary
- Managing multiple work assignments and deadlines
To qualify for the role you must have
- A Bachelor’s degree in an accounting, finance or a business discipline, and a minimum of 8 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 7 years of relevant tax experience
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification, or the ability to obtain either/or within one year of employment
- Experience preparing and reviewing US tax forms for insurance companies including Forms 1120, 1120-PC and 1120-L and consolidated tax returns thereto
- Strong knowledge of ASC 740 and experience preparing and reviewing income tax accounting provisions
- Experience providing income tax support for insurance company and c-corporation audits
Ideally, you’ll also have
- Excellent managerial, leadership, organizational, and verbal/written communication skillsBasic understanding of Pillar 2.0 terminology and concepts
- Proven experience in managing teams and client relationships
What we look for
- Leadership: conducts him or herself in a manner that inspires, and educates
- Patience & Organization: in a high performing environment, delays beyond our control occur. It's important to have the ability to put tasks to the side to allow for the dust to settle and move on to other tasks.
- Passion & Drive: being in management in public accounting is not a spectator sport. It requires constant movement and reinvention.
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical, dental and vision coverage, competitive pension plan, generous vacation and leave entitlement(s), and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
- Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership:We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture:You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
These jobs might be a good fit
