United States, Montana, Private Banker jobs
EY Service Delivery Center - EY Comply Fund/Private United States, Pennsylvania, Philadelphia
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Your key responsibilities
- You are responsible to provide leadership, functional knowledge and configuration skills to build EY Proprietary applications on top of SAP products.
- Responsible to deliver in a hybrid systems environment – primarily SAP On-Prem products, SAP Cloud Platform and SAP Cloud products.
- Responsible to deliver in the Agile process as part of a stable team.
- You are also expected to engage with partners and service providers to clarify any open operational or technical questions, reporting to the EY CT SAP Domain product management function.
Skills and attributes for success
Ideally, a Person with 3+ years of experience in SAP FI/CO and knowledge/experience in S/4HANA Public Cloud Finance having expertise in Implementations, Rollout, Upgrade and Support Projects in SAP ECC and SAP S/4HANA. You will also be:
- A team player with strong analytical, communication and interpersonal skills
- Constantly updating yourself about new offerings from SAP as well as market conditions
- A winning personality and the ability to become a trusted advisor to the stakeholders
To qualify for the role, you must have
- Experience in requirements gathering, User Story creation and grooming, blueprint preparation, system configuration, testing, cutover, Go-live and operations.
- Work experience in relevant SAP Financial Services consulting services engagements or business environments
- Strong work experience in SAP FI/CO, S/4HANA Private Cloud - Finance and SAP S/4HANA Public Cloud - Finance through multiple E2E implementations
- Strong experience in SAP New GL, AR, AP, AA, Basic CO, Banking, BCM, and FSCM
- Understanding of integration points with the SD, MM, and FI/CO modules
- Experience in Banking and Cash Management
- Cost Center, Profit Center, Investment Management, Internal Order Accounting experience
- Product Cost Planning, Budget Planning and Forecasting experience
- Financial Planning and Analysis
- Accounting and Financial Close
- Data Migration with Migration Cockpit
- Financial Operations
- Education: Accounting and Finance (MBA/M. Com/CA/ICWA) or Engineering
Ideally, you’ll also have
- Knowledge of SAP technologies for both On-Prem and Cloud offerings from SAP
- Understanding of application integration potential across SAP offerings
- Knowledge of SAP Industry Solutions
- Education in business management will be helpful
What we look for
- Strong teamwork, work ethic, product mindset, client centricity and a relentless commitment to EY values.
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you
These jobs might be a good fit
Bank Of America Relationship Banker - Amboy Road Richmond Financial Center United States, New York, New York
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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 responsibilities
Required 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
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
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 finance
Skills:
- 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 Management
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Senior Banker United States, Missouri
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Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
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
Confident in identifying solutions for helping new and existing clients based on their needs
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
Applies strong critical thinking and problem-solving skills to meet clients' needs
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Associate's Degree or Bachelor's Degree in business, finance or a related field
Experience working in a financial center where goals were met or exceeded
Retail and/or sales experience in a salary plus incentive environment
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
Experience with financial information, spreadsheets and financial skills
Knowledge of banking products and services
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
• Active Listening
• 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 Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - Silver Spring Area United States, Maryland, Silver Spring
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Required 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
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
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 finance
These jobs might be a good fit
EY Business Tax Services- Private Partnerships - Manager United States, Massachusetts, Boston
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Key responsibilities:
- Responsible for Employment Tax business development in Yorkshire & the North-East of England (“YNE”) and client pursuit efforts through involvement in preparing proposals and delivering presentations to potential clients
- Support and development of junior members of the team and help grow the Employment Tax business at EY in YNE
- To deliver employment tax compliance and advice to clients in a broad range of industry sectors
- Be up to date with key technical and functional skills, and with industry, business and leadership skills & knowledge - and share this expertise with others
- Take a role in the management of the successful delivery of technically complex and demanding consulting projects, ensuring technical excellence and practical / business driven approach
- To win and sustain client confidence
- To build opportunities to capture new business and develop client relationships
- Be confident and effective in recognising and managing potential issues during client assignments
- Structure and manage projects or programmes of work which meet and exceed client expectations and mitigate any risks or issues
About you
- Experience of employment tax gained in consultancy, legal firm and/or large global corporate
- Have strong personal impact and resilience, and be able to influence and persuade clients and stakeholders at all levels to gain support for major changes and key decisions
- Working and technical understanding of key employment tax issues including:
- Expenses and Benefits (PSAs and P11Ds)
- Employment Status (IR35 and self-employed)
- Payroll (PAYE, RTI, apprenticeship levy, audits)
- Construction Industry Scheme
- Termination Payments
- Pensions
- National Minimum Wage
- Dealing with HMRC, audits, disclosure
- SAO and CCO
- Understanding of equity plans (basic understanding)
- Business development skills, able to identify and convert opportunities to sell work
- Proven track record in project management and delivery
- Change orientated with flexible approach
- Be professional, quickly establishing personal credibility and demonstrating expertise.
- Take a practical approach to solving issues and gaining client agreement
- Be able to analyse complex problems and to deliver insightful, practical, and sustainable solutions
- Focus on achieving project / programme goals and objectives
- High quality deliverables including clear and concise technical guidance
- Be adept at overcoming issues and barriers
- Identify and discuss opportunities to delegate work to less experienced team members and facilitate learning
- Be skilled in facilitating and encouraging collaboration amongst team members, and capable of motivating teams to maximise performance
- Provide timely, authentic, and constructive feedback to colleagues and seek feedback in return.
- Ideally have the ATT and/or CTA qualifications
Qualifications
- ATT or CTA (or equivalent) preferred.
What We Offer
- Global Exposure– Work with international clients and teams across EY’s global network.
- Career Progression– Develop new skills, lead high-impact projects, and shape your career path.
- Support & Coaching– Learn from industry leaders and receive mentoring at every stage.
- Flexible Working– We support hybrid working and encourage a healthy work-life balance (minimum two days in the office).
- Total Rewards Package– Competitive salary, comprehensive benefits, and exclusive EY perks.
- Inclusive Culture
Whoever you are, whatever your background, you are valued, supported, and empowered to be your best.
These jobs might be a good fit
EY Tax - Business Services Private Wealth Advisory Senior United States, Massachusetts, Boston
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As a Senior in our Wealth Tax Advisory practice, you will play a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. You will collaborate closely with managers, partners and engagement teams to lead complex wealth planning projects. This role requires an understanding of wealth tax advisory, estate and trust tax, family limited partnerships, and knowledge of flow-through business structures. You will be responsible for working on multiple projects simultaneously.
Key Responsibilities:
- Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices.
- Researching tax issues to develop effective tax planning strategies
- Communicating complex tax issues to non-tax professionals and clients
- Reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
- Identifying and reacting to risks and opportunities to improve our services and processes
To qualify for the role you must have, including deep experience in one or more technical tax areas
- A bachelor's degree in a related field, supported by tax, business or financial planning experience
- Eligibility for CPA certification or membership in The Bar
- Minimum of 3 years of work experience in professional services or professional tax organization
- A thorough understanding of estate and wealth planning
- Experience with federal and state personal and trust taxation
- Experience with flow through entities (S-Corps, Partnerships, LLC’s)
- A thorough understanding of automated tax processing systems
- A commitment to continuing your learning
- Willingness to travel as needed, and working in a balanced hybrid environment
Ideally, you’ll also have
- A proven record in a professional services environment
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $82,000 to $135,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,500 to $153,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Bank Of America Relationship Banker - Belmont Financial Center United States, North Carolina
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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 responsibilities
Required 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
- Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
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 finance
Skills:
- 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 Management
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Share
Your key responsibilities
- You are responsible to provide leadership, functional knowledge and configuration skills to build EY Proprietary applications on top of SAP products.
- Responsible to deliver in a hybrid systems environment – primarily SAP On-Prem products, SAP Cloud Platform and SAP Cloud products.
- Responsible to deliver in the Agile process as part of a stable team.
- You are also expected to engage with partners and service providers to clarify any open operational or technical questions, reporting to the EY CT SAP Domain product management function.
Skills and attributes for success
Ideally, a Person with 3+ years of experience in SAP FI/CO and knowledge/experience in S/4HANA Public Cloud Finance having expertise in Implementations, Rollout, Upgrade and Support Projects in SAP ECC and SAP S/4HANA. You will also be:
- A team player with strong analytical, communication and interpersonal skills
- Constantly updating yourself about new offerings from SAP as well as market conditions
- A winning personality and the ability to become a trusted advisor to the stakeholders
To qualify for the role, you must have
- Experience in requirements gathering, User Story creation and grooming, blueprint preparation, system configuration, testing, cutover, Go-live and operations.
- Work experience in relevant SAP Financial Services consulting services engagements or business environments
- Strong work experience in SAP FI/CO, S/4HANA Private Cloud - Finance and SAP S/4HANA Public Cloud - Finance through multiple E2E implementations
- Strong experience in SAP New GL, AR, AP, AA, Basic CO, Banking, BCM, and FSCM
- Understanding of integration points with the SD, MM, and FI/CO modules
- Experience in Banking and Cash Management
- Cost Center, Profit Center, Investment Management, Internal Order Accounting experience
- Product Cost Planning, Budget Planning and Forecasting experience
- Financial Planning and Analysis
- Accounting and Financial Close
- Data Migration with Migration Cockpit
- Financial Operations
- Education: Accounting and Finance (MBA/M. Com/CA/ICWA) or Engineering
Ideally, you’ll also have
- Knowledge of SAP technologies for both On-Prem and Cloud offerings from SAP
- Understanding of application integration potential across SAP offerings
- Knowledge of SAP Industry Solutions
- Education in business management will be helpful
What we look for
- Strong teamwork, work ethic, product mindset, client centricity and a relentless commitment to EY values.
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around
- Opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that’s right for you
These jobs might be a good fit
