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Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 4 days ago
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val
Posted 1 day ago
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed
Posted 2 days ago
Wounded Warrior Project
- Jacksonville, FL / Washington, DC / Colorado Springs, CO / 8 more...
Manage specialists and coordinators assigned to the Financial Readiness team. Oversee the financial education curriculum to support and educate wounded service members to attain financial stability. Plan, organize, and administer the WWP Financial Readiness program services in collaboration with other WWP programs and external partners. Liaison for training and referrals
Posted 2 days ago
Elastic
- Bridgeport, CT / Miami, FL / Atlanta, GA / 10 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Posted 3 days ago
An International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. In this role, the Managing Director will be expected to have marketable technical skills and have a proven track record
Posted 3 days ago
Alight Solutions
- Columbia, SC / Birmingham, AL / Little Rock, AR / 49 more...
Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e
Posted 3 days ago
Processing Oversee and manage the processing team during packaging and closing of SBA loans in compliance with SBA and bank guidelines. Portfolio Management Manage SBA Portfolio Management during annual review process, including site visits and financial reviews. Compliance Manage SBA Compliance during post closing and compliance reviews in accordance with the applicable
Posted 5 days ago
Ascensus
- Greensboro, NC / Lake Mary, FL
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position
Posted 1 day ago
CBIZ
- Tampa, FL
Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213TC With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali
Posted 3 days ago
Busey
- Fort Myers, FL
WHAT YOU'LL DO The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loa
Posted Today
Ascensus
- Raleigh, NC / Baxter, MN / Charlotte, NC / 6 more...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY The No
Posted 1 day ago
Customer Service, Sales, and Delivery Establish productive, professional relationships with new and existing customers. Call on potential new customers to build relationship. Complete sales transactions with new and existing customers to grow territory and increase sales and profit. Set and monitor customer routes for customer satisfaction and retention of customer base.
Posted 2 days ago
EisnerAmper
- West Palm Beach, FL / Fort Lauderdale, FL / Miami, FL / 5 more...
Evaluates client needs related to accounting and finance processes and assesses accounting functions to recommend project approaches. Contributes to the proposal development process on outsourced controller and other special projects. Participates in engagement planning and budgeting and definition of content and deliverables while managing controls and risk. Manages and
Posted 3 days ago
The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M
Posted 4 days ago
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