Treasury Solutions Officer I
Valley Bank
Responsibilities Include But Are Not Limited To Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements. Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale. Obtain the required service agreements for requested product sets and account documentation. Manage the implementation process along with Cash Management/Treasury Solutions Operations. Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services. Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships. Attend assigned District Sales Manager meetings on at least a monthly basis. Follow-up on all Sales calls. Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base. Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship. Attend assigned Commercial Bank Team's monthly meetings. Follow-up on all Sales calls. Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other. Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business. Required Skills Good verbal and written communication skills. Must have the skill to review and analyze bank statements and apply the results to specific product sets. Proficient knowledge of Excel - PowerPoint for proposal generation. Superior sales and service abilities. Required Experience High School Diploma or GED and a minimum of two (2) years of Cash Management or related sales experience. Valid Driver's License. Bachelor's Degree preferred. General banking knowledge preferred. AAFP certification preferred. #J-18808-Ljbffr Valley Bank
- ...this position:Lake Michigan Credit Union is looking for a Treasury Management Officer (TMO) to drive growth and expand treasury management relationships... ...business members, and delivering treasury management solutions that help organizations operate more efficiently, securely...SuggestedWeekly payFull timeWork experience placementWork at officeRemote work
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships...Suggested
$77k - $214k
...increasingly complex situations and growing your personal brand.Responsibilities- Leading the way as tax advisors with innovative solutions- Utilizing advanced skills and technology to solve problems- Providing sustained outcomes for clients- Analyzing intricate issues...SuggestedFull timeH1b- ...partnerships, and delivering customized financial solutions in collaboration with the bank's lending, retail, and treasury teams. The ideal candidate will possess strong... ...and in writing Proficiency using the Microsoft Office Product Suite including: MS Outlook, MS Word,...SuggestedWork experience placementWork at office
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships...Suggested
$78.68k - $160.75k
...role that combines technical tax work with technology-enabled solutions. As a Senior, Tax Services in Deloitte Tax LLP’s Strategic Partnership... ...and able to obtain:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed...Work at officeLocal areaVisa sponsorship2 days per week3 days per week$124k - $335k
...easily between big picture thinking and managing relevant detail.Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.Contribute technical knowledge in area of specialism.Contribute to an environment...Full timeH1b- DescriptionKforce is a solutions firm specializing in technology, finance & accounting, and professional staffing services. Each year, we... ...and choice are empowered by trust and technology. Our office occasional approach gives Kforcers the ability to achieve high...Work at office
- ...Place of Performance: MacDill AFB, Tampa, FL Employer: U.S. Federal Solutions, Inc. (USFS) Start Date: 02/01/2022 Employer U.S. Federal Solutions, Inc. (USFS) is a management consulting firm with offices and staff in the DC metro area. USFS was founded in 2010 and...Contract workInterim roleWork at officeRemote workMonday to Friday
$99k - $266k
...and build a range of meaningful recommendations.Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.Address sub-standard work or work that does not meet firm's/client's expectations.Use data and insights to...Full timeContract workH1b$124k - $335k
...easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment...H1b- ...available immediately.Where:Tampa, FLWhy:To serve as a trusted advisor to clients, delivering high-quality tax solutions and contributing to business growth.Office Environment:Professional, collaborative, and client-focused team setting.Salary:Competitive and commensurate...Full timeWork at officeLocal areaImmediate start
NorthPoint Search Group Inc
Tampa, FL4 days ago - A leading-edge technology solutions provider in Tampa, FL, is seeking a Staff Accountant. This full-time role involves managing financial data, ensuring compliance with GAAP, and overseeing various accounting duties. Candidates should have a Bachelor’s Degree and at least...Full time
- ...Performance: D.C. or Tampa (Telework available). Employer: U.S. Federal Solutions, Inc. (USFS) Location: Tampa, FL Employer U.S. Federal Solutions, Inc. (USFS) is a management consulting firm with offices and staff in the DC metro area. USFS was founded in 2010 and...For contractorsRemote work
- ...Performance: D.C. or Tampa (Telework available). Employer: U.S. Federal Solutions, Inc. Start Date: contingent upon Background Investigation.... ...Solutions, Inc. (USFS) is a management consulting firm with offices and staff in the DC metro area. USFS was founded in 2010 and...For contractorsRemote work
$128.4k - $235.3k
...FAAS-Global Treasury Services-TRAX-Manager Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Sep 1,... ...throughout the project lifecycle, including requirements gathering, solution design, integration planning, testing, deployment, and...Summer holidayFlexible hours- Pueo Business Solutions LLC in Tampa, Florida, seeks a seasoned program management professional to support Special Operations Forces budgeting, PPBES execution, and contract oversight for DoD programs. Responsibilities include budget development, financial reconciliation...Contract work
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- ...team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make...Full timeApprenticeshipRemote workNight shift
Meriton
Tampa, FL7 days ago $125k - $165k
...Tax Supervisor (CPA) Tampa, FL | Hybrid Schedule (2 Days In Office Weekly) About Us: We are a nationally respected public accounting... ...Research complex tax matters and develop practical planning solutions for clients. Manage multiple engagements simultaneously...Work at officeLocal areaImmediate startFlexible hoursBancroft Staffing Partners
Tampa, FL11 days ago$189.2k - $372.9k
...innovation.AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage...Local areaVisa sponsorship- ...old Employee-Owned technology distributor, offering end-to-end solutions for today's resellers, retailers, and the clients they serve across... ...thinking and decision-making skills Knowledge of Microsoft Office Ability to work within a large workload presenting new...Weekly payDaily paidWork at officeWork from homeFlexible hours
$70 - $80 per hour
...ve built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to... ...clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of the ManpowerGroup...Permanent employmentInterim roleRemote workWorldwideManpower Group Inc.
Tampa, FL4 days ago$150k
...guiding teams in the execution of tax compliance and planning projects- Promoting innovation and creativity in developing new tax solutions and structures- Cultivating relationships across the PwC Network to leverage collective strengths and maximize client satisfaction...Full timeH1b$34 - $36 per hour
...present findings Strong communication skills, both written and verbal Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority‑owned...Contract workWorldwideDexian
Tampa, FL2 days ago- ...Position can lead to potential partnership at the firm. Must be energetic, meticulous, outgoing, cheerful, and possess a sense of responsibility and commitment. Must be able to answer staff questions and communicate with clients. #J-18808-Ljbffr Clagam Global Solutions LLCFlexible hours
- Clagam Global Solutions LLC in Tampa is seeking an experienced tax accountant to prepare and review business and individual tax returns for a diverse client base, including corporations, S corporations, LLCs, partnerships, trusts, and gift taxes. The role emphasizes independence...Flexible hours
- ...customers’ training and critical operations with digitally immersive solutions to elevate safety, efficiency and readiness. CAE Defense &... ...in Internal Auditing preferred. Proficiency in Microsoft Office, particularly Excel. Strong analytical and problemsolving skills...Contract workWork at officeLocal areaWorldwide
$124k - $335k
...OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients in complex and niche areas of taxation, including accounting methods, fixed-assets, and research and development tax credits...Full timeApprenticeshipH1b$88k - $110k
...’ll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different... ...vendor governance processes. * Exposure to project management office (PMO) processes and governance. * CAPM, procurement, finance, or...Full timeContract workRemote workPhilip Morris International
Tampa, FLmore than 2 months ago
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