We have other current jobs related to this field that you can find below

  • Financial Guidance Specialist

    4 days ago

    Austin, Texas, United States Ark Financial Full time

    Job OverviewPosition Title: Financial CoachAbout Ark Financial:Ark Financial Academy is committed to empowering individuals through financial literacy and coaching. Grounded in Christian principles, our mission is to assist first-generation entrepreneurs and business owners in achieving financial stability and purpose. We offer extensive training and...

  • Financial Planning Associate

    4 days ago

    Austin, Texas, United States REAP Financial Full time

    Financial Planning AssociateREAP Financial Group is a specialized investment advisory firm focused on Retirement Planning. Our mission is to empower families to redefine their priorities and aspirations.The primary objective of this role is to deliver exceptional support to our financial advisors, current clients, and potential clients. This position will...

  • Financial Client Support Associate

    4 days ago

    Austin, Texas, United States REAP Financial Full time

    Client Service AdministratorAre you eager to leverage exceptional client service abilities while engaging with clients on a daily basis? If you thrive on building lasting relationships, embracing challenges, and delivering outstanding administrative assistance, we would like to connect with you.Our dynamic financial organization, REAP Financial Group, LLC,...

  • Staff Accountant

    3 hours ago

    Austin, Texas, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled and experienced Staff Accountant to join our team at Creative Financial Staffing. As a Staff Accountant, you will be responsible for a broad range of accounting duties, including month-end closing, general ledger accounting, and reconciliation. You will also be responsible for maintaining fixed asset records,...

  • Client Service Financial Associate

    4 days ago

    Austin, Texas, United States Kestra Financial Independent Advisor Full time

    We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...

  • Wealth Management Consultant

    4 days ago

    Austin, Texas, United States Corebridge Financial Full time

    Wealth Management Consultant Corebridge Financial stands as a premier provider of financial advisory services aimed at empowering community members. Our mission is to assist individuals in making crucial decisions that safeguard their financial future and effectively navigate the complexities of life. Our diverse range of offerings includes life insurance,...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description: Financial Operations Manager: This position reports directly to the executive leadership of the agency and is responsible for overseeing all financial operations within the organization. The role involves providing strategic vision and leadership by planning, directing, and coordinating financial functions that support the agency's service...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Jobot Full time

    BioTech Company / Expanding / Strong Leadership Salary: $135,000 - $165,000 per year About Us: We are an expanding clinical-stage biotech organization. Why Consider Us? Family-oriented culture Opportunities for Advancement Highly competitive compensation package Excellent Glassdoor Ratings Position Overview Our organization is in search of a...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Arc Full time

    ABOUT ARC: ARC has been recognized as a leading employer in the region, celebrated for its commitment to employee satisfaction and growth. As one of the largest professional medical groups in the area, we are expanding our reach with numerous locations and a dedication to providing exceptional care. Our team members enjoy a comprehensive benefits package,...

  • Surgery Center Operations Manager

    4 days ago

    Austin, Texas, United States St. David's Medical Center Full time

    Position OverviewRole SummaryAs a Surgery Center Operations Manager, you will play a pivotal role in overseeing the daily functions of our Pre-Operative Surgery Center. This position is designed for a dedicated leader who is passionate about enhancing patient care and operational efficiency.Key ResponsibilitiesYour primary responsibilities will...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States VACO Full time

    Position Overview:Our client, a prominent player in the manufacturing sector, is in search of a Plant Financial Manager to oversee the fiscal governance of all operational activities at the site. This position requires collaboration across various departments including Accounting, Finance, Internal Controls, and Operations to ensure financial integrity,...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States VACO Full time

    Position Overview:Our client, a prominent player in the manufacturing sector, is in search of a Plant Controller to oversee the financial governance of all operational activities at the site. This role requires collaboration across various departments including Accounting, Finance, Internal Controls, and Operations to ensure financial success, regulatory...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Jobot Full time

    Company Overview: We are a progressive clinical-stage biotech firm focused on innovation and growth. Position Summary: We are seeking a skilled and detail-oriented Financial Operations Manager to enhance our finance department. This role is crucial for overseeing the financial activities of our organization, ensuring the accuracy and integrity of...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Becker Wright Consultants Full time

    POSITION SUMMARYWe are seeking a dynamic finance professional who thrives in a collaborative environment. Our organization values strong partnerships and is dedicated to fostering a culture where innovative problem-solving is encouraged. We are looking for an individual who aligns with our vision and is committed to making a positive impact in our...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Dover Corporation Full time

    Job Requisition ID: 55823 Department: Finance (DEPT_FIN) At Dover Fueling Solutions (DFS), we are committed to advancing fueling and convenience retail through innovation and excellence. Our employees are the core of our success, and we prioritize their growth and development. As a member of our team, you will engage in pioneering projects, receive...

  • Experienced Investment Portfolio Manager

    4 days ago

    Austin, Texas, United States BOK Financial Full time

    Req ID: 74047 Location: Various Locations Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company based in Tulsa, Oklahoma, has a rich history of over a century and operates across multiple states, providing diverse financial solutions. Bonus Type Formula Based...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States VACO Full time

    Position Overview:Our client, a prominent player in the manufacturing sector, is in search of a Plant Controller to oversee the financial integrity of all operational activities at the site. This role necessitates collaboration across various departments including Accounting, Finance, Internal Controls, and Operations to guarantee financial success,...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Dover Corporation Full time

    Job Requisition ID: 55823 Department: Finance (DEPT_FIN) At Dover Fueling Solutions (DFS), we are committed to advancing fueling and convenience retail. Our focus is on fostering excellence in all our endeavors, and our greatest asset is our people. They are the core of our organization. As a member of our team, you will engage in innovative projects and...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Dover Corporation Full time

    Job Requisition ID: 55823 Department: Finance (DEPT_FIN) At Dover Fueling Solutions (DFS), we are dedicated to advancing fueling and convenience retail. Our commitment to excellence is driven by our people, who are the foundation of our organization. As a member of our team, you will engage in innovative projects and solutions, receive mentorship from...

  • Financial Operations Manager

    4 days ago

    Austin, Texas, United States Jobot Full time

    Job OverviewInnovative BioTech Firm / Expanding / Strong LeadershipThis position is an exciting opportunity to join a leading clinical-stage biotech firm.Compensation: $135,000 - $165,000 annuallyAbout Us:We are a rapidly growing organization in the biotech sector.Why Consider Us?Supportive work environmentOpportunities for career advancementHighly...

Financial Center Assistant Manager

2 months ago

Austin, Texas, United States Independent Financial Full time
The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.

Responsibilities:

Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved

  • Responsible for interviewing and selection of non-exempt operations staff
  • Conduct onboarding and training of operations staff
  • Manage performance of staff and provide timely feedback
  • Partner with Human Resources relative to disciplinary action and/or involuntary separations
  • Manage schedules and workflow
  • Ensure compliance with operating policies and procedures
  • Conduct regular one-on-one meetings with direct reports
  • Conduct training to reinforce policies and procedures pertaining to financial center operations
  • Ensures completion of required annual training requirements (BAI)

Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures - as needed

  • Open new accounts, including but not limited to checking, savings, CD's, IRA's, Business
  • Process maintenance, operations and correspondence for new and existing accounts
  • Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals
  • Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification
  • Admit customer to safe deposit box
  • Originate consumer or small business lending
  • Provide transaction overrides and approvals within authorized limits
  • Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

Assist Financial Center Manager with overall management of the financial center

  • Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation
  • Facilitate financial center meetings for delivery of vital operational information
  • Oversee building and grounds maintenance and report any issues to Facilities Department
  • Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial
  • Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration
  • Stay informed of policy changes/updates and communicate information to financial center team in a timely manner

Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center

  • Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
  • Actively participate in community programs and activities to promote the Bank and generate new customer relationships
  • Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
  • Participate in weekly coaching sessions with financial center leadership
  • Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
  • Cross-sell all products and services to meet customers' needs and achieve strategic objectives and retention goals
  • Refer to other lines of business in order to expand new and existing relationships
  • Support growth, retention, and profitability of accounts to meet targets of the financial center
  • Direct sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, call preparation, coaching, and managing results

Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank

  • Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products
  • Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established
  • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program

Serve as subject matter expert and point of escalation for customer complaints, complex transactions, balancing discrepancies or other operational matters

Qualifications:

Education Requirements and Minimum Experience

  • High school diploma or equivalent education certificate (GED)
  • Minimum of 4 years of banking experience with emphasis on branch operations, required
  • Minimum of 2 years management experience, required
  • Previous experience in consumer lending, preferred

OR

  • High school diploma or equivalent education certificate (GED)
  • Bachelor's Degree in related field
  • Minimum of 3 years of banking experience with emphasis on branch operations, required
  • Minimum of 2 years management experience, required
  • Previous experience in consumer lending, preferred

Licenses and Certifications

  • This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process

Knowledge, Skills, Abilities

  • In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
  • Ability to complete routine transactions with limited supervision
  • Ability to identify problems, evaluate alternatives, and implement effective solutions
  • Ability to effectively plan, manage, and delegate the work of others
  • Strong organizational, interpersonal, communication, and customer relation skills
  • Attention to detail and mental concentration for accurately performing tasks
  • Ability to balance multiple tasks simultaneously
  • Ability to handle frequent interruptions
  • Ability to follow standard operating policies and procedures
  • Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
  • Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
  • Working knowledge of Silverlake system, preferred
  • Computer proficiency with working knowledge of Microsoft Office Suite applications, required
  • Ability to adapt to changing work environment
  • Ability to work during financial center hours of operation
  • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
  • Occasional lifting and maneuvering of coins up to 25lbs may be required
Job Details:

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.

Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.