Financial Managers

Summary You will serve as a FINANCIAL MANAGEMENT SPECIALIST of NAVSUP BUSINESS SYSTEMS CENTER. Responsibilities You will perform or advise on work in any of the phases or systems of budget administration. You will analyze and recommend costs and benefits of alternative methods of financial management of the organization's programs and administrative operations. You will develop, determine, and interpret budgetary policies and practices. Requirements Conditions of Employment Qualifications Your resume must demonstrate at least one year of specialized experience at or equivalent to the GS-12 grade level or pay band in the Federal service or equivalent experience in the private or public sector. Specialized experience must demonstrate the following: 1) Preparing and delivering briefs to senior managers and executives on budget formulation and execution as well as providing recommendations to improve program operations, correct program financial variances or audit problem areas; 2) Recommending financial management policies within the organization based on DON policy and develops and issues implementing procedures; 3) Conducting management evaluation of issues of financial consequences raised in audit reports, budget reviews, and recommends alternatives for corrective action; 4) Planning, organizing, and assigning work to comptroller team members, while providing technical and administrative oversight, advice, or instruction; 5) Validating budget formulation and appropriate use of funds. Additional qualification information can be found from the following Office of Personnel Management web site: https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/#url=List-by-Occupational-Series Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., professional, philanthropic, religious, spiritual, community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. Education Additional Information This position is covered by the Department of Defense Priority Placement Program. Additional vacancies may be filled by this announcement. A tentative offer of employment will be rescinded if the selectee fails to meet the pre-employment requirements, including failure to report to any of the scheduled appointments. During the application process you will have the option to opt-in to make your resume available to hiring managers in the agency who have similar positions in the local commuting area. Opting in does not impact your application for this announcement, nor does it guarantee further consideration for additional positions. Federal annuitant information: The selection of an annuitant is subject to the Department of Defense and Department of the Navy policy on the employment of annuitants. Policy information may be found at: http://www.secnav.navy.mil/donhr/Documents/CivilianJobs/FedCivAnnuitants.pdf PPP applicants will be placed at the FPL, if determined Well Qualified (WQ). To receive priority consideration, the FPL must be the same grade level or equivalent of the retained grade or the grade held immediately prior to separation ICTAP Applicants: To be considered well-qualified and exercise selection priority as an ICTAP candidate, displaced Federal employees must satisfy all qualification requirements for the position and receive a rating in the highly qualified category (score 85) or higher. ICTAP candidates must provide copies of all of the following documentation at the time of application: 1) agency notice; 2) most recent performance appraisal; and 3) most recent SF-50 or notification of personnel action that includes position, grade level, and duty location. Applicants who do not provide this documentation will not receive consideration as an ICTAP candidate. For more information about ICTAP eligibility please review the following link: https://www.usajobs.gov/Help/working-in-government/unique-hiring-paths/federal-employees/career-transition/ Military Spouse Preference applicants will be placed at the highest grade for which they have applied and are determined Best Qualified (BQ). A BQ military spouse possesses knowledge, skills, abilities, and competencies comparable to others who meet the competitive referral criteria for the specific position.

Summary You will serve as a Financial Management Analyst of CNSSC FLD DET MECH PA. Responsibilities You will perform or advise on work in any of the phases or systems of budget administration. You will analyze and recommend costs and benefits of alternative methods of financial management of organization's programs and administrative operations. You will perform various duties and responsibilities of a Financial Management Analyst including accounting, budget, and other related financial management work. You will perform work consisting of selecting and using many different and unrelated analytical techniques and methods relative to substantive agency programs with widely varying goals. You will develop proposals concerning alternative methods, sources, and timing of financing for substantive programs. Requirements Conditions of Employment Qualifications Your resume must demonstrate at least one year of specialized experience at or equivalent to the GS-12 or pay band in the federal service or equivalent experience in the private or public sector demonstrating knowledge and skill applying principles, concepts and practices to perform assignments concerning financial management and budget. Specific work experience must demonstrate all of the following: 1) Validate budget formulation and appropriate use of Navy Working Capital Funds (NWCF); 2) Monitor budget execution to ensure compliance with the DoD Financial Management Regulation (FMR) and present performance metrics to senior leadership; 3) Collaborate with both internal and external stakeholders to ensure customer requirements align with program budget plans; 4) Develop, determine, and interpret policies and practices to resolve operational challenges for retail material positioning and management of excess inventory; and 5) Utilize the Navy Enterprise Resource Planning (N-ERP) or related automated financial system to extract, interpret, and analyze financial reports and statistical data. Additional qualification information can be found from the following Office of Personnel Management web site: https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/#url=List-by-Occupational-Series Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., professional, philanthropic, religious, spiritual, community, student, social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. Education Additional Information This position is covered by the Department of Defense Priority Placement Program. Additional vacancies may be filled by this announcement. A tentative offer of employment will be rescinded if the selectee fails to meet the pre-employment requirements, including failure to report to any of the scheduled appointments. During the application process you will have the option to opt-in to make your resume available to hiring managers in the agency who have similar positions in the local commuting area. Opting in does not impact your application for this announcement, nor does it guarantee further consideration for additional positions. Federal annuitant information: The selection of an annuitant is subject to the Department of Defense and Department of the Navy policy on the employment of annuitants. Policy information may be found at: http://www.secnav.navy.mil/donhr/Documents/CivilianJobs/FedCivAnnuitants.pdf ICTAP Applicants: To be considered well-qualified and exercise selection priority as an ICTAP candidate, displaced Federal employees must satisfy all qualification requirements for the position and receive a rating in the highly qualified category (score 85) or higher. ICTAP candidates must provide copies of all of the following documentation at the time of application: 1) agency notice; 2) most recent performance appraisal; and 3) most recent SF-50 or notification of personnel action that includes position, grade level, and duty location. Applicants who do not provide this documentation will not receive consideration as an ICTAP candidate. For more information about ICTAP eligibility please review the following link: https://www.usajobs.gov/Help/working-in-government/unique-hiring-paths/federal-employees/career-transition/ Military Spouse Preference applicants will be placed at the highest grade for which they have applied and are determined Best Qualified (BQ). A BQ military spouse possesses knowledge, skills, abilities, and competencies comparable to others who meet the competitive referral criteria for the specific position. PPP applicants will be placed at the FPL, if determined Well Qualified (WQ). To receive priority consideration, the FPL must be the same grade level or equivalent of the retained grade or the grade held immediately prior to separation

**Overview:**

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.

**Primary Responsibilities:**

Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer’s identified needs.

Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.

Explain the high-level criteria used to decision loan applications.

Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.

Follow the Bank’s sales process and provide simplified, customer-focused advice and guidance.

Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.

Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.

Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.

Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.

Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud.

Resolve and accurately log all customer complaints in the appropriate system.

Review, approve and help resolve Consumer and Business Banking customer overdrafts.

Accurately complete customer transactions.

Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.

Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

Promote an environment that supports diversity and reflects the M&T Bank brand.

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

Complete other related duties as assigned.

**Scope of Responsibilities:**

The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company’s culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.

**Managerial/Supervisory Responsibilities:**

Not Applicable

**Education and Experience Required:**

High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience

Strong verbal communication skills

Strong interpersonal skills

Ability to interact with varying customers (consumer to small business)

Ability to effectively handle difficult customer conversations

Well-organized

Proven time management skills

Proven prioritization skills

Ability to work under critical time constraints in a team environment

Proficiency with internet user-level technology

**Education and Experience Preferred:**

Bilingual based on branch needs

Proven referral and/or sales ability

**Physical Requirements:**

Ability to stand for long periods of time

Prolonged use of hands and fingers

Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.

Ability to read fine print

Ability to interact with customers in an open face-to-face work environment

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

**Location**

Elysburg, Pennsylvania, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Job Title: Auto Bookkeeper (Automotive Bookkeeper Experience) Location: Jeff D'Ambrosio Auto Group Job Type: Full-Time About Us: Jeff D'Ambrosio Auto Group is a leading automotive dealership. Our dynamic team thrives on a passion for excellence and a commitment. We are currently seeking a skilled Bookkeeper with automotive industry experience to join our team. Qualifications: * Minimum of 2 years of bookkeeping experience in the automotive industry. * Strong understanding of automotive dealership accounting practices and procedures. * Excellent organizational and time-management skills. * Detail-oriented

**Description**

INVENTORY CONTROL 2ND shift

Souderton, Pennsylvania

Description

The primary responsibilities of the Inventory Control Associate are the retrieving, issuing, and stocking of parts and materials, entering requisitions, ordering supplies and materials for plant operations, and assisting purchasing supervisors and manager with their duties.

Responsibilities:

Responsible for storing, cycle counting and auditing inventory; confirming deliveries, processing invoices, entering receiving data, investigating and reconciling inventory variances as required. In addition, perform housekeeping of storage areas, maintaining labeling and material identification, receiving parts and materials and processing them including department notification and stocking, and staging materials for return. Unload incoming materials and to place into correct storage locations in warehouse

Requirements:

Job requires neatness and organization with a grasp for detail and accuracy in record keeping; Individuals must have strong work ethic, be dependable, and be able to work independently.

+ Ability to lift 50lbs. with or without reasonable accommodation

+ Operate a forklift

+ Good communication skills

+ Understand and follow unit conversions

+ Abilityto follow process maps

+ Hand writing issue slips

+ Finding parts and materials in the computer data base for maintenance and other departments.

+ Cross train to work in all areas of purchasing, including but not limited to warehouse, fleet, office etc.

+ Very strong computer skills

+ SAP experience preferred

+ Microsoft Excel experience preferred

2nd Shift Schedule: Sunday to Thursday 3:00pm to 11:30pm

Hourly Salary: $21.75 per hour + shift differential

EOE/VETS/DISABILITY

Description

Summary:

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.

Duties & Responsibilities:

+ Providing excellent customer service and effectively resolving customer issues.

+ Being proficient in understanding and educating customers on consumer deposit products.

+ Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.

+ Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.

+ Adhering to all operational, security, risk and regulatory policies and procedures.

+ Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.

+ Other duties as assigned.

Basic Qualifications:

+ High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.

Preferred Qualifications:

+ 1 year or more in customer service in banking, financial services or goal driven retail sales.

+ Cash handling skills.

+ Comfort with technology such as mobile services and online banking services.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.

Job Summary

Geisinger Health plan is hiring a Regional Sales Representative for Lycoming/Clinton and surrounding counties.

Job Duties

Cultivates new sales of Medicare Advantage HMO and PPO plans, and Medicare supplemental plans. Influences community-based organizations to build collaborative relationships to develop prospects and promote interest in products as well as support relationships with existing strategic partners. Assists with developing sales strategies to implement in designated region. Deliver sales presentations to Medicare eligible audiences in a group setting as well as in a home setting. Presents the managed care concept to employer groups and unions. This is a field-based position, whereby you become the face of Geisinger throughout your assigned region.

+ Assists in the development of short-term and long-term regional sales strategies and assure timely, productive execution of the planned sales strategies, responding to enrollment deficiencies and environmental changes with appropriate modifications to the sales strategies.

+ Increases membership in the Medicare line of business.

+ Delivers sales presentations to Medicare eligible audiences in both group and home settings.

+ Presents managed care concept to employer groups and unions.

+ Influence community-based organizations, businesses, and local government agencies to build collaborative relationships to develop prospects and promote interest in products.

+ Initiates the development of sales and community activities by engaging key contacts and supporting community, businesses and legislative based events.

+ Supports strategic partner relationships.

+ Markets Geisinger Gold within the community (provider offices, senior centers, high rises, etc.).

Work is typically performed in an office environment. Accountable for satisfying all job specific obligations and complying with all organization policies and procedures. The specific statements in this profile are not intended to be all-inclusive. They represent typical elements considered necessary to successfully perform the job.

Position Details

Education

High School Diploma or Equivalent (GED)- (Required), Bachelor's Degree- (Preferred)

Experience

Minimum of 1 year-Health Insurance/Managed Care (Required), Minimum of 3 years-Sales (Required)

Certification(s) and License(s)

Health Insurance License - Default Issuing Body

OUR PURPOSE & VALUES: Everything we do is about caring for our patients, our members, our students, our Geisinger family and our communities. KINDNESS: We strive to treat everyone as we would hope to be treated ourselves. EXCELLENCE: We treasure colleagues who humbly strive for excellence. LEARNING: We share our knowledge with the best and brightest to better prepare the caregivers for tomorrow. INNOVATION: We constantly seek new and better ways to care for our patients, our members, our community, and the nation. SAFETY: We provide a safe environment for our patients and members and the Geisinger family We offer healthcare benefits for full time and part time positions from day one, including vision, dental and domestic partners. Perhaps just as important, from senior management on down, we encourage an atmosphere of collaboration, cooperation and collegiality. We know that a diverse workforce with unique experiences and backgrounds makes our team stronger. Our patients, members and community come from a wide variety of backgrounds, and it takes a diverse workforce to make better health easier for all. We are proud to be an affirmative action, equal opportunity employer and all qualified applicants will receive consideration for employment regardless to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or status as a protected veteran.

We are an Affirmative Action, Equal Opportunity Employer Women and Minorities are Encouraged to Apply. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or their protected veteran status.

Are you a problem solver who likes to figure out what lies behind the financial numbers? Are you interested in a role that offers an opportunity to provide front line support to our clients? Join our team and begin tackling critical issues at all levels of government in a team-focused environment with an emphasis on personal and professional growth. Now more than ever, organizations need support to address pressing needs in accounting, budgeting/forecasting, financial reporting, assurance, and internal controls. Accounting & Internal Controls (A&IC) is well-positioned to help our clients address their most urgent finance transformation needs. If you are interested in helping organizations effectively managefinancial risks, then our team would be a great fit for you!

If you are interested in finding solutions for our clients without the extensive demands of travel, you should consider an opportunity with our US Delivery Center (USDC)! We bring together cohesive teams with a focus on thought diversity and collaborative problem solving to address client challenges efficiently and effectively. The USDC is growing rapidly, and we are actively seeking the right professionals to join our team!

Work you'll do:

+ Assist clients with optimizing their accounting and financial reporting operations.

+ Advise our clients on technical accounting and internal control matters.

+ Implement technical solutions to improve financial management activities.

+ Participate in the development of deliverable content that meets the needs of the client and contract.

+ Perform accounting research and provide clear and concise guidance to Government clients that is rooted in laws and regulations.

+ Provide strategic guidance and technical assistance for audit preparation and remediation efforts (e.g., develop integrated enterprise strategies; develop, implement, and validate corrective action plans).

+ Support ad hoc requests such as researching topical accounting/auditing issues, developing, and reviewing position papers, providing integration support, etc.

+ Identify ways to improve efficiency and effectiveness of financial business processes.

+ Assist clients in analyzing projects and programs to identify risks and help develop, apply, and monitor mitigations.

The Team:

Deloitte's Government and Public Services (GPS) practice - our people, ideas, technology, and outcomes-is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of over 15,000+ professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise.

Our team provides resources to help clients manage their core accounting and financial reporting functions, as well as solutions to help them achieve their controls and finance transformation aspirations. Our professionals keep up with emerging regulatory guidance along with industry and business trends to assist financial organizations. We develop solutions to data complexities tohelp our clients achieve optimal finance transformation and meet their digital controllership goals and objectives.

Qualifications

Required:

+ 3+ year(s) of experience improving accounting and transaction processes.

+ Consulting experience in any of the following areas: business process improvement, financial management policies and procedures, financial system integrations, etc.

+ Bachelor's degree in accounting, information technology/systems, business, finance or another business-related field.

+ Active CPA.

+ Active secret level clearance required.

+ Travel up to 20% on average, based on work you do and the clients and the industries/sectors you serve.

+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

+ Experience performing financial statement audits and/or auditability assessments.

+ Knowledge of Financial Improvement and Audit Remediation (FIAR), Sarbanes-Oxley Section 404 or OMB Circular A-123 documentation testing and reporting requirements.

+ Familiarity with U.S. government financial accounting systems.

+ Certifications including: CDFM, CGFM, CFA, CIA

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

#AICFY25

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**Work Location** :

Jenkintown, Pennsylvania, United States of America

**Hours:**

40

**Line of Business:**

Personal & Commercial Banking

**Pay Detail:**

$22.50 - $29.00 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

**Job Description:**

The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD.

**Depth & Scope:**

+ Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience

+ Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk

+ Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs

+ Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities

+ Evaluates issues, errors and problems based on practices and existing precedents or procedures

+ Explains detailed and/or complicated information within the team

+ Builds working relationships with customers and related teams

+ Requires full proficiency gained through job related training to perform a range of activities

+ Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise

+ Engages in conversations with customers about loan products, facilitates the application intake

+ Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

**Education & Experience:**

+ HS Diploma or GED

+ 1+ years related experience required

+ Teller experience (Preferred)

+ Cross trained to take customer transactions

+ Superior Customer Service skills

+ Strong organization skills to handle multiple tasks in a fast-paced environment

+ Excellent communication skills with ability to be concise, clear and consistent

+ Demonstrated ability to schedule and prioritize work

+ Demonstrated ability to work independently and within deadlines

+ Sound judgment in decision making and effective problem solving

+ Proficient in Microsoft Office

+ Notary License (Preferred)

**Customer Accountabilities:**

+ Delivers Legendary Experience by helping Customers, building relationships, delivering service and advice to TD Customers

+ Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations

+ Serves as a Customer advocate in providing Customer resolution, proactive tips and insights on saving time & money

+ Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution

+ Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral

+ Utilizes the Customer relationship management tools to understand and gather Customer information to allow for Customer insights to be built to yield a deeper Customer experience and journey

+ Engages in lobby leadership by orchestrating Customer flow, warmly welcome, discover initial needs and guides Customer appropriately

+ Understands Customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs

+ May act as a point of escalation for Customer questions or concerns

+ May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures

+ Considers the impact of decisions on the well-being of TD, its Customers and stakeholders

+ Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity

+ Improves Customer financial confidence by sharing financial knowledge to help Customers meet and exceed their financial goals

+ Acts as a brand champion both internally and externally

+ Champions Customer service activities; supporting Customers through challenging times and life events

+ Recognizes transaction needs of clients and educates clients on self-service channels including digital options

+ Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time

+ Delivers end to end advice to Customers by providing information and tools for financial management that helps Customers achieve their goals, and provides real time insights

**Shareholder Accountabilities:**

+ Promotes full suite of products, sales, services and banking capabilities

+ Understands and applies operating policies and procedures

+ Supports the timely and accurate completion of business processes and procedures

+ Escalates non-standard or high risk transactions/activities as necessary

+ Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations

+ Ensures necessary due diligence to support the accuracy of all customer transactions/activities

+ Be knowledgeable of and complies with Bank Code of Conduct

+ Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location

+ Executes with excellence by adhering to all risk and control policies/procedures

**Employee/Team Accountabilities:**

+ Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest

+ Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit

+ Participates in personal performance management and development activities

+ Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities

+ Contributes to a fair, positive and equitable environment that supports a diverse workforce

+ Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally

+ Utilizes feedback through coaching sessions to demonstrate stronger performance

+ Establishes relationships with partner bankers to make effective referrals to them

+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team

+ Collaborates with team members in contributing to the success of the team and organization

+ Actively seeks opportunities to improve delivery of work with high attention to quality standards

+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills

+ Positively embraces change

+ Adheres and participates in TD's Shared Commitments and code of conduct expectations

+ Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience

**OCC Language:**

+ This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007

+ Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36

+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007

+ Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position

**Physical Requirements:**

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

+ Domestic Travel – Occasional

+ International Travel – Never

+ Performing sedentary work – Continuous

+ Performing multiple tasks – Continuous

+ Operating standard office equipment - Continuous

+ Responding quickly to sounds – Occasional

+ Sitting – Frequent

+ Standing – Frequent

+ Walking – Occasional

+ Moving safely in confined spaces – Occasional

+ Lifting/Carrying (under 25 lbs.) – Occasional

+ Lifting/Carrying (over 25 lbs.) – Never

+ Squatting – Occasional

+ Bending – Occasional

+ Kneeling – Occasional

+ Crawling – Never

+ Climbing – Never

+ Reaching overhead – Occasional

+ Reaching forward – Occasional

+ Pushing – Never

+ Pulling – Never

+ Twisting – Never

+ Concentrating for long periods of time – Continuous

+ Applying common sense to deal with problems involving standardized situations – Continuous

+ Reading, writing and comprehending instructions – Continuous

+ Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

**Who We Are**

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**Our Total Rewards Package**

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards)

**Additional Information:**

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

**Colleague Development**

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

**Training & Onboarding**

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

**Interview Process**

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

**Accommodation**

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Are you a problem solver who likes to figure out what lies behind the financial numbers? Are you interested in a role that offers an opportunity to provide front line support to our clients? Join our team and begin tackling critical issues at all levels of government in a team-focused environment with an emphasis on personal and professional growth. Now more than ever, organizations need support to address pressing needs in accounting, budgeting/forecasting, financial reporting, assurance, and internal controls. Accounting & Internal Controls (A&IC) is well-positioned to help our clients address their most urgent finance transformation needs. If you are interested in helping organizations effectively managefinancial risks, then our team would be a great fit for you!

If you are interested in finding solutions for our clients without the extensive demands of travel, you should consider an opportunity with our US Delivery Center (USDC)! We bring together cohesive teams with a focus on thought diversity and collaborative problem solving to address client challenges efficiently and effectively. The USDC is growing rapidly, and we are actively seeking the right professionals to join our team!

Work you'll do:

+ Assist clients with optimizing their accounting and financial reporting operations.

+ Advise our clients on technical accounting and internal control matters.

+ Implement technical solutions to improve financial management activities.

+ Participate in the development of deliverable content that meets the needs of the client and contract.

+ Perform accounting research and provide clear and concise guidance to Government clients that is rooted in laws and regulations.

+ Provide strategic guidance and technical assistance for audit preparation and remediation efforts (e.g., develop integrated enterprise strategies; develop, implement, and validate corrective action plans).

+ Support ad hoc requests such as researching topical accounting/auditing issues, developing, and reviewing position papers, providing integration support, etc.

+ Identify ways to improve efficiency and effectiveness of financial business processes.

+ Assist clients in analyzing projects and programs to identify risks and help develop, apply, and monitor mitigations.

The Team:

Deloitte's Government and Public Services (GPS) practice - our people, ideas, technology, and outcomes-is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of over 15,000+ professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise.

Our team provides resources to help clients manage their core accounting and financial reporting functions, as well as solutions to help them achieve their controls and finance transformation aspirations. Our professionals keep up with emerging regulatory guidance along with industry and business trends to assist financial organizations. We develop solutions to data complexities tohelp our clients achieve optimal finance transformation and meet their digital controllership goals and objectives.

Qualifications

Required:

+ 3+ year(s) of experience improving accounting and transaction processes.

+ Consulting experience in any of the following areas: business process improvement, financial management policies and procedures, financial system integrations, etc.

+ Bachelor's degree in accounting, information technology/systems, business, finance or another business-related field.

+ Active CPA.

+ Active secret level clearance required.

+ Travel up to 20% on average, based on work you do and the clients and the industries/sectors you serve.

+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

+ Experience performing financial statement audits and/or auditability assessments.

+ Knowledge of Financial Improvement and Audit Remediation (FIAR), Sarbanes-Oxley Section 404 or OMB Circular A-123 documentation testing and reporting requirements.

+ Familiarity with U.S. government financial accounting systems.

+ Certifications including: CDFM, CGFM, CFA, CIA

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

#AICFY25

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.