account service associate

Healthrix

<p><b>We are looking for a detail-oriented and reliable Accounts Associate to join our team. The ideal candidate must have strong financial understanding, excellent communication skills, and advanced proficiency in Microsoft Excel.</b></p><p>► Fluent in English (spoken and written) &mdash; <b>mandatory</b></p><p>► Basic Microsoft Excel skills (formulas, reports, data handling, reconciliation)</p><p>► Strong attention to detail and accuracy</p><p>► Basic knowledge of accounting principles and financial processes</p><p>►Ability to manage records, invoices, and financial data efficiently</p><p>► Good organizational and time-management skills</p><p>► Ability to work independently and meet deadlines</p><p>Required Competencies:</p><p>► Strong written and verbal communication skills.</p><p>► Proficiency in Microsoft Office suite.</p><p>► Professional attitude and appearance.</p><p>► Qualification in B.Com / BBA.</p><p>► Minimum 1&ndash;2 years relevant experience.</p><p>Gender:</p><p>► Male / Female</p><p>Job Location:</p><p>► Lahore</p><p>Willing to work in night shift</p><p>Job Type: Full-time</p><p>Pay: Rs70,000.00 - Rs90,000.00 per month</p><p>Work Location: In person</p>

Account Associate

Premier Tax Advising & Bookkeeping

<div><p>About Premier Tax Advising &amp; Bookkeeping</p><p>
Premier Tax Advising &amp; Bookkeeping is a trusted partner for individuals and businesses seeking expert financial services with a personal touch. Our mission is to intentionally collaborate, generously serve, and pursue meaningful growth for our clients, our communities, and our team. We specialize in tax, bookkeeping, and advisory services across the region.</p><p>
Position Overview</p><p>
The Senior Associate plays a critical role in supporting the firm&rsquo;s operational and client service functions. This position is responsible for payroll processing, cost accounting, and data verification for tax documents. Senior Associates work closely with Account Managers and Advisors to ensure accurate and timely service delivery, while also providing backup support for Associate I and II responsibilities.</p><p>
Key Responsibilities</p><ul><li>
Process payroll and prepare quarterly and annual payroll reports.</li><li>
Perform cost accounting and project tracking for client engagements.</li><li>
Verify data accuracy for tax documentation and filings.</li><li>
Collaborate with Account Managers and Advisors to support client needs.</li><li>
Serve as a backup for Associate I and II tasks, including bank and credit card reconciliations and sales tax return preparation.</li><li>
Utilize accounting software and maintain accurate records.</li><li>
Learn and adapt to new software tools and systems as needed.</li><li>
Contribute to a team-oriented environment and assist in cross-functional tasks.</li></ul><p>
Qualifications</p><p>
Education &amp; Experience</p><ul><li>
Associate&rsquo;s degree in Accounting, Finance, or a related field.</li><li>
Prior experience with accounting software and financial processes.</li><li>
Familiarity with payroll systems and reporting requirements.</li><li>
Understanding of basic accounting functions and reconciliation tasks.</li></ul><p>
Skills &amp; Attributes</p><ul><li>
Strong computer skills and ability to learn new software quickly.</li><li>
Detail-oriented with a focus on data accuracy and compliance.</li><li>
Effective communicator with the ability to work collaboratively.</li><li>
Organized and capable of managing multiple tasks and priorities.</li><li>
Team player with a proactive and supportive attitude.</li></ul><br>
#hc219343</div>

Senior Associate

Smile Structure Dezavala

<p>We are seeking a dedicated and skilled Associate Dentist to join our dental practice on a full-time basis. The ideal candidate will provide comprehensive dental care to patients of all ages, ensuring high standards of patient comfort, safety, and treatment quality. This role offers an excellent opportunity to be a single provider in a collaborative environment utilizing advanced dental technology and fostering professional growth. Fairly new practice that will need at least 4 days and potential to grow into 5 soon after. We are seeking an associate that is able to provide full service dentistry to our patients including restorative, endo, Invisalign and a plus for implants.</p><p>This position offers a dynamic work environment where professional development is encouraged. The successful candidate will be committed to providing exceptional patient care and have an ownership mentality that will be a key driver in growing the practice for years to come. Partnership opportunities available.</p><p>Apply to discuss further.</p><p>Pay: $160,000.00 - $260,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Employee assistance program</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Associate Dentist FT

Patra Corporation

<div>About Patra:
<p>
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.</p>
Core Duties:
<div>
The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.</div><div><br>
</div><div><b>Patra Core Competencies</b></div><ul><li>
Knows the Business</li><li>
Leads Others</li><li>
Accountable</li><li>
Team Player</li></ul><div><b>
Job Duties by Competency</b></div><div></div><div><b><br>
Knows the Business</b></div><ul><li>
Check policy discrepancy checklists against policies, endorsements, and applications<ul><li>
Advise AM of any changes needed</li></ul></li><li>
Assist in the renewal process including, but not limited to:<ul><li>
Create applications in agency management system</li><li>
Request renewal changes from insureds</li><li>
Follow up with carrier and/or insureds for pertinent information</li><li>
Request quotes from carriers utilizing proper applications and corresponding documentation</li><li>
Prepare quote presentation and details for AM&rsquo;s review</li><li>
Update Node as directed by AM</li><li>
Prepare binders to be sent to the insured for AM&rsquo;s review</li></ul></li></ul><ul><li>
Activity/task cleanup</li><li>
Send certificate requests to the team</li><li>
Process rush certificates needed under 2 hours</li><li>
Respond to India team questions as directed by AM</li><li>
Filing in document management system</li><li>
Process endorsement requests and inquiries from insureds to carriers</li><li>
Assist with finance quote requests and light accounting</li><li>
Research issues as presented by AM and report back findings</li><li>
Adapt to various insurance carrier rating websites</li><li>
Assist in creating Broker of Record letters as directed by the AM (pre-filling information)</li><li>
Order loss runs from carriers and wholesalers as needed</li><li>
Complete surplus filings with information provided by the AM</li><li>
Maintain a paperless workflow</li><li>
Maintain knowledge of various states insurance guidelines</li><li>
Understand customer challenges and partner to find solutions</li><li>
Special projects as directed by Account Manager or Manager</li><li>
Other duties as assigned</li></ul><div><b>
Accountable</b></div><ul><li>
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client</li><li>
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team</li><li>
Use analytical and critical thinking in work processes and communication skills</li><li>
Identify and communicate to AM&rsquo;s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue</li></ul><div><b>
Team Player</b></div><ul><li>
Forge relationships with account managers and insurance carriers</li><li>
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
</li><li>Must be detail-oriented</li><li>
Superior organizational skills</li><li>
Self-Starter</li><li>
Excellent verbal and written communication skills</li><li><b>
Interpersonal Skills:</b> Demonstrates the ability to work well with Patra colleagues and clients and with external organizations</li><li>
Excellent computer/internet/Microsoft skills</li><li>
Excellent time management skills</li></ul><div><b>
Promotes Culture of Respect &amp; Safety:</b> Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.</div><div></div><div><b><br>
Knowledge, Skills and Abilities</b></div><ul><li>
1-5 years of Commercial Lines Retail Insurance Experience</li><li>
Possess current and active insurance P&amp;C license</li><li>
Accurate data entry</li><li>
Excellent typing skills</li><li>
Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Working Conditions</b></div><ul><li>
Work from home</li><li>
Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite</li><li>
Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Physical Requirements*</b></div><ul><li>
Constantly perform desk-based computer tasks</li><li>
Frequent sitting</li><li>
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds</li><li>
Sort/file paperwork, rarely twist/bend/stoop/squat</li><li>
Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job<i>.</i></li></ul>
Equal Employment Opportunity:
<div>
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.</div></div><div></div>

Associate Account Manager - Commercial Lines

Veeva Systems

<div><div><div><div><div><div><b>Team:</b> Sales</div>
<div><b>City:</b> Philadelphia</div>
<p><b>State:</b> PA</p><br>
<p></p>
</div></div></div></div><div></div><div><div><div><div><div>Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $2B in revenue in our last fiscal year with extensive growth potential ahead.</div><div></div><div><br>
At the heart of Veeva are our values: Do the Right Thing, Customer Success, Employee Success, and Speed. We're not just any public company &ndash; we made history in 2021 by becoming a public benefit corporation (PBC), legally bound to balancing the interests of customers, employees, society, and investors.</div><div></div><div><br>
As a Work Anywhere company, we support your flexibility to work from home or in the office, so you can thrive in your ideal environment.</div><div></div><div><br>
Join us in transforming the life sciences industry, committed to making a positive impact on its customers, employees, and communities.</div><div></div><div><b><br>
The Role</b></div><div></div><div><br>
Veeva Systems, a leader in cloud-based solutions for the global life sciences industry, is looking for an Associate Account Partner to join our Commercial Sales Team.</div><div></div><div><br>
This is a developmental role designed to accelerate the career of an ambitious, mid-level Sales Executive. In this role, you will have the opportunity to work and learn alongside a tenured Sales Leader, focused on developing relationships and broadening sales growth while maintaining exceptional customer success on one of Veeva&rsquo;s largest, most strategic accounts.</div><div></div><div><br>
The Associate Account Partner at Veeva, in partnership with Veeva&rsquo;s Global Account Partner, will support one of Veeva&rsquo;s largest Global customers. The Associate Account Partner is accountable for executing the account strategy to drive overall customer relationships, exceptional customer satisfaction, and overall revenue growth. Due to the nature of the customers being supported, this role is highly visible.</div><div></div><div><br>
Initially, the Associate Account Partner will shadow the Global Account Partner, focused on learning the industry, as well as Veeva&rsquo;s Commercial Cloud and Data Cloud suite of products, while beginning to develop customer relationships. Longer-term, the Associate Account Partner will assume responsibility for the success of the customer across a division or region (North America).</div><p><b>
What You'll Do</b></p><ul><li>
The Associate Account Partner will immerse themselves into the industry, fully learning all aspects of Life Sciences commercial business (Sales, Medical, &amp; Marketing)</li><li>
The Associate Account Partner will serve as a point of accountability for the Veeva team while leveraging Veeva resources to serve the account globally</li><li>
Ensure that the various resources serving an account have clarity and alignment on the long-term account strategy</li><li>
In partnership with the Global Account Partner, the Associate Account Partner will be responsible for planning and implementing regular communications globally</li><li>
Cultivate Veeva relationships that provide direct access to key decision-makers across commercial teams</li><li>
The Associate Account Partner will work alongside a Global Account Partner supporting one of Veeva&rsquo;s global customers focused on commercial sales activities</li></ul><p><b>
Requirements</b></p><ul><li>
Bachelor's degree required</li><li>
5+ years experience</li><li>
3 years of sales experience</li><li>
Must be based within the account territory</li><li>
Proven ability to work independently in a dynamic environment but also as part of a team</li><li>
Logical approach to problem-solving and excellent eye for detail</li><li>
Excellent verbal and written communication, interpersonal, and presentation skills</li><li>
Ability to travel (~5-10%)</li></ul><p><b>
Nice to Have</b></p><ul><li>
Sales experience in the Healthcare and or Life Sciences industry is a plus but not required</li><li>
Experience in selling to both technical and business audiences is a plus</li></ul><p><b>
Perks &amp; Benefits</b></p><ul><li>
Medical, dental, vision, and basic life insurance</li><li>
Flexible PTO and company-paid holidays</li><li>
Retirement programs</li><li>
1% charitable giving program</li></ul><p><b>
Compensation</b></p><ul><li>
Base pay: $75,000 - $115,000</li><li>
The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.</li></ul><div>
#LI-Remote</div><div></div><div><br>
Veeva&rsquo;s headquarters is located in the San Francisco Bay Area with offices in more than 15 countries around the world.</div><div></div><div><br>
Veeva is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristics protected by local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or in our recruitment process, please contact us at talent_accommodations@veeva.com.</div>
</div></div></div></div><p></p><div><div><div><div><p>Work Where It&rsquo;s Best for You</p>
<p>Work Anywhere means you can work in an office or at home on any given day. It&rsquo;s about getting the work done in the way and place that works best for each person. This applies across all locations and departments.</p>
<p>
Work Anywhere does not mean work at any time. We have predictable core hours where employees are generally available for meetings and collaboration. Employees are focused and available during core hours.</p>
<p>
We invest in our offices to make them places where our employees like to go. If you work in the office three or more days a week, you will have a dedicated office workspace. Our offices function as hubs to draw people in, create social bonds, and where random connections and mixing of ideas happen. We&rsquo;re investing more in offices, culture, and offsite meetings, not less.</p>
<p>
Product teams are organized in regional product hubs for optimal collaboration and live within a time zone of their hub. Our current product hubs are located in Pleasanton, Columbus, Boston, Kansas City, New York City, Raleigh, and Toronto. We create opportunities for teams to get together in person regularly.</p>
<p>
Customer-facing roles, such as Sales and Professional Services, live near and/or travel to their customers.</p>
<p>
When an employee moves within a country it does not cause a change in salary. Where you live impacts you and your family. Not knowing if your compensation will change if you move can cause stress and uncertainty for everyone. We wanted to eliminate that.</p>
<p>
Work at Veeva. Work where it&rsquo;s best for you.</p></div></div></div></div></div>

Associate Account Partner - Commercial

Infosys

<div><b>Role Information</b><div><div><div><b>
Role </b></div><div>Senior Engagement Manager
</div></div><br>
<div><div><b>Role Designation </b></div><div>Senior Manager / Senior Manager &ndash; Client Services</div></div><br>
<div><div><b>
Career Stream </b></div><div>Global Markets</div></div><br>
<div><div><b>
Career Sub Stream </b></div><div>Client Services</div></div><br>
<div><div>
</div></div><br>
<div><div><b>Reports to </b></div><div>Group Senior Manager - Client Services</div><h2 class="jobSectionHeader"><b>
Billable</b><b> Role (Y/N)</b></h2><div>
 N</div></div><br>
<div><div><b>
Supervises </b></div><div>Associate Business Development Manager/ Associate Senior Manager - Client Services/ Associate Sales Manager</div><h2 class="jobSectionHeader"><b>
Billable Utilization
 </b></h2><div>NA</div></div><br>
<div><div><h2 class="jobSectionHeader"><b>
Financial Size
</b></h2><h2 class="jobSectionHeader"><b>(Revenue/ Budget/Span)</b></h2></div><div>
 ~ $80M per year across small, medium and large accounts.</div><div><h2 class="jobSectionHeader"><b>
Incumbency
</b></h2><h2 class="jobSectionHeader"><b>(Single/ Multiple)</b></h2></div><div>
 Multiple</div></div><br>
<div><div><h2 class="jobSectionHeader"><b>
Team Size &amp; Dispersion</b></h2><h2 class="jobSectionHeader"><b>
(Direct &amp; Indirect reports, Single/ Multiple locations)</b></h2></div><div>
 Number of Direct reports : 1 AEM and 1 EM. Likely to expand in future</div><div><h2 class="jobSectionHeader"><b>
Location
</b></h2><h2 class="jobSectionHeader"><b>(Onsite/ Offshore)</b></h2></div><h2 class="jobSectionHeader"><b>
Frankfurt, Germany</b></h2></div><div><h2 class="jobSectionHeader"><b><br>
</b></h2></div><br>
<br>
<div></div><div><h2 class="jobSectionHeader"><b>Operating Network </b><b>(Internal)</b></h2><h2 class="jobSectionHeader"><b>
Group Senior Manager - Client Services, Associate Senior Manager - Client Services/ Business Development Associate , All HBUs, IBU delivery, Finance, Legal, HR, CCD, IS, UPAMs, GEMs, DHs, IBU Heads, and NBD team.</b></h2></div><div><h2 class="jobSectionHeader"><b><br>
Operating Network </b><b>(External)</b></h2><h2 class="jobSectionHeader"><b>
Clients (CXOs, Business Leadership, IT Leadership and below, Procurement office, Client Audit &amp; compliance), Alliance partners, and other contractors (direct competitors, other companies managing PMO, independent contractors etc.)</b></h2></div></div><br>
<b>
Educational Qualification* and Experience Requirements</b><br>
<br>
10<div><div><div>
Senior Manager / Senior Manager &ndash; Client Services</div><div><b> Engineering Graduate</b></div><div><b> CA / Tier MBA*</b></div><div><b> Non Engineering Graduate</b></div><div><b> PhD</b></div></div><br>
<div><div><b>
Minimum No. of Years </b></div><div>11</div><div> 9</div><div> 11</div><div><b> Career Stream
</b></div></div><br>
</div><ul><li><i>Categorized based on Infosys recognized list of colleges and courses
</i></li></ul><br>
<b>For Higher Proficiency </b>10<div><div><div><b>
Career Stream </b></div><div><b>Engineering Graduate</b></div><div><b> CA / Tier MBA*</b></div><div><b> Non Engineering Graduate</b></div><div><b> PhD</b></div></div><br>
<div><div><b>
Minimum No. of Years </b></div><div>14</div><div> 12</div><div> 14</div><div> Global Markets</div></div><br>
</div>
1<div><div><div>
Global Markets</div></div><br>
<div><div>
</div></div><br>
</div><div></div><b>Areas of Responsibility</b><br>
<ul><li><b>Market Development and Prospecting</b></li></ul>
The Senior Manager &ndash; Client Services analyses the current accounts and target prospects to identify right set of Buyers, their buying patterns and help tailor offerings, solutions for specific industry segment, account. S/He is responsible for reaching out to identified target Buyers through multiple levers, such as Cold-calling, partnerships, events<br>
<ul><li><b>Opportunity Identification and Qualification</b></li></ul>
The Senior Manager &ndash; Client Services will navigate the account to identify varied kinds of deals in the account <b>in order to</b> increase Infosys' revenue and market share.<br>
<ul><li><b>Proposal Development, Negotiation and Closure
</b></li></ul>The Senior Manager &ndash; Client Services will form pursuit team across Infosys internal units / external partners if needed. S/He positions client-facing team with client, explain client context, coach the pursuit team, suggest win price and drive this among various BUs based on competitive intelligence, future potential, positioning with client. S/He sets up and facilitates proposal-coaching sessions between client and pursuit team's technical / domain experts and drives the proposal to closure.
<br>
<ul><li><b>Contracting and MSA</b></li></ul>
The Senior Manager &ndash; Client Services facilitates the discussion between Client and Infosys teams involved in contracting (Legal, Data Privacy..), and acts as the point-of-escalation if needed, <b>in order to</b> ensure quick closure of the contract with acceptable level of risk to Infosys.<br>
<ul><li><b>Account Planning and Review</b></li></ul>
The Senior Manager &ndash; Client Services develops the Account Plan in conjunction with the other stakeholders (Service line/HBU mix, revenues, profitability. S/He will develop relationship map, and market share analysis. S/He communicates and executes as per the A/c plan; and conducts periodic review of the plan with higher Management in Infosys <b>in order to</b> grow in the Account as per plan.<br>
<ul><li><b>Account Mining</b></li></ul>
The Senior Manager &ndash; Client Services identifies the right contacts within the client organization, secures meetings with the clients appropriately; sets appropriate agenda (client context, pain points, industry / competitive context, Infosys value proposition). S/He anchors meetings and closes any opportunities generated. S/He reviews meeting material <b>in order to</b> grow the account by positioning Infosys strategically and as an existing trusted partner.<br>
<ul><li><b>Account Operations</b></li></ul>
The Senior Manager &ndash; Client Services signs off on SOWs / Contracts and follows up with the client to sign off on the SOWS. S/He is responsible for Collections of AR.
<br>
<ul><li><b>Relationship Management</b></li></ul>
The Senior Manager &ndash; Client Services handles customer complaints about project executions across IBU delivery and HBUs, as well as negotiates on MSAs and SOWs (which the Commercial Senior Manager leads). S/He identifies and recommends the right Infosys executives (starting with Segment Heads) with whom the client can connect; sets up meetings and sets the right expectations. S/He sets up periodic reviews with important customer stakeholders as per the pre-agreed format.<br>
<br>
<b>Knowledge, Skills required for the role</b><br>
<br>
<b><i>Knowledge: </i></b>Knowledge of outsourcing business, cost &amp; revenue drivers for an IT organization, Business case creation, Financial ratios and analyses (IRR, NPV, ROCE etc.), Statistical analyses (regression, correlation, mean, median, mode, frequency distributions), and knowledge of legal &amp; contracting issues.<br>
<br>
<b><i>Skills: </i></b>Effective and structured communication skills (consultative skills combined with business case creation knowledge), conflict resolution / consensus building skills within Infosys as well as with partners / clients. Problem solving skills, negotiation skills, and commercial acumen. Identification of the political landscape, leadership skills, presentation skills and relationship-building skills (a good sense of humor is an advantage).<br>
<br>
<b>Performance Measures</b><br>
<ul><li><b>Revenue Growth, Revenue from New Relationships, Number of Large Deals Closed, Customer Satisfaction Index,</b></li></ul></div>

Senior Manager - Client Services - FS - Riyadh

Republic Bank of Chicago

<div><p><b>TITLE: Associate Banker II STATUS: Non-Exempt
</b></p><p><b>MANAGER: Market Manager
</b></p><p><b>DEPARTMENT: Retail 79th Street Branch
</b></p><p></p><p><b>GENERAL FUNCTION</b>: Serve as a proactive member of the Retail Branch team by being both an initial sales and service contact for new and existing clients while also servicing and profiling clients at the teller window to create a positive client experience. The Associate Banker II will have a high level of banker skills and a working level of the teller system, able to service existing accounts and open new account relationships. The Associate Banker II will establish new and existing customer account relationships through sales and referrals of retail, commercial, investments, and other lines of business products and services.</p><p>
</p><p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES</b>:</p><p>
</p><ul><li><p>Perform duties to include cross-selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing stop payments, wire transfers, telephone transfers, placing check orders, processing special instructions on accounts and performing general file maintenance.</p></li></ul><p>
</p><ul><li><p>May perform daily branch responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.</p></li></ul><p>
</p><ul><li><p>Maintain a balancing record that is in line with policy; have the ability to find and correct outages and to enlist help as needed for more difficult errors.</p></li></ul><p>
</p><ul><li><p>Consistently meet or exceed sales goals as set by Branch Management by effectively and efficiently cross-selling bank products and services to both current and potential customers.</p></li></ul><p>
</p><ul><li><p>Deliver superior customer service with both internal and external customers and escalate issues to management when necessary.<b>
</b></p></li></ul><p></p><ul><li><p>Follow policies, procedures, regulations, confidentiality requirements, and operational controls.
</p></li></ul><p></p><ul><li><p>Address customer problems with professionalism and sound judgment. Escalate more complex problems or concerns as needed.</p></li></ul><p>
</p><ul><li><p>Maintain open and honest communication with Branch team members.</p></li></ul><p>
</p><ul><li><p>Promote and display effective planning and organizational skills, dependability, flexibility, and enthusiastic participation of change and innovation including opening and closing the Branch as needed<b>.</b></p></li></ul><p>
</p><ul><li><p>Maintain a well-developed working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs.</p></li></ul><p>
</p><ul><li><p>Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training.</p></li></ul><p>
</p><ul><li><p>Provide support to new and less experienced Associate Bankers, answering questions and finding solutions to customer issues that require more experience.</p></li></ul><p>
</p><ul><li><p>Actively participate in all bank promotional events and product/service initiatives in order to support bank sales and service goals.</p></li></ul><p>
</p><ul><li><p>Represent the bank in the community in a professional manner.
</p></li></ul><p></p><ul><li><p>Follow all Branch standards including maintaining a well organized and prepared work environment.</p></li></ul><p>
</p><ul><li><p>Perform other duties as assigned.</p></li></ul><p>
</p><p></p><p><b>MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</b></p><p>
</p><ul><li><p>Extensive cash handling; this requires the ability to perform basic math functions.</p></li></ul><p>
</p><ul><li><p>Basic computer skills.</p></li></ul><p>
</p><ul><li><p>Extensive contact with the public, necessitating the ability to present and maintain a professional image at all times.</p></li></ul><p>
</p><ul><li><p>Ability to properly read and write well enough to communicate in both oral and written form.</p></li></ul><p>
</p><ul><li><p>In-depth knowledge of banking policies, procedures and regulations in order to perform duties with minimal supervision, which is usually acquired with minimum of one year as a Personal Banker and/or Teller.</p></li></ul><p>
</p><ul><li><p>Ability to take the initiative and utilize sound judgement in decision-making and problem solving.</p></li></ul><p>
</p><ul><li><p>Ability to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.</p></li></ul><p>
</p><ul><li><p>Ability to demonstrate a sales initiative.</p></li></ul><p>
</p><ul><li><p>Flexibility in scheduling</p></li></ul><p><b>
EDUCATION and/or EXPERIENCE</b></p><ul><li><p>
High School Diploma or its equivalent.</p></li><li><p>
Minimum one-year related experience in retail banking and/or sales.</p></li></ul><p>
</p><p><b>ADDITIONAL RESPONSIBILITIES</b><b>:</b></p><p>
Every employee of Republic Bank is responsible for knowing and practicing Bank Secrecy Laws (AML/CIP/SAR/CTR/OFAC), the USA Patriot Act, and other related regulations as they relate to their specific job function. Training will be provided during your Introductory Period and annually thereafter. If you need additional training, you are responsible for contacting your immediate supervisor.</p><p>
</p><p><b>WHAT WE OFFER</b></p><p>
As part of our commitment to your physical, emotional, and financial wellbeing, we proudly provide a comprehensive benefits package, which includes:</p><ul><li><p>
A competitive salary range estimated at $21 - $24 per hour for this position. (Final compensation may vary based on experience, skills, and qualifications)</p></li><li><p>
Generous Paid time Off (PTO) to help you rest, recharge, and take care of what matters most</p></li><li><p>
Health, dental, and vision insurance with tax-advantaged FSA and HSA account options</p></li><li><p>
Retirement benefits including 401k plan with discretionary matching contributions.</p></li><li><p>
Childcare assistance program to support working parents and their eligible dependents</p></li><li><p>
Parental Leave for both primary and secondary caregivers</p></li><li><p>
Short-term and long-term disability coverage for long-term income security</p></li><li><p>
Basic Life and AD&amp;D insurance with elective additional coverage for you, your spouse, or children</p></li><li><p>
Mental health &amp; wellness benefits including bank-paid Headspace meditation app subscription and access to our Employee Assistance Program</p></li></ul><p>
</p><p>We look forward to working with you and to the contributions you will make to Republic Bank of Chicago, as well as the opportunity to provide you with professional growth. However, we recognize that you retain the option, as does Republic Bank of Chicago, of ending your employment with us at any time, with or without notice and with or without cause. As such, your employment with Republic Bank of Chicago is at-will and neither this job description nor any other oral or written representations may be considered a contract for any specific period of time.</p></div>

Associate Banker II

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