branch account manager

Beeline shipping LLC

We are seeking an experienced and result-oriented Branch Manager to oversee and manage the overall operations, business development, customer service, and profitability of our freight forwarding and logistics branch in Oman. The ideal candidate should possess strong leadership skills, operational expertise, and a solid background in freight forwarding, shipping, customs clearance, transportation, and client relationship management.Key Responsibilities:Operations Management:-<ul><li>Oversee day-to-day branch operations including air freight, sea freight, land transportation, warehousing, and customs clearance.</li><li>Ensure smooth coordination between operations, sales, customer service, and documentation teams.</li><li>Monitor shipment movements and ensure timely delivery of cargo.</li><li>Maintain compliance with Oman customs regulations, company policies, and international logistics standards.</li><li>Resolve operational issues, delays, and customer escalations efficiently.</li></ul>Business Development &amp; Sales:-<ul><li>Develop and implement strategies to achieve branch revenue and profitability targets.</li><li>Identify new business opportunities and expand the customer base.</li><li>Build and maintain strong relationships with key clients, shipping lines, airlines, transporters, and agents.</li><li>Lead the sales team to achieve monthly and annual targets.</li><li>Conduct market analysis and competitor monitoring.</li></ul>Financial &amp; Administrative Management:-<ul><li>Manage branch budgets, expenses, profitability, and cost control measures.</li><li>Monitor invoicing, receivables, and payment collections.</li><li>Prepare branch performance reports and management updates.</li><li>Ensure proper documentation and record maintenance.</li></ul>Team Leadership:-<ul><li>Lead, motivate, and supervise branch staff.</li><li>Conduct employee performance evaluations and training.</li><li>Maintain discipline, teamwork, and a positive work culture.</li><li>Coordinate recruitment and manpower planning for the branch.</li></ul>Customer Relationship Management:-<ul><li>Ensure high levels of customer satisfaction and service quality.</li><li>Handle major customer complaints and provide effective solutions.</li><li>Maintain long-term business relationships with corporate clients.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s Degree in Logistics, Supply Chain, Business Administration, or related field.</li><li>Minimum 5&ndash;10 years of experience in freight forwarding and logistics operations.</li><li>Prior experience in a managerial or branch handling role with an Oman frieght forwarding company</li><li>Strong knowledge of freight forwarding, shipping documentation, customs procedures, and transportation operations.</li><li>Excellent leadership, communication, negotiation, and problem-solving skills.</li><li>Ability to manage branch profitability and business growth.</li><li>Knowledge of Oman logistics market and local regulations.</li><li>Proficiency in MS Office and logistics ERP/software systems.</li></ul>Pay: RO800.000 - RO1,500.000 per monthWork Location: In person

Branch Manager-Freight Forwarding

BayCoast Bank

<div><div><div><div>Job Posting Title</div><div>
Assistant Branch Manager I</div></div></div>
Job Description<div><div><div><div><div><div><h2 class="jobSectionHeader">
Assistant Branch Manager I</h2>
Location: Cranston Branch, Cranston RI
Bilingual: Portuguese &amp; Spanish a plus, but not required<h3 class="jobSectionHeader">
Join Our Team and Lead Exceptional Customer Experiences</h3>
Are you a driven leader who thrives on developing teams, building relationships, and delivering exceptional service? At BayCoast Bank, we&rsquo;re looking for an Assistant Branch Manager I who brings leadership, energy, and a strong customer focus to our branch team.
In this role, you&rsquo;ll play a key part in the daily success of the branch&mdash;supporting operations, coaching staff, and helping customers achieve their financial goals. If you enjoy mentoring others, strengthening community connections, and advancing your banking career, we want to hear from you!<h2 class="jobSectionHeader">
What You&rsquo;ll Do</h2><h3 class="jobSectionHeader">
Lead &amp; Inspire</h3><ul><li>
Supervise and coach branch staff, providing ongoing training and development</li><li>
Assist with performance management, goal setting, and staff motivation</li><li>
Support staffing schedules, timekeeping, and daily team operations</li></ul><h3 class="jobSectionHeader">
Deliver Outstanding Customer Service</h3><ul><li>
Serve as a primary point of contact for customer inquiries and issue resolution</li><li>
Build and maintain strong customer relationships</li><li>
Provide financial solutions tailored to customer needs</li></ul><h3 class="jobSectionHeader">
Drive Results &amp; Growth</h3><ul><li>
Support branch goals through referrals, relationship development, and retention</li><li>
Assist with business development efforts, including outreach and community involvement</li><li>
Identify opportunities to expand customer relationships across bank services</li></ul><h3 class="jobSectionHeader">
Ensure Operational Excellence</h3><ul><li>
Oversee daily branch operations in the absence of the Branch Manager</li><li>
Ensure compliance with bank policies, procedures, and regulatory requirements</li><li>
Maintain security, cash controls, and operational accuracy</li></ul><h3 class="jobSectionHeader">
Be a Team Player</h3><ul><li>
Collaborate with other departments to enhance customer experience</li><li>
Participate in community events and initiatives to grow the Bank&rsquo;s presence</li><li>
Promote a strong, positive, and customer-focused team culture</li></ul><h2 class="jobSectionHeader">
What You Bring</h2><ul><li>
Previous banking experience with demonstrated leadership or supervisory skills</li><li>
Strong customer service and relationship-building abilities</li><li>
Knowledge of banking products, services, and operations</li><li>
Loan origination experience and NMLS registration preferred</li><li>
Excellent communication, problem-solving, and decision-making skills</li><li>
Ability to motivate, coach, and develop team members</li><li>
Positive attitude, professionalism, and reliability</li><li><div>
Bilingual skills in Portuguese and/or Spanish are a plus, but not required</div></li></ul><h2 class="jobSectionHeader">
Why Join BayCoast Bank</h2>
We believe in making a difference for our customers, our community, and our employees. Our core values:<ul><li>
Take pride in what you do</li><li>
Believe your work matters</li><li>
Care about people</li><li>
Maintain a positive attitude</li></ul><h2 class="jobSectionHeader">
Employee Benefits</h2><ul><li>
Health, dental, &amp; vision insurance</li><li>
Defined Benefit Plan</li><li>
401(k) with company safe harbor</li><li>
Paid time off &amp; holidays</li><li>
Professional development &amp; career advancement opportunities</li><li>
Employee banking perks</li><li>
Tuition and loan support</li></ul><h2 class="jobSectionHeader">
Work Environment &amp; Requirements</h2><ul><li>
Ability to lift up to 50 lbs</li><li>
May require evenings or weekends</li><li>
Travel between locations required; reliable transportation necessary</li></ul></div></div></div></div></div></div></div>

Assistant Branch Manager I

Al-Futtaim

<div>
 
 Job Requisition ID:
 
 178499
 
 
 Established in the 1930s as a trading business, Al-Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United Arab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al-Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al-Futtaim Group&rsquo;s entrepreneurship and relentless customer focus enables the organization to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
 
 
 By upholding our values of respect, excellence, collaboration and integrity; Al-Futtaim Group continues to enrich the lives and aspirations of our customers each and every day
 
 
 
 Overview of The Role:
 
 
 
 The Branch Accountant is responsible for providing specialized financial support to the Toyota and Lexus dealership encompassing showroom, service, and spare parts departments.
 
 
 The role demands meticulous recording, monitoring, and reporting of financial transactions to ensure accuracy and compliance with organizational and regulatory standards.
 
 
 As a critical link between the finance business partner and branch operations, the Branch Accountant ensures financial integrity across all dealership activities.
 
 
 
 What You Will Do:
 
 
 
 Invoicing &amp; Delivery Management
 
 
 <ul>
 <li>
 Ensure relevant conditions and pricing are maintained in the order before invoicing.
 </li>
 <li>
 Coordinate with the credit control team for credit customer deals.
 </li>
 <li>
 Verify documentation as per SOP before proceeding with deals and issue invoices timely.
 </li>
 <li>
 Maintain relevant AFM documentation for timely payment receipt.
 </li>
 <li>
 Issue gate passes per AFM guidelines.
 </li>
 <li>
 Follow procedures for billing cancellations according to SOP.
 </li>
 <li>
 Archive sales invoices, cancellations, and gate passes.
 </li>
 <li>
 Arrange documents and supporting evidence for audits.
 
 
 </li>
 </ul>
 Revenue &amp; Petty Cash Management
 
 
 <ul>
 <li>
 Verify and post bank transfers against respective invoices in SAP.
 </li>
 <li>
 Monitor petty cash float and review pending claims for submission.
 </li>
 <li>
 Oversee insurance limits of cash/collection in vault with cashier, ensure insurance coverage if limits are exceeded.
 </li>
 <li>
 Ensure timely cash desk collections deposit by cashiers in SCDM.
 </li>
 <li>
 Properly sign and file collection/PCF verification and handover for future reference.
 </li>
 <li>
 Monitor cheque clearance, bouncing cheques, and refund cheques.
 </li>
 <li>
 Adhere to AFM company policy regarding customer refunds and maintain logs.
 </li>
 <li>
 Perform surprise cash counts as per SOP.
 
 
 </li>
 </ul>
 Financial Reporting, Cost &amp; Internal Controls
 
 
 <ul>
 <li>
 Conduct finance-related processes complying with AFM policies &amp; procedures.
 </li>
 <li>
 Support monitoring of Opex &amp; Capex.
 </li>
 <li>
 Ensure strict adherence of AFM documents to SOPs.
 </li>
 <li>
 Monitor clearance of Open POs and follow-up with stakeholders for timely processing.
 </li>
 <li>
 Report and clear cash invoices not collected regularly.
 </li>
 <li>
 Execute ad hoc tasks/reports requested by FBP/FM/Branch Management.
 </li>
 <li>
 Effectively control costs and escalate abnormalities.
 </li>
 <li>
 Ensure timely processing of Open POs.
 </li>
 <li>
 Deliver assigned tasks on time.
 
 
 </li>
 </ul>
 Accounts Receivables Management
 
 
 <ul>
 <li>
 Review and ensure timely submission of second sets.
 </li>
 <li>
 Monitor branch AR reports daily, weekly, and monthly, and follow-up for outstanding/overdue invoice collection.
 </li>
 <li>
 Maintain list of credit facilities to branch credit customers including credit limits, periods, and details.
 </li>
 <li>
 Ensure timely collection of credit customer payments.
 </li>
 <li>
 Ensure proper documentation and credit limits for credit customers.
 
 
 </li>
 </ul>
 Policy, Procedures and Internal Audit recommendations
 
 
 <ul>
 <li>
 Facilitate group internal audit review of branch operations and implement audit recommendations.
 </li>
 <li>
 Identify and escalate process gaps and improvement opportunities to the line manager.
 </li>
 <li>
 Highlight suspicious transactions/deals to management.
 </li>
 <li>
 Ensure accuracy and completeness of documentation as per internal audit standards.
 
 
 </li>
 </ul>
 
 Required Skills To Be Successful:
 
 
 
 <ul>
 <li>
 Strong organizational skills and attention to detail.
 </li>
 <li>
 Proficiency in using finance and accounting software, particularly ERP systems.
 </li>
 <li>
 Excellent communication skills, both verbal and written.
 </li>
 <li>
 Ability to work effectively under pressure and manage multiple priorities.
 
 
 </li>
 </ul>
 
 What Qualifies You For The Role:
 
 
 
 <ul>
 <li>
 Bachelor's degree in accounting or a similar qualification.
 </li>
 <li>
 Minimum of 3 years of experience in branch accounting, preferably within an automotive dealership.
 </li>
 <li>
 Proficient team player with strong communication and coordination skills.
 </li>
 <li>
 Experience and exposure to ERP systems.
 
 
 </li>
 </ul>
 
 About Al-Futtaim Automotive
 
 
 
 A major division of the UAE-based Al-Futtaim Group of companies,
 
 Al-Futtaim Automotive
 
 is an industry leader with presence in 10 countries across the Middle East, Asia and Africa.
 
 
 Our core business activities at Al-Futtaim Automotive include distribution, manufacturing, leasing and aftersales, and we are firmly established as the regional representative of some of the world&rsquo;s most iconic automotive brands: Toyota, Lexus, Honda, Jeep, Chrysler, Dodge, Volvo and RAM.
 
 
 We are driven by a customer-centric approach, constantly pushing the boundaries on innovation, quality standards, and value-added service across our vast universe of customers - right from motoring enthusiasts to fleet operators to contractors. Our mission is to become the leader in custom-made mobility solutions by delivering nothing less than world-class omni-channel experiences.
 
 
 We channel our local expertise and global trust to deliver one of the most comprehensive portfolios of mobility products and solutions, from passenger cars to SUVs, electric vehicles to high-performance motorbikes, commercial vehicles to industrial &amp; construction equipment.
 
 
 What keeps the company moving forward is a 9000-member strong team, with inspiring possibilities for growth, throughout the career path.
 
 This is Al-Futtaim Automotive and we empower talent to move forward.
 
</div>

Branch Accountant | Al-Futtaim Automotive | Toyota and Lexus

<div>
 
 Job Requisition ID:
 
 177225
 
 
 Established in the 1930s as a trading business, Al-Futtaim Group today is one of the most diversified and progressive, privately held regional businesses headquartered in Dubai, United Arab Emirates. Structured into five operating divisions; automotive, financial services, real estate, retail and healthcare; employing more than 35,000 employees across more than 20 countries in the Middle East, Asia and Africa, Al-Futtaim Group partners with over 200 of the world's most admired and innovative brands. Al-Futtaim Group&rsquo;s entrepreneurship and relentless customer focus enables the organization to continue to grow and expand; responding to the changing needs of our customers within the societies in which we operate.
 
 
 By upholding our values of respect, excellence, collaboration and integrity; Al-Futtaim Group continues to enrich the lives and aspirations of our customers each and every day
 
 
 
 Overview Of The Role
 
 
 
 The Branch Accountant plays a key role in supporting the branch&rsquo;s financial operations by ensuring accurate invoicing, effective receivables follow-up, strong cash controls, and timely financial reporting. This role helps maintain compliance with company policies and supports smooth day-to-day coordination across sales, operations, and finance.
 
 
 
 What You Will Do
 
 
 
 <ul>
 <li>
 Manage invoicing for units and validate sales order conditions, including discount checks, subsidy approvals, and gate pass issuance.
 </li>
 <li>
 Perform regular follow-up on accounts receivable, review recovery accounts, and support the calculation of provisions.
 </li>
 <li>
 Create SMC contracts with billing plans and provide timely information for general ledger updates.
 </li>
 <li>
 Maintain petty cash records, process petty cash claims, and follow up on outstanding IOUs.
 </li>
 <li>
 Monitor general ledger activity and support month-end reporting, balance sheet substantiation, and financial pack preparation.
 </li>
 <li>
 Ensure compliance with internal policies, financial controls, and audit requirements, escalating issues where needed.
 
 
 </li>
 </ul>
 
 Required Skills To Be Successful
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree in Finance or Accounting
 </li>
 <li>
 Strong understanding of invoicing, accounts receivable, petty cash, and general ledger processes.
 </li>
 <li>
 Knowledge of financial controls, compliance requirements, and audit support processes.
 </li>
 <li>
 Effective communication and coordination skills to work across branch operations and finance teams.
 
 
 </li>
 </ul>
 
 About The Team
 
 
 
 You will be part of a collaborative finance and branch operations environment, working closely with internal stakeholders to support financial accuracy, operational efficiency, and compliance. The team plays an important role in enabling smooth business operations while upholding strong governance standards.
 
 
 
 What Equips You For The Role
 
 
 
 The ideal candidate will bring relevant accounting experience in a branch, retail, automotive, or service-oriented environment, along with confidence in handling financial transactions, reconciliations, and reporting tasks. A proactive approach, sound judgment, and a commitment to accuracy and compliance will help you succeed in this role.
 
 
 
 About Al-Futtaim Automotive
 
 
 
 A major division of the UAE-based Al-Futtaim Group of companies,
 
 Al-Futtaim Automotive
 
 is an industry leader with presence in 10 countries across the Middle East, Asia and Africa.
 
 
 Our core business activities at Al-Futtaim Automotive include distribution, manufacturing, leasing and aftersales, and we are firmly established as the regional representative of some of the world&rsquo;s most iconic automotive brands: Toyota, Lexus, Honda, Jeep, Chrysler, Dodge, Volvo and RAM.
 
 
 We are driven by a customer-centric approach, constantly pushing the boundaries on innovation, quality standards, and value-added service across our vast universe of customers - right from motoring enthusiasts to fleet operators to contractors. Our mission is to become the leader in custom-made mobility solutions by delivering nothing less than world-class omni-channel experiences.
 
 
 We channel our local expertise and global trust to deliver one of the most comprehensive portfolios of mobility products and solutions, from passenger cars to SUVs, electric vehicles to high-performance motorbikes, commercial vehicles to industrial &amp; construction equipment.
 
 
 What keeps the company moving forward is a 9000-member strong team, with inspiring possibilities for growth, throughout the career path.
 
 This is Al-Futtaim Automotive and we empower talent to move forward.
 
</div>

Branch Accountant | Al-Futtaim Automotive | FAMCO

Palo Alto Networks

<div><div><div>Get the latest details.
</div><div><div>Our Mission
At Palo Alto Networks&reg;, we&rsquo;re united by a shared mission&mdash;to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology and bold thinking. Here, everyone has a voice, and every idea counts. If you&rsquo;re ready to do the most meaningful work of your career alongside people who are just as passionate as you are, you&rsquo;re in the right place.
Who We Are
In order to be the cybersecurity partner of choice, we must trailblaze the path and shape the future of our industry. This is something our employees work at each day and is defined by our values: Disruption, Collaboration, Execution, Integrity, and Inclusion. We weave AI into the fabric of everything we do and use it to augment the impact every individual can have. If you are passionate about solving real-world problems and ideating beside the best and the brightest, we invite you to join us!
We believe collaboration thrives in person. That&rsquo;s why most of our teams work from the office full time, with flexibility when it&rsquo;s needed. This model supports real-time problem-solving, stronger relationships, and the kind of precision that drives great outcomes.
Job Summary
Your Career
The Major Account Manager partners with our customers to secure their entire digital experience. You&rsquo;re motivated by the desire to solve critical challenges facing our customer&rsquo;s secure environment, so you&rsquo;re prepared to connect them with a solution for every stage of threat prevention. This role is a significant driver of company revenue and growth. As an experienced and dynamic sales professional, you&rsquo;re responsible for leading and driving sales engagements.
Palo Alto Networks is leading the charge in platformization, offering best-in-breed solutions that enable customers to build a truly zero-trust security architecture and navigate critical transformations.
To ensure our sales team is equipped to guide customers, we've developed FLIGHT, an immersive onboarding program. Flight blends virtual and in-person learning at our headquarters, where new sales hires will participate in dynamic cohorts, fully dedicated to their training without customer distractions. This focused approach ensures they emerge as well-prepared sales professionals, ready to help customers leverage our comprehensive portfolio. 
Your Impact<ul><li>
As a Major Account Manager, you will drive and orchestrate large complex sales cycles and work with our internal partners and teams to best serve the customer</li><li>
Your consultative selling experience will identify business challenges and create solutions for prospects and our customers</li><li>
Understand the competitive landscape and customer needs so you can effectively position the portfolio of Palo Alto Networks solutions</li><li>
Create clear goals and complete accurate forecasting through developing a detailed territory plan</li><li>
Leverage prospect stories to create a compelling value proposition with insights into value for that specific account</li><li>
Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services</li><li>
Travel as necessary within your territory, and to company-wide meetings</li></ul>
Qualifications
Your Experience<ul><li>
Experience and knowledge of SaaS-based architectures, ideally in a networking and/or security industry</li><li>
Demonstrated experience selling complex solutions, value selling, and/or consultative sales techniques</li><li>
Technical aptitude for understanding how technology products and solutions solve business problems</li><li>
Identifies problems, reviews data, determines the root causes, and provides scalable solutions</li><li>
Cultivate relationships with our channel partners to bring channel-centric go-to-market approach for our customers</li><li>
Demonstrates in depth knowledge of the full sales cycle and the ability to follow a structured sales process</li><li>
Ability to take a holistic approach to problem solving by understanding the bigger picture, and considering complex interrelationships and outcomes</li><li>
Excellent time management skills, and work with high levels of autonomy and self-direction</li></ul>
Our Commitment
We&rsquo;re trailblazers that dream big, take risks, and challenge cybersecurity&rsquo;s status quo. It&rsquo;s simple: we can&rsquo;t accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com.
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Is role eligible for Immigration Sponsorship? No. Please note that we will not sponsor applicants for work visas for this position.</div></div></div></div>

Major Account Manager - Banking - Abu Dhabi

Ascend Federal Credit Union

<div>ABOUT US:
<div>
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 250,000 members from 28 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union&rsquo;s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.</div>
WHAT WE OFFER:
<div>
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union&rsquo;s commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend&rsquo;s vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2025) and Training MVP Awards (2015-2026).</div>
WHAT YOU WILL DO EVERYDAY:
<div>
Under the direction of the Branch Manager, develop new business through the promotion of Credit Union services to new and existing members. Create a positive member experience by ensuring that members receive high quality and courteous service in all interactions. Uncover member needs when opening and modifying all account types including: certificates, IRAs, Coverdell, HSAs, etc., originating and processing consumer loans, and when assisting members with other miscellaneous requests or services. Serve in capacity of teller and receptionist as needed.</div>
HOW YOU WILL MAKE AN IMPACT :
<div>
Member Service:</div><ul><li>
Provide consistent, courteous and personal service to members. Communicate with all AFCU members, employees and staff in a friendly, professional manner.</li><li>
Analyze member needs, match products/services to maximize member relationships with the credit union with an effort to increase member wealth, knowledge and financial stewardship.</li><li>
Open consumer account types, youth, certificates, IRAs, Coverdell, HSAs, etc. and explain various accounts and ownership options. Prepare necessary documentation and complete transaction.</li><li>
Demonstrate the use of automated services (includes: ITM orientation and troubleshooting, Online Banking, Bill Pay and ATM assistance as needed) to new and existing members in order to increase the percentage of members oriented to automated services.</li><li>
Open new accounts, revise existing accounts, complete direct deposit requests and internal transfers, and update the account accordingly.</li><li>
Complete in-house Certified Credit Union Financial Counselor program. Provide financial counseling to members as needed.</li><li>
Obtain documentation for business account requests and refer account to business account specialists.</li><li>
Recognize and refer mortgage leads to the mortgage department.</li><li>
Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate.</li><li>
Investigate member account problems or complaints and make determinations on refunding fees and charges; provide your recommendations to the Branch Manager as warranted by the circumstances.</li><li>
Rent safe deposit boxes, complete initial documentation and collect initial rent payment, allow member access to safe deposit box as assigned by the manager. &bull; Issue instant issue cards via card wizard instant issue system.</li><li>
Perform all maintenance to accounts after opening, order/reorder member checks, wires, process stop payment requests, process fraud/theft claims, order copies of member records, close accounts.</li><li>
Make outbound calls.</li><li>
Provide notary and/or signature guarantee services.</li><li>
Properly process all requests utilizing all automated systems of the credit union.</li><li>
Accept garnishments and levies as served and submit for processing, if approved by the manager.</li></ul><div></div><div> 
Organizational Goals:</div><ul><li>
Responsible for specific, measurable branch goals for deposits, loans, debt protection, GAP and MMP.</li><li>
Responsible for cross offering services and making referrals for goal attainment based on the credit union&rsquo;s strategic plan.</li><li>
Assist with business development contacts that may include onsite visits to potential and existing SEGs.</li><li>
Refer potential SEGs to marketing for follow up.</li></ul><div></div><div> 
Loan Service:</div><ul><li>
Interview consumer loan applicants, explain loan options, rates, terms, and collateral requirements, prepare all necessary documents, obtain employment and upload proof of income, obtain credit report &ndash; assess member needs and cross-sell credit union services based on business that can be obtained from the credit report and from member cues, finalize loan and disburse funds. Effectively communicate with underwriters who decision loans.</li><li>
Properly notify member of loan decisions, follow-up on any approved loan to assure disbursement, including closing of approved Home Equity Lines of Credit. Maintain up-to-date knowledge of all aspects of the credit union&rsquo;s loan products including origination and closing rules and regulations for Home Equity Lines of Credit. Communicate with underwriters who decision AFCU equity loans regarding particulars of each application</li><li>
Communicate with all AFCU members, employees, and staff in a friendly, professional manner.</li><li>
Build successful long-term relationships with members by increasing use of credit union services.</li><li>
Explain the different services and the benefits of each.</li><li>
Complete paperwork for loan changes and submit for approval.</li><li>
Consistently offer the credit union&rsquo;s ancillary products on all eligible loan requests, allowing the member the opportunity to purchase additional protection for their loan.</li></ul><div></div><div> 
Teller Services:</div><ul><li>
Perform teller duties as required or directed.</li><li>
Must be able to perform all daily teller duties including opening, closing and balancing the branch accurately.</li><li>
Consistently deliver quality member service and be a role model for new employees.</li><li>
Observe all safety and security policies and procedures, must possess a strong knowledge of all teller policies and procedures.</li><li>
Recognize member needs and recommend appropriate credit union products and services.</li><li>
Balance a cash box, cash dispense machine, recycler or branch vault as assigned.</li></ul><div> 
Quality Control:</div><ul><li>
Responsible for maintaining attention to detail to ensure accuracy of work.</li><li>
Timely audit and examination of individual work produced is required. Resolve errors in a timely manner.</li><li>
Identify and communicate to the Branch Manager any product or service-related issues or improvements which would result in higher quality services for the members or improved financial control for the credit union.</li><li>
Maintain adherence to all credit union policies, procedures and regulatory requirements, while demonstrating professional service skills and financial integrity.</li><li>
Complete all required regulatory training annually and any additional assigned training in a timely manner.</li><li>
Assist in opening/closing security procedures of credit union offices.</li></ul><div>
Other:</div><ul><li>
Read all internal publications including HUB and Possibilities.</li><li>
Perform other duties as required or assigned.</li></ul><div>
Please note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. The organization reserves the right to modify, add, or remove duties at any time, with or without notice, to meet business needs.</div>
WHAT YOU WILL NEED TO SUCCEED:
<div>
Education</div><ul><li>
High School Diploma or equivalent is required</li><li>
Associate's Degree or specialized financial services training is preferred</li><li>
Obtain the Certified Credit Union Financial Counselor (CCUFC) designation by passing the CUNA Financial Certification Program (FICEP) exam</li></ul><div>
Work Experience</div><ul><li>
1-3 years minimum of one year customer service experience is required</li></ul><div>
Knowledge, Skills, and Abilities</div><ul><li>
A high level of interpersonal skills to conduct productive interviews with loan applicants and cross sell credit union services to the membership.</li><li>
Excellent verbal and written communication skills to communicate professionally.</li><li>
Must present a friendly and professional manner toward members. Maintain a professional work environment and businesslike appearance.</li><li>
Ability to identify, evaluate and resolve member financial needs.</li><li>
Knowledge of risk management and loss prevention.</li><li>
Must be an accurate typist.</li><li>
Must be accurate in all transactions, including cash handling.</li><li>
Ability to organize and prioritize work with minimum supervision.</li><li>
Working knowledge of computer programs including Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, IRA Service Center Software and the internet.</li><li>
Must be able to operate or have ability to be trained to operate related office equipment including Biometric SDB Access, calculator, cash dispense machine, laser printer, receipt printers, coin and currency counters, cash recycler, coin scan machine, computer terminal (PC), multifunction copier, check/ID scanner, VISA instant issue machine, cash advance machine and telephone.</li><li>
Regular and reliable attendance is required.</li></ul>
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Ascend Federal Credit Union is an Equal Opportunity Employer.</div></div>

Charlotte Financial Services Officer

COASTAL STATES BANK

<div>Position Summary:
The Relationship Banker II (RB II) is responsible for delivering exceptional client service while performing advanced account servicing, digital banking support, and basic business account management. The RB II expands into more complex account maintenance, fraud prevention, and digital problem-solving, while continuing to demonstrate operational excellence, compliance, and the Core Values of Coastal States Bank: Character, Commitment, Service, Trust, and Community. 
 
Position Focus Areas:
Client Experience &amp; Service Excellence
<ul><li>Uphold CSB Consistent Client Service Standards e.g., greet and acknowledge every client timely both walk-in and telephone; communicate clear expectations; offer refreshments and ensure the coffee bar is clean and stocked.
</li><li>Provide knowledgeable support across all CSB products and services, including Online Banking, Mobile Deposit, Zelle, Digital Wallet, and Card Hub.
</li><li>Answer all incoming calls by the third ring and provide timely follow-up on unresolved issues.
</li><li>Assist clients with opening, maintaining, and closing accounts (DDA, Savings, Money Market, Safe Deposit Boxes).
</li><li>Issue, activate, and support debit cards (in-branch printing or ordered by mail); educate clients on digital card management.
</li><li>Process address changes across applicable systems and coordinate with support teams for special account types (IRA, loan).
</li><li>Process Stop payments.
</li><li>Place check orders for both Consumer and Business Accounts 
</li></ul> 
Teller &amp; Transaction Processing
<ul><li>Perform daily teller functions: deposits, withdrawals, loan payments, Cashier&rsquo;s checks, internal transfers, foreign currency exchange, and savings bond redemptions.
</li><li>Maintain and balance cash drawer within established limits; promptly resolve outages.
</li><li>Process night drop and mail deposits in compliance with procedures.
</li><li>Ensure compliance with all KYC and BSA guidelines, including proper ID verification.
</li><li>Work within approved limits for check cashing, counter checks, and client/non-client transactions.
</li><li>Process Reg CC holds on deposits as needed.
</li><li>Balance and replenish ATM; order cash and prepare shipments.
</li><li>Input wire transfers when requested by clients, following both in person and exception wire procedures.
</li></ul>Security, Compliance &amp; Operational Excellence
<ul><li>Follow opening/closing branch procedures as outlined in the Branch Security Manual and Playbook.
</li><li>Adhere to all security guidelines: secure keys, lock workstations, protect client information, and uphold privacy policies.
</li><li>Maintain dual control for vault access, night drop/mail deposits, and other restricted functions.
</li><li>Complete CTRs on the same day of qualifying transactions; assist with Verafin callbacks by designated deadlines.
</li><li>Pull and review daily branch reports, including teller reconciliation, CTR logs, Lockbox and TCR Logs (if applicable).
</li><li>Participate in monthly, semi-annual, and annual audits (teller drawer, vault, debit card, safe deposit, bait money, security).
</li><li>Maintain 98%+ operational accuracy rating.
</li><li>Complete all assigned compliance and security training on time.
</li></ul>Team &amp; Community Engagement
<ul><li>Actively participate in monthly BSA/Retail calls, branch meetings, and team huddles.
</li><li>Support branch and bank initiatives, contributing to a collaborative and service-oriented culture.
</li><li>Uphold and model CSB&rsquo;s commitment to community involvement.
</li></ul>Consumer Account Opening &amp; Maintenance
<ul><li>Open consumer accounts (DDA, SAV, MMK, CDs) accurately.
</li><li>Ensure all client information is updated (address, phone, email, ID).
</li><li>Assist clients with initial onboarding: Online Banking, e-Statements, Bill Pay, Zelle.
</li><li>Issue, activate, and manage debit cards (in-branch or by mail).
</li><li>Perform account maintenance: add/remove signers, POA, beneficiaries, ownership changes, name changes.
</li><li>Ensure documentation accuracy and resolve QC exceptions in a timely manner.
</li></ul>Digital Banking &amp; Fraud Support
<ul><li>Troubleshoot and resolve issues with mobile deposit, debit card restrictions/fraud, Zelle, and Bill Pay.
</li><li>Process mobile deposit limit increases (temporary and permanent).
</li><li>Reset/unlock Online Banking passwords and MFA security questions.
</li><li>Respond to Verafin alerts in a timely manner; avoid appearing on Missing Verafin reports.
</li><li>Assist clients with fraud resolution in compliance with bank guidelines.
</li></ul>Specialized Transactions
<ul><li>Input domestic and foreign wire transfers accurately.
</li><li>Process CD closures, modeling, and transcodes.
</li><li>Process IRA openings/closures, ensuring accurate paperwork and transcodes.
</li><li>Create automatic transfers, deposit rate adjustors, and overdraft protection setup. 
</li></ul> 
Business Banking Support
<ul><li>Open non-complex business accounts (sole proprietor, single-member LLC, basic nonprofit/corporation).
</li><li>Perform basic business account maintenance (signer changes, ownership updates).
</li><li>Partner with Treasury Management and Digital Banking teams to resolve eCorp questions/issues.
</li><li>Ensure trust accounts and legal documentation are reviewed prior to account opening.
</li></ul>Critical Success Factors:
<ul><li>Client Focus: Provides exceptional, proactive service to every client.
</li><li>Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance.
</li><li>Teamwork: Actively contributes to branch success and peer support.
</li><li>Adaptability: Manages multiple priorities with professionalism and efficiency.
</li><li>Values-Driven: Demonstrates CSB&rsquo;s Core Values of Character, Commitment, Service, Trust, and Community daily.
</li></ul>Preferred Education/Experience/Software:
High school diploma or equivalent; some college preferred. Knowledge of basic math. Minimum of 2 years of Retail banking or cash handling experience is preferred. Strong interpersonal and communication skills are preferred, along with the ability to build trust and serve clients with professionalism. Detail oriented with strong organizational and critical thinking skills. Comfort with digital banking tools and ability to educate clients on their use. Knowledge of a wide range of Microsoft Office software applications is preferred. 
 
Training:
Responsible for the timely completion of all required compliance training such as BSA, Information Security, and other job specific training as assigned.
BSA Compliance: Complies as required with relevant Bank policies and procedures related to BSA, including capture of required CTR data, capture of data for Monetary Instrument Log, and review of parties against the OFAC list. Promptly informs manager and/or compliance staff of potential suspicious activities. 
 
Additional Requirements:
The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies. Proficient in operating computers and calculators with accuracy and efficiency. Must have excellent customer relation skills.
Work Environment/Physical Demands:
Professional regulated office environment with adherence to compliance, security, and operational standards. While performing the duties of this position, the team member is regularly required to operate standard office equipment. The team member is frequently required to communicate and perceive. The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to ten pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.
<ul><li>This position description has excluded the marginal or peripheral functions that are incidental to the performance of primary functions. Duties, responsibilities, and activities may change at any time with or without notice. This position description does not create an employment contract, implied or otherwise, other than an &ldquo;at will&rdquo; employment relationship.</li></ul></div>

Relationship Banker II

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