Sentences with phrase «reports of the financial expert»

All or portions of the reports of the financial expert also can be used if both parties agree, which can help to narrow the future issues.

Not exact matches

Apple turned to tax avoidance experts at the law firm Appleby for that advice, according to emails disclosed in a huge leak of financial documents known as the Paradise Papers, the New York Times and BBC reported on Monday.

FSA Suggests Altcoin Squeeze As Forbes reports citing a meeting of the group, which consists of industry experts organized by Japan's regulator the Financial Services Authority (FSA), the anonymity options such altcoins present could be grounds to banish them from the country's burgeoning exchange sector.

Rotman School of Management Integrating Financial and Nonfinancial Results To A Single Report for a Sustainable Strategy, Sustainability Experts Speaker Series, May 12, 2010

Recent FBI reports estimate that the Chinese Army has specifically developed a network of over 300,000 Chinese military cyber spies, plus more than 500,000 private - sector computer experts, whose mission is to steal American military and technological secrets and cause mischief in government, news and financial services.

The Australian Financial Review can reveal that, following a court hearing last Friday, the class action law firm will release to the ASX an annual notice of meeting and explanatory material, including an independent experts report by KPMG that finds the recapitalisation to be «fair and reasonable».

He said the report of the appraisal, conducted by experts at the Trust, contained «sensitivity analysis and established the financial viability of the said project.»

McMahon joins other financial experts in warning against the use of long - term debt to finance the purchase of products with short useful lives, as Capital has reported.

With the number of security breaches and cyber-attacks on the rise and reports of the financial burden of these varying from $ 400 billion a year to $ 2.1 trillion by 2019, cyber-security experts may soon have a new tool in the fight against online threats.

At the recent Future of Education Finance Summit, representatives from the «edfintech» industry — an «intersection of education, finance and technology» — spoke with education funding experts and nonprofit representatives about how their products could help their schools comply with ESSA's financial reporting requirements, according to Education Week.

At the recent Future of Education Finance Summit, representatives from the «edfintech» industry — an «intersection of education, finance and technology» — spoke with education funding experts and nonprofit representatives about how their products could help their schools comply with ESSA's financial reporting requirements, according...

Credit scores are the core of a consumer's financial stability and since less than half of American's with a credit history are not following through with financial expert advice — to check credit reports at least annually, if not every 6 months.

Financial experts agree that they should take advantage of the free credit report they are entitled to from any of the three credit bureaus once a year.

By resolving all the questionable items from the credit report our experts will present you with an absolute financial freedom and peace of mind which you have never experienced before.

Credit expert Dave Fulk details the ins and outs of understanding free annual credit reports, encouraging people who never or rarely review their report to understand it better and take charge of their financial well - being.

At Jaxx Financial, their team of experts specializes in building credit, improving scores, and removing negative / inaccurate items from consumer credit reports.

And more than half reported saving just five per cent or less of their paycheque versus the 10 per cent recommended by financial planning experts, while 79 per cent expected to delay retirement until age 60 or older, up from an average of 70 per cent over the past three years.

Financial experts recommend that everyone order a free copy of their credit reports at least once a year.

Of special concern is that securities and insurance regulators have reported an increase in unsuitable sales of variable products to older investors, who experts say should generally stick to low - risk, low - or no - fee financial products instead of those with potentially high risks and feeOf special concern is that securities and insurance regulators have reported an increase in unsuitable sales of variable products to older investors, who experts say should generally stick to low - risk, low - or no - fee financial products instead of those with potentially high risks and feeof variable products to older investors, who experts say should generally stick to low - risk, low - or no - fee financial products instead of those with potentially high risks and feeof those with potentially high risks and fees.

You've probably heard financial experts say it's important to know your credit score and get a copy of your credit report every so often.

Retain and utilize services of outside experts such as accountants, bookkeepers, investment advisors, and attorneys, as needed, for review, advice, and analysis related financial issues and reports.

GBRW Expert Witness is a specialised practice based in the City of London which provides expert support, in the form of expert reports and / or advice, on banking, investment, insurance and other financial sector issues.

In addition to a deep - dive on the impact of U.S. tax reform, we'll also address the OECD's work on financial transactions, key developments in taxation of the digital economy and expert insights and analysis on key transfer pricing issues including BEPS, country - by country reporting, attribution of profits to PE's, APA's, the MLI and more.

The annual Turkish M&A Review report published by Deloitte had shown that M&A figure had decreased, and experts at Cigdemtekin Dora Cakirca Aranci stated it has been a rocky road for Turkey, which has resulted in a decrease of financial investment activity.

The problem is also that the regulating body, the Financial Services Commission of Ontario («FSCO») who is responsible for the regulatory oversight of auto insurance in Ontario — is failing to meet its obligation to ensure that the insurance companies and their medical experts are complying with the regulations (see 2011 Ontario Auditor General's Report on Auto Insurance (chpt.

Re Sompo Japan Insurance Inc: [2011] EWHC 260 (Ch) Acted with Martin Moore QC in obtaining the sanction of a scheme for the transfer of insurance business under Part VII of the Financial Services and Markets Act 2000 in circumstances where the scheme was opposed on various grounds, including diminution of security for policyholders, alleged inadequacies in reserving policy, criticisms of the independent expert's report and lack of enforceability in other jurisdictions.

Then, he asks what the adverse expert looked at, beyond the financial reports, including income tax returns of the company, «that might be a little more revealing than the statements.»

The U.K. Government seeks an «independant» report on the functioning of the system and commissions a «neutral» party to create a report — Sir David Clementi — former Governor of the Bank of England — a financial expert.

LM FIRM PROFILE GBRW Expert Witness is a specialised practice based in the City of London which provides expert support, in the form of expert reports and / or advice, on banking, investment, insurance and other financial sector issues.

If life insurance will be a part of your long term financial and retirement planning, consider the fact that financial advisers, planners, and experts have reported that, on average and over the long term, whole and term life insurance rates are comparable once you add in the fact that whole life has a cash value feature that acts as an investment.

China's National Committee of Experts on the Internet Financial Security Technology said bitcoin trading volume in the country has reached CNY21.708 billion (US$ 3.193 billion) in May — about four times higher compared to April, China Tech News reported.

Although many Westerners in the crypto space are familiar with a few Chinese projects like NEO and Qtum, the Chinese crypto market has actually witnessed the recent advent of more than 65 ICO projects, with around $ 400 million raised, according to a report issued by National Committee of Experts on Internet Financial Security Technology.

Additionally, in a report by FleishmanHillard, over half of the financial experts in financial institutions such as Visa, Alipay, and Citi Bank unanimously agreed that ICOs represent more risks than opportunities, and regulators should step up to prevent a pending disaster.

The National Committee of Experts on Internet Financial Security Technology published a report last week on the status of the Chinese OTC bitcoin market.

According to the Russian government's public procurement website, the State Duma is holding a tender for the implementation of an expert - analytical study on financial technologies, including the cryptocurrency market, ICOs, and blockchain technology, local publications reported on Friday.

Vice president of finance is a financial expert who is responsible for complete filing of financial reports in an accurate and timely manner with regulatory agencies.

- Certified Professional Resume Writer (CPRW)- Certified Employment Interview Professional (CEIP)- 20 years as a professional writer and entrepreneur - 18 years service in the U.S. Department of Defense, with background in logistics management, IT, financial management, and human resources - 11 - time contributor of resumes and cover letters to best - selling career industry books - Quoted in U.S. News and World Report / Money / Careers - Quoted Career Expert on Monster.com, 8/2010 - Career Consultant / Resume Expert at Women for Hire, CareerBuilder.com, & National Society of Hispanic MBA's Career Fairs - Member, Professional Association of Resume Writers and Career Coaches (PARW / CC)- Member, Career Thought Leaders (CTL)- Member, Career Directors International (CDI)- Member, National Resume Writers Assoc (NRWA)- Member, The Career Experts (TCE)

Sales Manager — Duties & Responsibilities Provide operational support across a wide variety of industries Responsible for product inventory, pricing, sales, and logistics Oversee company financials through QuickBooks and Point of Sale Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct buying operations to locate and secure quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent company brand with poise, integrity, and positivity

Medical Billing Specialist — Duties & Responsibilities Manage medical billing, coding, and customer service operation for industry leading corporations Develop extensive experience with all major medical insurance providers Provide exceptional customer service resulting in 100 % client satisfaction rating Maximize reimbursements and minimize costs through effective management Serve as member of Rate Book Committee overseeing 80,000 outpatient third party accounts Recruit, hire, and train staff ensuring understanding of company brand, policies, and procedures Responsible for $ 100 million per year in company income and company record of $ 46 million in one month Oversee financial management providing best practices and strategic planning Build and strengthen relationships with third party payors including Medicare, Medicaid, and others Author and present reports to senior leadership regarding company financial health Set and strictly adhere to departmental budgets and project timelines Ensure compliance with applicable laws and industry regulations Establish and maintain detailed records regarding claims, billing, and client information Create and implement clinical and nonclinical team training activities Consistently promoted for excellence in management, customer service, and revenue generation Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales

Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pFinancial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Build and strengthen relationships with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and pfinancial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company goals Represent company brand with poise, integrity, and positivity

Developed strong partnerships with line management teams in order to be viewed as financial expert for all spending issues Key Highlights: • Proficiently developed total annual financial reporting of over $ 280M for microelectronics division.

Retail Sales Manager — Duties & Responsibilities Oversee customer service and sales staff ensuring efficient, effective, and profitable operations Design and implement staff development programs to enhance sales and customer service skills Train employees in corporate branding and company policies and procedures Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Identify company operational challenges and overcome obstacles through strong managerial skills Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and product replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed

Retail Sales Manager — Duties & Responsibilities Consistently meet or exceed sales goals through networking, in person sales, trade shows, and other tactics Develop and implement company marketing, public relations, and promotional strategies Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules Oversee multimillion dollar inventory and direct purchasing and inventory replenishment Manage company financial records providing detailed, accurate account of transactions and financial health Provide additional operational support including communications, data entry, and other tasks as needed

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Project Manager / Compliance Officer — Duties & Responsibilities Oversee daily operational aspects of a fast paced, high intensity financial institution Recruit, train, and direct staffs ensuring they understand the brand and adhere to company policies and procedures Manage compliance with regulatory authorities including the SEC, NYSE, and NASD Analyze financial information and present reports to external regulators and internal management Determine compliance issue severity and escalate to senior compliance officer as needed Conduct internal compliance investigations coordinating efforts between various support services Track and maintain detailed records of all compliance inquiries Direct and contribute to special company projects as needed Responsible for the «I Have a Dream Summer Intern Program» ensuring effective talent recruitment Utilize technical expertise while serving as liaison to technology department Assist with database and hardware management, software training, and computer troubleshooting Aid accounting with budgets, accounts payable / receivable, invoice payment, and vendor negotiations Interact with Board of Directors, Chief Executive Officer, and other key figures on a daily basis Partner with various company lines to assess client interests, market trends, and potential sales opportunities Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Provide administrative support including travel arrangements, scheduling, data entry, and other tasks as needed Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Computer Operations Technician — Duties & Responsibilities Direct information technology department ensuring effective and efficient operations Recruit, train, and supervise computer technicians and administrative personnel Responsible for department budgets, project timelines, and team workflow Assist in the design, launch, and management of multiple data centers Proficient in the operation, repair, and maintenance of complex computer hardware and software Develop significant experience with financial applications and business platforms Oversee system security and performance enhancements to exceed industry standards Utilize cost cutting measures in the backup of valuable company data Perform staff evaluations to set professional goals and recognize exceptional service Serve as a liaison between the information technology team and senior leadership Present reports regarding information technology best practices and proposed system upgrades Develop a rapport with company personnel and deliver exceptional service Study industry literature to become an expert on emerging technologies Maintain comprehensive records detailing service calls, system updates, and other pertinent data Represent company brand with positivity, professionalism, and dedication

Compliance Officer — Duties & Responsibilities Responsible for identification and investigation of suspicious financial transactions Examine financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific financial monitoring software programs Perform public figure, employee, Advice of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and bank support staff ensuring professional operations Study internal literature to become an expert on products and services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity