Investigator Dealer Accounts Job Description Sample

Job Description:

Senior Relationship Manager – Dealer Financial Services – National Accounts Team (Chicago, Dallas)

Bank of America's Specialized Industries group is seeking a Senior Relationship Manager to join our Dealer Financial Services Group. Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. The Senior Relationship Manager will be part of our National Dealer Account team and will be calling on the largest dealership groups across the country. This position can be based in Chicago or Dallas.

*Additional locations may be considered.

• The Senior Relationship Manager is responsible for initiating, maintaining and building existing and new dealer commercial client relationships. Focus will be placed on establishing brand new commercial relationships for Dealer Financial Services (DFS) and the Bank as well as maintaining our existing significant client relationships. This is a great opportunity to build and grow a dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (both real estate secured and otherwise), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS.

Required Skills:

• BS/BA degree

• At least 7+ years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market.

• Must have prior financial analysis experience with in depth knowledge of dealer financial statements.

• Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.

• Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring

• Understands clients' business strategies and their needs

• Expertly applies sound accounting principles to spreading financial statements and analyzing credit

• Leverages relevant technology, tools and resources to maximize the financial management of the business

• Brings in partners at the appropriate time to support a sales opportunity

• Knows where to find industry information and uses the data to effectively pre-call plan

• Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution

Desired Skills:

• Existing knowledge of the market preferred.

• Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities

• Negotiates effectively by managing client expectations around deals (overcoming objections)

• Capitalizes on unexpected events or circumstances and turns them into sales opportunities

• Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business

Posting Date: 01/12/2018

Location: Chicago, IL, 135 S LA SALLE ST (IL4135), Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Job Description:

Senior Relationship Manager – Dealer Financial Services – National Accounts Team (Chicago, Dallas)

Bank of America's Specialized Industries group is seeking a Senior Relationship Manager to join our Dealer Financial Services Group.

Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. The Senior Relationship Manager will be part of our National Dealer Account team and will be calling on the largest dealership groups across the country. This position can be based in Chicago or Dallas.

*Additional locations may be considered.

The Senior Relationship Manager is responsible for initiating, maintaining and building existing and new dealer commercial client relationships. Focus will be placed on establishing brand new commercial relationships for Dealer Financial Services (DFS) and the Bank as well as maintaining our existing significant client relationships. This is a great opportunity to build and grow a dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (both real estate secured and otherwise), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS.

Required Skills:

• BS/BA degree

• At least 7+ years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market.

• Must have prior financial analysis experience with in depth knowledge of dealer financial statements.

• Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.

• Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring

• Understands clients' business strategies and their needs

• Expertly applies sound accounting principles to spreading financial statements and analyzing credit

• Leverages relevant technology, tools and resources to maximize the financial management of the business

• Brings in partners at the appropriate time to support a sales opportunity

• Knows where to find industry information and uses the data to effectively pre-call plan

• Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution

Desired Skills:

• Existing knowledge of the market preferred.

• Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities

• Negotiates effectively by managing client expectations around deals (overcoming objections)

• Capitalizes on unexpected events or circumstances and turns them into sales opportunities

• Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business

Posting Date: 03/14/2018

Location: Chicago, IL, 135 S LA SALLE ST (IL4135), Charlotte, NC, ONE BANK OF AMERICA CENTER, 150 N COLLEGE ST, Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: Yes, 50% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

Overview

When we say "BE THE BEST YOU here at L'Auberge Lake Charles, we live it every day. What could be better than providing entertainment and excitement as a career. We're looking for individuals who are committed to not only excelling in their profession, but also in having fun and enjoying what they do.

Be on the team that make sure our guests' visits are nothing short of amazing each time. Never allow a dull moment dealing cards, coins, chips and celebrations. Provide the party and function as "The Life" of it, too..

As a Dealer at L'Auberge Lake Charles, you are responsible for providing superior service to both the internal and external customer. You are also responsible for providing prompt, accurate, and courteous dealing service to players in accordance with standard procedures and for maintaining the integrity of the game, as well as for explaining aspects of Blackjack, Craps, Poker, Let-It-Ride, Roulette, Baccarat, and Pai-Gow Poker to players unfamiliar with the games.

Responsibilities

The following statements are intended as general illustrations of the work in this job class and are not all-inclusive for this position.

Deliver internal and external guest service the Pinnacle Way by ensuring every interaction includes our Six Core Service Standards (Look Sharp, smile & greet the guest. Be friendly, polite & use courteous language. Provide especially timely & knowledgeable service; and then some! Always find solutions to guests' problems. Use the guest's name when appropriate. Thank the guest and invite him or her back).Provides superior customer service, positively effects interactions with customers and employees, and has the resiliency to deal with difficult customers in all types of business conditions and the ability to work harmoniously with coworkers.Provides prompt, accurate, and courteous service to players, utilizing the highest degree of technical skill in dealing blackjack while adhering to established standard policies and procedures

As called upon, explains aspects of various games, such as Blackjack, Craps, Poker, Let-It-Ride, Roulette, Baccarat, Pai-Gow Poker, to gaming patrons.Processes all cash and maintains proper handling and accounting for assigned property items.Maintains familiarity with other gaming and entertainment/service activities for Pinnacle Entertainment, Inc.'s patrons, in order to provide information and correct answers to questions.Maintains an intimate and sound understanding of all standards, policies, and procedures, including general policies and procedures of the Table Games Department.

• This is a high customer contact position, and requires the ability to communicate effectively with the customer at all times.

• This position spends majority of shift on the casino floor, and is subject to varying levels of crowds, noise, and smoke, the severity of which depends upon customer volume.

• Requires finger dexterity so as to be able to shuffle and deal cards.

• Must be able to see and read so as to be able to identify cards and pay and collect bets.

• Must have 100% hearing ability to react to customer bets and supervisors' gaming decisions.

• Must be able to bend, reach, and twist so as to collect bets, deal cards, etc.

• Must be able to stand for long periods of time.

• Must be able to provide adequate games protection at all times.

Qualifications

• Demonstrated proficiency in dealing blackjack or any of the required games, acquired through training or experience.

• Must be able to perform basic mathematical functions.

These skills and abilities are typically acquired through standard dealer training and two months of on-the-job training.

All offers of employment are contingent until clear, timely results from the following have been approved:

• Drug Test

• Criminal Background Investigation

• Employment Verification

• Education Verification

• Motor Vehicle Records, if applicable (for applicable positions that drive company vehicles)

Property Details

L'Auberge Casino Resort is located two hours from the Houston metropolitan area. This premier facility is ideal for the business traveler or guest looking for the ultimate in hospitality and dining experiences, plus non-stop gaming action. The property includes a 26-story hotel complex; an 18-hole golf course designed by Tom Fazio; 26,000 gross square feet of meeting space, including a full-service business center and landscaped terrace space plus outdoor poolside lawn and beach; two resort swimming pools, lazy river and private cabana courtyard; full-service salon, spa and cardio fitness center; unique retail stores; ten innovative dining outlets; and top-name entertainment. And the expansive 70,000 square foot casino features Vegas-like gambling action.

L'Auberge Casino & Hotel
777 Avenue L'Auberge

Lake Charles, LA 70601

Be the Best YouPinnacle Entertainment (PNK) is a dynamic and growing casino entertainment company with more than 15,000 team members working at 16 casinos and racetracks located in Colorado, Indiana, Iowa, Louisiana, Mississippi, Missouri, Pennsylvania, Nevada and Ohio - and PNK has a management contract for Retama Park Racetrack outside of San Antonio, Texas. At PNK, we are guided by our team member promise - Be the Best You. Through this promise we strive to support our team members in living their best lives by offering them challenging and rewarding work, a competitive benefits package and opportunities to build lasting relationships.

Dealer Sales Manager - Tampa, FL

Location: Tampa, FL, US, 33614

Company: Coastal

Job ID: 129588

Oldcastle Coastal is a division of the Oldcastle Architectural Products Group (APG). APG is North America's leading manufacturer and supplier of concrete masonry, dry mix, and hardscape products. With over $2B in sales, APG operates across 40 states and 5 Canadian provinces through a network of over 165 operating locations and more than 5,000 employees.

Job Summary

Coastal an Oldcastle Company, is seeking a Sales Manager responsible for managing and developing sales related strategies and functions of the Belgard product line and its related accessories to our Dealer customer base. This will include managing a team of sales representatives focused on managing and growing existing business, managing key account relationships, generating leads, identifying potential new business and developing sales strategies all to increase sales and market share. As a Sales Manager, you will increase company revenue by growing and maximizing sales of products to Belgard Dealers throughout the State of Florida.

• Responsible for maintaining effective relationships with current customers that lead to increased sales and revenue

• Along with sales team, manage Dealer accounts sales trends, growth opportunities, pricing strategies, product demands and service requests. Provide world class customer service

• Responsible for identifying and prospecting for new Dealers to grow sales and market share

• Analyze market trends and develop action plan to capitalize on shifts in market

• On behalf of the dealers, create contractor demand for Belgard products and programs

• Provide education and product knowledge trainings to Dealer employees

• Work closely with Dealers to develop sales strategies leading to sales growth

• Develop sales forecasts and provide updates as required for management reporting

• Work closely with Coastal Customer Service Representatives and Operations to manage customer orders to ensure customer product requirements and qualities are met

• Prepare sales projections and market commentary reports for monthly meetings

• Compile dealer's sales data, interpret buying cycles, share results with production to efficiently plan weekly and monthly production plans

• Involved in development and introduction of new products

Requirements

• Bachelor's Degree in Business, Marketing or related field, or equivalent training, experience and education

• Minimum of 5 years' experience managing a multi-million dollar outside sales territory preferably in construction materials

• Experience in budgeting, forecasting, writing reports, business correspondence, and procedure manuals

• High sense of urgency with entrepreneurial qualities

• Ability to travel 40-50%

• Valid driver's license

Preferences

• Business strategy oriented

• Experience within the building materials industry

• Ability to navigate through a Customer Relationship Management platform

What Oldcastle Offers You

• A culture that values opportunity for growth, development and internal promotion

• Highly competitive base pay

• Comprehensive medical, dental and disability benefits programs

• Group retirement savings program

• Health and wellness programs

About Oldcastle

Oldcastle has a long and proud heritage as one of North America's largest corporations. We are a proud reflection of the hundreds of family businesses, local and regional companies and mid to large sized enterprises that together form the Oldcastle family. Oldcastle operates with a decentralized, diversified structure, letting you work in a small company environment while having the career opportunities of a large enterprise.

Oldcastle is a great place to grow! If you're up for a rewarding challenge, we invite you to take the first step and apply today! Please complete your online application and profile which will be sent directly to the appropriate Hiring Manager. Thank you for your interest in the Oldcastle family!

Follow Oldcastle Careers on LinkedIn and WordPress (Career Blog), Pinterest, Google+, Instagram, Twitter, Facebook!

Oldcastle Coastal is an Affirmative Action and Equal Opportunity Employer.

EOE/Vet/Disability--If you want to know more, please click on this link.

Oldcastle Coastal is part of the Oldcastlecareers™ network.

Nearest Major Market: Tampa

Job Segment: Sales Management, Outside Sales, CRM, Manager, Sales, Technology, Management

Company Overview

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.

Job Description

The AML Investigator I is responsible for independently performing analysis of complex financial transactions to include confidential research and investigations. Evaluates suspicious and/or questionable account activity. Recognizes and evaluates high risk accounts and activity and makes recommendations regarding account retention. Utilizes a variety of analytical techniques and computer systems to make informed decisions concerning Customer account status. Takes referrals from internal support groups, reviews transaction background and information, conducts additional research and investigation as needed and decides whether to conclude inquiry or forward to applicable authorities for further review. Performs enhanced due diligence on Customers designated by regulators as high risk, such as international and large cash Customers. Reviews and validates information sent from the Financial Crimes Enforcement Network (FinCen), Financial Transactions and Reports Analysis Centre (Fintrac) against Company records, researches issues and resolves with FinCen, or Fintrac.

Requirements

• Recognizes and evaluates high risk accounts and activity and makes recommendations regarding account retention.

• Conducts due diligence for high risk accounts that may include interfacing with Customers and Employees in order to obtain operational and financial information.

• Utilizes a variety of analytical techniques and computer systems to make informed decisions concerning Customer account status.

• Works independently with supervision inside a team environment.

• Plans and prioritizes daily workload to meet department objectives.

• Communicates with branch staff to obtain information needed for supporting documentation, reports and risk mitigation.

• Takes referrals from internal support groups, reviews transaction background and information, conducts additional research and investigation as needed and decides whether to conclude inquiry or forward to applicable authorities for further review. Performs enhanced due diligence on Customers designated by regulators as high risk, such as international and large cash Customers.

• Reviews and validates rules, guidance and other pertinent information issued by the relevant jurisdictional financial intelligence unit such as the Financial Crimes Enforcement Network (FinCEN) or the Financial Transactions Reports Analysis Centre of Canada (FINTRAC).

• Performs additional research as needed to supplement background information.

• Utilizes various vendor information databases, general internet and other research sources to find useful material.

• Contacts branches if needed for additional Customer information

• Notifies stores of recommendations to close Customer accounts based on research conducted on customer activity.

• Coordinates with supervisor/Team Leader and branches to close accounts.

• Assists/coaches branch personnel, when deemed necessary and/or requested, to conduct Customer interviews to address certain specific AML alerted transactional issues.

• Provides branch and business line personnel with clear understanding of Customer's transactional history as related to money laundering concerns thus mitigating possible monetary and reputational risks.

• Maintains updated information on various systems as well as required files and documentation. Ensures that records are complete and available for review and audit as needed.

• Maintains knowledge of Company products and services and current trends and developments in the industry affecting area activities, including legal and regulatory requirements.

• Analyzes, makes determinations and either concludes inquiries or forwards for further investigation potential money laundering transactions in support of the regulations, such as, the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and all other Anti-Money Laundering (AML) regulations designed to prevent financial-related crimes against the government according to established TD Bank policies, procedures and regulatory guidelines.

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below.

• 1-2 Years of related experience.

• Knowledge of CIP and/or KYC, and/or AML and ATF regulations, requirements and procedures an asset.

• Familiarity with regulations, such as the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).

• Inquisitive nature, with ability to pursue potential investigative leads until resolved.

• Research skills, with ability to diligently look for and uncover material useful to the evaluation.

• Organized, with ability handle multiple cases simultaneously.

• Basic investigative and business sense to distinguish between typical transactions and suspicious activity.

• Good communication skills, including verbal phone skills and writing skills.

• Ability to use various searchable databases.

• Basic computer skills/knowledge of Microsoft products (Word, Excel, PowerPoint).

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Company Overview

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.

Job Description

The AML Investigator II independently performs analysis of complex financial transactions to include confidential research and investigations. Evaluates suspicious and/or questionable account activity. Recognizes and evaluates high risk accounts and activity and makes recommendations regarding account retention. Utilizes a variety of analytical techniques and computer systems to make informed decisions concerning Customer account status. Takes referrals from internal support groups, reviews transaction background and information, conducts additional research and investigation as needed and decides whether to conclude inquiry or forward to applicable authorities for further review. Handles complex Anti-Money Laundering (AML) investigations for the Enhanced Due Diligence (EDD) department of the bank.

Requirements

• Evaluates suspicious and/or questionable account activity using a variety of analytical techniques. Recognizes and evaluates high risk accounts and activity and makes recommendations regarding account retention notifying stores as applicable. Escalates / obtains management approval as appropriate per policies and procedures.

• Works independently with some supervision inside a team environment planning and prioritizing daily workload to meet department objectives.

• Effectively communicates with CA counterparts to obtain information needed for supporting documentation, reports and risk mitigation.

• Responsible for US transaction monitoring and periodic review responsibilities associated with the USPTA product.

• Responsible for the review and approval escalation for PEFPs as it relates to USPTA

• Takes referrals from internal support groups, reviews transaction background and information, conducts additional research and investigation as needed and decides whether to conclude inquiry or forward to applicable authorities for further review. Performs enhanced due diligence on Customers designated by regulators as high risk, such as international and large cash Customers.

• Utilizes various vendor information databases, general internet and other research sources to find useful material.

• Obtains information on Customer occupation, criminal records, length of time at current residence and other information.

• Assists branch personnel, when deemed necessary and/or requested, to conduct Customer interviews to address certain specific AML alerted transactional issues with the objective being mitigation of AML risk thus limiting TD Bank exposure from both a monetary and possible reputational standpoint.

• Provides branch and business line personnel with clear understanding of Customer's transactional history as related to money laundering concerns thus mitigating possible monetary and reputational risks.

• Trains employees.

• Analyzes, makes determinations and either concludes inquiries or forwards for further investigation potential money laundering transactions in support of the regulations, such as, the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and all other Anti-Money Laundering (AML) regulations designed to prevent financial-related crimes against the government according to established TD Bank policies, procedures and regulatory guidelines.

• Determines whether transactions are possibly related to money laundering or terrorist financing. Files Suspicious Activity Reports (SARs) or, Suspicious Transaction Reports (STRs) on unusual activity and submits for supervisory review and approval.

• Develops and presents case files, both verbally and through written analysis to senior staff.

• Supports management team, ensuring daily, weekly, and monthly reports are completed on time.

• Ensures that individual work in compliance with applicable laws, regulations and guidelines, as detailed in TD Bank policies located on Company intranet; policies include but are not limited to Fair Lending, Know Your Customer, AML/ATF and other applicable anti-money-laundering policies.

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below.

• 3-5 Years of related experience.

• ACAMS (Certified Anti-Money Laundering Specialist) or CFCS (Certified Financial Crimes Specialist) are preferred

• Supervisory experience preferred.

• Thorough knowledge of CIP and/or KYC, and/or AML and ATF regulations, requirements and procedures an asset.

• Familiarity with regulations, such as the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).

• Inquisitive nature, with ability to pursue potential investigative leads until resolved.

• Research skills, with ability to diligently look for and uncover material useful to the evaluation using searchable databases and the internet

• Organized, with ability handle multiple cases simultaneously.

• General investigative and business sense to distinguish between typical transactions and suspicious activity.

• Good communication skills, including verbal phone skills and writing skills.

• Basic computer skills/knowledge of Microsoft products (Word, Excel, PowerPoint).

Hours
8-4:30

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.

As part of the application process, a candidate account is required to log in and view application(s). Please be sure to check email regularly for information regarding our employment process.

Profile Summary:

Position within the Advisory Services team in Windsor, CT or Des Moines, IA performing functions related to the establishment and ongoing maintenance of advisory accounts

Profile Description:

• Process and reconcile daily and quarterly/monthly advisory fees for clients and reps

• Perform advisory account maintenance such as fee schedule updates, performance & billing households

• Field inbound calls from Voya Advisors

• Review and respond to incoming service request tickets through Salesforce.

• Review advisory operational reports for accuracy and proactive problem resolution.

• Research and resolve issues

• Conduct daily reconciliations of invested assets and advisory fees

• Assist with training of various advisory programs

• Provide operational support for advisory projects of Voya

• Assist with implementation and maintenance of programs in operations area to maximize efficiencies and customer service.

• Review paperwork for accuracy/good order, and build new accounts

• Build new Advisory accounts by aligning to appropriate program and model and set-up of fee schedules and households, etc.

• Cross train on other areas of operations such as money desk, transfers, maintenance, etc. to assist areas during time of need.

• Other duties as assigned.

EDUCATION & EXPERIENCE:

• Series 7 License preferred

• NetX, Pershing and/or general broker/dealer knowledge beneficial

• Proficient in Microsoft Excel

• High attention to detail with high accuracy in processing required

• Able to work in a fast paced environment

• Excellent customer service attitude and skills required

• Two years plus related experience

• Strong communication and organizational skills

#CB

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.

• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.

• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.

• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills.

POSITION PROFILE

Territory of NC, SC, VA, DC, MD and WV. Preferred candidate locations of Richmond, Charlotte, Raleigh, and Baltimore.

To establish Ricoh as the manufacturer partner of choice for dealer major account engagements. To play integral role in dealer major account sales process, including account planning, strategy development, account reviews, and customer-facing presentations. To be premier presenter of Ricoh's value in the major account market, including product line, services and solutions, and contracts. To support dealers in initiatives and programs directed at major account acquisition and sales growth.

JOB DUTIES AND RESPONSIBILITIES

• Increase Ricoh share through dealer major account sales growth and securing favorable position versus other manufacturers.

• Coordinate RICOH resources to meet the requirements of the dealer and their major accounts in pre and post-sale processes. Leverage the right Ricoh people/resources at the right time to differentiate Ricoh, including services resources (such as ESD and Production) and vertical-based business capabilities.

• Lead Ricoh and the dealer through complex sales processes to position us as the team that the customer can trust with their strategic initiatives and business processes, including a strong strategy-setting approach and project-planning orientation.

• Meet pipeline objectives, sales quotas, and financial targets.

• Contribute high degree of industry expertise and Ricoh knowledge to dealer major account sales process.

• Contribute to dealer business planning process based on major account strategies and opportunities.

• Study and research to become highly knowledgeable of vertical markets and business processes. Apply to lead/coach forming of executive level relationships at dealer major accounts.

• Lead/coach customer-facing interaction including major account presentations, proposals, and reviews.

• Lead/coach account planning process and account reviews and provide dealers with best practices.

• Ensure that strategy developed for dealer customer addresses customer's key challenges, improvements, and technology footprint, providing a clear differentiation between RICOH and competition.

• At least 65% of schedule should be dedicated to dealer-facing major account activities, including at least 25% of time spent in customer-facing interaction.

• Track all appropriate activity and pipeline via Ricoh CRM. Provide market intelligence, sales reporting, win/loss data, and planning inputs to Ricoh management as requested.

• Attend training and associated workshops to increase product knowledge and to stay abreast of company products and pricing as well as familiarity with competitor products and pricing.

• Participating in trade shows, technology showcases and product demonstrations, promoting company image and products.

QUALIFICATIONS (Education, Experience, and Certifications)

• Bachelor degree required, Master's Degree preferred or equivalent experience in related field.

• Must have 5-10 years selling and/or operations experience with a minimum of 5 years selling experience to high-level executives.

• Successful track record in sales or sales management and history of success in major accounts.

• Must have excellent presentation skills.

• Proven track record in complex engagements and/or project management.

• Proven ability to manage activity and time to reach specific targets and quotas.

Ricoh is an EEO/Affirmative Action Employer -- Minorities/Women/Protected Veterans/Disabled.

POSITION PROFILE

Territory of OH and part of PA. Candidate must reside within territory with preferred locations of Columbus, Cleveland or Pittsburgh.

To establish Ricoh as the manufacturer partner of choice for dealer major account engagements. To play integral role in dealer major account sales process, including account planning, strategy development, account reviews, and customer-facing presentations. To be premier presenter of Ricoh's value in the major account market, including product line, services and solutions, and contracts. To support dealers in initiatives and programs directed at major account acquisition and sales growth.

JOB DUTIES AND RESPONSIBILITIES

• Increase Ricoh share through dealer major account sales growth and securing favorable position versus other manufacturers.

• Coordinate RICOH resources to meet the requirements of the dealer and their major accounts in pre and post-sale processes. Leverage the right Ricoh people/resources at the right time to differentiate Ricoh, including services resources (such as ESD and Production) and vertical-based business capabilities.

• Lead Ricoh and the dealer through complex sales processes to position us as the team that the customer can trust with their strategic initiatives and business processes, including a strong strategy-setting approach and project-planning orientation.

• Meet pipeline objectives, sales quotas, and financial targets.

• Contribute high degree of industry expertise and Ricoh knowledge to dealer major account sales process.

• Contribute to dealer business planning process based on major account strategies and opportunities.

• Study and research to become highly knowledgeable of vertical markets and business processes. Apply to lead/coach forming of executive level relationships at dealer major accounts.

• Lead/coach customer-facing interaction including major account presentations, proposals, and reviews.

• Lead/coach account planning process and account reviews and provide dealers with best practices.

• Ensure that strategy developed for dealer customer addresses customer's key challenges, improvements, and technology footprint, providing a clear differentiation between RICOH and competition.

• At least 65% of schedule should be dedicated to dealer-facing major account activities, including at least 25% of time spent in customer-facing interaction.

• Track all appropriate activity and pipeline via Ricoh CRM. Provide market intelligence, sales reporting, win/loss data, and planning inputs to Ricoh management as requested.

• Attend training and associated workshops to increase product knowledge and to stay abreast of company products and pricing as well as familiarity with competitor products and pricing.

• Participating in trade shows, technology showcases and product demonstrations, promoting company image and products.

QUALIFICATIONS (Education, Experience, and Certifications)

• Bachelor degree required, Master's Degree preferred or equivalent experience in related field.

• Must have 5-10 years selling and/or operations experience with a minimum of 5 years selling experience to high-level executives.

• Successful track record in sales or sales management and history of success in major accounts.

• Must have excellent presentation skills.

• Proven track record in complex engagements and/or project management.

• Proven ability to manage activity and time to reach specific targets and quotas.

Ricoh is an EEO/Affirmative Action Employer -- Minorities/Women/Protected Veterans/Disabled.