Finance Jobs in South East

I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the South East. They're now looking to bring in a talented Benefits Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate. As the first Consultant dedicated to this region, you'll become the face of the SE. You'll have genuine autonomy in how you work, the freedom to shape the local proposition and the future opportunity to build and lead your own team if this is something you'd like to do. This is a standout opportunity with a firm that has a strong market reputation, a well-established benefits proposition and a highly experienced consulting and support team behind you. Their infrastructure allows you to focus on what you do best - deepening client relationships, advising on new projects and continuing to develop as a Consultant. In this role, you'll deliver high-quality employee benefits advice to a portfolio of corporate clients, play a key part in evolving the firm's proposition and contribute to new business growth through effective cross-selling. You'll have the scope to consult across the full benefits spectrum, including workplace pensions, group risk, healthcare and flexible benefits. If you're commercially driven, passionate about growth and experienced as an EB Consultant or with a wealth background with strong pensions knowledge, I'd love to speak with you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

The Treasury Services Officer is responsible for building strong partnerships across all business lines with a focus of providing treasury and account management support to the Bank's CRB (Cannabis Related Business) customers while expanding and retaining existing customers. This position directly contributes to the Bank's deposit growth goal by ensuring customers' needs are fully met while providing the best possible customer experience. The ideal candidate must have a solid banking background with expertise in Treasury Services products and with providing excellent customer service. A strong focus on "wowing" internal and external customers. Essential Job Responsibilities The essential functions include, but are not limited to the following: - Engages in business development and client servicing activities for all indirect and direct cannabis prospects and customers, providing consultative working cash flow assessments and recommendations of the Bank's products and services. - Responsible for preparing account analysis pro-formas and proposals and driving collaboration between business lines to provide the best possible new customer experience. - Facilitates onboarding of all new customer relationships through the Shield platform, including opening accounts and facilitating the implementation of treasury management services. - Trains customers in the Shield Assure compliance platform, post account opening. - As needed, provides additional service to Commercial and Business Banking customers on all deposit and treasury management needs with support from the Operations Team. - Monitors customer relationships and performs relationship reviews on the Bank's cannabis customers and presents findings and recommendations to customers thus enhancing relationships and retention. - Acts as liaison between CRB customers, internal bank departments including BSA, Compliance, Operations and Retail. - Manages the risk exposure relative to treasury management services. - Provides timely and responsive customer service by meeting agreed-upon deadlines and commitments. - Proactively participates in partners' team and sales meetings providing input, training and assistance in developing business. - Supports management decisions and goals in a positive, professional manner and represents the Bank with a high level of integrity. - Works closely and collaboratively with other departments in the Bank, treating all employees with respect. - Maintains knowledge of treasury management policies and procedures and follows all bank policies and procedures, and compliance regulations. - Assumes responsibility for special projects as assigned. Required Knowledge, Skills & Work Experience - Bachelor's Degree in business, marketing or finance preferred or equivalent education and work experience. - Three (3) to five (5) years of cash management or treasury services within the banking industry required. - Proficient in Microsoft Office Products and other Database software. - Strong time management, contact management and records management skills. - Knowledge of key bank regulations, including, but not limited to, Know Your Customer, the Bank Secrecy Act, and Anti-Money Laundering policies, procedures and related programs especially as they relate to cannabis banking. Physical Demands The employee will operate in a general office environment, using office equipment such as a phone and a computer. The employee must be able to bend and squat occasionally when accessing computer or treasury services related equipment. This position will be required to use transportation to visit client and potential client businesses in a variety of industries and work environments. The noise level in the work environment is usually quiet to moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing and able to interact frequently with the general public. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Compensation details: 00 Yearly Salary PI488b865a591f-2106

Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration to support portfolio quality, identify emerging risks and deliver responsive service to borrowers. The Commercial Portfolio Manager II performs independent credit analysis, manages routine and moderately complex portfolio relationships, and serves as a primary portfolio contact for assigned borrowers. This role specializes in commercial and industrial (C&I) lending relationships, partnering with Commercial Relationship Managers to analyze business operations, cash flow, working capital needs and borrowing structures that support operating companies across a variety of industries. Essential Job Responsibilities The essential functions include, but are not limited to: - Independently manages assigned portfolio relationships and ongoing servicing requirements. - Monitors portfolio performance, covenant compliance, financial reporting requirements, and credit quality. - Evaluates emerging risks and recommends risk rating changes and corrective actions when appropriate. - Ensures portfolio compliance with Bank policies, procedures, and regulatory requirements. - Performs independent financial statement analysis, cash flow analysis, global cash flow analysis, working capital analysis and credit risk assessment. - Evaluates business operating performance, liquidity, leverage, and repayment capacity to identify emerging credit risks. - Assists in structuring and underwriting commercial and industrial lending facilities, including lines of credit, equipment financing, owner-occupied commercial real estate, and other commercial loan products. - Prepares annual reviews, renewals, modifications, and credit approval packages for assigned relationships. - Assists in structuring credit facilities and developing recommendations for routine and moderately complex transactions. - Develops i ndustry, borrower, and business-specific risk assessments to support credit decisions. - Serves as the primary portfolio contact for assigned borrowers regarding financial reporting, covenant compliance, renewals, and servicing matters. - Participates in customer meetings and site visits and supports relationship development efforts. - Coordinates with Commercial Relationship Managers to identify opportunities to strengthen customer relationships. - Assists in evaluating and underwriting new commercial and industrial credit opportunities. - Prepares term sheets, commitment letters, and supporting documentation for new and existing relationships. - Supports portfolio growth initiatives through proactive borrower engagement and relationship support. - Provides guidance and support to less experienced Portfolio Managers and analysts. - Demonstrates increasing expertise in commercial credit, portfolio management, and relationship management practices. Knowledge, Skill & Abilities - Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred. - Minimum three (3) to six (6) years of commercial banking, credit analysis, portfolio management, or related experience. - Strong knowledge of commercial credit underwriting, financial statement analysis, cash flow analysis, working capital analysis, and loan documentation. - Knowledge of commercial and industrial lending structures, revolving lines of credit, borrowing base concepts, and business operating cycles preferred. - Ability to independently evaluate borrower performance and credit risk. - Strong written and verbal communication skills. - Strong relationship management and customer service skills. - Ability to manage multiple priorities with limited supervision. Preferred Experience - Experience supporting commercial and industrial loan portfolios in a community or regional banking environment. - Experience analyzing operating companies across a variety of industries. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: .28 Yearly Salary PIc7fa8c07a6f7-0512