Accounting Clerk - Downtown Indianapolis Corporate Headquarters

Due to a newly created position and promotion, we are looking to re-fill an Accounting Clerk position that we had filled in April of 2009. The individual placed over a year and a half ago is being promoted into a new position created for her.

This company continues to grow and create new positions. So, we feel it is reasonable to think that the person hired into this Accounting Clerk position in early 2011 will be someone who will have advancement opportunities in the future. The position reports directly to the long-time Corporate Controller of the company in a small department of a 300 employee company located near the Circle in downtown Indianapolis. Here is a full job description:

Job Title: Accounting Clerk
Reports to: VP & Controller

1. Summary: The incumbent is accountable for performing a variety of routine and recurring accounting functions in accordance with standard policies and procedures.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.
♦Reconciles miscellaneous daily, weekly and monthly general ledger and bank accounts (TT & L, Teller Cash, Repurchase Agreements, Suspense, General Ledger Balancing Report)
♦Enters FIS accounting entries into general ledger
♦Processes interest checks, including updating the check register, preparing tickets, and mailing the checks
♦Codes Accounts Payable invoices or expense reports with the appropriate Vendor number, and then enters the invoice or expense report into the AP system
♦Sorts and distributes mail (internal, external and downstairs)
♦Updates spreadsheets using Excel (budget sheets, rate sheets, travelers check spreadsheet, Dreyfus investment sheet)
♦Files accounts payable invoices
♦Enters fixed assets into fixed asset system
♦Sorts and keys general ledger tickets
♦Serves as back-up for other positions within the Finance department

3. Additional Responsibilities: Completes other duties as assigned by the VP & Controller. Additionally, may perform general office duties as necessary.

4. Required Education, Experience, and Skills:
♦One to two years of accounting experience, preferably in the banking industry, and preferably with an accounts payable emphasis
♦Excellent customer service skills
♦Proven analytical and problem solving skills
♦Ability to interpret and analyze data
♦Computer proficiency
♦Proven verbal and written communication skills

5. Physical Requirements: Include the ability to:
♦Express or exchange ideas by means of the spoken word.
♦Visually identify and distinguish between various documents and currency.
♦Position requires frequent sitting.

6. Equipment Used: Computer, printer, telephone, fax machine, ten-key calculator (by touch) and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.

8. Working Conditions: Office environment.

If you or someone that you know would have an interest in this position, please contact John Wolfe, Research Associate, via email at jwolfe@careersolutionsindy.com.

Career Solutions is a retained search firm focused on Indiana headquartered companies in wide variety of industries. Located at 55 Monument Circle in downtown Indianapolis, the company provides executive search and recruitment process outsourcing (RPO) services to companies in accounting, banking, manufacturing and engineering, and service industries. For more information, visit our web site at: http://www.careersolutionsindy.com/ or review examples of our past assignments in our Project Portfolio.

Merchant Services / Credit Card Services Manager - Indianapolis headquartered financial institution

We have been retained by an Indianapolis headquartered financial institution to assist them in search and selection of an experienced professional to lead their Merchant Services / Credit Card Services internal operations. This institution has been profitable during the recession and has one of the highest equity growth rates for small institutions in the nation. The environment is professional but with opportunity to "wear many hats" and lead a variety of projects and initiatives. Below is a full job description:


Job Title: Manager, Credit Card Services

Branch/Dept.: Credit Card Services
Reports to: Sr. VP & Chief Client Officer

1. Summary: The incumbent is accountable for managing the credit card and merchant services products, operations and related functions within the Bank. The incumbent provides the highest quality of service to every internal and external customer. Independent judgment is required to plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate..

♦Responsible for the Bank’s Credit Card and Merchant Services products, as well as client support of credit cards and Merchant Services for both internal and external clients

♦Responsible for evaluating existing and potential new products to ensure the Bank maintains competitive products, while simultaneously yielding an appropriate profit margin.

♦Maintains primary responsibility for vendor relationships involving both Credit Cards and Merchant Services.

♦Works with Target Market Managers and the Banking Center Managers to market and support Credit Card Services products & services

♦Develops and maintains marketing materials for Credit Card Services products

♦Manages productivity, and provides coaching, to all staff in the Credit Card Services department

3. Additional Responsibilities: Special projects as assigned by the Sr. VP and Chief Client Officer.

4. Required Education, Experience, and Skills:

♦Two or four year degree in business, operations, systems or related discipline, or equivalent experience

♦Minimum 5 years of bank experience which may include experience in credit card and/or merchant services products, lending, branch administration, operations and/or compliance.

♦General knowledge and understanding of regulations and laws that apply to banks.

♦Proven ability to manage staff to maximize morale, accuracy, efficiency and tenure.

♦Ability to oversee the department operational functions.

♦Excellent customer service skills.

♦Ability to interpret data and problem solve

♦Computer proficiency

♦Proven verbal and written communication skills

5. Physical Requirements: Include the ability to:

♦Express or exchange ideas by means of the spoken word.

♦Perceive the nature of sounds with or without correction.

♦Visually identify and distinguish between various documents and currency.

♦Requires frequent local travel to client sites.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position has direct supervisory responsibilities. The incumbent is responsible for making decisions to hire new members of the staff, providing information, training and direction, assigning, prioritizing, aligning or realigning work assignments, managing performance and disciplining poor behavior.

8. Working Conditions: Office environment.

NOTICE
1.This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this job. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
2.Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3.Ability means to possess and apply both knowledge and skill.
4.This job description describes the minimum selection requirements to qualify for the job. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully-competent performance, and other nondiscriminatory issues.
5.This job description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

If you or someone that you know would have an interest in this position, please contact us at (317) 466-9740 or by email at jwolfe@careersolutionsindy.com. Since 1995, Career Solutions Group, Inc. has provided retained executive search services and recruitment process outsourcing (RPO) primarily to Indiana headquartered companies is a wide range of industries from banking to public accounting to engineering/manufacturing and sales/marketing. The majority of our assignments are for professional level positions at a Sr. Specialist or Middle Managerial level to CEO. Our office is located at 55 Monument Circle, Suite 1000; Indianapolis, IN 46204.

Investment Portfolio Accountant - Indianapolis

A locally headquartered, boutique wealth management firm is looking for and investment accountant. A brief job descriptions follows:

Investment Accountant (Portfolio Accountant)
Job Description
Responsibilities:
 Reconcile transactions to client’s custodian.
 Resolve discrepancies and communicate with client, custodian and or broker in a timely manner.
 Update performance daily.
 Provide performance analysis.
 Report on accounts internally, for clients, and consultants.
 Prepare month end and quarter end reporting on client accounts.
 Prepare monthly fee accruals and quarterly client billings.
 Assist in the pricing and review of portfolio securities.
 Assist with day to day operations of the office.
Requirements:
 Prefer two year degree in finance, accounting, economics or business administration.
 2-5 years of work experience.
 Proficient in Microsoft Office, i.e., Word, Excel and PowerPoint.
 Experience with Advent Axys a plus.
 Experience with investment accounting a plus.
 Possess strong written and oral communication skills.
 Be diligent and self motivated with attention to detail; honest, hard working mentality.
 Work well as a member of a team with a willingness to take initiative and learn.

This is a well-established, small, north side wealth management firm. The firm's leadership are CFAs.

If you would have an interest in this position or similar positions in investment and wealth management please contact Career Solutions at (317) 466-9740 or by email at jwolfe@careersolutionsindy.com. Career Solutions Group, Inc. has over 15 years of retained search experience in the local wealth management marketplace.

Health Savings Account (HSA) Broker Sales Consultant

We have been retained to assist an Indianapolis area financial institution in hiring a Business Benefit Consultant who would market Health Savings Account products to health insurance brokers and to employers/businesses. The person should have a strong understanding of the HSA product and have experience making sales calls on health insurance brokers and companies.

Here is the full job description:

Position Summary


The primary purpose of this position is to fulfill our Member’s First Pledge of Valued relationships, Trusted Solutions. To live out the pledge the position must deliver high quality service to both internal and external members. A key element in this service delivery is to identify the member’s financial needs and recommend an appropriate Institution solution.

The position of Business Benefit Consultant exists to increase Institution’s brand recognition in the Marion County business community and to increase the market share of Institution’s products and services. The Business Benefit Consultant’s primary responsibility will be to build Health Savings Account balances, as well as other deposit and lending balances, through broker relationships and direct business contact.

Key Accountabilities



· Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external members that is in alignment with our Service Promises.

1. I promise to make it easy to do business with us.

2. I promise to treat you as an honored guest

3. I promise to take ownership of your request

4. I promise to maintain the privacy of your account information

5. I promise to respond to your requests in a timely manner.

6. I promise to identify your needs and suggest a solution that will improve your financial life.

7. I promise to show my appreciation for allowing me to serve you.



· Develops strategy to ensure that sales and service goals established by the Institution are met.

· Demonstrate enthusiastic support of corporate mission, core values and long term objectives. Performs job duties within bylaws, regulations, Board of Directors policies, established internal and external service standards and work procedures.

· Recognize employees who perform at a high level.

· All compliance requirements are met.





Specific Duties and Responsibilities:



· Increases Health Savings Account (HSA) balances through broker relationships and direct business contact. Increases deposit and lending relationships through presentations with HSA members and appropriate follow up with the same. Activity will result in increased sales of Institution products and services.

· Maintains positive community and institution relationships and participates in community activities that support the initiatives and direction of the organization.

· Projects the professional image of the Institution.

· Becomes and remains knowledgeable of all Institution products and services.

· Responsible for referring members to non institution products and services.

· Available to serve members and potential members outside of normal branch hours, to include meeting with members at off premise locations.

· Meets or exceeds established goals.

· Demonstrates leadership skills commensurate with position in the institution with subordinates, peers and supervisors.

· Builds positive relationships with leadership team and other Institution staff.

· Meets regularly with District Retail Sales Managers, Personal Sales and Service Managers and other institution staff to identify opportunities and provide information on products and services.

· Perform business development activities that result in increased sales of Institution products and services. These activities include, but are not limited to:

o Site visits

o Telephone calls

o Referrals

o Community events

o Networking activities

o Profiling target groups





Supervisory Controls



Employee works under the direct supervision of the VP of Sales and Community Development, who provides general instruction on the detailed policies and procedures to be followed. The work is routinely reviewed for accuracy, timeliness and courtesy. All duties must be performed under the institution bylaws, policies, federal and state regulations and ethical marketing standards.





Qualifications


· Minimum of a bachelor’s degree in Business Administration or Finance, or equivalent successful work experience in a retail banking environment.

· Must have verifiable successful outside sales experience

· Should have at least 5 years of senior-level institution or retail banking experience, which may include experience in lending, branch administration, operations or compliance.

· Excellent time management and attention to detail is a must.

· Must be able to communicate effectively with tact and diplomacy

· Must possess excellent communication and presentation skills

· Must possess a high degree of integrity
· Must project a positive and professional image at all times.

· Must be proficient in the use of basic Microsoft Office applications (Word, Excel and PowerPoint).

· Ability to function in a goal oriented atmosphere.

· Willingness to work in a team environment to achieve common goals for the department and Institution.





Physical Demands and Work Environment

The work requires physical mobility within the general work environment including travel within a pre-determined geographic area of Indianapolis. This will include frequent travel in high traffic and congested areas. Will be required to make presentations to alternate shift schedules and hours will be based on the needs of the position and could include both evening and weekend hours. The Business Benefit Consultant will be out of the office approximately 75% of the time, standing up for extended periods of time, talking with members, either off-site or within institution offices. Employee may exert up to 25 pounds of force while lifting and carrying presentation supplies.

October 2010

Business Banking Consultant

We are working with a locally headquartered institution that is adding new products and services for small and middle market business customers for cash management. This new position will report to the VP Sales & Community Development and work closely with the VP Commercial Lending. Here is the full job description:


Position Summary

The primary purpose of this position is to fulfill our Customer’s First Pledge of Valued relationships, Trusted Solutions. To live out the pledge the position must deliver high quality service to both internal and external customers. A key element in this service delivery is to identify the customer’s financial needs and recommend an appropriate Institution solution.

The position of Business Banking Consultant exists to increase Institution’s brand recognition in the Marion County business community and to increase the market share of Institution’s products and services. The Business Banking Consultant’s primary responsibility will be to build business-to-business deposit and lending relationships, developing existing business customers and acquiring new business customers for the Institution.

Key Accountabilities

• Responsible for exceptional customer service to every customer, every time by ensuring employees deliver consistently high quality service to both internal and external customers that is in alignment with our Service Promises.
1. I promise to make it easy to do business with us.
2. I promise to treat you as an honored guest
3. I promise to take ownership of your request
4. I promise to maintain the privacy of your account information
5. I promise to respond to your requests in a timely manner.
6. I promise to identify your needs and suggest a solution that will improve your financial life.
7. I promise to show my appreciation for allowing me to serve you.

• Develops strategy to ensure that sales and service goals established by the Institution are met.
• Demonstrate enthusiastic support of corporate mission, core values and long term objectives. Performs job duties within bylaws, regulations, Board of Directors policies, established internal and external service standards and work procedures.
• Recognize employees who perform at a high level.
• All compliance requirements are met.


Specific Duties and Responsibilities:

• Increases the deposit and lending relationships between the Institution and the business-to-business community. Activity will result in increased sales of Institution products and services.
• Maintains positive community and institution relationships and participates in community activities that support the initiatives and direction of the organization.
• Projects the professional image of the Institution.
• Becomes and remains knowledgeable of all Institution products and services.
• Responsible for referring customers to non institution products and services.
• Available to serve customers and potential customers outside of normal branch hours, to include meeting with customers at off premise locations.
• Meets or exceeds established goals.
• Demonstrates leadership skills commensurate with position in the institution with subordinates, peers and supervisors.
• Builds positive relationships with leadership team and other Institution staff.
• Meets regularly with District Retail Sales Managers, Personal Sales and Service Managers and other institution staff to identify opportunities and provide information on products and services.
• Perform business development activities that result in increased sales of Institution products and services. These activities include, but are not limited to:
o Site visits
o Telephone calls
o Referrals
o Community events
o Networking activities
o Profiling target groups


Supervisory Controls

Employee works under the direct supervision of the VP of Sales and Community Development, who provides general instruction on the detailed policies and procedures to be followed. The work is routinely reviewed for accuracy, timeliness and courtesy. All duties must be performed under the institution bylaws, policies, federal and state regulations and ethical marketing standards.


Qualifications

• Minimum of a bachelor’s degree in Business Administration or Finance, or equivalent successful work experience in a retail banking environment.
• Must have verifiable successful outside sales experience
• Should have at least 5 years of senior-level institution or retail banking experience, which may include experience in lending, branch administration, operations or compliance.
• Excellent time management and attention to detail is a must.
• Must be able to communicate effectively with tact and diplomacy
• Must possess excellent communication and presentation skills
• Must possess a high degree of integrity
• Must project a positive and professional image at all times.
• Must be proficient in the use of basic Microsoft Office applications (Word, Excel and PowerPoint).
• Ability to function in a goal oriented atmosphere.
• Willingness to work in a team environment to achieve common goals for the department and Institution.


Physical Demands and Work Environment

The work requires physical mobility within the general work environment including travel within a pre-determined geographic area of Indianapolis. This will include frequent travel in high traffic and congested areas. Will be required to make presentations to alternate shift schedules and hours will be based on the needs of the position and could include both evening and weekend hours. The Business Banking Consultant will be out of the office approximately 75% of the time, standing up for extended periods of time, talking with customers, either off-site or within institution offices. Employee may exert up to 25 pounds of force while lifting and carrying presentation supplies.

October 2010

Commercial Real Estate Appraiser - Indianapolis Headquartered Bank

We are searching for an experienced commercial real estate appraiser who has extensive Indianapolis metropolitan area experience.

Below is a full job description for this position:


Job Title: Commercial Real Estate Appraiser

1. Summary: Responsible for performing independent reviews of commercial real
estate appraisals, environmental assessments, and property inspection reports
provided by licensed appraisers and/or real estate professionals. Also accountable
for assisting the company with other due diligence on commercial real estate loans, as
well as acting in an advisory capacity while assisting with real estate values and trends.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the company deems appropriate.

†¦ Conducts independent reviews of commercial real estate appraisals prepared by licensed appraisers on real estate which secure loans.

†¦ Conducts professional review of environmental assessments completed by licensed environmental professionals.

†¦ Reviews property inspection reports provided to the company by real estate professionals.

†¦ Involved, as requested, with due diligence on commercial real estate construction loans for the company.

†¦ Assists Credit Administration with risk management by acting in an advisory capacity on real estate values and trends.

†¦ Develops and maintains local market knowledge regarding real estate developments and trends.

†¦ Selects and coordinates third-party real estate appraisals, using appropriate vendors for the subject property type.

†¦ Conducts on-site visits to inspect and perform in-depth analysis on more complex projects.

†¦ Achieves and maintains all educational requirements and certifications established for the position.

†¦ Develops and maintains professional contacts in assigned territory to keep current on market trends.

†¦ Meets all service level standards for responsiveness to internal company clients.

3. Additional Responsibilities: Assists senior management with special projects as assigned.

4. Required Education, Experience, and Skills:

†¦ Bachelor's Degree in Real Estate or related concentration, or equivalent experience and training as a real estate appraiser, commercial real estate broker, commercial property manager, commercial real estate lender or similar experience in a commercial real estate legal capacity.

†¦ Four to ten years prior experience as a commercial real estate appraiser

†¦ Demonstrated knowledge of the local commercial real estate market

†¦ Ability to deal with complex real estate property types and legal structures

†¦ Ability to develop proficiency in the Bank's appraisal policy for business lending, as well as applicable federal and industry rules and regulations related to requirements for appraisals and evaluations on collateral for loans

†¦ Self directed, with the proven ability to work independently with only minimal direct supervision

†¦ Proven ability to effectively multi-task, while maintaining organization, tending to critical details, appropriately managing priorities, and meeting deadlines

†¦ Computer literacy and proven analytical abilities

†¦ Ability to travel in the local market (no overnight anticipated)

†¦ Proven ability to build professional relationships and effectively interact with diverse individuals, both within and outside the company.

†¦ Creative thinker, interested in sharing ideas, and effectively working with colleagues to support the broader team

†¦ Excellent written and verbal communication skills

†¦ Real estate designation; Certified Appraisers strongly preferred

5. Physical Requirements:

†¦ This position requires frequent sitting, as well as the ability to use a keyboard and telephone.

†¦ Must be able to travel independently throughout the office, and sometimes over the road to prospect and company locations

†¦ Express or exchange ideas by means of the spoken word.

†¦ Visually identify and distinguish between various documents.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory responsibilities.

8. Working Conditions: Office environment.

Treasury Management Sales position - Indianapolis headquartered bank

We are initiating a search for a newly created Treasury Management Sales & Marketing position with a growing Indianapolis headquartered bank.

This is an excellent opportunity to join one of the most respected banks in the State of Indiana. While this Treasury Management professional will be responsible for new sales, he/she will work very closely with Commercial Lenders and Private Bankers who maintain primary responsibility for client relationships.

Here is a job description:

Job Title: Treasury Management Marketing

Reports to: Vice President and Manager, Treasury Management Sales

Last Revision Date: 01/16/09

1. Summary: The incumbent is responsible for sales and all sales-related activities for Treasury Management products and related functions. Also responsible for managing client portfolios and product implementation. The incumbent provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.

♦ Develops sales strategy to meet or exceed stated sales and portfolio goals.

♦ Meets regularly with Corporate Bankers, Private Bankers, and Banking Center staff to identify opportunities and provide information on products and services.

♦ Calls on both prospective and current clients to identify needs and/or enhancements, and to address any servicing issues.

♦ Prepares proposals and RFP responses for target market segments.

♦ Manages portfolios and conducts relationship reviews on top clients on a regular basis.

♦ Facilitates implementation processes for all new and upgraded Treasury Management products.

♦ Prepares sales management reports.

3. Additional Responsibilities: Special projects as assigned by the First Vice President and Manager, Treasury Management or Manager, Treasury Management Sales.

4. Required Education, Experience, and Skills:

♦ Minimum requirement BS degree in business discipline

♦ Minimum 5 years of senior-level bank experience which may include experience in lending, branch administration, operations and compliance.

♦ General knowledge and understanding of regulations and laws that apply
to banks.

♦ Three-plus years of successful business development experience including
deposits, commercial lending and installment loans.

♦ Excellent customer service skills.

♦ Ability to interpret data and problem solve

♦ Computer proficiency

♦ Proven verbal and written communication skills

♦ CTP Designation preferred

5. Physical Requirements: Include the ability to:

♦ Express or exchange ideas by means of the spoken word.

♦ Perceive the nature of sounds with or without correction.

♦ Visually identify and distinguish between various documents and currency.

♦ Requires frequent local travel to client sites.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.

8. Working Conditions: Office environment.

If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@careersolutionsindy.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.

Chief Operations Officer - Indianapolis Headquartered Financial Institution

Job Title: Chief Operations Officer
Reports to: President, CEO
Grade: 17
Positions Supervised: Vice President of Lending, Vice President of Commercial Lending, Vice President of Retail Operations

Classification: Exempt

Position Summary:
The primary purpose of this position is to fulfill our Member’s First Pledge of Valued relationships, Trusted Solutions. One of the primary means to achieve this end is to develop a highly effective team of employees and developing each employee to their highest potential through coaching and leadership. Is responsible for ensuring that outstanding service is delivered to both internal and external customers. A key component of this service to external customers is to ensure each employee identifies customers’ financial needs and suggests appropriate Financial institution solutions.

The Chief Operations Officer is responsible for overseeing the development and maintenance of those strategies that comprise the lending and operational functions of Financial institution. In addition to these strategies the Chief Operations Officer will supervise the assessment of Financial institution’s loan and deposit quality trends and provide appropriate input to the President, CEO and Board of Directors.


Qualifications:

· College graduate and/or equivalent work experience.

· Ten years of successful experience in a related job assignment.

· Effective oral and written communication skills.

· Organization and attention to detail.

· Ability to function in a goal oriented atmosphere.

· Strong analytical and organization skills.

· Willingness to work in a team environment to achieve common goals for the department and Financial institution.

· Professional service attitude.

· Professional sales skills.

· Experience in lending and deposit and collection (Commercial, Direct, and Indirect) efforts of the Financial institution.

· Knowledge of State and Federal loan and deposit regulations, as they pertain to Financial institutions.

· Must have working knowledge of or ability to become proficient in the Financial institution’s Data Processing Systems and other applicable software applications.

· Must be proficient in the use of Microsoft Office applications (Word, Excel, PowerPoint and Access).


Duties and Responsibilities:
Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
Recognize employees who perform at a high level.
Hold employees accountable for their performance, attitude and behavior.
Meet with each employee monthly to review previous month’s performance, set goals for upcoming month’s performance and develop plans to improve employee’s performance.
·Responsible for exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Service Promises.

o I promise to make it easy to do business with us.

o I promise to treat you as an honored guest

o I promise to take ownership of your request

o I promise to respond to your requests in a timely manner.

o I promise to identify your needs and suggest a solution that will improve your financial life.

o I promise to show my appreciation for allowing me to serve you.


· Ensure achievement of sales and service goals as established by the Financial institution.

· Demonstrate enthusiastic support of financial institution mission, core values and long term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.

· Train and supervise deposit and lending staff. Assign, direct, coordinate and review work performed by staff.

· Oversees the overall organization, direction, control and evaluation of the Lending and Operation functions of the Financial institution.

· Oversees the overall direction, control and evaluation of the Loan Quality Review Analyst.

· Ensures the timely periodic performance and review of direct reports.

· Establish, maintain, and re-evaluate individual and departmental goals.

· Measure and evaluate progress in completing these goals.

· Participate on Board Committees that includes, but not limited to, Lending and Planning Committees.

· Coordinate meeting schedule and agenda with committee chairperson as required.

· Responsible for preparation of committee reports, including the agenda, and all relevant supporting data.

· Attend Board meetings.

· Coordinate preparation of the written reports for the Board meeting.

· Conduct oral presentations at the Board meeting as required.

· Assist CEO, Board, and management in developing strategic plan.

· Participate in Board/Management strategic planning sessions.

· Actively work towards achieving strategic goals.

· Analyzes Financial institution procedures and recommends changes that would result in a more efficient operation.

· Assures protection of the assets of the Financial institution.

· Interacts with Financial institution vendors and business partners.

· Analyze vendor data and service levels for compliance with contractual requirements.

· Negotiate timely, favorable contractual terms with existing and potential vendors.

· Monitor actual and budget expenses to ensure variances are contained within Financial institution tolerance levels.

· All duties must be performed under the Financial institution bylaws, Financial institution policy and appropriate federal and state regulations.

· Adhere to all Financial institution lending and deposit policies and procedures with every member request.

· Become and remain knowledgeable of all Financial institution services and products.

· Become and remain knowledgeable of regional and national lending and deposit environment, to include but not limited to, commercial and consumer (Indirect and Direct).

· Professional and courteous communication with customers.

· Communicate effectively and efficiently with Financial institution employees while being professional and courteous at all times.

· When assigned, employee is to participate and complete applicable Financial institution University classes.

· Develop and analyze month-end reports.

· Assist Financial institution customers in analyzing problems and propose Financial institution solutions.

· Respond promptly to Financial institution customer issues, questions and concerns.

· Make financing proposals, as well as negotiate terms and conditions for loans.

SUPERVISORY CONTROLS:
Employee will work under the direct supervision of the President/CEO, who provides specific instruction on the detailed policies and procedures to be followed. The work is routinely reviewed for accuracy timeliness and courtesy.

PHYSICAL DEMANDS AND WORK ENVIRONMENT
The work requires physical mobility within the general work environment, continual communication with customers, repetitive tasks and a high level of attention to security. The work is performed in a general office environment. Some travel may be required to the outlying branches.

September 2010

IT Business Systems Analyst - Indianapolis Utility

Summary:
Supports Business Developers in assessment of project opportunities and supports closure of projects. Develops financial presentation content and participates in client presentations. Supports project specific finance activities including: third party financing, concession/lease structures, equity financing, and support to customers in structuring tax exempt or other financing vehicles. Direct interface with banking relationships. Participates in M&A activities. Position reports to the VP of Business Development Finance.

Main Functions:
- Implement and maintain a standard utility rate and debt financial model to utilize in financial PPP analysis with capability to modify as required for various variables on a project by project basis.

- Supports business development projects, and provides input to strategies to grow the organization's business and market share

- Analysis of municipal customers rates and finances
- Works with business developers to structure project strategies and approaches
- Provide analysis of potential solutions within a PPP structure
- Participates in proposal preparation, pricing and presentations to customers
- Model financing and cost saving alternatives
- Interprets customer requirements and determines which products best meet those requirements.
- Works with third banking, governmental and debt market institutions and advisors:
- To structure winning financing solutions.
- Analyze financial products
- Review of grants and state revolving loan fund options
- Financial support for acquisitions, joint ventures and strategic alliances in both municipal and indeustrial markets including interface with investment bankers and private equity providers

- Support Senior Municipal Financial Analyst with on-going traditional PPP new projects, expansions and renewals with analysis and financial support.

Additional Function:
- Participation in strategies to sustain and grow market share for the company's core services
- Keeps abreast of new products, specifications, and industry trends, competitor strengths and weaknesses and communicates new information to colleagues. Attends selected financing industry sponsored trade shows and seminars.
- Communicates potential opportunities to business developers.

Participation in development of new sources and relationships for equity and financing to facilitate current and future needs and initiatives

Qualifications
-Candidate must be willing and able to travel up to 30%, but varies widely. Travel includes overnight depending on business necessity.
-Bachelor's degree required, MBA or other finance-related advanced degree or certification preferred.
-Excellent financial modeling and analytical skills required.
-Ability to translate complex financial transactions and concepts to non-finance team members and prospective customers, and support presentations and proposals.
-Excellent written and oral communication skills
-Ability to work in multi-functional teams
-Public Debt/Municipal finance experience and knowledge, and/or project finance experience required as it relates to financial modeling and understanding of terms for model purposes, and strategic brainstorming of alternatives.
-Utility rate making and projection understanding to support analysis of alternative structures and Public-Private-Partnership ("PPP") solutions
-Proficiency with various models of public-private-partnerships involving financing is preferred, including: concessions, DBFO/BOT, leases, municipal corporations, tax-exempt project finance and others.
-Typically has at least five years progressive finance/analytical experience with a proven track record and demonstrated aptitude with complex business transactions, and willingness to assume additional or new responsibilities readily.
- Acquires in reasonable time: in depth knowledge of company's service offering, inter-relationship with other divisions in the company, knowledge of markets, current market share within market, competition and strategy to secure competitors business.
-Demonstrates effective project planning and organizational skills and effective use of time and resources to accomplish work and ability to meet deadlines.
- Demonstrated commitment to compliance with applicable laws and regulations, the Company's Code of Business Conduct and other Company policies and procedures.
- Must be able to pass a criminal background check and drug test.

Plant Human Resources Manager - Connecticut

This is an outstanding opportunity for a high performing, talented and strategic Human Resources Manager in a manufacturing facility.



The incumbent is responsible for planning, developing, directing and controlling Human Resources policies and programs that are consistent with the desired high performance culture.



The position is responsible for developing and administering policies relating to all phases of human resources.



Leads and supports strategic initiatives within the facility and, at times, across the organization.



Supports and applies lean manufacturing programs and actions.



Develops, supports and directs leadership development, training, performance management, communications and ensures appropriate staffing levels.



Advises management in appropriate resolution of employee relations issues.



Effectively responds to plant manager, management team and employee inquiries regarding policies, procedures and programs.



Maximizes employee satisfaction by investigating complaints and concerns;evaluating and offering possible courses of action; providing advice, guidance and direction.



Maintains compliance with all applicable federal and state regulations.



The ideal candidate will possess a degree from a four year college or university and have five to eight years related experience and / or training; or equivalent combination of education and experience. Advance degree preferred. Must have excellent problem solving skills and the ability to effectively handle problems that are varied and many times non-repetitive. Excellent communication skills including the ability to communicate at all levels of the organization and maintain confidentially is required. The position requires superior interpersonal abilities, ability to get along with diverse personalities, while being tactful, mature and flexible. Must be highly organized and ability to drive projects to completion. The ideal candidate must possess a high unwavering value of being ethical.

Plant Human Resources Manager - Arizona

This is an outstanding opportunity for a high performing, talented and strategic Human Resources Manager in a manufacturing facility.



The incumbent is responsible for planning, developing, directing and controlling Human Resources policies and programs that are consistent with the desired high performance culture.



The position is responsible for developing and administering policies relating to all phases of human resources.



Leads and supports strategic initiatives within the facility and, at times, across the organization.



Supports and applies lean manufacturing programs and actions.



Develops, supports and directs leadership development, training, performance management, communications and ensures appropriate staffing levels.



Advises management in appropriate resolution of employee relations issues.



Effectively responds to plant manager, management team and employee inquiries regarding policies, procedures and programs.



Maximizes employee satisfaction by investigating complaints and concerns;evaluating and offering possible courses of action; providing advice, guidance and direction.



Maintains compliance with all applicable federal and state regulations.



The ideal candidate will possess a degree from a four year college or university and have five to eight years related experience and / or training; or equivalent combination of education and experience. Advance degree preferred. Must have excellent problem solving skills and the ability to effectively handle problems that are varied and many times non-repetitive. Excellent communication skills including the ability to communicate at all levels of the organization and maintain confidentially is required. The position requires superior interpersonal abilities, ability to get along with diverse personalities, while being tactful, mature and flexible. Must be highly organized and ability to drive projects to completion. The ideal candidate must possess a high unwavering value of being ethical.

Automation Engineer - Upstate New York

ESSENTIAL FUNCTIONS OVERVIEW:
This position is to support a manufacturing facility in southern New York State. Selected candidate will be responsible for production processes in the plant. These areas include automated assembly lines, machining cells, and plant engineering. In these areas, process improvement, new product introduction, and trouble shooting equipment / product / process issues along with implementation of countermeasures will be the core responsibilities.
Must have proven experience in PLC Programming, HMI Development, SCADA Programming, panel design and layout, bills of materials, and wiring schematic creation. Additionally, the engineer will be expected to:' Set a personal example of behavior and commitment to instill a high level of morale and teamwork' Maintain high standards for workplace organization and housekeeping

Duties and Responsibilities:
' 5-Step capability management ' capable equipment, capable employees, capable processes, process control, process improvement'
Ensure capacity is available to meet current and future customer requirements'
Increase throughput (fewer/faster/safer/more reliable processes)'
Cost reduction (scrap, indirect materials, fewer/faster/safer/more reliable processes)'
Improvement - internal quality (scrap, process capability); external quality (BIS, AIS, warranty)

Experience:
Functions as the 'controls specialist' for manufacturing, this position must be proficient with industrial devices, to include but not limited to the following:' Photoelectric Devices' Inductive Devices' Analog Devices' Programmable Logic Controllers (AB Control Logix Platform Preferred)' CNC (Okuma experience)' Human Machine Interfaces' Motors, Pump, & Associated Controls' Robotics' Proper Technical Reporting' Communication Protocols' Assembly and automation systems' Systems Design and Commissioning' Familiarity with Manufacturing IT Systems (MES, ERP, and Scada)Quality / ImprovementOrganized team based problem solving (A3)Application of Kaizen principlesLead and support FMEAs and prevention based planning toolsSix SigmaLean manufacturing principles and practices
Teamwork / LeadershipStrong verbal and written communication skills.
Ability to work cross functionally with all levels of the organization
Coordinate and work with other functions both internal and external to the organization

Commercial Real Estate Appraiser - Indianapolis Headquartered Bank

We are searching for an experienced commercial real estate appraiser, familiar with the Indianapolis metropolitan market. This is a newly created position in a growing and stable organization.

Commercial Real Estate Appraiser

Reports to: First Vice President and Chief Credit Officer

Summary: Responsible for performing independent reviews of commercial real estate appraisals, environmental assessments, and property inspection reports provided by licensed appraisers and/or real estate professionals. Also accountable for assisting the Bank with other due diligence on commercial real estate loans, as well as acting in an advisory capacity while assisting Credit Administration with real estate values and trends.

Essential Functions:
♦ Conducts independent reviews of commercial real estate appraisals prepared by licensed appraisers on real estate which secure Bank loans.
♦ Conducts professional review of environmental assessments completed by licensed environmental professionals.
♦ Reviews property inspection reports provided to the Bank by real estate professionals.
♦ Involved, as requested, with due diligence on commercial real estate construction loans for the Bank.
♦ Assists Credit Administration with risk management by acting in an advisory capacity on real estate values and trends.
♦ Develops and maintains local market knowledge regarding real estate developments and trends.
♦ Selects and coordinates third-party real estate appraisals, using appropriate vendors for the subject property type.
♦ Conducts on-site visits to inspect and perform in-depth analysis on more complex projects.
♦ Achieves and maintains all educational requirements and certifications established for the position.
♦ Develops and maintains professional contacts in assigned territory to keep current on market trends.
♦ Meets all service level standards for responsiveness to internal bank clients.

Additional Responsibilities:
Assists the First VP and Chief Credit Officer with special projects as assigned.

Required Education, Experience, and Skills:
♦ Bachelor’s Degree in Real Estate or related concentration, or equivalent
experience and training as a real estate appraiser, commercial real estate
broker, commercial property manager, commercial real estate lender or
similar experience in a commercial real estate legal capacity.

♦ Four to ten years prior experience as a commercial real estate appraiser

♦ Demonstrated knowledge of the local commercial real estate market

♦ Ability to deal with complex real estate property types and legal structures

♦ Ability to develop proficiency in the Bank’s appraisal policy for business
lending, as well as applicable federal and industry rules and regulations
related to requirements for appraisals and evaluations on collateral for
loans

♦ Self directed, with the proven ability to work independently with only
minimal direct supervision

♦ Proven ability to effectively multi-task, while maintaining organization,
tending to critical details, appropriately managing priorities, and meeting
deadlines

♦ Computer literacy and proven analytical abilities

♦ Ability to travel in the local market (no overnight anticipated)

♦ Proven ability to build professional relationships and effectively interact
with diverse individuals, both within and outside the Bank.

♦ Creative thinker, interested in sharing ideas, and effectively working with
colleagues to support the broader team

♦ Excellent written and verbal communication skills

♦ Real estate designation; Certified Appraisers strongly preferred

Physical Requirements:
♦ This position requires frequent sitting, as well as the ability to use a
keyboard and telephone.
♦ Must be able to travel independently throughout the office, and sometimes
over the road to prospect and company locations.
♦ Express or exchange ideas by means of the spoken word.
♦ Visually identify and distinguish between various documents.

Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

Supervisory Requirements: This position does not have direct supervisory
responsibilities.

Working Conditions: Office environment.

NOTICE:
1. This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this job. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3. Ability means to possess and apply both knowledge and skill.
4. This job description describes the minimum selection requirements to qualify for the job. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully competent performance, and other nondiscriminatory issues.
5. This job description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Territory Sales Executive - Hospital Market

We are looking for a consultative sales executive who will work with an existing account base and develop new accounts with hospitals. This individual will market established products to hospitals through direct selling and strategic seminar presentations. The role will require travel with 4-5 overnights per month.

A full job description is below:

General Description:
This position provides representation for the company services division through out a geographic territory adhering to the consultative selling philosophy that has helped the company build its highly respected position in the marketplace. An organized individual will be require to increase market presence and grow revenue within our hospital market using professional selling skills and a combination of lead generation, customer relations management, and business development strategies. This position reports directly to the division’s National Sales Manager.

General Skills and Qualifications:
• A minimum of a Bachelor Degree
• At least 5 years experience in a multi-state territory sales position
• Proven success at consultative services sales
• Proven success in a remote home-office work environment
• Outstanding written and verbal communications skills
• Competent group presentations skills
• Organized, efficient work habits and the ability to multi-task effectively
• Experience using software sales tools and customer relationship manager(CRM) processes
• Sales experience with hospitals preferred

Responsibilities:
• Develop revenue opportunities across three customers segments—existing clients, new accounts, and healthcare
preparedness coalitions.

• Engage in quarterly territory planning with management to define and prioritize sales, integrate with marketing efforts,
maximizes sales productivity, and minimize expenses.

• Execute a variety lead generations activities that may include (but not limited to); attending tradeshows/conferences, group
presentations, servicing existing clients, requesting referrals, cold and warm telephone prospecting, targeted email
campaigns, face-to-face meetings, etc.

• Manage sales process using consultative selling methods and professional sales skills.

• Serve as primary relationship manager for customers within assigned territory.

• Develop and present proposals.

• Utilize CRM system as a primary tool for daily sales activity, in addition contact, account, opportunity, and pipeline
management and/or as directed by management.

• Complete reports as directed to ensure proper flow of territory performance information.

• Overnight travel within territory and through out the U.S as needed.

• Work with subject matter experts (SME) within training and consulting area to understand customers need, prepare
recommendations, and develop proposals as needed.

• Work with marketing department to develop and execute new business campaigns.

• Stay up to date on issues related to market by reviewing study material provided by home office.

Commercial Real Estate Appraiser - Indianapolis

We are searching for an experienced commercial real estate appraiser who has extensive Indianapolis metropolitan area experience.

Below is a full job description for this position:


Job Title: Commercial Real Estate Appraiser

1. Summary: Responsible for performing independent reviews of commercial real
estate appraisals, environmental assessments, and property inspection reports
provided by licensed appraisers and/or real estate professionals. Also accountable
for assisting the company with other due diligence on commercial real estate loans, as
well as acting in an advisory capacity while assisting with real estate values and trends.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the company deems appropriate.

†¦ Conducts independent reviews of commercial real estate appraisals prepared by licensed appraisers on real estate which secure loans.

†¦ Conducts professional review of environmental assessments completed by licensed environmental professionals.

†¦ Reviews property inspection reports provided to the company by real estate professionals.

†¦ Involved, as requested, with due diligence on commercial real estate construction loans for the company.

†¦ Assists Credit Administration with risk management by acting in an advisory capacity on real estate values and trends.

†¦ Develops and maintains local market knowledge regarding real estate developments and trends.

†¦ Selects and coordinates third-party real estate appraisals, using appropriate vendors for the subject property type.

†¦ Conducts on-site visits to inspect and perform in-depth analysis on more complex projects.

†¦ Achieves and maintains all educational requirements and certifications established for the position.

†¦ Develops and maintains professional contacts in assigned territory to keep current on market trends.

†¦ Meets all service level standards for responsiveness to internal company clients.

3. Additional Responsibilities: Assists senior management with special projects as assigned.

4. Required Education, Experience, and Skills:

†¦ Bachelor's Degree in Real Estate or related concentration, or equivalent experience and training as a real estate appraiser, commercial real estate broker, commercial property manager, commercial real estate lender or similar experience in a commercial real estate legal capacity.

†¦ Four to ten years prior experience as a commercial real estate appraiser

†¦ Demonstrated knowledge of the local commercial real estate market

†¦ Ability to deal with complex real estate property types and legal structures

†¦ Ability to develop proficiency in the Bank's appraisal policy for business lending, as well as applicable federal and industry rules and regulations related to requirements for appraisals and evaluations on collateral for loans

†¦ Self directed, with the proven ability to work independently with only minimal direct supervision

†¦ Proven ability to effectively multi-task, while maintaining organization, tending to critical details, appropriately managing priorities, and meeting deadlines

†¦ Computer literacy and proven analytical abilities

†¦ Ability to travel in the local market (no overnight anticipated)

†¦ Proven ability to build professional relationships and effectively interact with diverse individuals, both within and outside the company.

†¦ Creative thinker, interested in sharing ideas, and effectively working with colleagues to support the broader team

†¦ Excellent written and verbal communication skills

†¦ Real estate designation; Certified Appraisers strongly preferred

5. Physical Requirements:

†¦ This position requires frequent sitting, as well as the ability to use a keyboard and telephone.

†¦ Must be able to travel independently throughout the office, and sometimes over the road to prospect and company locations

†¦ Express or exchange ideas by means of the spoken word.

†¦ Visually identify and distinguish between various documents.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory responsibilities.

8. Working Conditions: Office environment.

Human Resources Generalist - 300 employee Indianapolis based company

We are working with a mid-sized Indianapolis company that has continued to grow through the recession and has had double digit growth for ten years running. Remarkably, this company even added more than 10% to staff in 2009.

Job Title: Human Resources Generalist

Reports to: Vice President & Chief Human Resources Officer

Drafted: 06/10/2010

1. Summary: The incumbent is responsible for providing generalist support of HR processes, including, but not limited to, staffing initiatives, employee relations, payroll, compensation analysis, benefits, training, and compliance. Coordinates and/or facilitates various human resources processes, programs, and initiatives. In performing job duties, the incumbent is responsible for complying with both internal policy and applicable laws and regulations.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the company deems appropriate.
• Serves as primary point of contact for payroll administration and time and attendance tracking, ensuring that data is gathered, input and approved timely, accurately, and consistent with internal controls. Coordinates with payroll provider as questions arise, surfacing problems and/or recommending corrective action where appropriate. Serves as system and security administrator along with departmental manager. Troubleshoots and provides systems training to internal users where needed.
• Assists with staffing activities to include developing job postings, maintaining Career Page on internet, developing and/or updating job descriptions, pre-screening resumes, conducting applicant interviews, facilitating background checks, and preparing recruiting correspondence. Also assists with preparation and monitoring of Affirmative Action Plan.
• Assists with intern recruiting, and subsequent training initiatives.
• Assists with coordination and implementation of new employee orientation processes, including periodic orientation workshops and ongoing mentoring processes.
• Assists with compensation and benefit research and analysis, as directed. Also assists with the coordination and implementation of major initiatives, to include annual benefit open enrollment processes, and organizational wellness initiatives.
• Coaches and counsels employees as needed, facilitating resolution of issues, as appropriate.
• Researches, recommends, drafts, and interprets company policies, as needed.
• Prepares employee communications, as requested, to include hiring announcements, promotional announcements, benefit updates, etc.
• Creates and/or maintains various spreadsheets, reports, and records either in written or electronic format.
• Responds to general questions and inquiries from staff, providing timely, courteous customer service on a consistent basis.
• Supports various recurring processes including Family and Medical Leave administration, quarterly 401k enrollment meetings, workers compensation administration, performance review planning and tracking, benefits processing, developing and/or updating marketing biographies, reconciling monthly benefit invoices, etc.
• Provides critical back-up for Human Resources Assistant and departmental manager.
3. Additional Responsibilities: Special projects as assigned.

4. Required Education, Experience, and Skills:
• Four or more years of generalist human resources experience; previous experience processing payroll is highly desirable.
• Formal training in Human Resources, (including laws, regulations, and best practices) as reflected by a relevant degree and/or certification program, or equivalent blend of education and experience.
• Proven excellence delivering high levels of customer service.
• Demonstrated written and verbal communication skills, with the proven ability to communicate effectively with diverse groups in a variety of situations.
• Demonstrated ability to multi-task, with the proven ability to efficiently process high volumes of detailed information accurately.
• Effective coaching and problem solving skills.
• Demonstrated proficiency with common computer applications, plus prior experience working with payroll and/or HR database systems.

5. Physical Requirements: Includes the ability to routinely express or exchange ideas by means of the spoken word. Occasional lifting of up to 15 lbs. Involves frequent sitting, as well as regular operation of computer, phone, printer and other office equipment.

6. Equipment Used: Computer, printer, telephone, fax machine, photocopier, and calculator.

7. Working Conditions: Office environment.



NOTICE
1. This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this job. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3. Ability means to possess and apply both knowledge and skill.
4. This job description describes the minimum selection requirements to qualify for the job. However, promotion and other employment decisions are also based on company needs, being in good standing, fully-competent performance, and other nondiscriminatory issues.
5. This job description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Career Solutions Group, Inc. is a retained executive and technical search firm headquartered on Monument Circle, serving Indiana headquartered companies with project search assignments for individual positions and recruitment process outsourcing for multiple position assignment. For more information about this opening or other inquires, call Steve Fero at (317) 466-9740 ext 13.

Human Resources Assistant - 300 employee Indianapolis based company

Job Title: Human Resources Assistant

FLSA Status: Non-Exempt

Reports to: Vice President & Chief Human Resources Officer

Drafted: June 10, 2010

1. Summary: The incumbent provides administrative, coordinative and/or facilitative support for various human resources processes, programs, and initiatives. In performing job duties, the incumbent is responsible for complying with both internal policy and applicable laws and regulations.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the company deems appropriate.
• Facilitates new hire processes including new hire orientation and new hire paperwork.
• Provides assistance to staff relative to benefits, including responding to questions, assisting with forms, and troubleshooting problems when they arise. Also supports initial sign-up, open enrollment, and other administrative processes.
• Notifies benefit providers (either through manual or on-line systems) of new enrollments, changes, and/or terminations on a timely basis. Ensures proper documentation is maintained and appropriately filed.
• Facilitates administrative processes associated with terminations of employment including, but not limited to, termination paperwork and coordination of associated details.
• Enters, updates, and/or maintains data in the Payroll/HR database, ensuring both the accuracy of the information and the timeliness of any updates.
• Assists with payroll processes, consistent with internal controls.
• Creates and/or maintains various spreadsheets, reports, and records either in written or electronic format.
• Responds to general questions and inquiries from staff, providing timely, courteous customer service on a consistent basis.
• May support recruiting/staffing processes including, but not limited to, applicant tracking, correspondence with prospective applicants, distribution and processing of applications, completion of background checks, and maintenance of resume files.
• Assists with the preparation of the bi-monthly newsletter.
• Orders supplies, including name badges and desk plates for all staff, and general office supplies for department.
• Performs general office functions including filing, distribution of mail, preparation of letters, etc.
• Provides critical back-up for payroll and administrative functions performed by HR Generalist.

3. Additional Responsibilities: Special projects as assigned.

4. Required Education, Experience, and Skills:
• Three years of administrative experience, preferably in human resources or a similar function. Post high school education or training, with an emphasis on human resources is helpful.
• Proven customer service skills, as demonstrated by the ability to interact effectively with diverse individuals and communication styles.
• Exceptional written and verbal communication skills.
• Demonstrated ability to multi-task, with the proven ability to efficiently process high volumes of detailed information accurately.
• Demonstrated problem solving skills.
• Demonstrated proficiency with standard computer applications; prior experience with payroll and human resources databases is helpful.

5. Physical Requirements: Includes the ability to routinely express or exchange ideas by means of the spoken word. Occasional lifting of up to 15 lbs. Involves frequent sitting and walking, as well as regular operation of computer, phone, printer and other office equipment.

6. Equipment Used: Computer, printer, telephone, fax machine, photocopier, and calculator.

7. Working Conditions: Office environment.


NOTICE
1. This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this job. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3. Ability means to possess and apply both knowledge and skill.
4. This job description describes the minimum selection requirements to qualify for the job. However, promotion and other employment decisions are also based on company needs, being in good standing, fully-competent performance, and other nondiscriminatory issues.
5. This job description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

Medical Device Sales - Class II & III - Eastern Half US Territories

We are working on multiple medical device sales openings with several employers. At this point, all the territories are primarily in the eastern half of the US.

Class II Medical Device Sales - ($70-$150K) & Class III Medical Device Sales - ($95-$225K)

Territories:
•New York / New Jersey
•Harrisburg
•Pittsburgh
•Morgantown
•Alexandria
•Knoxville
•Louisville
•Green Bay
•Minneapolis/St Paul
•Houston
•Fort Myers

If you or someone that you know would have an interest is these positions, please contact John Wolfe, Research Associate, at:
Career Solutions Group, Inc.
55 Monument Circle, Ste. 1000
Indianapolis, IN  46204
(317) 466-9740 ext. 14
jwolfe@careersolutionsindy.com

Treasury Management Lockbox Manager - Indianapolis HQ Bank

As larger, regional banks continue to struggle, business banking customers are migrating to smaller banks. These smaller banks are responding by upgrading their capabilities to handle expanded business banking products and services. Treasury Management products is one area where we see smaller, community banks growing.

We are currently working with an Indiana headquartered bank that is implementing a major Treasury Management software upgrade and service expansion to enhance their product offering to current and new business banking customers. Here is a new job description for another position related to this upgrade and expansion:

Job Title: Lockbox Processing Manager

Reports to: Treasury Management Services Manager

1. Summary: The incumbent is responsible for supervising a staff of Lockbox
Processing Coordinators and performing the daily processing of lockbox
remittance for wholesale lockbox clients. Independent judgment is required to
plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the Bank deems appropriate.
♦ Supervise workflow for all operators and write staff performance reviews
♦ Performs daily and periodic functional duties for lockbox processing in
accurate fashion on a timely basis
♦ Maintain client database and lockbox processing software and hardware
♦ Track processing errors and authorize adjustments to client accounts
♦ Act as liaison to post office for lockbox client caller service boxes
♦ Manage lockbox courier route
♦ Provide the initial point of contact for facility related issues at the site of
Lockbox operations
♦ Provide the highest level of customer support, both to internal and external
clients.


3. Additional Responsibilities: Special projects as assigned by the FVP Treasury
Management.

Required Education, Experience, and Skills:
♦ High school diploma or equivalent
♦ Minimum of 3 years experience working in treasury management in
banking
♦ Ability to work under deadlines
♦ Basic knowledge of debit/credit and payment/bill processing
♦ 10-key proficiency (minimum 4,000 kph)
♦ Attention to detail
♦ Prior supervisory experience
♦ Excellent customer service skills
♦ Ability to interpret data and problem solve
♦ Computer proficiency
♦ Proven verbal and written communication skills

5. Physical Requirements: Include the ability to:
♦ Good manual dexterity and hand/eye coordination
♦ Express or exchange ideas by means of the spoken word.
♦ Perceive the nature of sounds with or without correction.
♦ Visually identify and distinguish between various documents and
currency.
♦ Ability to lift 20 lbs.

6. Equipment Used: Computer, 10-key, printer, telephone, fax machine, and
photocopier.

7. Supervisory Requirements: This position has direct supervisory responsibilities.

8. Working Conditions: Office environment.


NOTICE
1. This job description in no way states or implies that these are the only tasks to be performed by the
incumbent occupying this job. The incumbent will be required to follow any other instructions and to
perform any other job-related duties.
2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this
job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3. Ability means to possess and apply both knowledge and skill.
4. This job description describes the minimum selection requirements to qualify for the job. However,
promotion and other employment decisions are also based on Bank needs, being in good standing, fully-
competent performance, and other nondiscriminatory issues.
5. This job description does not create an employment contract, implied or otherwise, other than an "at will"
employment relationship.

Career Solutions Group, Inc was founded in 1995 and focused on Indiana headquartered companies, offering project staffing / recruitment process outsourcing solutions or executive search / talent selection consulting services. Steven Fero is founder and President of the firm, located at 55 Monument Circle in Indianapolis, phone number (317) 466-9740. The new web site is http://www.careersolutionsindy.com/ which replaces the old csgsearch.com web site.

Principle Engineer - Indianapolis headquartered manufacturer

As manufacturing inventories bottomed out in the Spring, this manufacturer has seen a slight increase in new orders and is planning for the future. We are initiating a search assignment for a Principle Engineer. The job description is below:



POSITION TITLE: Principle Mechanical Design Engineer

REPORTS TO: Engineering Manger

JOB SUMMARY:
Designs and develops new products, or enhancements to existing products, that meet the design requirement via solid modeling and engineering calculations. Invents concepts to solve design requirements. Displays talent in solving difficult problems. Demonstrates skill in FEA and CFD analysis. Evaluates competitive products prior, to design to determine their strengths and weaknesses. Works closely with Eng Manager and customers to identify unmet needs and define product requirements. Includes manufacturing, purchasing, fabrication, quality, and vendors in design process, to insure ease of assembly, reliability, sales and profit objectives are met. Solicits and leverages the ideas of others, in order to develop the best solution.

ROLE PRIORITIES:
1. Create Mechanism/Platform/New Product concepts based on design requirements
2. Design new mechanisms/platforms/New Products via solid modeling.
3. Apply FEA and CFD and Engineering calculations as required.
4. Refine concept designs into feasible products.
5. Invents and designs electronic components of product as well.
6. Troubleshoot engineering issues, develop design solutions.
7. Facilitate input from all stakeholders
8. Work collaboratively in assembling Design Requirements.
9. Complete component drawings, insuring proper fit and no interference.


PRINCIPAL DUTIES AND RESPONSIBILITIES:
• Works closely with Eng Manager, sales, and customers to:
o Understand field issues, unmet needs.
o Target product cost/price.

• Creates concept of how to solve problems, then designs mechanisms, modules and or products.

• Performs design calculations, max stress calculations, free body diagrams, etc.

• Proficient in solid modeling, FEA, and CFD.

• Develops expertise in industry including applications and competitive products.

• Establishes project time line with Eng manager.

• Manages projects from inception through launch- including prototyping, first article inspection, installation, and testing.


• Lays all designs out in Solid models, and details components.

• Assembles models to determine fit and function, redlines drawings for revisions.

• Determines most effective process and material for each component in the design.

• Assembles costed BOM’s when necessary.

• Works with manufacturing, inventory, production, and sales to ensure product is successfully introduced.

• Provides engineering expertise and support as necessary to sales, manufacturing, customers, and vendors.

• Focused on solutions which are “better” than Competitors. “Better” is defined as “works better”, “looks better”, “lasts longer”, “operates easier”, and “operates safer”.

• Troubleshoots and resolves problems.


DESIRED SKILLS and EXPERIENCE
• BS in Mechanical Engineering or equivalent.
• Broad Engineering new product design experience.
• Broad knowledge of various mechanisms/systems.
• Experienced in Hydraulics and pneumatics,
• Team Player
• Creative and innovative.
• Mechanical aptitude and skills.
• Hands on
• Advanced solid modeling skills
• Experienced in wide variety of manufacturing processes
• Experienced in the application of a broad variety of Materials.
• FEA and CFD experience.
• Mech. Engineering fundamentals
o Mech. Of Materials
o Machine design
o Material science
o Fluid Dynamics
• Ability to analyze and resolve problems.
• Strong internal and external customer orientation.
• Good interpersonal and communication skills.
• Commitment to company values.
• Completes assignment in timely manner.
• Experienced in Electrical components (motors, relays, etc) and electronics.

If you or someone that you know has an interest in this opportunity, please forward a link to this posting or reply to:

Career Solutions Group, Inc.
55 Monument Circle, Ste. 1000
Indianapolis, IN 46204
(317) 466-9740
jwolfe@csgsearch.com
http://careersolutionsindy.com

Career Solutions Group Inc. has been a retained Indianapolis search firm and Indianapolis executive recruiting firm since 1995, providing national corporate recruiting, exectutive search Indianapolis, corporate recruiting strategy, custom recruiting services, talent recruitment, talent acquisition strategy, talent selection, talent recruitment, talent strategy, custom recruiting solutions, and executive recruiting primarily to Indiana headquartered companies with up to 500 employees.

Treasury Management Sales & Marketing - Indianapolis HQ Bank

We are initiating a search for a newly created Treasury Management Sales & Marketing position with a growing Indianapolis headquartered bank.

This is an excellent opportunity to join one of the most respected banks in the State of Indiana. While this Treasury Management professional will be responsible for new sales, he/she will work very closely with Commercial Lenders and Private Bankers who maintain primary responsibility for client relationships.

Here is a job description:

Job Title: Treasury Management Marketing

Reports to: Vice President and Manager, Treasury Management Sales

Last Revision Date: 01/16/09

1. Summary: The incumbent is responsible for sales and all sales-related activities for Treasury Management products and related functions. Also responsible for managing client portfolios and product implementation. The incumbent provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.

♦ Develops sales strategy to meet or exceed stated sales and portfolio goals.

♦ Meets regularly with Corporate Bankers, Private Bankers, and Banking Center staff to identify opportunities and provide information on products and services.

♦ Calls on both prospective and current clients to identify needs and/or enhancements, and to address any servicing issues.

♦ Prepares proposals and RFP responses for target market segments.

♦ Manages portfolios and conducts relationship reviews on top clients on a regular basis.

♦ Facilitates implementation processes for all new and upgraded Treasury Management products.

♦ Prepares sales management reports.

3. Additional Responsibilities: Special projects as assigned by the First Vice President and Manager, Treasury Management or Manager, Treasury Management Sales.

4. Required Education, Experience, and Skills:

♦ Minimum requirement BS degree in business discipline

♦ Minimum 5 years of senior-level bank experience which may include experience in lending, branch administration, operations and compliance.

♦ General knowledge and understanding of regulations and laws that apply
to banks.

♦ Three-plus years of successful business development experience including
deposits, commercial lending and installment loans.

♦ Excellent customer service skills.

♦ Ability to interpret data and problem solve

♦ Computer proficiency

♦ Proven verbal and written communication skills

♦ CTP Designation preferred

5. Physical Requirements: Include the ability to:

♦ Express or exchange ideas by means of the spoken word.

♦ Perceive the nature of sounds with or without correction.

♦ Visually identify and distinguish between various documents and currency.

♦ Requires frequent local travel to client sites.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.

8. Working Conditions: Office environment.

If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.

Lockbox Specialist - Downtown Indianapolis HQ Bank

We are initiating a search for a Lockbox Specialist for a growing Indianapolis bank that is expanding its Treasury Management and Lockbox capabilities and capacity.

Here is a summary of the job description:

Job Title: Lockbox Processing
Reports to: Lockbox Processing Supervisor
Last Revision Date: 6/11/08
1. Summary: The incumbent is responsible for overall customer service and daily
processing of lockbox remittance for wholesale lockbox clients and other related
Treasury Management products.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the Bank deems appropriate.
• Performs Remit lockbox system setup and maintenance functions
• Performs daily and periodic functional duties for lockbox processing in
accurate fashion on a timely basis
• Assist with maintaining client database
• Act as liaison to post office relating to caller service for lockbox clients
• Provide the highest level of customer support
3. Additional Responsibilities: Special projects as assigned by the Lockbox
Processing Supervisor.
4. Required Education, Experience, and Skills:
• High school diploma or equivalent
• Minimum of 3 years experience working in treasury management or
another operational area within banking
• Ability to work under deadlines
• Basic knowledge of debit/credit and payment/bill processing
• 10-key proficiency (minimum 4,000 kph)
• Attention to detail
• Excellent customer service skills
• Computer proficiency
• Proven verbal and written communication skills
5. Physical Requirements: Include the ability to:
• Good manual dexterity and hand/eye coordination
• Express or exchange ideas by means of the spoken word.
• Perceive the nature of sounds with or without correction.
• Visually identify and distinguish between various documents and
currency.
• Ability to lift 20 lbs.
6. Equipment Used: Computer, 10-key, printer, telephone, fax machine, and
photocopier.
7. Supervisory Requirements: This position does not have direct supervisory
responsibilities. Work direction is provided by the Lockbox Processing
Supervisor.
8. Working Conditions: Office environment.

This bank has very low turnover and excellent benefits.

If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.

CEO / President Executive Search

With most executive search assignments, our firm is working with several key decision makers of a corporate client. Usually, we have at least one Human Resources representative, a function or department hiring manager, and several superiors, peers, or staff level reports who have input into the hiring process.

Working with boards and search committees to fill executive positions adds another dynamic to this decision making process. And, we successfully work with the corporate team, board or search committee, and the finalist candidates to achieve everyone's ultimate objective.

Here is some of our client feedback:

Board Member
You brought us quality candidates; facilitated the interview sessions; did not impose your thoughts on us; respected our time and attention to the subject; were professional in all matters dealing with us in the search process; provided advice when appropriate.

Board Member
Your firm was a very valuable part of the search and selection process. I originally thought our HR staff could do the search without any assistance from outside of the organization. I am satisfied that I was wrong and that we would have erred should we have attempted the search without professional help.


PLANNING & COORDINATION
Success with an executive search process requires thorough planning, coordination and communication, and then execution. We start by meeting with the search committee and/or board to discuss the search and develop a process that meets everyone's objectives. If necessary, we will also meet with the senior management team for their input and involvement in the process.



For board member coordination, we can coordinate flexible meeting schedules or teleconference discussions to meet everyone's availability.




CUSTOM RESEARCH
Career Solutions uses a multiple source methodology to acquire a comprehensive pool of potential candidates that are passive, active, and internal/referral. Our research objective is to identify the complete universe of potential candidates specific to an assignment. Our staff identifies and tracks potential candidates through the initial technical qualification.




FINALIST SELECTION
Once we develop an adequate finalist pool, we proceed with more detailed analysis of each candidate. Our finalist selection tools include detailed interview evaluations including direct input from candidates:



Input from certified evaluators of validated psychometric assessments:



And, executive core competency assessment by our consultants, reviewed and validated in conjunction with search committee and board feedback.

And finally, detailed interviews of key references, picked by our search committee and not the candidates, to validate the critical competencies, strengths, weaknesses, and managerial characteristics of each finalist candidate.

Even with all this detailed analysis, sometimes it is still not crystal clear who the front runners are until the entire committee casts their votes ranking each finalist:



While this process may appear time consuming, it far less time consuming than an executive search process that stalls with no clear decision or having to start the process over.

Career Solutions executive search process does provide your search committee or board with comprehensive evaluation to confidently reach a consensus decision for your new CEO or President.

Board Member
Thank you very much for all you have done in getting us this far through the maze which, of course, we all hope will lead to a new and effective CEO. You have done a super job and it is much appreciated. Once again, thank you for the work you did for us and for leading us through the process. If you have need for references in the future, please do not hesitate to call.