Wellness Respite Associate | OVERNIGHT | Crisis Service
Bank Teller Job In Newark, NJ
CSPNJ, a mental health nonprofit agency, is looking for a Wellness Associate in the Newark location. Under the direction of the Program Manager, the Wellness Associate will provide supportive services for guests to have a meaningful and successful stay, to learn crisis coping skills and to work towards realizing their full potential. During their stay guests will work on a Wellness Plan and be linked to services and resources within their community in collaboration with the Wellness Respite Associate. Wellness Respites offer stays for up to ten days and provide an open-door setting where guests can continue their daily activities. This program provides an alternative to hospitalization for individuals who are in crisis.
Full-time | 40 hours per week | Schedule: Sunday - Thursday: 11:30pm-8:00am
Benefit Eligible: Medical, free DMO dental, & free vision | Including 6 weeks PTO & 11 Holidays
Hourly rate: $20.67 - $23.56
Check out Wellness Respite!
Requirements:
High School Diploma or GED plus 4 years of related work / life experience or
Bachelor's degree in a mental health related discipline.
Outstanding communication skills, both written and verbal.
Ability to manage crisis and works well under pressure.
Knowledge of psychiatric rehabilitation model preferred.
Ability to work with individuals with mental illness in a caring and professional manner.
Proficient in MS Office products.
Bilingual skills a plus.
Valid NJ Driver's License with acceptable driving record.
Lived Experience: CSPNJ prioritizes hiring people who use their own life experience with mental health/substance use to inspire and support others.
PM22
Compensation details: 20.67-23.56 Hourly Wage
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Assistant Head of Middle School, Grades 5 & 6
Bank Teller Job In New York, NY
BROOKLYN, NEW YORK
ASSISTANT HEAD OF MIDDLE SCHOOL, GRADES 5 & 6
BROOKLYN FRIENDS SCHOOL
MISSION
Guided by the Quaker belief that there is a Divine Light in everyone, Brooklyn Friends School cultivates an intellectually ambitious and diverse community that celebrates each individual's gifts. We challenge our students to value and embrace difference as they develop critical thinking skills and apply their knowledge and intelligence both in and out of the classroom. In this rich learning environment, we inspire all members of our community to voice their convictions, to discover and pursue their passions, and to seek truth. Our graduates are compassionate, curious, and confident global citizens who let their lives speak in the spirit of leadership and service.
ABOUT BFS MIDDLE SCHOOL
The Middle School at Brooklyn Friends School boasts a strong academic program steeped in skills-based assessment, standards-based grading, differentiated instruction, growth mindset, values-based education, and student-centered learning. We also pride ourselves on a robust advisory program that addresses students' holistic needs and wellbeing, endeavoring insofar as possible to ensure each and every student feels whole and has a clear sense of belonging at Brooklyn Friends School.
Please visit the BFS website for a deeper dive into our community, history, core values, and program.
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Assistant Head of Lower School
Bank Teller Job In New York, NY
The Packer Collegiate Institute seeks a dynamic and inspiring Assistant Head of Lower School for the 2025/26 school year. Located in Brooklyn, NY, Packer is a vibrant PK-12 Grade independent school. The successful candidate would join a highly collaborative learning environment that emphasizes academic excellence, creativity, and student well-being.
Anticipated start date: August 2025
Position Summary:
The Assistant Head of Lower School serves as a key member of the Preschool & Lower School Leadership Team. Working closely with the Head of Preschool & Lower School (PS/LS) and the ELC Director, the Assistant Head of Lower School supports the academic, social, and emotional development of students, 1st-4th Grade. This role involves collaboration with the leadership team, as well as faculty, staff, and parents/caregivers to foster a dynamic and inclusive learning environment that aligns with the school's mission and values. The Assistant Head provides leadership in curriculum development, faculty support and mentorship, student programming, and day-to-day operations of the Lower School. This position offers a unique opportunity to have a meaningful impact on the growth and development of students, teachers, and the broader school community.
Key Responsibilities:
Academic Leadership:
Collaborate with the Head of PS/LS to develop, implement, and assess curriculum and instructional practices
Support faculty to implement rich and authentic learning opportunities, develop and hone effective teaching strategies, and differentiate instruction to meet student needs
Monitor student assessment and progress, coordinate with teachers, and support faculty to develop intervention plans when necessary
Faculty Support and Development:
Co-develop and co-lead the Associate Teacher Program (including hiring Associate Teachers) in partnership with the ELC Director, and Head of PS/LS
Mentor and support Associate Teachers in the Lower School
Plan and deliver professional development opportunities aligned with the school's goals and initiatives
Foster a culture of collaboration and continuous improvement among the teaching faculty
Student Support and Programming:
Oversee the development and implementation of programs that promote student well-being, character education, and social-emotional learning (including Student Council and Affinity Spaces)
Address student behavioral concerns and collaborate with faculty, specialist, and families to resolve issues
Serve as a visible and approachable presence for students, providing guidance and support as needed
Community Engagement:
Promote a welcoming and inclusive school culture that values diverse perspectives
Communicate effectively with families about school initiatives, policies, and programs
Participate in school-wide events, initiatives, and committees to contribute to the life of the PS/LS Division and the broader Packer community
Administrative Support:
Coordinate visitors, special events, assemblies, and other Preschool & Lower School activities
Partner with the Divisional Substitute Coordinator to hire and train substitute teachers and ensure coverage of classrooms in teacher absence
Develop duty rosters and ensure supervision during early morning drop-off and recess
Serve as acting Lower School Head in the Division Head's absence
Qualifications:
Education & Experience:
Master's degree in education
Significant teaching experience at the elementary level, with a strong understanding of child development and research-informed best practices in education
Proven leadership experience in an academic setting
A record of successfully advancing initiatives in support of diversity, equity, inclusion, and belonging
Skills & Attributes:
Strong ability to serve as an effective member of a collaborative leadership team. Proven capacity to lead initiatives, think creatively, and problem-solve collectively and toward shared goals
Exceptional interpersonal, communication, and organizational skills, and comfort with public speaking
Demonstrated ability to connect meaningfully with young children and to engage collaboratively with all members of the school community, including students, faculty, staff, and families
Commitment to fostering an inclusive and equitable learning environment
Flexibility, resilience, and capacity to toggle between institutional, divisional, and programmatic thinking
Excellent anticipatory judgment and situational discernment
Commitment to Diversity
Packer's comprehensive commitment to diversity and equity requires all faculty members to actively and thoughtfully engage in work around identity, anti-racism, and inclusion. We actively encourage applications from candidates with broad and diverse backgrounds and from individuals of all races, nationalities, and beliefs.
Compensation and Benefits:
The Packer Collegiate Institute offers a competitive salary and benefits package, commensurate with experience, including professional development opportunities, health insurance, and retirement contributions.
Click here to apply.
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Financial Services Associate
Bank Teller Job In New York, NY
Job Responsibilities
Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within service level agreements.
Communicate all missing information needed to progress the loans in the pipeline.
Reconcile and process monetary transactions as needed, including the review of daily reports.
Cross-train and be willing to learn new functions outside of the immediate scope to provide coverage as needed.
Train new team members once proficient in role responsibilities.
Accomplish shared goals of the department and the bank.
Perform other related duties as assigned by management.
Park Services Associate
Bank Teller Job In Jackson, NJ
Our Park Services team helps the park sparkle! Youre constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great. From sweeping the streets to refreshing the restrooms and greeting the guests, youll be right in the center of the action and help keep everything in immaculate shape and sanitary.
What You Will Be Doing:
The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
How You Will Do It:
Friendly, outgoing personality interacting with large groups of people.
Ability to work in an environment as fast-paced as our coasters.
Demonstrate a strong work ethic and commitment to cleanliness.
Must read chemical labels and MSDS of cleaning substances.
Enjoy cleaning and organizing.
Strong attention to detail.
Maintain proper attendance and timeliness.
Assist other departments as requested.
What You Will Need:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
Note:
This is not intended to be all inclusive. Associates may perform other related duties as required, meeting the on-going needs of the company.
Six Flags Entertainment Corporation is North Americas largest regional amusement-resort operator with 27 amusement parks, 15 water parks and nine resort properties across 17 states in the U.S., Canada and Mexico. Focused on its purpose of making people happy, Six Flags provides fun, immersive and memorable experiences to millions of guests every year with world-class coasters, themed rides, thrilling water parks, resorts and a portfolio of beloved intellectual property such as Looney Tunes, DC Comics and PEANUTS.
What's in it for you?
Free Food for Memorial Day, Fourth of July and Labor Day
Exclusive Rides parties for all employees.
Scholarship Opportunities
Professional Development
Complimentary tickets
In-Park discounts and more!
Other Functions:All other duties assigned or necessary to support the park as a whole. While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties when circumstances (e.g., emergencies, changes in workload, rush jobs, or technological developments) dictate.
Six Flags is an Equal Opportunity Employer and supports a Drug Free Work Place.
Teller, Full-time
Bank Teller Job In Middletown, NJ
In order to continually provide our members with the highest level of service, Affinity FCU is seeking a Relationship Specialist to join our team of professionals at our branch location in Middletown, NJ.
Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This position is responsible for opening new accounts, enrolling new members during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction with present products and services and to inquire about the status of future member needs.
Successful candidate must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity's corporate objectives.
Banking experience is helpful, but not required. Prior CRM experience, preferably Salesforce is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales/customer service experience is essential. Spanish-speaking helpful but not required. Saturday hours are required.
Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, access to our fitness center and employee café, earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and “Belong to Something Better.”
Affinity Federal Credit Union is an Equal Opportunity Employer
Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.
Explore career opportunities with Affinity and belong to something better.
Please scroll down and read the Applicant Statement in its entirety.
Applicant Statement
I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.
I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.
I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.
I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.
If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.
I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.
I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.
I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.
I understand that this application is not a contract of employment.
If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices.
By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.
Head of Embedded Banking
Bank Teller Job In New York, NY
About Us:
Piermont Bank is a tech-enabled digital commercial bank founded in 2019 with a mission of changing the face and pace of banking. It provides an unprecedented experience that blends the best of banking and agile Fintechs. At Piermont, we are purpose-driven, and focused on creating and delivering banking products relevant to today's digital economy. We are the go-to Bank for the fintech ecosystem. For more information, visit *********************
The Role:
The Head of Embedded Banking will report directly to the Chief Banking Officer and will be responsible for overseeing the development, implementation, and growth of the banks embedded banking offering. The Head of Embedded Banking will lead strategy, product development, business development, partnerships, and operations to ensure seamless integration of banking features within third party platforms, while maintaining regulatory compliance and maximizing customer experience.
Responsibilities:
Define the overall vision and strategy for embedded banking initiatives, aligning with the company's broader business objectives.
Identify market opportunities and potential partners to integrate banking services into relevant third-party platforms and lead end-to-end sales/business development efforts to grow the bank's embedded banking portfolio while maximizing line of business profitability.
Develop business plans and financial models for embedded banking products and services.
Lead the design and development of new embedded banking products, including deposit accounts payments, and other financial services products.
Collaborate with technology and risk teams to ensure seamless integration of banking functionalities within third party partner platforms.
Monitor market trends and customer feedback to continuously improve product offerings.
Build and manage relationships with key partners, including technology providers, fintech companies, and non-financial businesses looking to embed banking services.
Negotiate contracts and service level agreements with partners to ensure smooth integration and proper regulatory compliance oversight.
Oversee the day-to-day operations of the embedded banking platform, including onboarding, transaction processing, and first line risk management.
Ensure adherence to all regulatory requirements and compliance standards related to banking services
Build and lead a high-performing team of embedded banking specialists, including product managers, developers, and program managers.
Foster a culture of innovation and continuous improvement within the embedded banking team.
Qualifications:
Deep understanding of the banking industry, including regulations, product offerings, and technology landscape.
Expertise in fintech and embedded finance solutions, including APIs, processors, and other integration platforms.
Strong business development skills with experience in partnerships, negotiation, and strong revenue growth.
Proven track record of leading product development teams and delivering successful financial services.
Excellent communication and stakeholder management abilities to collaborate with cross-functional teams.
Strong analytical skills to assess market opportunities and evaluate business performance
The hiring range for this position is $200,000 to $250,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.
Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
CIB Treasury Banking Analytics - Stress Testing Associate
Bank Teller Job In New York, NY
Join the fast-paced Commercial and Investment Bank (CIB) Treasury Banking, a unit within Commercial and Investment Bank (CIB) Treasury. We are responsible for evaluating all aspects of the banking and custody balance sheet across all legal entities, in order to optimize the Banking businesses strategy. The group partners with Corporate Treasury and Chief Investment Office (CIO) to develop efficient and effective policies and procedures for deployment of the (CIB) balance sheet. The primary responsibility of the team is interest rate risk policy and strategy, liquidity stress testing for the banking boo, effective Funds Transfer Pricing and Liquidity Premium, legal entity Asset Liability Management (ALM), Shareholder Value Analysis, and Balance sheet and Net Interest Income (NII) modeling.
As a Stress Testing Associate, you will manage a broad array of initiatives for the (CIB) Treasury Banking Analytics Group. You should be skilled at performing complex and quantitative analyses, pay close attention to detail, take ownership over projects and proactively move them forward, feel comfortable operating in a fast-paced and dynamic environment, be able to work on multiple complex projects simultaneously, and have a keen interest in capital markets and economics. Working knowledge of financial analysis, interest rate risk, liquidity risk, balance sheet analysis, regulatory requirements (US/Basel); and accounting concepts are required. Strong interpersonal, organizational, and communications skills are essential.
Job Responsibilities:
Produce timely and accurate analysis for Comprehensive Capital Analysis and Review (CCAR), Risk Appetite, Current Expected Credit Loss (CECL) reporting on the banking balance sheet and deposit liquidity positions. Also provide insights and conclusions for senior management based on solid product/market knowledge and expertise.
Assist in the production and strategic projects/initiatives relating to deposit Funds Transfer Pricing (FTP) and interest rate risk.
Complete ad-hoc projects as needed by senior management or regulatory initiatives relating to Stress Testing.
Work independently and collaboratively and establish close partnerships with peers across the greater Commercial and Investment Bank (CIB) organization and Global Treasury.
Utilize knowledge of financial products, apply a deep understanding of regulatory guidelines such as Basel III, Dodd Frank Act and other regulatory proposals to determine their potential impact on the line of business.
Collaborate on ongoing process improvements, optimization and rationalization efforts related to Balance Sheet and Liquidity.
Own routine processes, complete ad-hoc requests, and provide support as needed to senior analytics team members.
Required Qualifications, Capabilities, and Skills:
Bachelor degree is required.
2+ years of working experience in Finance with emphasis in analytical work.
Ability to think critically and grasp new concepts with a desire to learn.
Strong analytical, creative thinking and problem solving skills. Comfortable in working with and interpreting large amounts of data.
Sound understanding of finance and financial markets.
Strong interpersonal and communication (verbal and written) skills. Ability to present information in a clear, concise and effective manner.
Ability to work effectively both independently and as part of a team.
Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand.
Solid work ethic, good business sense, and demonstrated initiative.
Ability to work under pressure, prioritize multiple tasks and bring them to completion.
Strong computer skills, particularly in Excel, PowerPoint, Word, Access. Basic Python programming experience required along with a strong determination to learn.
Preferred Qualifications, Capabilities, and Skills:
Mathematics, Statistical or Engineering background is a plus.
Part time Associate Banker Brooklyn North (30 Hours)
Bank Teller Job In New York, NY
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Associate, CIR (Consumer, Industrial & Retail) Structuring & Execution, U.S. Corporate Banking
Bank Teller Job In New York, NY
Salary Range: 135,000.00 - 155,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Associate, CIR (Consumer, Industrial & Retail) Structuring & Execution, U.S. Corporate Banking - New York, NY
Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Overview/Purpose:
Contributes to the overall success of the U.S. Corporate Banking Department ensuring specific individual goals, plans, and initiatives are executed/delivered in support of the team's business strategies and objectives. Ensures all activities comply with governing regulations, internal policies and procedures across a wide range of industries. The CIR team is focused on building and maintaining relationships with senior executives at large companies and providing these clients with a full suite of investment banking services, including advising on mergers & acquisitions and equity & debt capital market transactions.
Position Highlights:
The Associate, at the direction of and in partnership with the Director, is responsible for (i) reviewing and facilitating the structuring of deals within the designated industry portfolios according to internal policies and procedures and external/regulator standards to ensure the quality of the financial and credit analysis meets acceptable standards, and (ii) project work to further the strategic and tactical goals of U.S. Corporate Banking. Given the timeline-drive nature of loan transactions and project work, there may be a significant amount of reporting and project work with tight deadlines.
What You'll Do :
* Develop strong working relationships with other Corporate and Investment Banking employees, and with operational teams in the U.S. and in Canada to maximize productivity (CAG, WBO, GRM)
* Partner with all product groups to successfully execute transactions, annual reviews and QLR's
* Facilitate deal discussions as learning opportunities and develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank's risk appetite
* Help to ensure the team and work product is adhering to U.S. Leveraged Lending Policies and Procedures
* Responsibility for the preparation of annual reviews (which includes comprehensive financial statement analysis), QLR communications, amendments, refinancing and new client transactions for the CIR industry in line with current Bank credit and documentation policies and procedures
* Build financial models based on existing internally developed templates, and review financial models developed internally or externally;
* Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews
* Manage and monitor the designated account activities including periodic reviews, waivers, amendments and restructuring of credit facilities
* Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, update internal reports for management
* Participate in or lead regulatory and compliance activity and team administration
* Champions a high-performance environment, mentors & coaches junior staff, and contributes to an inclusive work environment.
* Help to coach and develop more junior bankers on their team through active engagement on developing their skills (technical, coverage and other leadership skills) and providing real-time positive feedback to support development.
What You'll Bring:
* 3-5 years of credit and/or banking experience. Prior Corporate Banking or credit analysis experience at the Associate level is preferred.
* MBA, CFA or CA designation or appropriate financial background/experience
* Knowledge of all lending and non-lending products and credit processes to facilitate prompt execution of transactions
* Working knowledge of legal documentation requirements
* Familiarity with corporate style financing
* Strong MS Office computer skills (Excel, Word, PowerPoint)
* Excellent written and verbal communication skills.
* Analytical Focus
* Excellent financial modeling skills and familiarity with complex financial models
* Conducts thorough due diligence to facilitate prompt execution of transactions that vary in complexity
* Strong understanding of Bank policies and procedures
* Ensures credit presentations follow Bank standards, are accurate, succinct, concise and complete
* Ensures all Bank guidelines are met as it relates to administration of the portfolio of accounts
* Teamwork
* Flexible to demands of work and viewed as a valuable team resource
* Promotes cooperation, teamwork, and professional internal and external relationships
* Demonstrates a strong personal commitment to individual development
* Results Focused
* Strong time management skills and driven to achieve timelines and goals
* Ability to learn new concepts, processes and expand knowledge base
* Multi-tasking is essential, specifically the ability to manage multiple deliverables simultaneously with competing deadlines while maintaining a high standard of work
* Follows internal compliance practices and acts ethically at all times
* Exhibits self-motivation and pushes self to achieve greater results
Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : New York : New York City
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Nearest Major Market: New York City
Job Segment: Compliance, M&A, Banking, Investment Banking, Bank, Legal, Management, Finance
Associate, Leveraged Finance, Middle Market Healthcare Banking
Bank Teller Job In New York, NY
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Job Summary
We're seeking an Associate who will be part of MUFG's Global Corporate & Investment Bank. You will focus on underwriting and portfolio management for private equity sponsor-backed and corporate middle market clients in the Healthcare vertical.
As an Associate you will be a corporate finance professional supporting a dedicated Middle Market Healthcare team in underwriting new debt transactions, follow-on financings for portfolio accounts, and monitoring portfolio account performance for potential upgrades, downgrades and credit deterioration with the goal of maximizing net income and reducing credit costs.
Responsibilities
Underwriting Solutions:
* Work closely with a deal team comprised of other members of the Middle Market Healthcare group and cross functional product / coverage groups supporting senior underwriters in the new deal process.
* Assist senior underwriters in the due diligence of leveraged buyout ("LBO"), merger and acquisition ("M&A"), and other financing opportunities.
* Construct detailed financial models (base and downside cases) to project go-forward business performance, credit statistics, and debt repayment capacity of new and existing clients.
* Assist senior underwriters with detailed credit application memo write-ups that include transaction overviews, credit structures, company profiles, industry analyses, risks and mitigants, historical operating performance, projections, enterprise valuation analyses and other regulatory requirements in accordance with internal policies.
* Participate in client, sponsor and bank meetings as necessary
* Support the senior underwriter in communicating and collaborating with credit officers for transaction approval, including final hold level strategies to ensure alignment of risk strategy and policy.
* Assist with deal closing process and legal documentation.
Portfolio Management:
* Support the management of clients within Middle Market Healthcare loan portfolio including regularly scheduled evaluation of performance.
* Responsible for the coordination and communication of portfolio account information across various constituencies throughout the organization
* Understand and track Healthcare industry trends and current events for covered portfolio accounts utilizing internal / external sources
* Attend Relationship Manager ("RM") customer meetings when appropriate.
* Evaluate and establish appropriate internal and regulatory ratings for transactions.
* Ensure compliance with policy and regulatory requirements (e.g., ACR, AOA, FSA, OCC and FRB).
* Participate in special projects as applicable.
Skills & Experience
* Bachelor's degree, a CFA is an asset
* 3-5 years of experience within a financial institution (analyzing corporate clients' risk and credit profiles), accounting firm or rating agency
* Completion of formal credit-training program at a money center bank is an asset
* Strong financial spreading/analysis and modeling skills required
* Strong written, verbal and interpersonal skills
* Microsoft Word, PowerPoint and Excel proficiency
* Able to work independently, demonstrate appropriate time management skills, and manage multiple assignments
The typical base pay range for this role is between $120k - 155k depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Residential Structured Finance Banking - Associate
Bank Teller Job In New York, NY
J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. If you are interested in working in an environment where leadership, excellence, initiative and diversity are amongst our core values, then we welcome you to explore the opportunities at JPMorgan.
As an Associate for the Residential Structured Finance Banking team within the Securitized Products Group (“SPG”), you will be responsible for providing structured finance solutions for the U.S. residential mortgage sector. This will include all Mortgage asset classes covered in the business, for example, agency / non-agency, performing / non-performing, first-lien / junior-lien, HELOCs, servicing advances, servicing rights and call rights.
You will support the daily functions of the deal team in the underwriting of new and existing transactions as well as relationship management.
Job Responsibilities:
Work on complex securitization structures
Assist in managing the securitization process from mandate to deal execution (working with analytics, diligence, finance, and banking teams)
Prepare underwriting documents highlighting salient risks and mitigants of the transaction
Prepare and analyze term sheets, offering memorandums, investor presentations and other operative documents
Coordinate and communicate with internal and external counterparties
Create various presentation and marketing materials
Required qualifications, capabilities, and skills:
Bachelor's degree with demonstrated academic excellence
3 years relevant professional experience
Fluent in Excel and PowerPoint
Proven time management, prioritization and multi-tasking skills to handle multiple transactions and daily tasks
Knowledge of securitization, capital markets, and mortgage credit
Excellent communication skills and creative problem solving skills
2025 Spring Campus Recruitment Banking Department Associate
Bank Teller Job In New York, NY
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
*To be eligible for campus recruitment program, you can only apply for 1 position within the U.S. Branches.
The candidate might be considered for one of the following roles:
This position will administer and maintain relationships with financial institutions by helping them grow their businesses while expanding the correspondent customer base and carrying out BSA/KYC duties in business line unit.
The Associate assists with the department's assessment, identification and monitoring of risks.
Responsibilities
The Associate may be assigned to one or more of the functions below:
Risk Control Operation
Assist with completing the department's risk assessments (e.g. RCSA, KRIs, ERA and other assessments)
Assist with the identification and monitoring of risks related to the department
Report any inconsistencies/concerns when monitoring of risks to supervisor
Assist to respond to independent risk management and third line of defense about risk control or any related inquiry
Conduct quality assurance evaluation to all banking processes
Assist in reviewing policies and procedures and providing recommendations
Assist in workflow process review and revision
Assist in preparing and coordinating regulatory and internal audit examinations
Research and respond to information or inquiry requests from regulatory or other government entities
Assist in monitoring and ensuring the closing and resolution of any departmental audit and compliance issues
Assist with administration of risk control related training programs to all department employees
Keep abreast of risk information and regulatory updates by attending trainings, seminars, workshops and reading informational materials.
Assist in special projects and tasks for the department as directed
Business Development and Management
Gathering and compiling financial and statistical data by conducting marketing research from related fields and peer competitive products.
Utilize specialized model to deal with statistical information and extract effective data to generate graphs, tables and business proposals based on analytical findings and results
Keep attention on current economic condition, market trends, customer demands as well as practicability of products to prepare and execute feasible marketing strategic plans
Develop and innovate various financial product and services to serve cross-border customers
Assist in identifying new area for product designing, pricing, testing and monitoring product to minimize the risk and maximum profitability of policies, products and plans
Attend and present products at seminars hosted in local community or in China to promote the Bank's brand while attracting potential customer and business
Evaluate performance of products after launching by measuring KPI, costs and profits, benchmark and gap analysis consistently to control their overall financial risk exposure and ensure the stability of business operations
Monitor and update existed policies/products timely to enhance product features and optimize utilities regarding most updated BOC policies and related regulatory guideline
Run proven models continually to make financial projections about new products being launched
Assist in preparing and explaining analytical proposals and findings to various stakeholders to help making decisions on pricing, product development and marketing planning
Confer with other departments to manage projects and deal with data discrepancies if any
Participate in special projects like internet banking system upgrade, debit card function enhancement, mobile banking development and other duties as assigned by utilizing data analysis and project management skills
Risk Management and Compliance
Understand, comply and monitor activities, if necessary, of all applicable laws and regulations
Forecast potential risk during launching the product or executing the strategies in accordance with economic/marketing conditions changes, specific policies, procedures and standards, to control cost and mitigate risks
Work closely with BSA, QCU and all IRMs departments to ensure all risk controls are being implemented effectively and correctly for all new and existing products and service that complying with compliance and regulatory requirements
Qualifications
Bachelor's degree at the time of hiring
Internship experience in banking/financial service industry
Solid knowledge of BSA/AML/KYC, legal analysis, accounting, finance and banking preferred
Customer service skills, organizational skills and verbal and written capability in Mandarin and English preferred
General knowledge and understanding of bank deposit operations, lending activities, and other related commercial banking and compliance functions/
Risk management related certifications preferred
Pay Range
Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications.
USD $50,000.00 - USD $70,000.00 /Yr.
Part Time (30 Hour) Associate Banker Bradley Beach Branch, Bradley Beach, NJ Bilingual English and Spanish Required
Bank Teller Job In Bradley Beach, NJ
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
**Job responsibilities**
+ Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
+ Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
+ Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
+ Assists clients and the branch team by helping with new account openings when needed
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
**Required qualifications, capabilities, and skills**
+ 6+ months of customer service experience
+ High school diploma or GED equivalent
+ Reading and speaking in both Spanish and English fluently is required for this role
**Preferred qualifications, capabilities, and skills**
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
+ Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Bradley Beach,NJ $22.50 - $26.11 / hour
Banking Associate
Bank Teller Job In New York, NY
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
We are looking for a talented financial services professional to join our Banking Operations team as a Banking Associate. This team is the crossroads where all departments meet and as a Banking Associate you will play a pivotal part in developing and maintaining debit card processing systems as well as collaborating internally with our Client Services team and externally with payment processors and banking partners. Reporting to our Associate Director of Operations, this is an exciting opportunity to drive process improvements and optimize.
In This Role, You Will
* Coordinate with payment processors and banking partners to troubleshoot and resolve issues pertaining to debit card funding, such as rejects, chargebacks, delays, etc.
* Work in tandem with the customer service team and provide support for debit card-related inquiries.
* Develop and maintain a thorough understanding of debit card processing systems, including knowledge of industry regulations, and payment network rules (Visa, MasterCard, etc.).
* Oversee and manage technical projects related to the integration and optimization of debit card processing systems.
* Manage and analyze the flow of customer account funding methods to identify trends and opportunities.
* Continually identify inefficiencies in current processes and implement solutions to optimize existing workflows.
* Field banking phone calls, handle customer service CRMs, and take ownership of each case
* Support outgoing wire verifications, check requests, and ACH funding methods.
* Run background checks on bank accounts, and investigate instances of potential fraud with the primary objective of minimizing risk to the Firm
The Skills You Bring
* Bachelor's degree in economics, Business, Finance, Technology or similar major
* Minimum of 3 years' experience in the Financial Services Industry
* Proficiency with API integrations and familiarity with various payment gateway technologies
* Exceptional analytical, technical, and problem-solving abilities; superb attention to detail
* Proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
What Makes You Stand Out
* You have your SIE and/or FINRA Series 7 License
* You are a team player with excellent oral and written communication skills
Why Webull?
At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones:
* Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
* Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
* Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
* Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
* Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $80,000-90,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.
This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
Banking Associate (20 Hours Weekly) - Greenpoint
Bank Teller Job In New York, NY
Brooklyn, New York, United States of America **Hours:** 20 **Pay Details:** $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Personal & Commercial Banking
**Job Description:**
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
**Depth & Scope:**
+ Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
+ Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
+ Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
+ Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
+ Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
+ Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
+ Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
**Education & Experience:**
+ High school diploma or GED
+ 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
+ Demonstrated Customer Service skills preferred
+ Ability to work during operating hours to include evenings, weekends and holidays as scheduled
+ Teller experience preferred
+ Required to complete Teller training and part 1 of platform training upon hire
+ Strong organization skills to handle multiple tasks in a fast-paced environment
+ Excellent communication skills with ability to be concise, clear and consistent
+ Demonstrated effective problem-solving skills
+ Demonstrated ability to schedule and prioritize work
+ Demonstrated ability to work independently and within deadlines
+ Sound judgment in decision making and problem solving
+ Proficient in Microsoft Office
+ Notary License preferred
**Customer Accountabilities:**
+ Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
+ Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
+ Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
+ Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
+ Understands and supports the Bank's customer service strategy
+ Considers the impact of decisions on the well-being of TD, its customers and stakeholders
+ Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
+ Ensures tasks are performed within established policy and procedures
+ Successfully completes all required job specific, compliance-related training
+ Understands, utilizes and follows compliance/risk and control programs
+ Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
+ Is knowledgeable of and complies with TD Code of Conduct
**Shareholder Accountabilities:**
+ Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
+ Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
+ Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
+ Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
+ Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
+ Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
+ Follows policy and procedure for Customer Authentication
+ Acts as Dual Control agent when required
+ Follows all required open/close procedures
**Employee/Team Accountabilities:**
+ Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
+ the team
+ Be an active participant in personal performance and development activities
+ Acts as a brand champion both internally and externally
+ Collaborates with team members in contributing to the success of the team and organization
+ Partners as a team player
+ Actively seeks opportunities to improve delivery of work with high attention to quality standards
+ Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
+ Positively embraces change
+ Adheres and participates in TD's Shared Commitments
+ Models quality service at every Customer interaction
+ Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
+ May train and act as a mentor to newer colleagues
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Frequent
+ Standing - Frequent
+ Walking - Frequent
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Occasional
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Banking Associate- Neptune, NJ (30hrs)
Bank Teller Job In Neptune, NJ
Hours:
30
Pay Details:
$21.25 - $27.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Continuous
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Occasional
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Never
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Never
Climbing - Never
Reaching overhead - Never
Reaching forward - Occasional
Pushing - Never
Pulling - Never
Twisting - Never
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Resort Services Associate - Theme Park
Bank Teller Job In Jackson, NJ
Assist Guests with questions, comments, concerns they may have about their experience while visiting Six Flags. Resolve ticket, season pass, Flash Pass or membership issues for the Guest. Duties & Responsibilities:
Handle various ticket transactions including but not limited to, advanced sales, group sales, complimentary tickets, season passes, promotional tickets, and ticket problem resolution.
Handle all Guest concerns including but not limited to, park information, compliments, and complaints received via phone, email, or in person.
Utilize multiple strategies in order to obtain the result and provide the best Guest Recovery to the guest.
Able to work with computer programs for various Six Flags programs and applications. Must be able to multi-task between multiple programs in order to resolve the task at hand.
Answer guest questions and give proper guidance when necessary.
Offer appropriate compensation based on the guest's concern.
Promote the park with the utmost enthusiasm and pride while interacting with Guests.
Ensure Guest Safety and Satisfaction in their stay at Six Flags while setting high standards of performance for all areas.
Ensure that imagine, cleanliness, and courtesy standard requirements are met.
Develop a positive relationship with all in-park departments.
Skills & Requirements:
Must be at least 16 years old.
Must have an outgoing personality with a willingness to approach and actively engage guests.
Must possess knowledge of computers and adapt to changes within computer software applications.
Must possess an organized approach to work with the ability to multi-task.
Must have the ability to communicate effectively in the English language, including the ability to read, speak, and understand the English language. Bi-lingual is helpful but not required.
Must be able to work a flexible schedule, possibly working long hours, including nights, weekends and holidays.
Must be able to work efficiently in a fast-paced and ever-changing environment.
Must be able to quickly adapt to and enforce changing policies and procedures.
Must be willing to assist in other aspects of the department when requested.
Must be comfortable assisting and issuing attraction access passes to guests with disabilities.
Physical Demands:
Requires bending, eye/hand coordination, near vision, hearing and speech. Requires frequent kneeling, manual dexterity, gross motor skills, and color definition. Requires the use of a telephone.
Must be able to sit, stand, walk, or maintain continuous movement for extended periods of time.
May be required to lift and lower 5lbs above shoulder level.
Note:This is not intended to be all inclusive. Associates may perform other related duties as required, meeting the on-going needs of the company.
Six Flags Entertainment Corporation is North Americas largest regional amusement-resort operator with 27 amusement parks, 15 water parks and nine resort properties across 17 states in the U.S., Canada and Mexico. Focused on its purpose of making people happy, Six Flags provides fun, immersive and memorable experiences to millions of guests every year with world-class coasters, themed rides, thrilling water parks, resorts and a portfolio of beloved intellectual property such as Looney Tunes, DC Comics and PEANUTS.
What's in it for you?
Free Food for Memorial Day, Fourth of July and Labor Day
Exclusive Rides parties for all employees.
Scholarship Opportunities
Professional Development
Complimentary tickets
In-Park discounts and more!
Other Functions:All other duties assigned or necessary to support the park as a whole. While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties when circumstances (e.g., emergencies, changes in workload, rush jobs, or technological developments) dictate.
Six Flags is an Equal Opportunity Employer and supports a Drug Free Work Place.
Teller, Full-time
Bank Teller Job In Middletown, NJ
In order to continually provide our members with the highest level of service, Affinity FCU is seeking a Relationship Specialist to join our team of professionals at our branch location in Middletown, NJ. Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This position is responsible for opening new accounts, enrolling new members during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction with present products and services and to inquire about the status of future member needs.
Successful candidate must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity's corporate objectives.
Banking experience is helpful, but not required. Prior CRM experience, preferably Salesforce is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales/customer service experience is essential. Spanish-speaking helpful but not required. Saturday hours are required.
Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, access to our fitness center and employee café, earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and "Belong to Something Better."
Affinity Federal Credit Union is an Equal Opportunity Employer
Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.
Explore career opportunities with Affinity and belong to something better.
Please scroll down and read the Applicant Statement in its entirety.
Applicant Statement
I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.
I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.
I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.
I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.
If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.
I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.
I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.
I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.
I understand that this application is not a contract of employment.
If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices.
By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.
International Private Bank- Lending Professional- Associate- Global Families Group
Bank Teller Job In New York, NY
J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments to grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth structuring, philanthropy, credit and banking.
Primary Function
The Lending team partners with clients to strategically match credit needs with the bank's depth of solutions. The strategic approach includes a long-term vision to ensure a client is supported through all market cycles. A Lending Professional works closely with a team of Lending Advisors to originate and maintain a diverse portfolio of credit facilities. As a primary owner of portfolio maintenance, a Lending Professional's strong organizational skills are necessary to ensure timely delivery to clients and to help identify and resolve areas of risk.
Develop a basic knowledge of lending solutions available to clients (e.g. facilities supported by liquid securities, concentrated stock, commercial real estate, life insurance, art, aircraft)
With guidance from an experienced Lending Specialist, help coordinate the origination, modification, and renewal of credit facilities
Manage the collection and organization of confidential client financial information
Partner with internal credit groups to ensure timely deal progression
Coordinate with clients to help with document delivery and deal completion
Oversee and help resolve risk exceptions (e.g. covenants, delinquency, needed documents)
Partner with Client Service Group to resolve credit related service inquiries and ensure timeliness of interest payment
Assist in management and updating of lending pipeline, teach-ins, and other sales management campaigns
Assist Lending Specialist with ad hoc administrative, research, and reporting tasks
Qualifications:
2 years of experience in wealth management or industry requiring strong quantitative skillset
Strong Microsoft Excel proficiency; experience with handing large data volume
Experience using Microsoft office programs including excel, power point and Adobe PDF
Good judgment and discretion working with highly confidential information
Superior multi-tasking, organizational, partnership, teamwork and communication skills
The ability to be a dynamic member of a team with strong self-motivation and sense of ownership