Personal Banker
Personal Banker Job 9 miles from Kings Park
As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.
Responsibilities include but are not limited to:
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.
Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.
Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Required Skills:
Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
Detail oriented, strong organizational skills, and high degree of accuracy.
Ability to manage multiple projects simultaneously.
Proficient computer skills.
Required Experience:
High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred.
FIS/IBS (Integrated Banking Solutions) preferred.
Financial Sales opportunity-Fairfield County
Personal Banker Job 20 miles from Kings Park
As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their clients.
Financial Advisor Benefits:
* Top-Ranked Training Program
* Competitive Benefits Package
* Leadership Opportunities
* Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
* Personalized Mentorship from Top Advisors and Industry Leaders
* Exponential Earning Potential
Preferred Qualifications:
* Bachelor's degree from a four-year institution
* Strong interpersonal and networking skills
* Self-starter and highly motivated
* 2 years of client facing experience
* History of high achievement demonstrated by rapid growth and consistent, measurable results
* Track record of outperforming peers
* Ability to develop lasting, meaningful relationships as well as influence others
Associate - Corporate Restructuring Financial Advisory
Personal Banker Job 23 miles from Kings Park
Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED***
(100%)
CPA license REQUIRED
Compensation: $120,000 to $140,000 base salary
(commensurate with experience)
plus competitive bonus potential and benefits
ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT):
CPA (Certified Public Accountant) license REQUIRED
; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits.
Summary: The Firm is currently hiring Associates for the Greenwich, CT office.
In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries.
Responsibilities of Associate, Corporate Restructuring:
Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company
Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models
Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations
Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries
Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations
Qualifications for Associate, Corporate Restructuring:
CPA license REQUIRED
Education: strong academic record from a leading undergraduate / graduate program
Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably
Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal
Proficient with financial/data analytics
Familiarity with the US Bankruptcy code is a plus
Highly detail-oriented with strong organizational skills
Action-oriented
***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
Universal Banker
Personal Banker Job 21 miles from Kings Park
We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply!
Requirements:
Minimum of 1-3 years relevant experience in consumer, business banking or retail services
Strong understanding of banking products, services, and operations.
Excellent customer service and interpersonal skills.
For more information please email Megan at *****************************
Associate - Strategic Finance
Personal Banker Job 21 miles from Kings Park
This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans.
The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech.
This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy.
This role is based in a Stamford, CT office, 5 days per week.
Requirements:
3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience
Ability to build 3 statement models for a range of business types and industries
Exposure to analysis of strategy and business partnering with non-finance
Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Financial Services Representative
Personal Banker Job 30 miles from Kings Park
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience
Head of Retail Banking
Personal Banker Job 21 miles from Kings Park
Bank is looking to hire a VP, Retail Banking Officer to assist with growth strategy
Lead the execution of the long-term strategic direction of bank's retail sales network. Develop forward-thinking sales strategies aligned with the overall goals. Identify and provide strategic direction to respond to growth opportunities, market trends, and emerging member needs. Foster innovation in sales processes and member engagement.
Reshape our future through innovative thinking. Identify, recommend and implement process improvements and sales techniques to drive revenue, enhance the member and employee experience, and obtain corporate objectives. Work closely with business partners to define and implement strategies for solutions.
Collaborate with senior leadership to shape the overall growth strategy. Strategize and suggest solutions to drive market expansion, product diversification, member acquisition and employee engagement. Act as a champion of growth initiatives, pioneering new opportunities for the retail network.
Develop reporting to inspect execution of sales strategy and to drive performance improvement. Implement and lead real time and trend-based coaching to develop skills and enhance consistent execution of sales process.
Develop branch led Bank at Work initiative for smaller employers to drive checking acquisition. Partner with Business Development to grow the number of corporate business partners and to deepen penetration of employee base at existing CBD's in close proximity to branches.
Partner closely with VP, Retail Service and Operations to ensure branches operate in a sound control environment. Collaborate to ensure team is highly engaged and delivers superior member experience.
Drive and lead initiatives to increase revenue production generated from the branch network. This includes deposit, lending, investment and ancillary products distributed through the retail line of business. Partner with marketing to implement targeted campaigns to promote deposit offerings. Collaborate with Deposits Product Manager to design and suggest attractive deposit products.
Lead and coach Regional and Branch Management to achieve sales, service and employee experience excellence. Cultivates a sales culture within the branch network, emphasizing teamwork, accountability, and member-centric solutions. Set sales performance targets for branches, monitor progress, and continuously provide guidance and performance management measures to ensure sales goals are met.
Proprietary Equity Traders Wanted
Personal Banker Job 23 miles from Kings Park
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Universal Banker
Personal Banker Job 14 miles from Kings Park
Plainview, NY Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.
The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
High School Diploma or GED required.
Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Must present a confident, professional, and positive demeanor to customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and detailed oriented.
Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
Display sound judgment and discretion when utilizing confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
Part Time Associate Banker Long Island North (30 Hours)
Personal Banker Job 7 miles from Kings Park
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
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
Private Client Banker - Chappaqua Crossing - Chappaqua NY
Personal Banker Job 33 miles from Kings Park
JobID: 210597232 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chappaqua,NY $25.00-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Main Banker
Personal Banker Job 7 miles from Kings Park
Balance the vault and accurately count and balance all cashier moneybags returned to vault as per New York State Gaming Commission regulations. Oversee all operations and ensure all regulations and policies are being followed.
Core Responsibilities:
Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers.
Ensure all New York State Gaming Commission regulations and procedures are being followed.
Verify vault daily.
Accurately count Vault funds.
Prepare cashier money bags for upcoming shifts.
Balance all proceeds on table at end of shift.
Deliver cash draws of money to cage Supervisors as needed.
Prepare bank for morning supervisors.
Maintain an accurate cash balance.
Train current and new associates with proper procedures and regulations.
Maintain a safe work and customer environment.
Treats each person, customer, or associate as an individual and in a professional manner.
Leads by example in the skills of Guest service and positive interaction with associates, guests, and supervisors by mutual respect for all people's needs.
Other duties as assigned.
Qualifications/Requirements:
High school diploma or GED required.
Must be able to obtain a New York State Gaming Commission license
Two years' experience in cash handling required (Bank and or Vault)
One- or two-year supervisory experience required.
Preferred Skills
Intermediate computer skills, including e-mail, word, excel spreadsheets, routine data input and recordkeeping.
Basic Math skills, addition, and subtraction.
Able to handle large money transactions.
Able to lift 30 pounds frequently.
Weekends, Holidays, and swing shifts may be required
Private Client Banker - Greenvale, NY
Personal Banker Job 21 miles from Kings Park
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Senior Business Banker - Long Island
Personal Banker Job 11 miles from Kings Park
The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They focus on building and maintaining strong client relationships with businesses in the $2mm-$20mm space within their assigned market.
Primary responsibilities include meeting with prospects to bring in new relationships, developing strong COIs in the marketplace, and closing new business opportunities. This role places a strong emphasis on prospecting and business development, as well as deepening relationships with existing clients.
Key Responsibilities:
Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions.
Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank's client base and revenue.
Build and maintain a robust network of centers of influence (COI's), including CPA's, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth.
Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs.
Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients.
Maintain a strong understanding of Capital One's credit policy, ensuring compliance while effectively evaluating and mitigating risk.
Skills:
Proven experience in business development, with a strong track record of generating and closing new business through prospecting.
Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events.
Strong business development skills with the ability to build trust with prospects, clients, and professional partners.
Expertise in deposit acquisition, treasury management, credit solutions, and other banking products.
Exceptional leadership, negotiation, and communication skills.
A Business Banker's success is driven by the ability to prospect and develop lasting relationships, close new business, and deepen client engagement. This is an opportunity to make a meaningful impact on the marketplace while contributing to the growth of Capital One.
Basic Qualifications:
At least 2 years of Business Banking experience
Preferred Qualifications:
5 years Business Banking experience
Formal credit training
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Melville, NY: $168,700 - $192,500 for Sr. Business Banker
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Mortgage Banking Associate
Personal Banker Job 11 miles from Kings Park
Job Title: Mortgage Banking Associate
Job Type: Full-Time
About Us: Reliant Home Funding, Inc. is a leading mortgage lender committed to helping individuals and families achieve their homeownership dreams. We pride ourselves on providing exceptional service, industry expertise, and innovative solutions to our clients. As we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer.
Job Summary:
As a Mortgage Banking Associate, you will gain hands-on experience in the mortgage industry while training to become a Mortgage Loan Officer. You will work closely with borrowers, follow up on leads, and utilize our CRM to manage client interactions. All leads provided are inbound, giving you a great opportunity to connect with interested borrowers. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service.
Key Responsibilities:
Assist borrowers throughout the mortgage process by gathering documentation, answering questions, and providing guidance.
Follow up on inbound leads from various sources, including inbound inquiries and marketing campaigns.
Utilize the company's CRM to track client interactions, update records, and maintain an organized sales pipeline.
Educate potential borrowers on loan products, qualification requirements, and the application process.
Work closely with senior Mortgage Loan Officers to learn best practices and industry regulations.
Collaborate with processing and underwriting teams to ensure timely loan approvals.
Maintain compliance with all federal, state, and company policies and guidelines.
Participate in ongoing training and development programs to prepare for the Mortgage Loan Officer role.
Qualifications:
Bachelor's degree preferred but not required; relevant experience in sales, finance, or customer service is a plus.
Strong communication and interpersonal skills with a customer-first mindset.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Proficiency in Microsoft Office and CRM software.
Self-motivated, goal-oriented, and eager to learn the mortgage industry.
Must be willing to obtain required licensing to transition into a Mortgage Loan Officer role.
What We Offer:
Competitive base salary with performance-based incentives.
Comprehensive training program and mentorship from experienced Mortgage Loan Officers.
Career advancement opportunities within the company.
A supportive and dynamic work environment.
Health, dental, and vision insurance options.
401(k) retirement plan with company match.
Universal Banker - Long Island
Personal Banker Job 7 miles from Kings Park
Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects.
Major Duties and Responsibilities:
* Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
* Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
* Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary.
* Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions.
* Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
* If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
* Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
* Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
* Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
* Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required.
* Perform operational responsibilities as designated by management.
* Other duties as assigned.
Requirements
* Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
* A minimum of 2 years experience in a financial institution or comparable experience in a retail environment.
* The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
* Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations.
* Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world.
* Polished interpersonal communication and client service and sales skills.
* Ability to apply strong analytical skills in reviewing data received from business partners.
* Effective communication skills including oral and written skills.
* The ability to work with all levels of management and staff.
* A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers.
* Securities and Life & Health Licensing a plus, but not required.
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.
Other details
* Pay Type Salary
Apply Now
* Long Island, New York, USA
Part-Time Universal Banker
Personal Banker Job 21 miles from Kings Park
Estimated starting salary is $22.17-$26.97 per hour.
The Part-Time Universal Banker role will provide savings bank services to new and existing customers in an efficient and reliable manner consistent with government regulations and bank policy and procedures
Skills Requirements:
Above average verbal and written communications skills preferred.
Basic math skills
Proficient with the use of a Personal Computer
Basic knowledge of Microsoft Office.
Education & Experience Requirements:
High School Diploma or G.E.D. equivalent.
Teller and or Customer Service experience required.
Duties and Responsibilities Include:
Promotes the sale of Bank products and services to customers through our internal sales process in order to maximize banking relationships.
Responds to customer requests by answering questions regarding service, products, and account information and processing requests for various banking services.
Processes the opening of accounts by collecting and verifying identification as required by the Customer Identification Program in accordance with BSA. Ensures customer receives appropriate disclosures in accordance with Regulation DD.
Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by checking validity of all documentation received from customers, examining and collecting pedigree information, examining checks for endorsements. Verifies appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received.
Orders ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery and to mitigate risk.
Performs clerical tasks assigned by Branch Management Team and Head Teller including filing, locating account records, scanning of work, and updating account information on the core system.
Adheres to current shred procedures to be compliant with Regulation P.
Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures.
Performs follow-up phone calls to customers to ensure exceptional level of service and all pending items received.
Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers.
Verifies accuracy of monetary transaction by employing basic math skills and utilization of a calculator.
Processes various customer transactions through effective use of the Bank's core operating system and cash dispenser.
Balances daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identifies and corrects transaction errors when debits and credits do not balance.
Ensures regulatory compliance by applying bank policies and procedures when processing transactions.
Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC.
Sells currency as necessary to management in order to mitigate risk and be compliant with set cash limit.
Assists with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box.
Banker Associate - Middle Market Banking - Associate
Personal Banker Job 30 miles from Kings Park
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
AC - Universal Banker II Floater
Personal Banker Job 11 miles from Kings Park
Universal Banker II Floater
The Universal Banker floater is a position that performs both Teller and Platform duties at various branches. This position requires the banker to float between our locations as needed. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to opening accounts, cross selling, and servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers, and performing customer needs assessment (profiling). The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization.
This position is responsible for meeting sales expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the branch Manager with teller line and end of day functions and preparing daily paperwork according to branch procedures.
Responsibilities :
Sales:
Needs to be an expert in financial products with a strong ability and desire to engage clients, discover needs, and recommend product and service solutions.
Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
Actively refers clients to the appropriate partners within the bank.
Service:
Resolves a variety of simple to complex in branch customer maintenance requests and inquires (i.e. address change, stop payments, research requests, etc.).
Deliver superior customer service.
Assist Branch Management with Branch operations as needed.
General:
May be responsible for the day-to-day operations of the branch. Ensures that the branch runs efficiently and remains in compliance with applicable regulatory requirements and that the entire staff adheres to the policy and procedures that the bank has set forth.
Works closely with the entire staff on a daily basis to ensure that management's directives are fulfilled.
Views and maintains the Daily, Weekly and Monthly reports.
Supervises the Head Teller, ensuring superior customer service, adhering to bank policy, and promoting the Bank's service-oriented philosophies.
Makes decisions on a continuing basis regarding procedural questions. Interprets bank policy as it pertains to specific transactions.
Consults with manager on issues beyond their level of experience.
Understands the bank's products and services and employs this knowledge to provide appropriate solutions to customer's financial needs.
Makes overdraft decisions within their authority.
Maintains a neat, orderly, and professional appearance of both the branch staff and the branch facility.
Oversee the entire branch in the absence of the Branch Manager and ABM
Understands regulatory requirements, including but not limited to BSA, Reg CC, DD, E, and provides training to teller staff on an ongoing basis as needed.
Able to fill in on the teller station when needed.
Adheres to all Bank policies and procedures. Follows instructions for any other duties assigned.
Qualifications:
College degree or equivalent combination of experience and education
Minimum 3 years retail banking experience including Teller experience.
In-depth knowledge of bank products and services
Working knowledge of banking regulations, compliance, and audit requirements
Strong customer service skills
Self-motivated and ability to manage multiple tasks
Excellent communication, organization and leadership skills
Will have to travel to other branch locations
Ability to stand for prolonged periods of time
Ability to lift up to 25 lbs
Ability to reach, bend, stoop and walk to access safe deposit boxes, ATM, vault, etc.
Proficient in MicroSoft Office
Estimated Salary Range: $55,000- $60,000/annually
First National Bank LI is an Affirmative Action, Equal Opportunity Employer M/F/Disabled/Veteran.
Universal Banker
Personal Banker Job 21 miles from Kings Park
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.
Primary Responsibilities:
Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs.
Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
Explain the high-level criteria used to decision loan applications.
Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.
Follow the Bank's sales process and provide simplified, customer-focused advice and guidance.
Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud.
Resolve and accurately log all customer complaints in the appropriate system.
Review, approve and help resolve Consumer and Business Banking customer overdrafts.
Accurately complete customer transactions.
Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
Complete other related duties as assigned.
Scope of Responsibilities:
The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
Strong verbal communication skills
Strong interpersonal skills
Ability to interact with varying customers (consumer to small business)
Ability to effectively handle difficult customer conversations
Well-organized
Proven time management skills
Proven prioritization skills
Ability to work under critical time constraints in a team environment
Proficiency with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Proven referral and/or sales ability
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.00 - $34.29 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationCos Cob, Connecticut, United States of America