Trader Jobs in Wallkill, NY

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 ***************************

Job Title Private Banker (Evergreen) Corporate Title Director As a Private Banker within Wealth Management you will develop, manage, and retain client relationships. You will be responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Their primary focus is on growth - increasing “wallet share” through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). You will be actively involved in new business development (including identifying cross-sell opportunities) and are focused on building a prospect client-base and identifying referral sources both internally and externally. You will offer value-added client solutions and demonstrate the ability to “close the deal”; and have an understanding of capital markets and their use in wealth preservation and a technical skill set focused on comprehensive wealth management. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You'll Do Generate up to $1M of annual production/net new revenue Maintain $3M - $5M of total annual production/book revenue Present to clients a holistic approach, leveraging the entire Deutsche Bank platform Determine the right coverage model in order to deliver comprehensive and personalized wealth management solutions and diversified strategies to meet the demands of clients Ensure current and prospective clients meet all Know Your Client, Anti-Money Laundering, suitability and all other corporate and regulatory compliance standards How You'll Lead Focus on new business development for target client segment ($10M - $25M investable assets) Skills You'll Need Previous relevant experience S7 and S63 registered Drive and motivation to meet targets coupled with very good sales and negotiation skills Expansive knowledge of regional and local financial markets Skills That Will Help You Excel Ability to interact effectively with clients and colleagues Exceptional written and verbal communication and platform presentation skills Expectations It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $220,000 to $415,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. #LI-HYBRID #LI-REMOTE #LI-ONSITE We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.

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: **************************************************************************

To fully investigate insurance coverage and patient liability in order to assist the Credit Manager with cash recovery. RESPONSIBILITIES * Conducts insurance verification for assigned pre-registrations to validate insurance data, identify patient responsibility and confirm proper authorization is obtained. Where appropriate, communicates discrepancies to appropriate department or manager. * Utilizes all tools and resources currently available to streamline the workflow of financial assessment, including Omnipro, Epaces, Relay Health, telephone and other internet sources. * Identifies copay/deductible responsibilities and documents this within the system to facilitate collection efforts by the Registration area. * Works collaboratively with Central Registration, Scheduling and Patient Accounting to communicate errors, facilitate education, training and provide support to maintain consistency and insurance accuracy within the workflow. * Prioritizes insurance verification needs and registration support to facilitate the data processing required for add-on and stat procedures in accordance with department protocol. * When necessary, contacts physician offices for authorization and insurance information. * Promotes/portrays a high level of professionalism, both technically and personally. Possesses strong work ethic and exhibits optimism. Adheres to the departmental dress code policy and maintains a professional appearance and positive attitude. * Promotes cooperative relationships with other departments with the intention of enhancing services to customers, including but not limited to: patients, clinicians, physicians, and support staff. Communicates effectively within the department and keeps management informed on key issues. * Performs other related duties as assigned by Department Management. QUALIFICATIONS/REQUIREMENTS EXPERIENCE * Insurance knowledge EDUCATION * High School diploma

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: *********************************************************************

Hopatcong, United States of America As a Senior Relationship Banker you will be responsible for acquiring, deepening, and retaining relationships with consumer and small business customers (with annual revenue up to $3MM). You will directly manage and grow a client portfolio of the most complex and highest value consumer and small business clients in the branch. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Put the customer at the center of everything you do, deepen relationships and make connections during every interaction. Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM. Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Build trust and deliver solutions by setting expectations and meeting commitments. Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate. Ensure compliance with all bank policies, procedures and regulatory requirements. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: Business Management, Finance, or equivalent field. (Required) Work Experience: 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. (Required) Skills and Abilities: Strong financial acumen; general knowledge of consumer and small business products, and small business lending Motivated to help people achieve financial goals Exceptional listening and communication skills in person and over the phone Ability to work effectively in a team environment, building strong relationships with colleagues and business partners Ability to use critical thinking to solve problems and provide solutions to customer issues Demonstrated proficiency using the phone to engage with customers Basic computer skills EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. **Primary Location:** Hopatcong, NJ, Hopatcong **Other Locations:** New Jersey-Hopatcong **Organization:** Santander Bank N.A. Salary: $52,500 - $87,500/year AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-sells bank products and services with the goal of deepening relationships. Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of working face-to-face with customers to address complex financial needs and technologically savvy as it relates to bank services. Primary Responsibilities: Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors. Evaluates and identifies financial needs and presents appropriate products/services to meet those needs. Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.) Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.) Participates in branch activities and events planned by Branch Management. Focus on achieving individual and team goals. Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities. Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures. Competently and confidently teaches and demonstrates self-service options to customers. Additional Responsibilities Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures. Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests. Promotes the security and safety of all employees and customers by complying with the Security Program. Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures. Participates in business development efforts as assigned. Assists in other areas of the bank/branch as required. Job Requirements : High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ; College degree, with a minimum of one year of banking, retail, or equivalent experience. Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times. Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods. Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.). Cash handling experience preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

Responsible for following established policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient financial responsibility, and refer self pay patients to appropriate financial service when needed. Enters data accurately and ensures prompt service to all patients and acts as a liaison for other ancillary departments. Work requires a High School diploma or Bachelor's degree preferred plus 3 to 6 months of on the job training and orientation. Certified Healthcare Access Associate (CHAA) by National Association of Healthcare Access Management preferred or Revenue Cycle certification by HFMA (Healthcare Financial Management Association). Bilingual preferred. Knowledge of Microsoft Office required. Knowledge of medical terminology is considered an asset. St. Joseph's Health is recognized for the expertise and compassion of its highly skilled and responsive staff. The combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care".

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)). + Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals + Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners. + Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients + Onboard new customers through customer outreach (regardless of available channel, and individual who opened account) + Establish trust with existing clients through proactive outreach regularly + Schedule preset appointments for the following week and hold appointments each week + Adequately prepares for scheduled appointment before customer meeting (prepare for sales interactions with pre-call plan) + Perform customer servicing interactions. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + 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. + Complete other related duties as assigned. + Responsible for meeting and maintaining registration requirements under the Federal SAFE Act **Scope of Responsibilities:** The position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying sales opportunities with customers. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. **Education and Experience Required:** High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or telesales experience OR A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience. Strong verbal communication and interpersonal skills Proven ability to demonstrate exceptional customer service Well-organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet user-level technology **Education and Experience Preferred:** Associates degree Notary public license Bilingual based on branch needs **Physical Requirements:** Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heave objects weighing 5 lbs. to 30lbs Ability to read fine print Ability to interact with customers in an open face-to-face work environment Ability to use fax, telephone system, copier and other communication tools M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.66 - $37.76 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Wayne, New Jersey, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Apply Req ID: Req1445401 Date posted 04/23/2025 Consumer And Business Banking, Senior Relationship Banker, Hopatcong, NJ Hopatcong, United States of America As a Senior Relationship Banker you will be responsible for acquiring, deepening, and retaining relationships with consumer and small business customers (with annual revenue up to $3MM). You will directly manage and grow a client portfolio of the most complex and highest value consumer and small business clients in the branch. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Put the customer at the center of everything you do, deepen relationships and make connections during every interaction. Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM. Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Build trust and deliver solutions by setting expectations and meeting commitments. Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate. Ensure compliance with all bank policies, procedures and regulatory requirements. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: Business Management, Finance, or equivalent field. (Required) Work Experience: 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. (Required) Skills and Abilities: Strong financial acumen; general knowledge of consumer and small business products, and small business lending Motivated to help people achieve financial goals Exceptional listening and communication skills in person and over the phone Ability to work effectively in a team environment, building strong relationships with colleagues and business partners Ability to use critical thinking to solve problems and provide solutions to customer issues Demonstrated proficiency using the phone to engage with customers Basic computer skills EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: Hopatcong, NJ, Hopatcong Other Locations: New Jersey-Hopatcong Organization: Santander Bank N.A. Salary: $52,500 - $87,500/year

Responsible for following established policies and procedures, and various activities related to the patient registration process. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered. Completes collections of patient financial responsibility, and refer self pay patients to appropriate financial service when needed. Enters data accurately and ensures prompt service to all patients and acts as a liaison for other ancillary departments. Qualifications Work requires a High School diploma or equivalent and up to one year of basic technical training in medical office practice plus 3 to 6 months of on the job training and orientation. Certified Healthcare Access Associate (CHAA) by National Association of Healthcare Access Management preferred. Bilingual preferred. Knowledge of Microsoft Office required. Knowledge of medical terminology is considered an asset.

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Specialist, Financial Services Delivery to join our Managed Services practice. Responsibilities: * Conduct comprehensive Anti-Money Laundering (AML) investigations, including pulling transactional data and Know Your Client (KYC) records from bank systems, analyzing transaction information, researching open sources and media checks, as well as making recommendations for either Suspicious Activity Reports (SAR) or no SAR * Draft comprehensive and clear investigative summaries detailing findings and recommendations; plan Suspicious Activity Reports (SAR) when applicable * Ensure daily production of case investigations and quality reviews goals are met and reported to Team Leads * Provide feedback to Investigators on case errors or inaccurate analysis * Verify case investigation documentation is consistent with procedures and accurate, ensuring case narratives are detailed and decisions/recommendations are well supported * Review SAR forms and narratives for completeness and accuracy, making necessary edits as needed * Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: * Minimum one year of recent experience in AML investigations within the financial services industry; experience performing AML Transaction Monitoring investigations, preferably for a retail bank, drafting Suspicious Activity Reports (SARs), and/or performing quality assurance (QA) * Bachelor's degree from an accredited college/university or equivalent work experience in areas such as financial services, investigative service, or law enforcement * Understanding of the Bank Secrecy Act, USA Patriot Act, and other applicable laws and regulations * Experience performing AML Investigations and drafting SAR narratives * Good knowledge of Microsoft Office * Strong oral and written communication skills * Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or any other employment-based visa). KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at "Benefits & How We Work". Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site). KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. * Collaborates effectively to get things done, building and nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions for new and existing clients based on their needs. * Communicates effectively and confidently, and is comfortable engaging all clients. * Has the ability to learn and adapt to new information and technology platforms. * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). * Applies strong critical thinking and problem-solving skills to meet clients' needs. * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. * Efficiently manages time and capacity. * Focuses on results, while acting in the best interest of the client. * Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions. * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. * Six months of cash handling experience. * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to identify and resolve more complex client servicing issues. * Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients. * Consistently attains individual activity, behavior, and outcome expectations. * Participate in and occasionally facilitate morning huddles and end of day debriefs. * Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. * Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. * Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications * High School Diploma GED, or equivalent business experience (required) Experience Qualifications * Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash handling. (required) * General understanding of PC with Windows based applications and calculator. (required) * Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications * Notary License (preferred) Tactical Skills * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions. * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). * Strong work ethic and high level of integrity. * Excellent Time management skills. Personal Skills * Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions * Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals * Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process * Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes * Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills * Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes * Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively * Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures * Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients * Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands * Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements * Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 to $27.88 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 07/11/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products * Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program * Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience * Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals * Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards and procedures * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience * Previous banking, retail, or sales experience preferred * Knowledge of Smart Banking tools and technologies * NMLS registration; Safe Act compliant * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Ossining New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $61,280.00 - $85,520.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Apr 25, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

This is a full-time on-site role for a Community Banker located in Kingston, NY & Hyde Park, NY. The Community Banker will be responsible for daily banking operations, assisting customers with account inquiries, processing transactions, and promoting bank services. They will build relationships with customers to understand their financial needs and provide personalized banking solutions. The Community Banker is responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: · Strict adherence to audit controls, maintaining required logs, outgoing deposits, third party remittances and answering/directing telephone calls. · Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. · Maintaining a full understanding of all bank products and promotions. · Performing account look ups, account activations and closures, overdraft privileges, check orders, and change requests. · Reviewing customer accounts to include alerts, messages, card activity, relationship, and history. · Performing daily tasking including Card @One check in/out, night drop, monetary instrument logs, and settling cash advance machine. The Community Banker must be an example of the Bank's Core Values, adhere to all banking policies and procedures, and must participate in bank sponsored community activities and perform other incidental and related duties as required and assigned. Requirements Education and Certification Qualifications · High school diploma or equivalent required Experience and Qualifications · Customer service experience · Attention to detail and strong organizational skills · Excellent communication and interpersonal skills · Ability to work effectively in a team environment · Excellent math and cash handling abilities Physical Requirements · Prolonged periods of time working on a computer · Prolonged periods of time standing · Ability to walk up and down stairs · Must be able to lift up to 10-20 pounds at times · Ability to work in both Kingston & Hyde Park branches As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision Salary Description $35,360.00 - $36,420.00

Job Details Kingston, NY Full Time $18.00 Hourly Monday - SaturdayDescription Working at Ulster Savings Bank At Ulster Savings Bank, you'll be part of an enthusiastic team of people where we believe in working closely together for the benefit of our customers, communities, and each other. When you add this to an environment that allows skills and experience to bring forth growth and change, you'll find plenty of room to grow professionally. We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational assistance. Final candidates are subject to a pre-employment background check, which will include, but is not limited to credit history. Ulster Savings Bank is officially Certified™ by Great Place To Work Click here to learn about our benefit package. Qualifications Are you looking for a rewarding career with growth potential? We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position. Much like a Teller, Personal Bankers are responsible for preforming routine branch and customer service duties while referring new or existing customers to appropriate departments for any services Ulster Savings Bank or its subsidiaries offer, and maintaining a safe work environment by adhering to the advanced security protocols Ulster Savings Bank has in place. Candidates must possess excellent verbal and written communication skills, the ability to listen, understand, and respond to requests in a timely manner, and be able to perform all essential duties and clerical functions. Position Hours Monday through Thursday - 8:15am to 5:15pm Friday - 8:15am to 5:15pm; 9:15am to 6:15pm Saturday - 8:45am to 2:15pm (2 - 4 per month) Essential Duties and Responsibilities Verify the customer standing in front of you to process retail and commercial checking and savings account deposits and withdrawals Assist in performing all safe deposit box duties Redeem savings bonds for existing and non-existing customers Issue debit cards and gift cards to customers who request them Open all types of new personal and commercial accounts (ex: checking, savings, safe deposit box, IRA) Marketing products: Discuss traditional and non-traditional bank products with new and existing customers Continuously refer customers to other Ulster Savings Bank departments and subsidiaries Stay up to date with all products offered by the Bank and its subsidiaries and the purpose of each product Perform all Certificate of Deposit redemptions, pay-outs, transfers, and renewals Count all currency and coin accurately to balance your cash box daily Clearly verify signatures and amounts on negotiable instruments and various bank forms including but not limited to: checks, deposit and withdrawal slips, signature cards, payments, etc. Write various tickets, proof sheets, and receipts for auditing purposes Assist customers with questions and problems Travel to other branches as needed Any other duties management may assign Qualifications Cash handling experience preferred Excellent verbal and written communication skills Excellent customer service and technical skills Ulster Savings Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability or protected veteran status, and any other basis protected by applicable local, state, or federal law or Executive Orders.

Country: United States of America As a Senior Relationship Banker you will be responsible for acquiring, deepening, and retaining relationships with consumer and small business customers (with annual revenue up to $3MM). You will directly manage and grow a client portfolio of the most complex and highest value consumer and small business clients in the branch. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets. Essential Functions/Responsibility Statements: Put the customer at the center of everything you do, deepen relationships and make connections during every interaction. Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future. Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need. Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM. Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate. Participates in joint calling with Product partners to generate and deepen relationships with business customers. Build trust and deliver solutions by setting expectations and meeting commitments. Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers. Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate. Ensure compliance with all bank policies, procedures and regulatory requirements. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree: Business Management, Finance, or equivalent field. (Required) Work Experience: 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. (Required) Skills and Abilities: Strong financial acumen; general knowledge of consumer and small business products, and small business lending Motivated to help people achieve financial goals Exceptional listening and communication skills in person and over the phone Ability to work effectively in a team environment, building strong relationships with colleagues and business partners Ability to use critical thinking to solve problems and provide solutions to customer issues Demonstrated proficiency using the phone to engage with customers Basic computer skills EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Kinnelon, NJ at the Kinnelon branch. Job Description * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. * Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. * Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. * Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. * Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.