NewBanking Relationship Specialist ConnectOne BankBanking Relationship SpecialistGlen Head, NY$22–$27 / hourAssists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.
NewDir., Investment Banking, Media & Telecom Scotia Capital USA Inc.Dir., Investment Banking, Media & TelecomPECK SLIP, NYPls apply thru https://www.scotiabank.com/careers by searching for Director, Investment Banking, Media & Telecom & indicate job code CL042926MC. Investment Banking, Media & Telecom in NY, NY to lead negotiations & structuring of M&A transactions, incl valuation, deal terms, & integration plans.
Banking Operations Specialist CollaberaBanking Operations SpecialistWhippany$30–$35 / hourTemporaryContractorStrong analytical skills with the ability to synthesize large volumes of data and identify meaningful patterns. Excellent written and verbal communication skills, with experience preparing investigative reports.
Managing Director Corporate Banking Page Group USAManaging Director Corporate BankingNew York, NY$300,000–$325,000 / yearFull timeNegotiate pricing, terms, covenants, and guarantees for new and existing clients, including the ability to decline transactions that do not meet acceptable risk/return criteria while preserving client relationships. Oversee Credit Analysts in preparing credit applications, including detailed financial analysis, industry research, competitive assessment, and forecasting to ensure timely execution.
Banking – Third-Party Vendor Due Diligence – IT audit – risk assessment Beta-Search, IncBanking – Third-Party Vendor Due Diligence – IT audit – risk assessmentNew York, NY$160,000–$180,000 / yearFull timeTheir primary objective is to assess the risk that third parties bring to the bank, including assessing the IT infrastructure, systems, controls and related assets to help the Bank make informed decisions regarding the governance and oversight of third parties at the Bank. The Third-Party Vendor Due Diligence role will be responsible for evaluating and assessing the controls of a third-party, including the technology and information system controls, as part of the Bank’s due diligence process.
Banking Department-Corporate Customer Service Associate Bank of ChinaBanking Department-Corporate Customer Service AssociateNew York, New York$42,000–$90,000 / yearFull timeAssist customers with routine account related requests such as: opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Banking Department-Corporate Customer Service Associate Bank of China Limited, New York BranchBanking Department-Corporate Customer Service AssociateNew York, New York$42,000–$90,000 / yearFull timeAssist customers with routine account related requests such as: opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
NewIT - Technology Architect | Banking & Financial Services | Customer Risk Assessment & Risk Scoring Cloudspace LLCIT - Technology Architect | Banking & Financial Services | Customer Risk Assessment & Risk ScoringNew York, NYGenerative AI GenAI Prompt Engineering Leveraging AI for automation, insights, and reportingFinancial Crime Expertise AML, KYC, Fraud Detection, and Regulatory ComplianceRequirements Analysis Stakeholder Management Translating businessregulatory needs into solutionsData Analysis SQLPython Analyzing transactions and identifying risk patterns. Generative AI (GenAI) & Prompt Engineering Financial Crime Expertise (AML, KYC, Fraud Detection) Requirements Analysis & Stakeholder Management.
Business Banking Relationship Mgr. II - Manhattan/NYC Citizens Financial Group IncBusiness Banking Relationship Mgr. II - Manhattan/NYCNY$150,000–$180,000 / yearStrong negotiation skills and the ability to overcome objections and adversity • Following of prospects, customers and COIs • Ability to self-generate and drive new business development • Action oriented and self-accountable to superior results • Strong understanding of risk and compliance • Meaningful Community involvement • Strong understanding of core products and services. • 4+ years in upper Business Banking/Lower Middle Market experience • Completion of Commercial Credit Training • Meaningful experience with moderately complex portfolios, customers, and transactions.
Universal Membership Specialist - Banking Nassau Financial Federal Credit UnionUniversal Membership Specialist - BankingOyster Bay, New York$20–$23General:Cross-sell appropriate products suited to member’s profile and confirmed through needs-based questions to attain sales goals covering member acquisition, new checking accounts, loan production, cross-sell, and insurance-related policies. This includes identifying member inquiries and providing account resolution and solutions matched to member needs by building relationships to determine their needs.
Business Banking Relationship Manager I Citizens Financial Group IncBusiness Banking Relationship Manager INY$115,000–$140,000 / yearPartner effectively with an award-winning business banking team offering a wide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank. Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to identify, assess and mitigate lending risk.
Banking Center Relationship Banker 1 Webster Financial CorpBanking Center Relationship Banker 1Franklin Square, NY$19.50–$23 / hourAdditionally, this role uses excellent communication and active listening skills to learn about the customer''s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster''s Strategic Guidelines.
NewIT - Test Analyst | Banking | Products Cloudspace LLCIT - Test Analyst | Banking | ProductsWhippany, NJSprint Planning & Clarification: Clearly defining actionable requirements (user stories), answering team questions, and organizing development sprints. Nice to Have Skills: Detailed Job Description: Key responsibilities include: Product Vision & Strategy: Defining and communicating the product's vision and goals, while developing a roadmap to achieve them.
NewIT - Technical Test Lead | Banking | Products Cloudspace LLCIT - Technical Test Lead | Banking | ProductsWhippany, NJManagement of specific product or portfolio risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank s specific product or portfolio and compliance functions. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Banking Center Relationship Banker 1 Webster BankBanking Center Relationship Banker 1Whitestone, New YorkAdditionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.
Transaction Banking Marketing Planning Manager TD BankTransaction Banking Marketing Planning ManagerNew York, New YorkThis role requires an individual who thrives in ambiguity, is excited by the opportunity to drive transformative change,brings structure to complex initiatives, and takes ownership of end-to-end marketing delivery in support of TD's ambition to become a Top 10 North American treasury bank of choice for our Commercial, Corporate, and Institutional clients. Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management.
Analyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities TD BankAnalyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD SecuritiesNew York, New YorkSupport activity to enhance client experience & or increase revenue by adding new clients and increasing the penetration rate of trade finance products and servicesBecome familiar with TDS clients across industries such as: Communications, Media, and Technology; Diversified; Financial Institutions; Financial Sponsors; Global Energy and Power; Mining; Paper, Packaging and Forestry; Real Estate and Utilities. Develops client centric solutions to remove or reduce payment risk or facilitate working capital by employing traditional trade finance products (Standby Letters of Credit / Guarantees, Import Letters of Credit, Export Letters of Credit, or Documentary Collections) associated with our clients' domestic business needs or foreign sales and purchases.
Investment Banking Management, Business Professional - New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Management, Business Professional - New York, NY or Menlo Park, CANY$100,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Collaboration: Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives.
Digital Banking Product Owner - Assistant Vice President Morgan StanleyDigital Banking Product Owner - Assistant Vice PresidentWhite Plains, NY$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewDirector Commercial Banking Marketing Citizens Financial Group IncDirector Commercial Banking MarketingNew York, NY$155,000–$200,000 / yearAs the Director of Commercial Banking Marketing, you will be responsible for developing and delivering end-to-end marketing strategies and execution to drive growth across within the Commercial and Corporate Bank. Influence and partner with cross-functional teams to design and deliver quarterly and annual integrated marketing plans spanning: Digital marketing (website, search, display, paid social, content).
Wholesale Banking Associate - Energy Transition Cooperatieve Rabobank UAWholesale Banking Associate - Energy TransitionNY$115,000–$185,000 / yearThe range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Digital Banking Product Owner, Vice President Morgan StanleyDigital Banking Product Owner, Vice PresidentNY$110,000–$190,000 / yearWM Platforms consists of nine sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow Solutions • Digital Trading & Investing • UX Design & Research • Strategy & Execution • Business Control & Support • and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Banking Center Relationship Banker 2 Webster Financial CorpBanking Center Relationship Banker 2NY$23.17–$26 / hourAdditionally, this role uses excellent communication and active listening skills to learn about the customer''s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster''s Strategic Guidelines.
Director/ Internal Risk/Banking Syntricate Technologies IncDirector/ Internal Risk/BankingNew York City, NYJob Description: The Director of Internal Risk will lead the bank's internal risk management efforts, focusing on identifying, assessing, and mitigating risks related to cybersecurity, hardware, and software infrastructure. The ideal candidate will have a deep understanding of financial systems, cyber threats, hardware vulnerabilities, and software risks, with experience in managing security protocols and developing risk mitigation strategies within a banking environment.
Virtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NY Morgan StanleyVirtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NYPurchase, NY$58,000–$115,000 / yearSkills/Abilities: Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Virtual Private Banking Specialist Morgan StanleyVirtual Private Banking SpecialistPurchase, New YorkStrong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Banking Center Relationship Banker 2 Webster BankBanking Center Relationship Banker 2Somers, New YorkAdditionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.
Public Finance Investment Banking - Fixed Income Division - Associate Morgan StanleyPublic Finance Investment Banking - Fixed Income Division - AssociateNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations.
Associate, Investment Banking - Power & Utilities TD BankAssociate, Investment Banking - Power & UtilitiesNew York, New YorkTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
Vice President, Corporate Finance (Investment Banking) - REGLL Citizens Financial Group IncVice President, Corporate Finance (Investment Banking) - REGLLNY$245,000–$250,000 / yearCitizens is seeking an experienced Investment Banking Vice President (VP) to join our Corporate Finance (Industry Coverage) team focusing on Real Estate, Gaming, Lodging & Leisure (REGLL) to support the team's senior professionals in industry-focused client development and originating, structuring, and executing debt capital markets, equity capital markets, and M&A transactions. Additional exposure to and partnership with the Debt Capital Markets / Leveraged Finance, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop pitch materials that encompass, strategic alternatives, M&A opportunities, financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
Senior Vice President, Innovation Banking Western Alliance BancorpSenior Vice President, Innovation BankingNY$195,000–$234,589 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Investment Banking Power and Energy Associate – New York Morgan StanleyInvestment Banking Power and Energy Associate – New YorkNew York, New YorkThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
Investment Banking Associate / Vice President – New York Morgan StanleyInvestment Banking Associate / Vice President – New YorkNew York, New YorkEach group works with regional and international clients, on a wide range of complex transactions, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
NewInvestment Banking Real Estate Analyst - New York Morgan StanleyInvestment Banking Real Estate Analyst - New YorkNew York, NYThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
Investment Banking Power and Energy Associate - New York Morgan StanleyInvestment Banking Power and Energy Associate - New YorkNY$150,000–$225,000 / yearThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
Healthcare M&A Investment Banking Associate The Employee ConnectHealthcare M&A Investment Banking AssociateNew York, New York$175,000–$225,000 / yearThe healthcare sector continues to experience unprecedented transformation, driven by demographic shifts, technological innovation, regulatory evolution, and consolidation across provider, payer, pharmaceutical, medical device, and health technology subsectors. A specialized healthcare-focused investment banking practice is seeking a highly motivated and analytically driven Healthcare M&A Investment Banking Associate to join its growing team in New York, NY.
Senior Solutions Consultant - FS/Banking Pegasystems IncSenior Solutions Consultant - FS/BankingNY$122,000–$185,900 / yearLead value-focused discovery and executive-facing presentations that translate complex customer challenges into a clear solution approach, shifting conversations from features to measurable outcomes and helping advance the deal with Sales. Meet Our Team: As a key contributor to Pega's Solution Consulting organization, you will work alongside Sales, Product, Consulting, Partners, and Industry teams to help the world's largest enterprises reimagine how work gets done.
Client Executive - FS/Banking Pegasystems IncClient Executive - FS/BankingNY$131,200–$199,900 / yearPicture Yourself at Pega: You'll lead the most complex enterprise opportunities, advising FS/Banking C-level executives on digital transformation while shaping industry conversations through thought leadership. For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
Corporate Banking Department-Commercial Real Estate (CRE) Associate Bank of China Limited, New York BranchCorporate Banking Department-Commercial Real Estate (CRE) AssociateNew York, New York$42,000–$90,000 / yearFull timeOverview: The CRE Associate will provide support to the Commercial Real Estate Team (CRE) with the following responsibilities: (i) New Loans and modifications: completing due diligence on loan proposals, preparing green light memos; underwriting new credit proposals, responding to internal credit inquiries; preparing term sheet; managing third-party vendors, loan documentation and closing process (ii) Post-lending processes, preparing and updating ticklers; identifying post-lending risks communicating to stakeholders and assisting in the resolution process, managing compliance protocols; (iii) assisting with special projects and (iv) collaborating with internal stakeholders in achieving the goals of the unit. Perform all necessary functions and coordinate with relevant parties involved in the origination, analysis, due diligence (financial analysis and KYC), written and verbal presentation to management and credit committees, credit approval (local and home office), closing, post-lending and payoff of a commercial real estate loan.
Corporate Banking Department-Commercial Real Estate (CRE) Associate Bank of ChinaCorporate Banking Department-Commercial Real Estate (CRE) AssociateNew York, New York$42,000–$90,000 / yearFull timeOverview: The CRE Associate will provide support to the Commercial Real Estate Team (CRE) with the following responsibilities: (i) New Loans and modifications: completing due diligence on loan proposals, preparing green light memos; underwriting new credit proposals, responding to internal credit inquiries; preparing term sheet; managing third-party vendors, loan documentation and closing process (ii) Post-lending processes, preparing and updating ticklers; identifying post-lending risks communicating to stakeholders and assisting in the resolution process, managing compliance protocols; (iii) assisting with special projects and (iv) collaborating with internal stakeholders in achieving the goals of the unit. Perform all necessary functions and coordinate with relevant parties involved in the origination, analysis, due diligence (financial analysis and KYC), written and verbal presentation to management and credit committees, credit approval (local and home office), closing, post-lending and payoff of a commercial real estate loan.
Corporate Banking Department-Commercial Real Estate (CRE) AVP Bank of ChinaCorporate Banking Department-Commercial Real Estate (CRE) AVPNew York, New York$65,000–$150,000 / yearFull timeOverview: The incumbent will manage all aspects of the customer relationship, new loan and closed loan modification vetting, loan underwriting, prepare credit memo, coordinating and performing travel and site inspections of subject opportunities and comparable properties, coordinate with RMD for credit approvals, present to credit approval committee and respond to inquiries and post lending functions including but not limited to annual loan reviews, management and compliance with loan covenants and identifying loan performance issues, communicate to senior management and recommending/executing solutions. Manage the commercial real estate lending process by identifying new opportunities; complete due diligence; prepare pre-screen memos; prepare and negotiating term sheets; manage third party reports; prepare credit memos; present to credit committees and work with home office by respond to questions; review and negotiate loan documentation; manage closing process and post-lending activities.
Corporate Banking Department-Commercial Real Estate (CRE) AVP Bank of China Limited, New York BranchCorporate Banking Department-Commercial Real Estate (CRE) AVPNew York, New York$65,000–$150,000 / yearFull timeOverview: The incumbent will manage all aspects of the customer relationship, new loan and closed loan modification vetting, loan underwriting, prepare credit memo, coordinating and performing travel and site inspections of subject opportunities and comparable properties, coordinate with RMD for credit approvals, present to credit approval committee and respond to inquiries and post lending functions including but not limited to annual loan reviews, management and compliance with loan covenants and identifying loan performance issues, communicate to senior management and recommending/executing solutions. Manage the commercial real estate lending process by identifying new opportunities; complete due diligence; prepare pre-screen memos; prepare and negotiating term sheets; manage third party reports; prepare credit memos; present to credit committees and work with home office by respond to questions; review and negotiate loan documentation; manage closing process and post-lending activities.
NewSenior Customer Service Representative (Banking) - Freelance AI Trainer MindriftSenior Customer Service Representative (Banking) - Freelance AI TrainerNew York, NYWhile each project involves unique tasks, contributors may: Design and evaluate fee inquiry scenarios — verifying that fee amounts and category names match the bank's disclosed fee schedule exactly, and flagging cases where the system charge and the schedule diverge; Write statement clarification test cases that require distinguishing a descriptor-mapping question from a real fraud claim, and routing each correctly; Create autopay setup scenarios with deliberate traps: incorrect payee, insufficient-funds policy, wrong draft date, or missing confirmation steps; Build statement reprint cases that test realistic timing communication — including archived statements, fee citation, and the difference between self-service and manual retrieval channels; Develop beneficiary update scenarios that probe when a routine POD change crosses into ERISA/spousal-consent territory and requires specialist routing; Design card replacement cases with time-sensitive card-block urgency, fraud-signal recognition, interim mobile-wallet guidance, and delivery option trade-offs; Author account closure scenarios testing retention-offer eligibility logic, pending-transaction checks, and refusal to extend offers to ineligible customers; Write fraud claim warm-handoff cases — immediate card block, intake information capture, Regulation E clock awareness, and clean transfer to the disputes team; Grade responses on both factual accuracy and conversational tone: empathy under pressure, voice vs. Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems.
Commercial Banking Marketing Manager Citizens Financial Group IncCommercial Banking Marketing ManagerNY$116,000–$150,000 / yearThe ideal candidate has experience developing and executing marketing strategies and tactics including website, social, search engine marketing, digital advertising, events, direct, content and account-based marketing. You will continuously test and learn with subject matter experts including business leaders, in-house and external Agencies, and centers of excellence -- such as advertising, brand, content, digital and data analytics.
Middle Market Corporate Banking Portfolio Manager II Citizens Financial Group IncMiddle Market Corporate Banking Portfolio Manager IINY$175,000–$210,000 / yearAs a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your role responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments.
Analyst, Investment Banking - Power & Utilities TD BankAnalyst, Investment Banking - Power & UtilitiesNew York, New YorkTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
Associate Attorney (Banking + Finance) Capstone Search PartnersAssociate Attorney (Banking + Finance)New York, New York$300,000–$400,000 / yearLocation: New York, NYCompensation: $300,000-$400,000/per year Position SummaryWe are seeking a talented and experienced Mid-Senior-Level Associate Attorney to join our Banking + Finance Practice Group. Demonstrated expertise in structuring and executing complex financial transactions, including first lien, and second lien loans, subordinated debt, and structured equity investments.
Vice President, Investment Banking - M&A TD BankVice President, Investment Banking - M&ANew York, New YorkTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
Vice President, Investment Banking - Power & Utilities TD BankVice President, Investment Banking - Power & UtilitiesNew York, New YorkTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.