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.
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.
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.
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.
Banking Center Relationship Banker 1 Webster Financial CorpBanking Center Relationship Banker 1Stamford, CT$18.50–$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 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.
Personal Banking Rep - Carmel NY Berkshire BankPersonal Banking Rep - Carmel NYCarmel, NY$20–$28.90 / hourMay perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable.
Personal Banking Rep - West Harrison NY Berkshire BankPersonal Banking Rep - West Harrison NYWest Harrison, NY$20–$28.90 / hourMay perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable.
Banking Center Relationship Banker 2 Webster BankBanking Center Relationship Banker 2Congers, 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.
Banking Ctr Rel Banker 1 Webster Financial CorpBanking Ctr Rel Banker 1Stony Point, NYAdditionally, 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 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.
Banking & Capital Markets Tax Senior Associate PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior AssociateCT$77,000–$214,000 / yearDemonstrates thorough abilities and/or a proven record of success in FAS 109, FIN 48, and the banking industry; identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues; creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues. Minimum years experience required 2 year(s) Minimum Degree Required Bachelor Degree Required Field(s) of Study Accounting Additional Educational Requirements Job seekers must demonstrate all of the minimum requirements are met for CPA licensure per respective state regulations.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Associate Banker- Government Banking- Associate JPMorgan Chase & CoAssociate Banker- Government Banking- AssociateNYThis is a banking-forward coverage role supporting senior bankers in new client acquisition, relationship deepening, and disciplined portfolio and pipeline management across state and local government clients. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Core Banking System Architect - Director PricewaterhouseCoopers LLPCore Banking System Architect - DirectorCT12+ years of experience in core banking architecture, design, and solution delivery, including hands-on experience with major core banking platforms (e.g., Temenos T24, Infosys Finacle, FIS, Oracle FLEXCUBE). You will work closely with clients, stakeholders, and PwC professionals to architect scalable, secure, and resilient core banking platforms that support business growth and regulatory requirements.
Northland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MN Northland SecuritiesNorthland Capital Markets - MD - Boutique -Investment Banking -Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerCT$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
Banking & Capital Markets Tax Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax ManagerCT$99,000–$266,000 / yearExecuting corporate planning and compliance, as well as tax accounting and financial reporting, including tax provision preparation, audit and review with the ability to utilize ASC 740 techniques; Demonstrating some technical skills working with tax tools and resources including tax provision and compliance software such as Corptax, OneSource, or other similar platforms; and, Using research methods including but not limited to Westlaw, RIA and CCH. Demonstrates extensiveabilities and/or a proven record of success in identifying and addressing client needs: Innovating through new and existing technologies, along with experimenting with digitization solutions; and, Working with large, complex data sets to build models and leverage data visualization tools.
Banking & Capital Markets Tax Director PricewaterhouseCoopers LLPBanking & Capital Markets Tax DirectorStamford, CT$150,000–$438,000 / yearPwC does not intend to hire experienced or entry-level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN First National Bank of OmahaNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Branch Banking Client Consultant II-Float Flagstar Bank NABranch Banking Client Consultant II-FloatYonkers, NY$16.28–$25.06 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
New11032- Branch Banking Client Consultant II- Float Flagstar Bank NA11032- Branch Banking Client Consultant II- FloatYonkers, NY$17.12–$26.97 / hourProblem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
Northland Capital Markets - MD -Investment Banking - Banker - NJ or MN Northland SecuritiesNorthland Capital Markets - MD -Investment Banking - Banker - NJ or MNRidgewood, New JerseyThe group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks. The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities.
Snowflake Data Architect (Maestro, Snowflake, Data Architecture, Banking ) ClifyX, INCSnowflake Data Architect (Maestro, Snowflake, Data Architecture, Banking )Stamford, CTImplementation of business requirements using Snowflake features such as Streams, Tasks, Time Travel, Zero Copy Cloning, and Snowpipe for automated data loads. Build and optimize data models (staging, warehouse, Datamarts) using best practices such as micro partitioning, clustering, and performance tuning.
Business Banking Relationship Manager Valley National BancorpBusiness Banking Relationship ManagerNJResponsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.
Branch Banking Leader Flagstar Bank, N.A.Branch Banking LeaderYonkers, NYFull timeIn addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service. Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.
Business Banking Relationship Manager - Westchester County M&T Bank CorpBusiness Banking Relationship Manager - Westchester CountyNY$104,700–$174,500 / yearGood understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets. Education and Experience Required: Bachelor's degree or in lieu of a degree, a minimum of 4 years of related sales/banking experience, or a combination thereof.
Banking Relationship Specialist ConnectOne Bancorp, Inc.Banking Relationship Specialistwhite plains, 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.
Managing Director Business Banking Relationship Management Webster Financial CorpManaging Director Business Banking Relationship ManagementNY$140,000–$160,000 / yearKey skills and experience: Candidates must have at least 3+ years of specific Business Banking Relationship Management sales experience, developing and managing business relationships, 5+ managing relationships/banking experience. Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships.
Sr. Relationship Manager - Global Commercial Banking – Dealer Financial Services Bank of AmericaSr. Relationship Manager - Global Commercial Banking – Dealer Financial ServicesParamus, New JerseyThe ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS. Desire to sell not only core Treasury and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including – Financial Life Benefits, GWIM solutions, and advanced Digital capabilities.
NewCommunity Banking Sr. Program Analyst KeyCorpCommunity Banking Sr. Program AnalystNY$69,000–$105,000 / yearCommunity Banking Program leaders, local market and field partners, marketing, legal, risk, compliance, operations, line-of-business stakeholders, and external vendors or community partners, as needed. They also create relationship household growth opportunities among KeyBank leaders and aspiring leaders engaged through programming, while advancing strategic business priorities through education, networking, thought leadership, and community-based experiences.
Managing Director Business Banking Relationship Management Webster BankManaging Director Business Banking Relationship ManagementAirmont, New YorkProven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Experience in business/commercial credit, financial analysis techniques & lending policy, with ability to independently package and present credit deals to segment leadership & credit team up to $2MM Total Credit Exposure.
Senior Manager - Banking & Payments Consulting TransUnionSenior Manager - Banking & Payments ConsultingWhite Plains, NY$126,700–$190,000 / yearp>For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. The associate will be responsible for managing day-to-day client relationships and for client development, consulting/advising clients on strategic business initiatives, managing large data analytics projects, and driving significant revenue for the Argus business.
Business Banking Relationship Manager- Northern New Jersey Bank of AmericaBusiness Banking Relationship Manager- Northern New JerseyParamus, New JerseyKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being an 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.
Managing Director, ECM-Investment Banking (FINRA)-3 First National Bank of OmahaManaging Director, ECM-Investment Banking (FINRA)-3Ridgewood, NJSummary of the Job: The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks.
Managing Director, ECM-Investment Banking (FINRA)-1 First National Bank of OmahaManaging Director, ECM-Investment Banking (FINRA)-1Ridgewood, NJSummary of the Job: The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks.
Managing Director, ECM-Investment Banking (FINRA)-2 First National Bank of OmahaManaging Director, ECM-Investment Banking (FINRA)-2Ridgewood, NJSummary of the Job: The primary focus of the Managing Director is to provide capital markets services including public offerings of equity and convertible debt, PIPEs and Registered Direct offerings, and private placements of equity and debt securities. The group provides fresh ideas and broad distribution to help clients get the most out of each stage of a transaction, and continually develops capital markets solutions to enable clients to mitigate strategic, operational, credit and market risks.
Commercial Banking Relationship Manager III Tompkins Financial CorpCommercial Banking Relationship Manager IIINY$141,500–$182,500 / yearResponsible for working as an active member of the Company's sales/service commercial lending department; provide commercial customers with direct service relating to the Company's commercial services portfolio; develop customer relationships so as to take advantage of additional selling and cross-selling opportunities; communicate with sales and lending management personnel with respect to sales objectives, sales performance, and other factors which affect the sales/service function; provide required information on sales and service activities; generate and maintain a profitable quality commercial loan portfolio. • Provide direct service to commercial customers with respect to deposit, loan, and other miscellaneous products and services, if applicable, approve or reject loan applications within individual lending authority.
Commercial Banking Relationship Manager III Tompkins Community BankCommercial Banking Relationship Manager IIIMount Kisco, New York$141,500–$182,500 / yearFull timeOverview: Responsible for working as an active member of the Company’s sales/service commercial lending department; provide commercial customers with direct service relating to the Company’s commercial services portfolio; develop customer relationships so as to take advantage of additional selling and cross-selling opportunities; communicate with sales and lending management personnel with respect to sales objectives, sales performance, and other factors which affect the sales/service function; provide required information on sales and service activities; generate and maintain a profitable quality commercial loan portfolio. Provide direct service to commercial customers with respect to deposit, loan, and other miscellaneous products and services, if applicable, approve or reject loan applications within individual lending authority.
Managing Director, BDO Capital Advisors - Investment Banking BDO USA PCManaging Director, BDO Capital Advisors - Investment BankingCT$250,000–$350,000 / yearAnalyzes client's data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Market Solutions Advisor - Business Banking Bank of AmericaMarket Solutions Advisor - Business BankingStamford, ConnecticutKey responsibilities include identifying and analyzing market opportunities to offer/deepen credit with clients and prospects, and advising Relationship Managers (RMs) on credit solutions by providing extensive general industry knowledge, credit expertise, product and process management, sales, and client experience support. The Market Solutions Advisor will join client meetings with the market RMs and MEs, participate in client management process routines focused on driving responsible loan growth and partner with the RM and the credit team closing the deal with the regional and centralized credit partners.
Commercial Banking Relationship Mgr Valley National BancorpCommercial Banking Relationship MgrNJBears overall responsibility for the loan closing process and attends loan closings ensuring legal documents reflect all terms as agreed to by customer/prospect and approved by the bank, in addition to making sure required documents and signatures are in place for loan closing and to ensure loans are closed properly. Negotiates terms (collateral, covenants, pricing and other components) of lending agreements with clients/prospects to properly structure and price credit facilities consistent with the bank's credit policies and lending practices.
Technical Architect - Banking & Payments Deloitte Touche Tohmatsu LtdTechnical Architect - Banking & PaymentsCT$148,200–$292,300 / yearAs a Technical Architect on the Banking and Capital Markets team, focusing on Commercial Banking, Retail Banking and Payments, you will be responsible for: Leading technical architecture and solution design for commercial banking, retail banking, and payments engagements. Deloitte's unique strength lies in our deep industry experience and capability to align comprehensive resources across Audit & Assurance, Tax, and Consultative Offerings-supporting clients to drive strategic transformation and sustainable growth.
Converge by Deloitte VP Sales Executive - Banking Products (BankingSuite) Deloitte Touche Tohmatsu LtdConverge by Deloitte VP Sales Executive - Banking Products (BankingSuite)Stamford, CT$175,300–$322,900 / yearIn partnership with the BankingSuite Product Leadership, you will translate product capabilities into client value, build executive relationships across banking leadership, and partner tightly with product, engineering, alliances, marketing, and Deloitte client teams to win in-market. The I&DT team collaborates closely with Industries, Offering Portfolios, Growth, and Delivery Transformation to curate and scale the Converge by Deloitte portfolio, drive Strategic Growth Offerings, and translate differentiated product capabilities into compelling client outcomes.
Converge by Deloitte Vice President Sales Executive - Banking Products (BankingSuite) Deloitte Touche Tohmatsu LtdConverge by Deloitte Vice President Sales Executive - Banking Products (BankingSuite)CT$175,300–$322,900 / yearIn partnership with the BankingSuite Product Leadership, you will translate product capabilities into client value, build executive relationships across banking leadership, and partner tightly with product, engineering, alliances, marketing, and Deloitte client teams to win in-market. The I&DT team collaborates closely with Industries, Offering Portfolios, Growth, and Delivery Transformation to curate and scale the Converge by Deloitte portfolio, drive Strategic Growth Offerings, and translate differentiated product capabilities into compelling client outcomes.
Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)Greenwich, CT$104,000–$168,000 / yearIndividuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue 3+ years of experience in business-to-business sales Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Lead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship Manager Wells Fargo & CoSenior Lead Healthcare, Higher Education, and Non-Profit Commercial Banking Relationship ManagerParamus, NJ$191,000–$305,000 / yearLead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. In this role, you will: Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships.
Banking Operations Project Temp - Newburgh, NY Heritage Financial Credit UnionBanking Operations Project Temp - Newburgh, NYNewburgh, NY$19.54–$24.43 / hourOur Core Values:Experience: Go Above Expectations; Create Positive Moments; Personally AcknowledgeService: Deliver As One Team; Stay A Step Ahead; Guide With Product ExpertiseIntegrity: Do What's Right; Speak the Truth; Own Our ActionsPeople: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community. The Project Temp assists with projects as assigned, such as reviewing, cleaning up, organizing, and tagging procedures, and supports day-to-day operational tasks to help ensure work is completed accurately, timely, and in alignment with credit union policies and applicable regulations.
Commercial Banking Portfolio Management Senior Manager Wells Fargo & CoCommercial Banking Portfolio Management Senior ManagerNJ$159,000–$305,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
NewManaging Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Business Banker / Teller - Floater Orange Bank and Trust CompanyBusiness Banker / Teller - FloaterWhite Plains, NYGeneral Summary: The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing referring customers to appropriate staff for new services. Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensure cross-sell opportunities are presented by applying professional sales techniques.
Business Banker / Teller Orange Bank and Trust CompanyBusiness Banker / TellerNewburgh, NYGeneral Summary: The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.