NewBanking Relationship Specialist ConnectOne BankBanking Relationship SpecialistHicksville, 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.
Process Improvement Lead - Global Cards Solutions United Nations Federal Credit UnionProcess Improvement Lead - Global Cards SolutionsNew York, NY$88,190 / yearFull timeSolicit ideas and input from Global Cards Solutions management and business stakeholders regarding new processes and projects to better align services, offerings, policies and systems; take action on requests as approved or appropriate; collaborate with others in design and implementation. Serve as subject matter expert (SME) across Global Cards Solutions on all processes, enhancements and projects; assist with all departmental and inter-departmental project related activities; monitor and report progress.
NewConsumer & Retail Banking Analyst Career Launch AIConsumer & Retail Banking AnalystNew York, NY$100,000–$150,000A leading middle-market or bulge-bracket investment bank may seek a Consumer & Retail Banking Analyst to support transactions, financial modeling, research, and client deliverables within consumer and retail industries. These roles are ideal for candidates looking to combine analytical rigor with exposure to M&A, capital markets, and strategic advisory for consumer products, retail chains, e-commerce, and FMCG companies.
NewProject Manager- High Volume Retail Banking Construction Projects CBRE Group IncProject Manager- High Volume Retail Banking Construction ProjectsNYAbout the Role: As a CBRE | T&T Project Manager you will be responsible for providing consulting services to an assigned market or client account to help achieve the company's strategic business objectives. This includes the scope of work, project delivery resource requirements, cost estimates & budget, work plan schedule & milestones, quality control, and risk identification.
Manager - Consumer & Retail Banking Digital Products (FSI) Sia Partners SASManager - Consumer & Retail Banking Digital Products (FSI)NY$129,500–$147,500 / yearIn this role, you are expected to: Demonstrate Digital Banking Product & Service Expertise: Bring strong working knowledge of digital banking products and capabilities within consumer and retail banking, including mobile and online banking, digital account opening, deposits, payments, cards, lending, customer servicing, authentication, fraud prevention, disputes, alerts, notifications, and self-service journeys. Shape Client Solutions & Delivery Approaches: Support clients in defining digital banking product strategies, use cases, business cases, implementation roadmaps, vendor or platform considerations (e.g., Alkami, Bakebase, nCino, Terafina, Fiserv, Plaid, FIS, etc.), pilot design, testing approaches, and adoption plans.
Retail Banking Manager Accenture PlcRetail Banking ManagerAlbany, NYIn Strategy & Consulting, we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale.
Retail Banking Senior Manager Accenture PlcRetail Banking Senior ManagerAlbany, NYWe bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale. As a Management Consulting Senior Manager within the Banking Consulting practice, you are a strategic advisor and visionary leader, setting direction for large-scale transformation programs that leverage AI, data, and automation.
Investment Banking Associate - Consumer and Retail Oppenheimer Holdings IncInvestment Banking Associate - Consumer and RetailNY$170,000–$190,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Investment Banking, Vice President & Associate, Consumer & Retail BTIG Norway ASInvestment Banking, Vice President & Associate, Consumer & RetailNY$230,000–$250,000 / yearThe firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. The ideal candidate will demonstrate potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members.
Product Lead, Retail & Consumer Banking Deloitte Touche Tohmatsu LtdProduct Lead, Retail & Consumer BankingNY$128,000–$252,500 / year4-6+ years of experience in strategy, operations, or business transformation within a financial services institution or top-tier consulting environment, including a minimum of 2+ years of demonstrated success leading or supporting large-scale transformations (e.g., new product launches, platform migrations, or business integrations) and driving execution across long-term project lifecycles. As an Industry Solutions, Banking & Capital Markets Senior Consultant you will work on engagements in a team-based environment, partnering directly with clients, fellow Industry Solutions professionals, and Deloitte consultants from complementary disciplines.
Investment Banking Associate - Consumer and Retail Oppenheimer & Co. Inc.Investment Banking Associate - Consumer and RetailNew York, NY$170,000–$190,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications.
Associate, Investment Banking - Consumer & Retail, New York City Moelis & CoAssociate, Investment Banking - Consumer & Retail, New York CityNY$175,000–$225,000 / yearThe day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. Team player mentality, and ability to effectively interact with a wide variety of internal groups and clientsStrong multi-tasking skills.
Lead Pricing Analyst (Retail Banking Deposit Products: Pricing Strategy, Profitability, and Growth) - Hybrid M&T Bank CorpLead Pricing Analyst (Retail Banking Deposit Products: Pricing Strategy, Profitability, and Growth) - HybridBuffalo, NY$74,600–$124,400 / yearOverview: Pricing Analysts sit at the center of consumer deposit pricing strategy, responsible for helping shape how checking, savings, and CD products are priced and forecasted across regions and customer segments. Success in this role requires the ability to translate complex data into clear insights, build structured decision frameworks, and tell a compelling story that supports strategic trade‑offs.
Investment Banking Associate / Vice President - Consumer, Retail and Restaurant Guggenheim Partners LLCInvestment Banking Associate / Vice President - Consumer, Retail and RestaurantNY$175,000–$250,000 / yearThe team focuses on several sub-sectors including fitness / healthy living, restaurants, direct to consumer, apparel / specialty retail, large box retail, specialty retail, food retail / food distribution and several other categories. Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials in order to identify potential client solutions and new market opportunities.
Investment Banking - Consumer & Retail - Associate JPMorgan Chase Bank, N.A.Investment Banking - Consumer & Retail - AssociateNew York, NYFull timeJPMorganChase, 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. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking - Consumer & Retail - Analyst JPMorgan Chase Bank, N.A.Investment Banking - Consumer & Retail - AnalystNew York, NYFull timeDrafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Investment Banking Consumer Retail Managing Director - New York Morgan StanleyInvestment Banking Consumer Retail Managing Director - New YorkNew 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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
NewInvestment Banking Associate - Consumer & Retail Citigroup IncInvestment Banking Associate - Consumer & RetailNew York, NY$175,000–$225,000 / yearAppropriately 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. The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
VP Investment Banking - Consumer & Retail Citigroup IncVP Investment Banking - Consumer & RetailNY$250,000–$275,000 / yearQualifications: • 6-10 years of experience • Experience in the Financial Services industry, specifically within Banking • Degree in Finance or closely related areas of Business Administration • MBA or Master's Degree in Business preferred • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes • Consistently demonstrates clear and concise written and verbal communication skills • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products • Series 7 and 63 preferred. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Banking Services Operations Associate IV - Retail Lien Release Standard Procedures M&T Bank CorpBanking Services Operations Associate IV - Retail Lien Release Standard ProceduresBuffalo, NYEducation and Experience Required: Associates degree and a minimum of 1 year work experience, or in lieu of a degree, a combined minimum of 3 years higher education and/or work experience, including a minimum of 1 year work experience. Overview: Completes a variety of the most complex duties related to the discharge of a retail loan or lines of credit once paid in full, using the appropriate software as required.
Banking Services Operations Associate III - Retail Lien Release Standard Processing M&T Bank CorpBanking Services Operations Associate III - Retail Lien Release Standard ProcessingBuffalo, NY$18.68–$31.14 / hourOverview: Completes a variety of more complex duties related to the discharge of a retail loan or lines of credit once paid in full, using the appropriate software as required. Create, review, execute, notarize and witness discharge documents and file them at the appropriate county clerk's office within state prescribed timeframes.
Investment Banking Associate / Vice President – Consumer, Retail and Restaurant Guggenheim SecuritiesInvestment Banking Associate / Vice President – Consumer, Retail and RestaurantNew YorkThe team focuses on several sub-sectors including fitness / healthy living, restaurants, direct to consumer, apparel / specialty retail, large box retail, specialty retail, food retail / food distribution and several other categories. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission..
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 - 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.
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.
NewSenior Customer Service Representative (Banking) - Freelance AI Trainer MindriftSenior Customer Service Representative (Banking) - Freelance AI TrainerQueens, 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.
Banking Associate - North Syracuse Office Solvay Bank CorpBanking Associate - North Syracuse OfficeNorth Syracuse, NYOur Banking Associates provide a complete range of customer services, including but not limited to, opening new accounts, explaining available products and services, and gathering customer information to process new and existing accounts. POSITION SUMMARY: Receives and pays out money, keeps records of money and negotiable instruments involved in financial transactions, while providing exceptional client service by performing the following duties: JOB RESPONSBILITIES.
Investment Banking and Capital Markets - Banker - Consumer and Business Services - Associate - Vice President Deutsche Bank AGInvestment Banking and Capital Markets - Banker - Consumer and Business Services - Associate - Vice PresidentNY$150,000–$275,000 / yearProven experience providing quantitative and analytical support for M&A and capital markets transactions, IPOs, equity follow-ons, SPACs, investment grade, and leveraged finance debt offerings in the Consumer Retail and Business Services space Experience supporting Senior Bankers across all stages of a transaction lifecycle, including pitching and bake-off, preparing marketing materials and financial models, and deal execution Background in sector coverage or M&A Bachelors degree, advanced degree preferred Series 79, 63, and SIE licensing preferred. 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.
Investment Banking and Capital Markets -Banker-Consumer and Business Services Associate Deutsche BankInvestment Banking and Capital Markets -Banker-Consumer and Business Services AssociateNew YorkProven experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, SPACs, investment grade and leveraged finance debt offerings) in the Consumer, Retail and Business Services space. Our offering consists of comprehensive financial advisory and capital-raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms.
Investment Banking and Capital Markets – Banker – Consumer and Business Services- Vice President Deutsche BankInvestment Banking and Capital Markets – Banker – Consumer and Business Services- Vice PresidentNew YorkProven experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, SPACs, investment grade and leveraged finance debt offerings) in the Consumer, Retail and Business Services space. Our offering consists of comprehensive financial advisory and capital-raising services - including mergers & acquisitions (M&A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms.
Digital Support Business Banking Specialist Nymbus, Inc.Digital Support Business Banking SpecialistNYRemoteIn addition to supporting retail banking customers, this role assists small business and commercial members with digital banking access, account servicing requests, and general business banking inquiries. The Digital Support Business Banking Specialist is responsible for reviewing and processing customer applications submitted through retail and business account onboarding platforms, ensuring compliance with established policies, procedures, and Service Level Agreements.
Business Banking Specialist The PNC Financial Services Group IncBusiness Banking SpecialistNY$48,100–$106,600 / yearProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. 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; 9 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.
Wholesale Banking Associate - Energy Transition Rado BankWholesale Banking Associate - Energy TransitionNew York, New YorkThe 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.
VP, Corporate Banking Deposits (Title Companies MidAtlantic / Northeast Remote) Kearny BankVP, Corporate Banking Deposits (Title Companies MidAtlantic / Northeast Remote)NYRemote$110,000–$175,000 / yearIn addition, the role will deliver tailored financial solutions that drive revenue and client satisfaction, focusing on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size business and nonprofit organizations. The VP will collaborate and execute directives from Executive Leadership, Marketing, Retail Banking, Treasury Management, Commercial Lending, and Digital Banking to ensure sustainable deposit growth aligned with the Bank's mission and community values.
VP, Corporate Banking Deposits (Not for Profits MidAtlantic / Northeast Remote) Kearny BankVP, Corporate Banking Deposits (Not for Profits MidAtlantic / Northeast Remote)NYRemote$110,000–$175,000 / yearIn addition, the role will deliver tailored financial solutions that drive revenue and client satisfaction, focusing on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size business and nonprofit organizations. The VP will collaborate and execute directives from Executive Leadership, Marketing, Retail Banking, Treasury Management, Commercial Lending, and Digital Banking to ensure sustainable deposit growth aligned with the Bank's mission and community values.
Personal Banking Rep - West Harrison NY Berkshire BankPersonal Banking Rep - West Harrison NYWest Harrison, NY$20–$28.90 / hourli>May 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 - 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 Berkshire BankPersonal Banking RepAlbany, 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.
NewRelationship Banking Representative Community Financial System, Inc.Relationship Banking RepresentativeALFRED, NYServe as a liaison between customer and operational areas * Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines * Ability to understand directions and adhere to established policy and procedures * Able to remain focused and organized to successfully complete responsibilities * Actively participate in branch meetings and training to enhance knowledge and development of skills * Other related duties as assigned or directed * Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner * May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: * High School Diploma or GED required * Excellent interpersonal and communication skills * Accurate and proficient math skills * Documentation skills with attention to detail * Clear thinking and ability to remain focused * Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence * Internal product knowledge and teller training (provided after hire)Experience/Other: * Two (2) years of customer service and/or banking normally required * All applicants must be 18 years of age or older. * Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism * Determine customer needs, explain and sell products and services * Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience * Telephone customers to schedule sales appointments and promote products suitable to the customer's needs * Participate in branch prospecting efforts and sales initiatives * Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Director Banking Center Manager Webster BankDirector Banking Center ManagerJackson Heights, New YorkThey are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center’s growth and profitability objectives.
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.
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.
Banking Payments Senior Manager Accenture PlcBanking Payments Senior ManagerAlbany, NYp>Accenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience.
Relationship Banking Representative Rotating Community Financial System, Inc.Relationship Banking Representative RotatingCanandaigua, New YorkFull timeResponsibilities: A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.
Business Banking Loan Documentation Specialist (On-Site) Community Financial System, Inc.Business Banking Loan Documentation Specialist (On-Site)Oneida, New YorkFull timeInterpret credit files and loan approvals in order to prepare commitment letters, as well as order, collect and track mortgage due diligence information necessary prior to closing and the preparation of loan, closing documents in an accurate and timely manner. Associates Degree or equivalent in a business field of study (finance, management, economics, accounting) or equivalent related experience with minimum of 2+ years Lending/Credit/Loan Documentation.
Relationship Banking Representative Rotating Community Bank, N.A.Relationship Banking Representative RotatingNYp>The Relationship Banking Representative serves as a frontline ambassador of the bank and plays a critical role in delivering a consistent, customer-centric, end-to-end banking experience. Open new accounts, close accounts, initiate wire transfers, and support service requests while educating customers on features, benefits, and tools.
Relationship Banking Representative Community Bank, N.A.Relationship Banking RepresentativeCazenovia, NYMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism.
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.