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Amalgamated Bank jobs in New York, NY - 94 jobs

  • IT Support Associate

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    To provide high-quality IT support and services that enable Bank employees to seamlessly access technology, empowering them to effectively serve the Bank's clients. Provision and manage user access, including account creation, modification, and deactivation, ensuring appropriate permissions and security protocols are followed.To serve as the first tier of support, using analytical problem-solving skills to troubleshoot and appropriately escalate issues. Essential Job Functions: Troubleshoot, diagnose and resolve technical hardware and software issues remotely and in person. Open and close IT service requests and manage the classification, assignment, tracking, escalation, and completion of requests. Provide Windows end-user hardware (desktop/laptop), software, and smartphone/tablet support. Provide technical support, deployment, configuration, and installation of computers. Perform hardware diagnostics and coordinate repairs. Install and test computers, printers, and other peripherals; configure operating systems and application software packages. Help maintain and assist in operating all audio-video equipment. Assist in implementing and deploying telecommunications systems, including VOIP, cell phones, etc Support the maintenance of physical IT assets, installed software, and third-party tools to ensure efficient troubleshooting and inventory tracking. Create, delete, and manage user accounts and access permissions. Resolving user-reported issues related to access, permissions, and account problems. Support audit processes by providing logs and evidence of access management activities. Crosstrain network administration tasks. Onsite branch visits are required for maintenance, IT-related issues, and new setups/installations Must be available to work weekends, overtime, and cover for team members when they are on vacation. Perform other duties as directed. Knowledge, Skills, and Experience Requirements: Associate degree or minimum 5+ years of equivalent experience in a related field At least one-year hands-on experience in a technology support function Effective verbal and written communication skills and ability to communicate and interact with senior management and staff at all levels Strong analytical and problem-solving skills Highly organized, resourceful and results-oriented Understanding of and passion for new technology trends
    $53k-75k yearly est. Auto-Apply 44d ago
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  • Operational Services Associate

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    The Operational Services Associate is responsible for supporting a broad range of operational processes within Trust Operations. The role ensures the accurate and timely execution of cash management, the administration of Shares Held Elsewhere (SHE) assets, benefit payments, and other trust-related operational activities. The Operational Services Associate operates in a lead capacity, making determinations on funding requirements, Letter of Instruction (LOI) sequencing and resolving complex client and investment manager issues. The position also supports evolving departmental needs, contributes to control and automation initiatives, and partners with technology and management to enhance efficiency and risk mitigation. Essential Job Functions: Act in a lead capacity to analyze Letter of Instructions (LOIs) received from clients, consultants, and investment managers. Determine appropriate sequencing of LOIs to ensure investments, redemptions, and cash movements are executed accurately and in accordance with the intent of the instruction. Review and input entry of trades for DTC, FED, and mutual funds. Pre-balance next day trade activity and make determination whether early redemptions are required to fund scheduled activity. Responsible for all aspects of cash movement (checks, wires, and ACH) including full instruction authentication and required controls. This includes verifying signatures, confirming authority levels, performing callback confirmations to authenticate instructions received, and ensuring proper documentation. This includes oversight and processing for Shares Held Elsewhere (SHE) assets. Managing SHE assets from custodians or investment managers, review statements for changes in units held, submit periodic prices or cost adjustments, as necessary. Providing oversight into incoming and outgoing cash transfers on investment management accounts, ensuring adherence to requirements such as minimum balance threshold. Ensure timely and accurate posting of all securities and cash related transactions. Support DC37 and other benefit payments processes, including funding, payment processing, database/record updates, GL entries, and distribution of required tax forms. Work directly with sub-custodians to research and resolve operational issues, escalating, as necessary. Partner closely with the third-party vendor, FIS, to ensure daily processing, transactions, data flow, and system dependent activities are completed accurately and on time. Monitor their service delivery and escalate any issues promptly. Serve as a primary contact with Investment Managers to ensure timely execution of trades initiated on behalf of the fund. Review and act on daily control reports including fail reports, overdraft reports, and cash and securities break reports. Ensure all breaks are addressed promptly and escalated early when needed. Assist management with internal audits, regulatory examinations, external audits, and related documentation or remediation activities. Support disaster recovery (DR) and business continuity planning (BCP) exercises and testing, including participation during off-peak business hours when required. Collaborate closely with Technology partners to identify and implement automation, workflow enhancements, (e.g., bots, AI Solutions, RPA Tools). Cross train on other functional areas of Trust Operations and provide support as needed to ensure operational continuity. Participate in annual career development planning and ongoing skills development Perform other duties as required to support departmental and organizational objectives. Knowledge, Skills, and Experience Requirements : Bachelor's degree or equivalent experience Proven ability to think critically and independently, exercise sound judgement and take initiative. Strong proficiency with excel and general data analysis skills. Thorough understanding of Depository Trust Company procedures and settlement practices. Product knowledge of equities, indexed funds, financial futures. General understanding of automated system processing across equities, fixed income, financial futures, and options Comprehensive knowledge of the accounting principles, reconcilement process and operational control requirements Excellent communication (written/verbal) and presentation skills. Detail oriented with strong organizational skills; able to manage multiple priorities and meet deadlines. Technology minded with interest to automate and drive process improvements. Open minded and adaptable to change.
    $40k-48k yearly est. Auto-Apply 24d ago
  • ACH Payments Associate

    Metropolitan Bank Holding Corp 3.3company rating

    New York, NY job

    Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The ACH Electronic Payment Associate is responsible for processing, monitoring, and reconciling Automated Clearing House (ACH) transactions to ensure accurate and timely payment processing. This role supports commercial banking clients by handling ACH file transmission, researching transaction discrepancies, and ensuring compliance with NACHA operating rules and bank policies. The ideal candidate has strong diligence, excellent critical thinking skills, and solid understanding of electronic payment systems. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: * Monitor ACH file transmissions and resolve exceptions or errors in a timely manner. * Assist customers and internal teams with ACH-related inquiries, including research and resolving transaction issues. * Complete ACH Risk Assessments * Review and clear OFAC hits in ACH systems. * Reconciling ACH transactions including Notice of Reclamation and FRB debits * Process for ACH returns and exception handling. * Ensure compliance with NACHA rules, banking regulations, and internal policies related to ACH processing. * Review & process Proof of Authorization (POA) and Trace Requests * Maintain accurate records and documentation related to ACH processing and compliance. * Participate in system upgrades, testing and process improvements to enhance ACH. * Assist with processing wire transfers. Required knowledge, skills and experience: * At least 3 years of banking experience, in Ach processing, electronic payments or banking operations preferred. * Bachelor's degree or equivalent work experience in the field of banking or finance. * Ability to research and resolve issues related to Ach. * Strong knowledge of NACHA rules, federal banking regulation and payment processing procedures * Ability to operate banking software and other general office equipment. * Able to work with minimal direction, demonstrate initiative-taking problem-solving ability, deal with time pressures and changing priorities. Potential Salary: $70,000 - $75,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $70k-75k yearly Auto-Apply 48d ago
  • 2026 Corporate Banking Internship Media & Telcom, NYC

    Scotiabank Global Site 4.9company rating

    New York, NY job

    Salary Range: 105,000.00 - 105,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 2026 Corporate Banking Internship Media & Telcom, NYC Location: New York City Who We Are: Scotiabank Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, institutional equity sales, trading and research, fixed income products, derivatives, energy, and foreign exchange. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. The Internship Program at Scotiabank is designed to introduce undergraduate students to the stimulating and challenging career of Corporate Banking. Interns must have a strong work ethic, be accommodating and maintain extremely high professional standards. An intern is typically involved in numerous deals and projects at the same time and will work with several senior group members concurrently. Balancing the requirements of multiple deal assignments and/or projects can be very demanding. The challenging nature of the work, combined with long hours at the office requires intense effort and dedication. Interns must also be willing to work extended business hours, including weekends as required, in order to meet multiple work deadlines. You will be part of the Corporate Banking team in the Media & Telcom sector, responsible for supporting client coverage and deal origination efforts, in addition to analyzing industry trends. Key Accountabilities: As an intern analyst, you will play an important role in contributing to the overall success of the Corporate Banking team executing and delivering on individual and team goals, plans, and initiatives in support of the overall team's business strategies and objectives. Responsibilities and activities include: Part of a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Executing a range of corporate finance related tasks including financial analysis, building and analyzing advanced financial models, industry research, due diligence, etc. Contribute to the development of marketing collateral and client-facing presentations, while collaborating closely with the Origination team. Maintaining/designing Excel spreadsheets and PowerPoint slides pertaining to corporate finance, strategic investment, and industry related trends for comparative analysis and presentation. Interacting with other departments of the Bank and supporting transaction structuring and execution efforts. Assisting in the analysis of lending opportunities, the preparation of credit presentations, and recommendations for internal approval. Participates in a high-performance environment and contributes to an inclusive work environment. Skills & Requirements: Undergraduate or Graduate degree in process with expected graduation between December 2026 and August 2027 Proven record of outstanding achievement in academic and extracurricular activities A clearly defined interest in Corporate Banking Strong quantitative skills focused on financial analysis, accounting, and financial theory Strong written and verbal communication skills A high level of attention to detail The ability to manage multiple projects simultaneously while maintaining a high standard of work Demonstrated ability to quickly adapt to new situations A strong sense of personal integrity and teamwork A high level of energy and a keen desire to learn new concepts Independent thinker and proven ability to make decisions Internship Highlights: You'll be part of a diverse, collaborative, innovative, and high-performing team. In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed! Exclusive student events such as Lunch & Learns, leadership panels, technical trainings, social events, and more! Bank-wide internship orientation to learn more about Scotiabank and gain exposure to senior leadership across the global organization. How to apply: You must apply via the Scotiabank career portal and complete all steps outlined below to be considered for this position. Fill out an application by clicking the “Apply” button. Submit your resume and transcript as a single PDF when prompted (cover letter is optional). Successful applicants will be contacted for next steps, including a video interview. We thank all candidates for taking the time to apply; however only those candidates selected for an interview will be contacted. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, Scotiabank, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit. As Canada's Most International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $28k-33k yearly est. 3d ago
  • Data Analyst

    Amalgamated Bank of Ny 4.5company rating

    Amalgamated Bank of Ny job in New York, NY

    Job Description The Data Analyst will play a critical role in transforming how the Finance team leverages data, technology, and automation. Reporting to the Director of Finance Data & Analytics, this individual will not only build advanced reporting and automation solutions but also champion the adoption of modern tools such as Slack, Tableau, and emerging AI technologies. The ideal candidate combines strong technical skills with a passion for innovation and process improvement, helping the Finance team set the standard for technology-driven excellence across the bank. Essential Job Functions: 1. Design, develop, and implement automation solutions to streamline finance processes and reduce manual effort. 2. Identify and execute opportunities for efficiency gains through technology and AI-driven tools. 3. Build and maintain advanced financial reports, dashboards, and KPIs using Tableau and other BI tools. 4. Develop predictive models and trend analyses to support strategic decision-making. 5. Oversee data pipelines, including imports/exports, scheduled jobs, and data table maintenance. 6. Ensure data accuracy, consistency, and integrity across all systems. 7. Support the rollout and integration of new tools (e.g., Slack, Tableau, AI solutions) within Finance. 8. Train and guide team members to maximize adoption and usage of new technologies. 9. Partner with stakeholders across departments to understand reporting needs and deliver actionable insights. 10. Communicate complex data findings in clear, business-friendly language. 11. Stay current on emerging technologies and best practices in data analytics and automation. 12. Proactively recommend and implement enhancements to existing processes and tools. 13. Maintain comprehensive documentation for all automation workflows, data processes, and reporting standards. Knowledge, Skills and Experience Requirements: 1. Bachelor's degree in finance, Accounting, Economics, Data Science, or other related field 2. Proven experience in data analytics and process automation, preferably in the banking industry 3. Proficiency in data analysis tools/software (e.g., Excel, SQL) and BI tools (e.g., Tableau) 4. Experience with Axiom or other database reporting tools preferred 5. Excellent analytical and problem-solving skills with a keen attention to detail 6. Strong communication skills, both written and verbal, with the ability to explain complex data concepts to non-technical stakeholders 7. Self-starter who thrives in a fast-paced, collaborative environment
    $68k-91k yearly est. 14d ago
  • Assistant Vice President

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    The governance, risk, and compliance (GRC) security analyst are responsible for supporting the overall GRC program, security direction of the business and elevating the company's security posture. The position requires both an understanding of legacy systems, as well as new technologies and requirements. The GRC security analyst is also responsible for supporting the planning and design of policies and maintenance.
    $107k-134k yearly est. Auto-Apply 8d ago
  • FVP Associate General Counsel

    Metropolitan Bank Holding Corp 3.3company rating

    New York, NY job

    Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The FVP Associate General Counsel serves as a strategic advisor and legal leader within MCB, working in close partnership with the General Counsel to guide the Bank's legal affairs and complex legal projects. This role provides high-level counsel to senior leadership and the Board, ensuring governance, regulatory compliance, oversight of the legal department operations and proactive risk management. We have a flexible work schedule where employees can work from home one day a week. Essential duties and responsibilities: * Drafting, reviewing, and negotiating all forms of bank related service agreements, such as customer account opening documents, third party provider contracts, SLA's and NDA's * Manage, including drafting and negotiating, a wide range of digital transactions, in support of the Bank's initiatives * Advise on legal matters affecting the Bank, balancing legal risks with business objectives and ensuring compliance with applicable laws and regulations. * Counseling and advising the Bank's business groups on complex legal issues that relate to transactions supporting new * and existing products and platforms * Provide day-to-day advice and counsel regarding management of new and existing business projects and operational challenges. * Facilitate complex business transactions and strengthen best practices and good governance. * Participate in the definition and development of Bank policies, strategies, and major initiatives. * Provide strategic and ethical leadership and direction for legal matters involving regulatory and compliance issues. * Coordinate with regulatory agencies and advise executive leadership in navigating a complex regulatory environment. Keep abreast of compliance/regulatory related changes and educate stakeholders on such changes. * Maintain professional growth and development through seminars, professional affiliations, and other means to keep abreast of developments in legal matters affecting the Bank's activities and operations. * Assist in leading, managing, and overseeing the attorneys and professionals within the General Counsel's office with an eye towards maintaining and enhancing the way legal services are provided to ensure support across all business lines and initiatives. * Regularly evaluate and improve legal workflows, documentation standards, and operational efficiency, ensuring best practices are maintained. * Perform other related duties as needed. Required knowledge, skills and experience: * Advanced degree in law or Juris Doctor (JD) degree from an accredited law school * Over 10 years of legal experience, preferably in financial services or a corporate setting * Experience with mergers and acquisitions * Familiarity with industry-specific regulations * Strong background in corporate governance * Excellent negotiation skills * Demonstrated leadership abilities * Strong analytical and problem-solving skills * Active member in good standing with the state bar * In-depth knowledge of corporate law and regulatory compliance * Excellent written and verbal communication skills * Ability to manage multiple projects simultaneously * Strong organizational and time-management skills * High ethical standards and integrity * Proficiency in legal research tools and software * Ability to work collaboratively with cross-functional teams Potential Salary: $260,000 - $290,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $260k-290k yearly Auto-Apply 60d+ ago
  • Commercial Building Insurance Loss Control Expert

    Amalgamated Insurance Underwriters 4.5company rating

    Amalgamated Insurance Underwriters job in New York, NY

    Amalgamated Insurance Underwriters is a young, rapidly growing and successful property and casualty insurance wholesaler. We market exclusively to retail agencies across the US and have developed a niche habitational program with a unique selling proposition. Our niche product holds a strong position in the marketplace as: Our exclusive property program is limited to well-managed multi-family properties. Our rates are 15% - 2% below market, quoting and binding is superfast and easy, and coverage is provided by Lloyd's of London. Our growth is driven by building relationships with commercial P&C insurance agents across the country. Our program has literally been selling itself (with 23,000 units in the first year and growing). Job Description Responsibilities Serve as a Subject Matter Expert regarding building and construction best practices, safety measures and loss control mitigation techniques for potential and existing customers as well as management. Produce safety surveys, safety audits, and reports of loss control Evaluate client properties, identify exposures to loss and make clear recommendations to mitigate those risks. Consult - on a case by case basis - with landlords and produce tailored loss control solutions for individual properties and portfolios. Maintain a very strong base of knowledge regarding the latest loss mitigation techniques,staying current with industry trends and expert insights. Develop specifications and requirements for potential customers to enter our program. Follow up to ensure that scope of work agreements have been satisfied. Qualifications Requirements Deep (8+ years) of practical building and / or inspection and best practice experience (we are looking for someone who knows what works in the field- not just what is taught in a textbook). Knowledge of commercial lines underwriting and loss control concepts Prior experience conducting surveys or evaluations on commercial property a strong plus. A willingness to travel to client sites (at least 10 days per month) Excellent interpersonal skills as you will be consulting with different types of clients from different locales and cultures. A Certificate in Safety Management (CSM) or Certified Safety Professionals (CSP) is preferred though not required. Additional Information This position can be based across the United States (proximity to a large airport hub is helpful as the candidate will travel extensively.
    $57k-69k yearly est. 60d+ ago
  • Director, Treasury Management Officer, Global Transaction Banking

    Scotiabank Global Site 4.9company rating

    New York, NY job

    Salary Range: 185,400.00 - 310,600.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Director, Treasury Management Officer, Global Transaction Banking - New York, NY Global Transaction Banking (GTB) is the payments and transaction engine of Scotiabank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us. As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. Boasting a unique global footprint, GTB's comprehensive suite of innovative banking solutions help our business clients generate operational efficiencies, streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB is a fast-growing team with a focus on the Americas, particularly Canada, the U.S., Mexico, and we are seeking top tier talent to complement our organization. Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: As a Director, Treasury Management Officer (TMO) you will partner closely with Corporate & Investment Bankers (CIBs) while managing a specific portfolio with annual revenues greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets, offering dedicated Global Transaction Banking (GTB) coverage for all products. TMOs will be organized by industry sector and coordinate the overall GTB relationship with in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital solutions, and digital transformation, you'll strengthen existing connections, prospect new ones and introduce clients to strategic partners as you deliver Scotiabank's global value proposition and local transaction banking platform. Accountabilities: Growing relationship revenue by successfully prospecting and sourcing new transaction banking business while retaining and expanding existing client relationships. Manage relationships with CFOs, Treasurers, VPs of Finance, and Controllers, to provide integrated transaction banking solutions within a consultative and client driven framework. Deliver thought leadership to the market, prospects, and clients, in collaboration with solution/product partners on all transaction banking related topics at client roundtables, industry conferences, webinars, and client events. Coordinate with solutions specialists to deliver a seamless end to end client experience and lead business process reviews aligned to key client sales opportunities. Partner with internal product stakeholders to represent client perspectives in the development and evolution of products and solutions . Collaborate with key partners including Group Treasury, Global Risk Management, Capital Markets, Corporate & Investment Banking, Global Operations, Fulfillment and Servicing. Coaching and developing junior talent. Education & Experience: 6+ years of transaction banking experience incl. global cash management, liquidity management, trade & working capital solutions, and / or corporate banking or global banking experience. Knowledge and understanding of transaction banking products, credit and risk processes and pricing philosophy. Excellent communication skills with a track record in building relationships with clients and prospects. Proven negotiation and active listening skills. Critical and strategic thinking. Concern and regard for managing operational and enterprise risk. Demonstrated experience of meeting or exceeding sales goals as a proven top individual contributor. Bachelor's degree, MBA or equivalent Certified Treasury Professional (CTP) designation an asset International banking experience Strong creative solution and motivation for process improvement Proven track record of prioritizing competing priorities and leading small groups while delegating tasks Spanish / French Language competency is an advantage Working Conditions: Work in a standard office-based environment; non-standard hours are a common occurrence. Domestic and International travel required Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #GTB Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $117k-143k yearly est. 39d ago
  • Director of Total Rewards

    Metropolitan Bank Holding Corp 3.3company rating

    New York, NY job

    Come work with us: Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City. The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. Kroll affirmed a BBB+ (investment grade) deposit rating on January 25, 2024. For the fourth time, MCB has earned a place in the Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position summary: The Director of Total Rewards is responsible for designing and delivering the banks total rewards strategy that attracts, motivates and retains talent. The Director of Total Rewards will develop and manage the full spectrum of compensation, benefits, executive awards, and wellbeing ensuring alignment with business strategy, market competitiveness, and our culture and values. This position reports to the Chief Human Resources Officer. We have a flexible work schedule where employees can work from home one day a week. Essential functions and responsibilities * Develops and leads the Total Rewards strategy in partnership with the Chief Human Resources Officer * Ensures programs are market competitive, cost-effective, equitable, and aligned with business priorities, talent strategy and culture * Serves as a trusted advisor to the CEO, Board of Directors and senior leadership on executive compensation, pay equity, and total reward trends * Develops compensation modeling and analyses for budgeting, forecasting and management reporting * Oversees all compensation programs, including job leveling, total compensation structure, short- and long-term incentives, equity programs, and executive compensation * Leads the annual compensation review cycle, ensuring fairness, compliance and alignment to performance outcomes * Partners with the Compensation Committee on executive pay strategy, disclosures and governance best practices * Directs the design and administration of health and wellness programs, retirement, insurance and leave policies * Serves as administrator of the 401k plan, which includes addressing the day-to-day activities of the plan, including but not limited to 401k committee participation and working with vendors and auditors for 5500 preparation * Leads the wellness strategy on physical, social, mental, and financial health * Manage all Leaves of Absence processes including FMLA, Parental Leave, Medical and other statutory/state leaves, serving as primary liaison with leave and disability vendors * Oversees payroll processing, ensuring accurate, compliant and timely payments, audits and reporting * Ensures compliance with ERISA, ACA, COBRA, FMLA, ADA, HIPPA, and other applicable regulations * Other duties as assigned. Knowledge, skills and abilities: * Bachelor's degree in Business, Finance, Human Resources or related discipline. * 10+ years of relevant compensation and benefit experience within the banking or financial services industry. * Proven ability to influence at the highest levels of the organization and with the board of directors * Experience building an overall total rewards program in a regulatory environment * Experience in a publicly traded organization * Demonstrated experience leading compensation programs across multiple business lines * Strong knowledge of compensation practices, governance, wellbeing program design and delivery strategies * Expertise in managing payroll processes * Exceptional analytical skills with the ability to interpret complex data for strategic recommendations * Experience interacting with the CEO, executive level leadership and the Board of Directors * Excellent verbal and written communication skills. * Excellent interpersonal and negotiation skills. * Excellent organizational skills and attention to detail. * Excellent time management skills with a proven ability to meet deadlines. * Strong analytical and problem-solving skills. * Strong supervisory and leadership skills. * Ability to adapt to the needs of the organization and employees. * Ability to prioritize tasks and to delegate them when appropriate. * Thorough knowledge of employment-related laws and regulations in multiple states * Proficient with Microsoft Office Suite or related software. * Proficiency with or the ability to quickly learn the organization's HRIS and talent management systems. Potential Salary: $200,000 - $225,000 annually This salary range reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $200k-225k yearly Auto-Apply 41d ago
  • Associate, Corporate Banking, Structuring and Execution, FIG

    Scotiabank Global Site 4.9company rating

    New York, NY job

    Salary Range: 145,000.00 - 165,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Corporate Banking, Structuring and Execution, US Financial Institutions Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview/Purpose: Responsible for handling or providing assistance on all credit-related activities including completing credit presentations, negotiating loan documentation, updating systems with key credit details, adhering to internal policies and procedures, and monitoring industry trends. Work closely with the sector team to provide customized financial solutions to clients and manage client relationships. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do: Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: Coordinating with the various product groups and industry team within GBM Developing and maintaining effective industry relationships with clients Provide day to day support, which includes: Analyze, process, and execute credit requests Research credit and bank product requirements of existing and prospective clients Structure, analyze, and perform due diligence to facilitate prompt execution of transactions that vary in complexity Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank's risk appetite Review loan documentation and update internal systems with pertinent transaction/facility details and conduct regular monitoring of credits/client relationships via annual and quarterly reviews Provide day to day account management support for a number of client relationships and ensure credit files, agreements, and security documents are complete and up to date Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within sector Lead and facilitate client onboarding for various products Assist with various ad-hoc tasks including conducting industry reviews, validating/providing internal compliance documentation, update internal reports for management Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage and other leadership skills) and providing real-time positive and constructive feedback to support their development Actively partner with group leaders and broader team to build team dynamics and engagement across teams Actively contribute to a high performance and inclusive work environment What You'll Bring: The ability to manage multiple projects simultaneously with competing deadlines while maintaining a high standard of work The ability to perform effectively in a team environment High professional standards including a strong sense of personal integrity and teamwork Demonstrated ability to quickly adapt to new situations Flexible to demands of work and viewed as a valuable team resource Assist with client relationship management and contribute to cross-sell activities Undergraduate degree in Business, Finance, Accounting, or equivalent Master's degree, MBA, CFA, or other relevant professional designation/experience Proficient industry knowledge, particularly industry-specific (fund finance, subscription finance) products. Demonstrate ability to lead the underwriting process and close transactions independently Strong written and verbal communication skills Financial modelling skills and accounting knowledge Strong computer skills including the use of MS Office, Excel, Word, PowerPoint Superior organization skills Maintain a professional approach in all client interactions High attention to detail with a sense of urgency appropriate to the situation Strong time management skills and driven to achieve timelines and goals Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : New York : New York City Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $124k-174k yearly est. 60d+ ago
  • CRM Administration, Governance & Reporting

    Amalgamated Bank of Ny 4.5company rating

    Amalgamated Bank of Ny job in New York, NY

    Job Description Grade: FLSA: Conduct Credit Risk Management reporting for Board and Bank management, provide additional reporting, administration and governance support for CRM. Essential Job Functions: Execute CRM management and Board reporting in line with established cadences. Identify and execute opportunities to automate CRM reporting for efficiency. Engage with business line and operational partners to ensure data accuracy and consistency. Conduct enterprise -wide reporting and analytics for the Bank's Board. Evolve CRM reporting to cover additional metrics. Address ad hoc reporting needs for CRM and stakeholders. Provide support for credit administration activities for CRM, as needed Participate in oversight of regulatory and SOX requirements for CRM. Provide subject-matter expertise on behalf of CRM for Bank-wide projects and initiatives. Participate on or lead CRM-focused projects, including technology projects and stress testing Other duties as required Knowledge, Skills and Experience Requirements: Bachelor's degree or equivalent experience 10 years minimum banking experience, with a focus on data and reporting
    $94k-115k yearly est. 30d ago
  • Accounting Senior Manager

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    Purpose of
    $116k-136k yearly est. Auto-Apply 13d ago
  • Business Specialist - Bayside - Bilingual Greek/English Preferred

    Flushing Savings Bank 4.3company rating

    New York, NY job

    Job Title: Business Specialist - Bilingual Greek/English Preferred Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Hiring Range: $62,000 - $85,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. Description of Work: The primary role of the Business Specialist is to perform sales and service functions for business customers, including new accounts, loan applications, cash management, merchant services referrals, and all other business related products. The Business Specialist serves as a resource and mentor to the branch team in business customer assistance and product presentation, and will be part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Business Specialist will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customer's immediate and future needs. The Business Specialist will deepen relationships with their clients to acquire, develop, and manage a "Premier" client portfolio in addition to overall business sales. Business Specialists support their branch of assignment in functions required to maintain banking activities during normal banking hours, particularly when the Branch Manager or other similarly authorized Branch personnel are not present. The Business Specialist has appropriate levels of approval and override authority to effectively complete assigned functions. General Statement of Duties: Achieve and surpass scorecard goals including checking unit and balance goals, credit application and booking goals, referral and cross-sell goals, as outlined in the Retail Incentive Program. Proactively source, acquire, retain, and deepen business customer relationships by maximizing sales and lending opportunities. Recommend appropriate solutions which may include a referral to the branch's designated Business Development Officer (BDO). Partner with the BDO as necessary to facilitate deposit acquisition and preparing or compiling credit applications and supporting documents. Utilize a consultative selling approach to understand client business and personal needs and financial goals; identify credit opportunities and offer appropriate solutions; refer to Investment partners when appropriate. Identify clients with higher levels of personal investable assets and offer Premier checking as the "best in class" banking package. Ensure a positive customer experience for all sales and service interactions. Participate in sales meetings, sharing best practices, and offering feedback to management on enhancing individual performance as well as supporting team performance. Actively participate in sales and service sprint campaigns utilizing all available resources provided by Marketing, Business Development, Retail Administration, etc. Maintain a business pipeline and participate in scheduled production reviews with managers and peers. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required. Perform operational responsibilities as required by the branch manager. Supervision Received: Report directly to the Branch Manager Supervision Exercised: N/A Major Duties and Responsibilities: Provide consistent and optimal customer service to all business customers by recognizing and greeting customers in a friendly and professional manner. Communicate clearly and thoroughly on the resolution of issues and identifying cross-sell opportunities of additional products and/or services. Where appropriate, the Business Specialist must respond promptly to business customer needs by unassisted fulfillment or a referral. The Business Specialist owns the customer need or issue until fulfilled and/or resolved. This requires persistent and regular dialogue with business partners until all referrals are completely followed up on. Source and provide credit solutions for prospects and clients. Follow up on credit referrals from Branch Managers, CSR's and UB's. Work with the branch staff, the BDO, and the customer on preparing proper credit applications. As a designated Premier banker, manage a portfolio of business clients who qualify for a Premier Banking package, with expectations of cross selling, retaining and deepening their consumer relationship and establishing a robust referral network. If licensed, leverage licenses and basic investment knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Develop a Center of Influence (COI) network by engaging in business networking and community activities. Actively represent Flushing Bank in the local business community; generate business leads; and close business opportunities. Maintain frequent interaction with COIs, community leaders and senior business contacts. Effectively leverage, coordinate and organize targeted marketing campaigns, events, and new product launches to drive sales activities and fulfill customer needs in the local business community. Support and preserve the operational integrity of the branch and bank by adhering to all policies and procedures of Flushing Bank, including account opening and credit protocols. Conduct sound operational practices and bring questionable conditions or issues of potential loss to the attention of management in a timely manner. Where necessary, the Business Specialist performs branch opening, closing and operational duties under the leadership of branch management. Non-Essential Responsibilities: Perform other related functions as required by manager. Significant Contacts/Interactions: Internal: Business Development Office, Branch Managers and Branch Teams, and Business Banking Professionals. External: Customers and Business Prospects, Centers of Influence (COI's), Community Leaders, and Business Contacts, and Approved and authorized vendors and business partners. Minimum Qualifications: Bachelor's degree in business (preferred) or equivalent work experience. Minimum three years banking experience, preferably in Business Banking. Certification in Business Product knowledge and other training as required. Fundamental knowledge of accounting and business operations. Financial Analysis skills a plus. Microsoft Office competency. Investment (Series 6 or 7) and Life & Health insurance licensing strongly suggested. Knowledge, Skills and Abilities: Exceptional verbal and written communication skills: ability to conduct collaborative credit conversations; clarify issues; and present information to peers, management, and internal business partners. Customer oriented, responsive, and thorough in pursuing leads and responding to service requests and inquiries. Professional expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams. Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge base; and grow leadership, influencing, and interpersonal skills. Superior organizational skills and excellent business development skills. Adaptable and flexible in duties, responsibilities and organizational change. Ability to produce well within goal parameters utilizing acquired and trained selling skills. Able to work independently as well as within a team environment. Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including Disabled/Veterans
    $62k-85k yearly 16d ago
  • Intern

    Amalgamated Bank of Ny 4.5company rating

    Amalgamated Bank of Ny job in New York, NY

    Job Description Kindly apply for your internship using this link. There is no deadline for this posting as applications are accepted on an ongoing basis.
    $31k-38k yearly est. 28d ago
  • IT Governance and Compliance Manager

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    The Information Technology Governance and Compliance manager owns the IT governance framework, this role is meant to function as first and second line risk for IT, line 1.5. Essential Job Functions: Responsible for managing all request and interactions from second line risk, third line audit, external audit, and SOX. IT representative for all audit related initiatives. Including but not limited to attending all audit calls, gathering evidence artifacts independently where possible and speaking to the IT control environment. Accountable for definition, documentation, and build out of IT governance framework Ownership over development and maintenance of the Information Technology General Controls (ITGC). Responsible for all Policies, Standards, and Procedures for IT. Including but not limited to drafting, updating, and maintaining in a central repository. Tracking and reporting of IT KRI's. Third party vendor onboarding IT risk assessments. Maintain an annual calendar of risk and audit related initiatives to ensure adequate resource planning. Manage all IT aspects in the enterprise GRC tool. Other duties as assigned by manager. Knowledge, Skills and Experience Requirements : Bachelor's degree or equivalent experience Minimum ten (10) years working in IT preferably withing financial serves Thorough understanding of Risk Frameworks NIST, ISO, COBIT, etc. Thorough understanding of ITIL. Strong technical acumen. Excellent written and verbal communication skills Excellent planning skills with attention to detail Proficient with the MS Office suite of tools (Excel, PowerPoint, Word)
    $117k-140k yearly est. Auto-Apply 37d ago
  • IT Full Stack Developer (FSDev)

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    Designing, developing, and maintaining applications and API's using the .NET framework (C# and ASP.NET) and front-end technologies (JavaScript, HTML, CSS), ensuring high performance and responsiveness. Supporting development and maintenance of conversational agents and AI-powered applications and APIs Collaborating with cross functional teams and maintaining existing applications ensuring performance and security Key duties involve writing clean and efficient code, integrating with databases, troubleshooting issues, and creating technical documentation. Essential Job Functions: Software Development: Build and modify applications using the .NET framework, C#, ASP.NET MVC, JavaScript, SQL database and other related technologies API Development: Build and integrate APIs including RESTful services and connect with third-party services, experience with FIS Code Connect preferred Integrations: Assist with integrating bots with enterprise systems, and data sources using tools like Power Automate and Azure AI services Maintenance and Enhancement: Troubleshoot, debug and upgrade existing applications to ensure optimal performance and efficiency, provide support for legacy systems Database Integration: Develop and optimize database functionalities for efficient data storage and retrieval using SQL and SSIS packages Testing and Debugging: Write test plans, identify and fix bugs, and ensure code quality and reliability. Collaboration: Work with teams to gather requirements, analyze needs, and ensure project goals are met. Documentation: Create and maintain technical documentation for applications. Knowledge, Skills and Experience Requirements : Back-end: Proficiency in C#, .NET/JRE Framework, .NET Core, Node JS Python Front-end: Proficiency in JavaScript, HTML, CSS, React or Angular framework Databases: Experience with both MS SQL, SSIS and exposure to Databricks DL. Methodologies: Experience with Agile methodologies is a plus. Version Control: Experience with TFS and GitHub Problem-solving: Strong analytical and problem-solving skills with attention to detail. Good communication and interpersonal skills to interact with end-users and stakeholders. Bachelor's degree in computer science or equivalent experience (6+)
    $97k-115k yearly est. Auto-Apply 36d ago
  • Premier Banker - Chinatown - Bilingual Chinese/English Preferred

    Flushing Savings Bank 4.3company rating

    New York, NY job

    Job Title: Premier Banker Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Bilingual Chinese/English speaker preferred. Hiring Range: $50,000 - $70,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement. General Statement of Duties: The Premier Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Premier Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. This position is part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Premier Banker will be responsible for acquisition and portfolio management of a 'Premier' client base. May be asked to perform duties as the officer in charge when Branch Manager is not present. Supervision Received: Reports to the Branch ManagerMajor Duties and Responsibilities: Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Individual targets will include an Investment/Insurance revenue goal as well as expectations for Premier Checking growth. Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards. Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions and refer to business partners when necessary. Identify clients with higher levels of investable assets and offer Premier checking as the best in class banking package. As a designated Premier banker, will manage a portfolio of clients with expectations of retaining and deepening their relationship and establishing a vibrant referral network. Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant. Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience. Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities. Encourage automated transaction handling to customers by "hip to hip" demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance. Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do in the branch. May be the officer in charge when BM is not available, taking lead on all sales initiatives and insuring an exceptional client branch experience. Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management. Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards Employees may be required to participate in the opening of safe deposit boxes due to nonpayment of rent or for other reasons. The Bank does not control or monitor the contents of the safe deposit box, and the Bank is not responsible for materials, photos, or other items which may be found in such box. Employees may find themselves presented with offensive, objectionable or unlawful materials, photos or other items in connection with the opening of safe deposit boxes. An employee who encounters any such item should consult with a supervisor regarding appropriate handling. Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required. Other duties as assigned. Requirements Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required. 5+ years of experience in a financial institution or comparable experience in a selling environment. The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams. Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge, influencing, leadership and interpersonal skills. Strong interpersonal skills effective communication skills leading to strong client service and sales skills. A track record of working effectively in a team environment and building relationships with colleagues. Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations. Ability to apply strong analytical skills in reviewing data received from business partners. Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions. Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff. Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world. Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites Securities & Health/Life licensing is preferred, but not required. A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers. Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including disability/veterans.
    $50k-70k yearly 60d+ ago
  • Financial Advisor

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    The job of the Vice President Financial Advisor at Amalgamated Bank is to successfully offer financial products and services in a bank or office environment to commercial and retail prospects, with an emphasis on socially responsible investment solutions. The person is expected to meet production goals which will be reviewed on an on-going basis. The position requires a person who is highly motivated, and sales driven with an entrepreneurial mindset. Candidate should be service oriented and be able to work well with bank employees, external partners, and bank customers. Essential Job Functions: Meet or exceed sales goals Attend sales and training meetings Submit detailed activity/production reports Develop and use prospecting lists Meet daily with potential customers, whether in-person or virtually Maintain active working relationships with internal and external referral sources Establish and maintain high standards of customer service Effectively communicate investment concepts and strategies Perform other duties as directed Knowledge, Skills and Experience Requirements : Bachelor's degree or equivalent experience Licenses: NYS Life & Health Insurance FINRA Series 7 FINRA Series 63 & 65 or Series 66 Minimum 3 years of investment sales experience, including a demonstrated track record of building and developing relationships Previous experience with Socially Responsible/ESG investing preferred Knowledge of financial markets and portfolio construction Strong computer skills including MS Office suite experience Ability to learn rapidly Gravitas, credibility and the ability to influence internally and externally Excellent written and verbal communication skills with high energy level and strong customer service orientation Self-motivated with ability to work independently
    $103k-155k yearly est. Auto-Apply 55d ago
  • IT Infrastructure Engineer

    Amalgamated Bank 4.5company rating

    Amalgamated Bank job in New York, NY

    The IT Infrastructure Engineer is responsible for Amalgamated Bank's datacenters, compute, storage, network and security technology ecosystem. Essential Job Functions: Develop and deploy scalable infrastructure solutions including servers, storage, networking, and cloud platforms. Ensure systems are running efficiently by monitoring performance, troubleshooting issues, and applying updates or patches. Implement security protocols and ensure infrastructure adheres to industry standards and regulatory requirements. Use scripting tools to automate repetitive tasks and improve system performance. Work closely with software engineers, DevOps teams, and IT support to align infrastructure with business needs. Design and maintain backup strategies and disaster recovery plans to ensure business continuity. Implement and maintain the banks LAN, WAN, Security infrastructure Engineer platforms for high resiliency minimizing business disruption Support the monitoring and maintenance of hardware records (including servers, switches, routers, laptops, etc.) and software licenses to ensure ongoing compliance with the Bank's asset management and End of Life programs. In partnership with key stakeholders continue to evolve and enhance mobile capabilities enabling knowledge workers to be productive and collaborate from anywhere Effectively manage time, communicate clearly, make sound decisions, deliver presentations, and maintain strong organizational abilities. Perform other duties as directed Knowledge, Skills and Experience Requirements : Bachelor's degree in business or computer science or equivalent experience Solid knowledge of VMWare technologies Understanding of networking concepts Experience implementing and/or managing networking and firewall devices Familiarity with tools like Ansible, Terraform, or PowerShell Familiarity with Enterprise backup solutions and concepts Familiarity with Enterprise security tools such as NAC, AV, DLP, Content Filtering Deep Knowledge of Windows Server Operating Systems, Active Directory, DNS, DHCP, and Group Policies Experience with Cloud Infrastructure solutions Advanced engineering skills on server class x86 infrastructure and Storage Products
    $84k-110k yearly est. Auto-Apply 44d ago

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