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Arrow Financial Services LLC jobs - 30,275 jobs

  • Head Teller- Chestertown

    Arrow Financial Corporation 3.9company rating

    Arrow Financial Corporation job in Chestertown, NY

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Chestertown team as: Head Teller This opportunity may be perfect for you if you have experience in: > Relationship Building > Cash Handling > Excels in a detail-oriented, regulatory environment > Customer Service About this position: Head Teller is responsible for ensuring the daily operational activities of the teller line are executed with accuracy and meet exemplary customer service standards. In addition to the accurate and timely processing of customer transactions, the Head Teller answers complex inquiries, manages the vault, ensures accurate teller and branch cash limits, safeguards customers information, and works to detect/prevent fraud. Essential Job Functions: > Provide consistent, outstanding customer service by anticipating and reacting to customer needs; answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. > Process transactions accurately and efficiently, including loan requests and Wire Transfers; open deposit accounts for customers; create or assist with creation of Teller work schedules > Lead and develop Tellers through day-to-day operations, projects, and special assignments to meet branch/Company goals > Buy and sell currency from the vault and contracted cash provider as necessary, ensuring that teller drawer cash limits and branch cash limits are not exceeded. > Provide training, support and guidance as appropriate to co-workers and customers. Direct problem resolution > Support sales efforts of Company; actively participate in Cross-Sell program and make referrals as appropriate. > Prepare or assist in preparing and submitting monthly reports accurately and punctually. Ensure that reports and logs are completed accurately and on time. > Oversee and adhere to requirements pertaining to branch security, fraud prevention and BSA; identify counterfeit currency and monetary instruments. > Act in Branch Manager's absence as needed. > Able to travel, using reliable transportation, to various branches to meet operational needs > Ability to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications/Experience: > Associate degree or equivalent experience required. > 3 years of experience in customer service preferred. Skills/Knowledge: > Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Strong supervisory skills > Proficient in Microsoft Windows and Microsoft Office Suite: Word, Excel, and Outlook > Strong knowledge of banking products and services Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $23.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. l1-st1
    $19-23 hourly 9d ago
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  • Medical Director, DSNP - Illinois

    Meridian Illinois 4.6company rating

    Argenta, IL job

    You could be the one who changes everything for our 28 million members as a clinical professional on our Medical Management/Health Services team. Centene is a diversified, national organization offering competitive benefits including a fresh perspective on workplace flexibility. Position Purpose: Assist the Chief Medical Director to direct and coordinate the medical management, quality improvement and credentialing functions for the business unit. Provides medical leadership of all for utilization management, cost containment, and medical quality improvement activities. Performs medical review activities pertaining to utilization review, quality assurance, and medical review of complex, controversial, or experimental medical services, ensuring timely and quality decision making. Supports effective implementation of performance improvement initiatives for capitated providers. Assists Chief Medical Director in planning and establishing goals and policies to improve quality and cost-effectiveness of care and service for members. Provides medical expertise in the operation of approved quality improvement and utilization management programs in accordance with regulatory, state, corporate, and accreditation requirements. Assists the Chief Medical Director in the functioning of the physician committees including committee structure, processes, and membership. Conduct regular rounds to assess and coordinate care for high-risk patients, collaborating with care management teams to optimize outcomes. Collaborates effectively with clinical teams, network providers, appeals team, medical and pharmacy consultants for reviewing complex cases and medical necessity appeals. Participates in provider network development and new market expansion as appropriate. Assists in the development and implementation of physician education with respect to clinical issues and policies. Identifies utilization review studies and evaluates adverse trends in utilization of medical services, unusual provider practice patterns, and adequacy of benefit/payment components. Identifies clinical quality improvement studies to assist in reducing unwarranted variation in clinical practice in order to improve the quality and cost of care. Interfaces with physicians and other providers in order to facilitate implementation of recommendations to providers that would improve utilization and health care quality. Reviews claims involving complex, controversial, or unusual or new services in order to determine medical necessity and appropriate payment. Develops alliances with the provider community through the development and implementation of the medical management programs. As need, may represent the business unit before various publics both locally and nationally on medical philosophy, policies, and related issues. Represents the business unit at appropriate state committees and other ad hoc committees. May be required to work weekends and holidays in support of business operations, as needed. Education/Experience: Medical Doctor or Doctor of Osteopathy. Utilization Management experience and knowledge of quality accreditation standards preferred. Actively practices medicine. Course work in the areas of Health Administration, Health Financing, Insurance, and/or Personnel Management is advantageous. Experience treating or managing care for a culturally diverse population preferred. License/Certifications: Board certification in a medical specialty recognized by the American Board of Medical Specialists or the American Osteopathic Association's Department of Certifying Board Services. Current Illinois state license as a MD or DO without restrictions, limitations, or sanctions from government programs. Must reside in Illinois. Pay Range: $221,300.00 - $420,500.00 per year Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law, including full-time or part-time status. Total compensation may also include additional forms of incentives. Benefits may be subject to program eligibility. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act
    $221.3k-420.5k yearly 2d ago
  • Head of Global Employment Law

    Transunion 4.2company rating

    Chicago, IL job

    A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr
    $70k-163k yearly est. 2d ago
  • Senior Manager, Internal Fraud Event Response

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Position Overview The Senior Manager of Internal Fraud Event Response is responsible for the development of advanced analytics that enable strategic insights, internal fraud identification, control evaluation, outlier analysis, and compensating control implementation in response to emerging internal fraud risk. The successful candidate will play a critical role in protecting American Express from insider-driven risks. This role will support the creation of data driven decision making for internal fraud response across the enterprise, while ensuring strong alignment between analytics, operational execution, and rules strategy. Reporting to the Vice President of Internal Fraud Event Response, this senior professional will leverage analytical expertise, business acumen, and technical proficiency to translate fraud intelligence into actionable detection response that will inform control enhancements, policy changes, and detection strategy implementation. The ideal candidate has a strong background in fraud analytics, coding, rule design, and control optimization - with a passion for protecting the integrity of American Express's people, processes, and data. Key Responsibilities: Create and implement compensating controls to address emerging risks and regulatory changes. Respond to executive and board requests with timely, data-driven insights and recommendations. Support continuous improvement of internal fraud detection models and analytic tools in partnership with the Detection Analytics team. Develop statistical modeling, machine learning, and data visualization to identify fraud patterns and emerging threats impacting the industry and American Express . Ensure the integrity, aggregation, and interpretation of data supporting internal fraud capabilities Lead rapid response initiatives to address new fraud schemes or internal and external fraud events. Create ad hoc analysis in response to requests from Executive leadership, providing actionable insights under tight deadlines. Collaborate with compliance, audit, and risk management teams to ensure effective risk identification, assessment, and mitigation strategies Serve as a key liaison with executive leadership, board members, and regulatory bodies. Communicate complex analytic findings and risk assessments in clear, actionable terms for non-technical stakeholders. Ensure all internal fraud analytics and controls comply with relevant laws, regulations, and internal policies. Stay abreast of regulatory developments and industry best practices, updating processes as needed. Conduct detailed analysis of insider-related fraud incidents, trends, and behaviors to identify emerging risks and control opportunities. Use data-driven insights and behavioral analytics to uncover early indicators of internal fraud exposure. Partner with Fraud Operations, Investigations, and Operational Risk teams to translate case findings into preventive rule logic. Provide subject matter expertise on internal fraud risk patterns, detection methods, and process design. Stay current on emerging internal fraud trends, rule design techniques, and fraud prevention technologies. Leverage automation, data visualization, and analytics to continuously refine detection logic. Contribute to a culture of innovation and proactive risk management across the Internal Fraud 1LOD COE. Qualifications: 7 years of experience in internal fraud detection, fraud risk management, rules development, or analytics, preferably in financial services or payments. Demonstrated experience designing and implementing fraud detection rules or models in a production environment. Strong understanding of internal fraud typologies, control design, and risk frameworks. Advanced proficiency with analytical tools and query languages (SQL, SAS, Python, etc.). Experience working with rule management systems, case management platforms, large database environments/warehouses, and decision engines. Excellent analytical, problem-solving, and documentation skills with attention to accuracy and governance. Ability to work effectively in a fast-paced, cross-functional environment with minimal supervision. Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
    $103.8k-174.8k yearly 1d ago
  • Senior Executive Assistant - Corporate Affairs & Communications

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. **How will you make an impact in this role?** The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. **Responsibilities include:** + Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones + Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. + Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget + Assisting with timekeeping and payroll duties + Fluency in American Express ARIBA and Concur + Handling organization charts and team rosters + Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. + Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate + Processing of requisitions and other invoices, ordering supplies and handling ticket requests + Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required + Support special ad-hoc projects and initiatives as assigned **Minimum Qualifications:** + 5 years experience in providing administrative support is required + Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities + Excellent written and verbal communication skills + Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up + Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality + Ability to proactively identify and resolve issues + Ability to work with all levels of management, associates and external business contacts + Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) **Preferred Qualifications:** + Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) **Qualifications** Salary Range: $37.50 to $59.98 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Communications **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25023408
    $113k-163k yearly est. 1d ago
  • Hedge Fund Research Analyst - Quant & Portfolio Monitoring

    Callan 4.3company rating

    Chicago, IL job

    A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr
    $120k-185k yearly est. 5d ago
  • Controller

    Teal Becker & Chiaramonte CPAs 3.9company rating

    Albany, NY job

    Our client, a well-established, growing real estate management/construction company that currently manages several million square feet of commercial, retail, residential, and hospitality divisions with additional expertise in construction, renovation, leasing and management, is searching for a Controller. This role will be responsible for management of the accounting department and provide human resources leadership. The controller position is responsible for oversight of the accounting operations to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the organizations reported financial results, and ensure that reported results comply with generally accepted accounting principles and standards. In addition, this role will provide oversight of the human resources operations including recruiting, retention, training and development, employee benefits, safety and health. ESSENTIAL FUNCTIONS 1. Provides President support with regard to development and implementation of administrative, human resources and financial processes. Assessing current accounting and HR operations, offering recommendations for improvement and implementing new processes. Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. Participate in a wide variety of special projects and compile a variety of special reports when needed. Communicate with all staff, particularly the accounting staff that is supervised by the Controller position. 2. Coordinates the companys month-end close to include oversight of the internal financial reporting. Candidate is responsible for supervising the work of the company's accounts receivable and accounts payable sections. Assures accurate recording and reporting of assets, debt, and property owned. Reviews and approves accounting transactions, oversees maintenance of chart of accounts and general ledger, as well as appropriate record retention. Ensure tight financial controls are maintained across all general ledger accounts and transactions. Also responsibilities with construction accounting and development tracking due diligence dates, payments, etc. 3. Manage HR operations including recruiting, retention, training and development, employee benefits, safety and health. 4. Assists with preparation of tax returns and other organization reporting including sales tax reports. Provides appropriate financial information to authorized users banks, suppliers, employees, customers, federal government (IRS, DOL, SSA) and state governments. Communicate regularly with lenders to ensure that all required information is provided on a timely basis. 5. Custodial and cash management responsibilities include directing activities of banking, receipt and disbursement of monies, and preparation and payment of payroll. Monitors and ensures the availability of funds for company expenditures, manages the companys lines of credit and closely monitors the company cash flows. 6. Oversee payroll process, administers and oversees companywide expense reimbursements, reconcile and workers compensation insurance and payroll tax reporting. 7. Oversee procurement of company vehicle/equipment purchases, company cell phone administration, distribution of K-1s to owners. 8. Oversee maintenance and property management staff. 9. Other reasonable duties as assigned. MINIMUM REQUIREMENTS Bachelor Degree in Business or Accounting field and a CPA designation is preferred. 5-8 years of work experience as a senior level accountant with industry experience at the transaction level. Experience in financial roles within construction and/or real estate management is preferred. Ability to analyze financial statements Proficient in accounting and knowledge with accounting software systems. The organization is currently uses several platforms for various business units. Experience with Timberline/Sage, Yardi and Appfolio a plus. Adaptability to tight work schedules and unexpected deadlines and difficulties Excellent spreadsheet skills and a sound understanding of financial controls and analytical review procedures Can communicate clearly in verbal and in written form Must encourage employment development efforts and effectively communicate company culture. This position is contingent on the satisfactory completion of a background check. WORKING CONDITIONS Work Environment: Duties are performed in a temperature controlled, non-smoking office environment. Must be able to work under deadlines as required and expect considerable disruption while performing work assignments. Compensation details: 150000-175000 Yearly Salary PI97e438ca034c-37***********2
    $95k-140k yearly est. 2d ago
  • Artificial Intelligence and Technology Attorney - Vice President, Assistant General Counsel

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL job

    Join the forefront of AI transformation at JPMorganChase within our Corporate Legal Team. This pivotal role offers you the chance to provide legal advice which influences the firm's technology strategy, bridging financial services, technology, and law. As a key advisor, you'll ensure that AI initiatives align with global regulation, shaping the future of financial services. If you're passionate about technology and law, seize this opportunity to influence and innovate at a leading financial institution. As an Artificial Intelligence and Technology Attorney - Vice President, Assistant General Counsel within our Corporate Legal Team, you will work as part of a global team focused on complex legal matters relating to technology at JPMorganChase. You will primarily support the Chief Data and Analytics Office, which is a fast‑paced line of business with an ambitious technology agenda. In this role, you will act as a subject matter expert on the legal and regulatory issues relating to artificial intelligence including its procurement, development, management and integration into products and services at the firm. You will be part of the team providing primary legal support and strategic advice to a central function driving technological transformation at JPMorganChase. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best‑in‑class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first‑in‑class financial institution doing cutting‑edge work. If these values resonate with you, we would like to hear from you. Job responsibilities Advise the Chief Data and Analytics Office on all aspects of AI transformation and governance at JPMorganChase. Provide legal support and advise stakeholders across issues relating to artificial intelligence and advanced technologies within the organization. Act as legal counsel on firmwide regulatory implementation programs, and advise on other emerging laws and regulations relating to artificial intelligence. Structure, draft and negotiate agreements and relationships with vendors, partners and other third parties related to artificial intelligence technology. Support attorneys across lines of business with the integration of AI into their products and services, including advising on enterprise and platform risk and appropriate mitigation. Support governance and control functions with managing artificial intelligence risk, and building firmwide systems to manage AI systems. Collaborate with other legal subject matter experts in corporate technology such as privacy, cybersecurity and intellectual property in relation to specific strategic initiatives. Advise on upcoming legal and regulatory change, and advise on the implementation of new laws and regulations. Work with outside counsel when appropriate. Perform legal research across a variety of issues, laws and jurisdictions. Provide training to clients and legal colleagues. Required qualifications, capabilities and skills 5 years minimum of experience as a technology attorney in a law firm or in‑house role. Transactional experience drafting and negotiating a broad range of commercial agreements including complex global technology agreements. Familiarity with global regulatory issues relevant to the use of artificial intelligence technology in financial services, including cloud, outsourcing and third‑party risk management. Strong analytical, problem‑solving and legal research skills. Proven ability to independently identify issues, analyze problems and provide viable solutions. Excellent verbal, written, interpersonal, organizational and negotiation skills. Ability to communicate and interact effectively with all levels of personnel and management. Ability to work under accurately under pressure, handle deadlines, and manage multiple tasks in a high performance environment. Preferred qualifications, capabilities and skills In‑house experience within the financial services or technology industries. Previous experience working with complex artificial intelligence systems. Previous experience working on regulatory change implementation. Global mindset and cross‑border experience (ideally experience working with teams in EMEA, Latin America and APAC) Familiarity with cybersecurity, technology controls, information security, data privacy and protection laws and regulations. All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment. #J-18808-Ljbffr
    $128k-189k yearly est. 1d ago
  • AI-Driven Growth & Brand Strategy Leader

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package. #J-18808-Ljbffr
    $38k-47k yearly est. 2d ago
  • Senior Construction Project Manager

    Yellowstone Real Estate Investments 3.9company rating

    New York, NY job

    Headquartered in Manhattan, Yellowstone Real Estate Investments is a development firm specializing in opportunistic and value-added real estate transactions across the United States. Yellowstone invests in both equity and debt across the capital structure, applying rigorous investment criteria to generate superior risk-adjusted returns. Our company is dedicated to identifying and capitalizing on high-potential real estate opportunities. Role Description This is a full-time on-site role for a Senior Construction Project Manager, located in New York, NY. The Senior Construction Project Manager will oversee the planning, coordination, and execution of construction projects from inception to completion. Key responsibilities include managing project timelines and budgets, ensuring quality standards, liaising with stakeholders, and ensuring compliance with relevant regulations and safety protocols. Qualifications Project Coordination and Construction Project Management skills Expertise in Budgeting and Construction Management Strong Project Management experience Excellent leadership and communication skills Ability to work effectively with a range of stakeholders Bachelor's degree in Construction Management, Architecture, Engineering, or a related field Proven track record on construction projects in New York.
    $63k-74k yearly est. 2d ago
  • Client Relationship Specialist - Asheville, NC

    Charles Schwab 4.8company rating

    Asheville, NC job

    Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $48k-63k yearly est. 2d ago
  • Private Client Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    New York, NY job

    A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr
    $92k-145k yearly est. 2d ago
  • Director _ Corporate Tax _ Escalon Tax Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL job

    What You'll Do: The Tax Director oversees the delivery of a full range of tax services in compliance with laws and regulations to multiple clients. This is a leadership position that is proactive and solution oriented, offering depth of experience to our clients in the fast‑paced world of start‑up accounting. This position reports to the Head of Escalon's Tax Practice. A successful Tax Director at Escalon has a high level of technical tax proficiency, a positive attitude, and a desire to grow as a professional; is self‑motivated and responsible possessing strong communication, interpersonal, analytic, and time‑management skills; enjoys the creative aspects of our business and is driven to find the best possible outcome for our clients. Day‑to‑Day Responsibilities also include: Build relationships and interact with clients to implement optimal income tax strategies. Deliver technical guidance on income tax implications of business decisions and transactions. Provide top level review of income tax returns. Identify and mitigate income tax risks. Collaborate with cross department internal stakeholders to generate tax revenue opportunities and support clients' tax needs. Mentor, train, and manage tax managers/staff and improve tax compliance processes. Foster a collaborative and positive team culture. Assist with M&A tax due diligence requests and other special tax projects. What You'll Bring Must Haves: Bachelor's degree in accounting or related field, and/or equivalent work experience. 12+ years in a busy, complex tax environment. CPA license or JD required. Nice to Haves: Master's degree in Taxation preferred but not required. Experience with tech start up organizations preferred but not required. Why You'll Enjoy Working at Escalon: We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well. Medical, Dental and Vision options Life and Disability STD/LTD 10 Paid holidays each year Flexible PTO 401K Retirement Plan Incentive compensation If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee's geographic location. In addition to those factors - we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer. Escalon is an equal opportunity/affirmative action employer. More about us: Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech‑enabled platform to small‑ and medium‑sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US‑based remote workforce and global delivery team in India, Escalon's solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in‑house talent and (iii) the cost frictions associated with scaling internal back‑office teams as businesses grow. For more information on Escalon: ************************* Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross‑sell/up‑sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology‑enablement and offshore capabilities. In late 2022, New Harbor Capital made a growth equity investment in Escalon Services. About New Harbor Capital New Harbor Capital is an experienced, lower middle‑market private equity firm that seeks to partner with growth‑minded, founder‑owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long‑term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals. As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech‑enabled services, healthcare, and education services. #J-18808-Ljbffr
    $109k-164k yearly est. 5d ago
  • Fraud Investigator (REMOTE in VA, NC, SC, MD ONLY)

    Atlantic Union Bank 4.3company rating

    Greensboro, NC job

    The Fraud Investigator is responsible for investigating, documenting, and/or approving the investigation and documentation of Fraud related alerts, cases, suspicious activity reports (SARs), and any other reports and/or referrals that could lead to such investigation. He or she will represent Atlantic Union Bankshares Corporation (AUB) and its related subsidiaries as a dedicated point of contact for law enforcement inquiries related to financial crimes investigations. The Fraud Investigator serves as a second line of defense subject matter expert for Investigations and Fraud threat intelligence. Other responsibilities may be assigned at the discretion of the FIU Fraud Investigations Manager. Position Accountabilities Investigate internal and external fraud events perpetrated against AUB, its related subsidiaries, and stakeholders. Document and decision complex alerts and cases to identify reportable suspicious activity. Ensure Suspicious Activity Reports are accurate and approved for filing within regulatory guidelines. Conduct customer outreach as needed to follow up on status of fraud investigations and obtain additional information. Review procedures covering the investigation and reporting of suspected financial fraud crimes. Recommend changes in processes and procedures to the FIU Fraud Investigations Manager. Serve as a point of contact for other business lines with general questions or concerns about investigations. Assist in the oversight of processes for internal referral of questionable activity or behavior. Serve as a representative of AUB with local, state, and/or federal law enforcement agents on cases referred by AUB or on cases requiring AUB's assistance as it relates to financial crimes investigations. May testify in court on behalf of AUB for fraud cases. Participate in professional and community associations relating to law enforcement and criminal investigations. Distribute pertinent information to departments throughout the organization that may be affected by current Fraud trends. Develop, analyze, and report trends to the FIU Fraud Investigations Manager as required. Analyze corporate needs and suggest creative ideas to enhance comprehensive corporate-wide fraud risk mitigation processes. Attends training seminars as deemed necessary by the direction of the FIU Fraud Investigations Manager or higher. Organizational Relationship This position reports to the Fraud Investigations Manager Supervision of Others - No Position Qualifications Education & Experience Bachelor's degree in criminal justice, Business or a related field, or a combination of education and experience equivalent to such a degree--REQUIRED Certification as a compliance professional (i.e.: CAMS, CAFP, CFE)--PREFERRED Must have 5 or more years of banking, business, or criminal justice related experience--REQUIRED Must have a minimum of 2 years' experience in fraud or financial crimes investigations--REQUIRED Previous experience in delivering FinCEN SAR filings for Fraud events--REQUIRED Experience utilizing Verafin Case Management System Knowledge & Skills Demonstrated ability to interact with management, law enforcement, General Counsel, and other business lines with tact and diplomacy while achieving stated objectives. Ability to explain complex fraud issues in simple and clear ways. Working knowledge of fraud and financial crimes banking laws, regulations, operations, and procedures. Advanced written, oral, data analytics, interpersonal and negotiating skills with ability to prepare and present technical presentations and guide internal customers. Working knowledge of financial institution operations. Ability to research, analyze and recommend improved processes. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $44k-71k yearly est. 1d ago
  • Sr. Associate, Project Manager - Finance Data Management & Governance

    American Express 4.8company rating

    New York, NY job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members. Key Responsibilities: * Project Management & Delivery * Assist in the planning and execution of strategic and operational projects across business and technology functions. * Develop project plans with defined milestones, timelines, and deliverables. * Identify risks and dependencies; recommend mitigation strategies to ensure project success. * Track project performance and maintain transparent reporting mechanisms. * Maintain budget for entire FDMG team. Operations & Planning Support: * Support key operational cadences including staff meetings, town halls, and business reviews. * Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting. * Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed. * Communications & Stakeholder Coordination * Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports. * Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making. * Promote consistency and clarity in execution across functional areas. * Continuous Improvement * Identify opportunities to streamline processes, improve reporting, and enhance project transparency. * Recommend tools or frameworks that enhance project and team effectiveness. Minimum Qualifications: * Bachelor's degree required; preferred fields include Business, Technology, or related areas. * 3 - 6 years of experience in project management, operations, or program coordination. * Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities. * Excellent verbal and written communication skills, including experience crafting executive-facing content. * Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive. * PMP or related certification is a plus. Preferred Qualifications: * Strong communication and organizational skills. * Proven ability to solve problems and plan long-term projects. * Experience in creating engaging and informative presentations. * Ability to collaborate effectively with diverse stakeholders. * Proven track record of managing multiple priorities and meeting deadlines. * Ability to work independently and influence without direct authority. * Commitment to fostering an inclusive team culture. * Strong understanding of financial management and data analysis. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
    $89.3k-150.3k yearly 1d ago
  • Credit Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $56k-86k yearly est. 3d ago
  • Electronic Banking Specialist - Glens Falls or Latham

    Arrow Financial Corporation 3.9company rating

    Arrow Financial Corporation job in Glens Falls, NY

    The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Electronic Banking team as: Electronic Banking Specialist- Glens Falls or Latham This opportunity may be perfect for you if you have experience in: > Working Collaboratively in a Call Center Environment > Problem Solving and Excellent Customer Service Skills > Task Prioritization and Attention to Detail About this Position: In this position with our Electronic Banking department, you would be responsible for reviewing, researching and resolving discrepancies in customer data. Additional responsibilities include dealing directly with outside companies/agencies/financial institutions and ensuring that laws, regulations and policies are adhered to. Provide service to customers, operational support to the branches and assist the Senior Specialist with coordinating work tasks. This position can be located at our headquarters in Glens Falls or our regional office in Latham, NY. Essential Job Functions: > Research, report and provide resolution to exceptions in a timely manner according to department policies and procedures. > Respond to all VISA disputes meeting department guidelines. > Review data for proper authorizations and compliance and take action as appropriate. > Update, modify and correct data meeting the department's goals and objectives while following policies and procedures. > Provide consistent and outstanding customer service by anticipating and reacting to internal and external customer needs. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: > Associate degree or equivalent experience required. > 2 years prior banking experience with expanded knowledge of banking regulations preferred. Skills/Knowledge Requirements: > Excellent communication skills, both written and verbal, (Spanish and English bilingual a plus); comfortable speaking with customers, co-workers, and management > Proficient in Microsoft Office Suite: Word, Excel, and Outlook. > Strong problem solving skills, ability to analyze and solve problems independently. > Ability to prioritize multiple tasks/projects to meet deadlines. Physical Requirements > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $23.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $19-23 hourly 9d ago
  • Strategic CFO for Nonprofit - Finance & Operations Leader

    Kentucky Society of Association Executives Inc. 3.5company rating

    Oak Brook, IL job

    A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact. #J-18808-Ljbffr
    $123k-219k yearly est. 5d ago
  • VP & Assistant General Counsel, Global Corporate Lending

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL job

    A leading financial institution is seeking a Vice President, Assistant General Counsel to support Global Corporate Banking. Responsibilities include providing transactional support for loans, advising on legal issues, and preparing documentation. The ideal candidate has at least 5 years' experience in syndicated lending and is licensed to practice law in NY, NJ, or IL. This role offers an opportunity to work in a collaborative environment and contribute to the success of various business segments. #J-18808-Ljbffr
    $128k-189k yearly est. 1d ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Deerfield, IL job

    Category/Function Lending/Commercial/Consumer/Credit Type Regular Full-Time Requisition ID 2025-18648 Workplace Type On Site Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables * High level of service to RMs and external clients. * Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! Need help finding the right job? We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
    $18.3 hourly 2d ago

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