Relationship Banker - Schenectady / Clifton Park Areas
Bank of America 4.7
Bank of America job in Saratoga Springs, NY
Schenectady, New York;Clifton Park, New York; Saratoga Springs, New York; Schenectady, New York; Scotia, New York
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-52k yearly est. 6d ago
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Business Banking Relationship Manager/Senior Relationship Manager - Albany, New York
Bank of America 4.7
Bank of America job in Albany, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs
Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Required Qualifications:
5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required
Management of an extensive portfolio of clients with annual revenues of $5-$50 million
Proven track record of sales, prospecting new business and enhancing existing relationships
Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
Desired Qualifications:
Bachelor's degree in Business, Finance or Economics preferred or equivalent relevant work experience
Skills:
Business Development
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Account Management
Financial Analysis
Leadership Development
Loan Structuring
Referral Identification
Credit Documentation Requirements
Pipeline Management
Referral Management
Regulatory Compliance
Risk Management
This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Albany - 69 STATE ST (NY6100) Pay and benefits information Pay range$120,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$120k-185k yearly Auto-Apply 60d+ ago
Branch Operations Lead - Albany, NY
Jpmorganchase 4.8
Albany, NY job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
$95k-124k yearly est. Auto-Apply 36d ago
Analyst - B2B Growth Enablement Insights
American Express 4.8
Albany, 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 B2B Growth Enablement Insights Analyst will play a key role in scaling the expansion of charge volume across the Large Market and Global Commercial Services client base. This role partners closely with sales leaders, individual contributors, and cross-functional stakeholders to ensure teams have the data, insights, and operational support needed to drive increased expansion charge volume.
Designed as a force multiplier for a virtual U.S. based expansion sales organization, this role sits at the intersection of data, process, and sales execution, driving measurable business growth by enabling teams to expand B2B charge volume across the client base.
+ Partner with sales leaders, individual contributors, and key business partners to assist and execute key strategic expansion and growth projects.
+ Conduct analysis of spending, supplier data, and portfolio/vertical trends to identify growth opportunities.
+ Maintain accurate Salesforce (OneForce) data, dashboards, and reporting to provide visibility into expansion activity, enablement progress, and impact on charge volume growth
+ Apply clear prioritization and engagement criteria to ensure support efforts are focused on the highest-impact accounts and initiatives
**Minimum Qualifications**
+ Experience working with data to identify trends, insights, or growth opportunities, including comfort with large or complex datasets
+ Strong analytical and problem-solving skills with financial acumen; proficiency in Excel and PowerPoint required (Salesforce experience a plus).
+ Strong organizational and project management skills, with the ability to coordinate across multiple stakeholders and priorities
+ Effective written and verbal communication skills, with the ability to translate complex information into clear, actionable guidance
+ Ability to prioritize work based on business impact and operate effectively in a fast-paced, collaborative setting
+ Intellectual curiosity and ability to work through ambiguity.
+ Location: United States, Virtual
**Preferred Qualifications**
+ Bachelors Degree
+ 3 years of experience in sales enablement, sales operations, commercial analytics, project management, or a related role supporting B2B sales teams
**Qualifications**
Salary Range: $65,500.00 to $102,500.00 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 these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 26001057
$65.5k-102.5k yearly 5d ago
Branch Support Manager
Wells Fargo 4.6
Albany, NY job
About this role: Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives
* Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance
* Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements
* Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations
* Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements
* Work independently to identify, strategize and make recommendations for support function by providing support and leadership
* Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners
* Identify and provide consultation on opportunities for process improvement and risk control development
* Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
* Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets
Required Qualifications:
* 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
* 1+ years of leadership experience
* Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents)
* Familiarity with Support Center model
* Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
* Strong client service skills
* Strong attention to detail and accuracy skills
* Effective organizational, multi-tasking, and prioritizing skills
* Strong verbal, written, and interpersonal communication skills
Job Expectations:
* US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
* This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location
* Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
* This position is not eligible for Visa sponsorship.
* Ability to travel up to 20% of the time.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting Locations:
125 High St., Boston, MA 02110
130 Turner St Building 3 -8th Fl, Waltham, MA 02453
6390 Main St., Buffalo, NY 14221
400 Meridian Centre Blvd, Suite 210, Rochester, NY 14618
500 Plum Street, 5th Floor Bridgewater Place, Syracuse, NY 13204
4 Tower Place 9th Fl, Albany, NY 12203
180 Battery St Suite 300, Burlington, VT 05401
1 Portland Sq Ste 600, Portland, ME 04101
Massachusetts - Boston Pay Range: $92,000 - $145,000 Annually
Massachusetts - Waltham Pay Range: $85,000 - $133,000 Annually
New York - Buffalo Pay Range: $85,000 - $133,000 Annually
New York - Rochester Pay Range: $85,000 - $133,000 Annually
New York - Syracuse Pay Range: $85,000 - $133,000 Annually
New York - Albany Pay Range: $85,000 - $133,000 Annually
Vermont - Burlington Pay Range: $77,000 - $121,000 Annually
May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
Other locations within the support center may be considered.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$77,000.00 - $145,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
27 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$92k-145k yearly 6d ago
2026 Community Branch Internship Program - Upstate NY, Albany
M&T Bank 4.7
Albany, NY job
The Community Branch Internship Program is a 10-week summer internship centered around customer service, professional development, career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the M&T Bank Culture to gain an understanding of our engagement and belonging efforts along with community initiatives. Interns will gain exposure through guest speakers and industry leaders, workshop trainings, and a built-in network with peers as well as priority consideration for full time opportunities throughout the Bank.
**Primary Responsibilities:**
+ Play a key role in Customer Relationship Management through proactive outreach and servicing and will be responsible for identifying financial need of customers and presenting appropriate options, onboarding new customers, and establishing trust with existing customers.
+ Service our customers to gain fundamental understanding of Retail Banking.
+ Complete duties and responsibilities of an entry-level professional nature specific to assigned area of the Bank.
+ Ensure activities adhere to established internal policies and external regulations as applicable.
+ Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
+ Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
The jobholder works under immediate supervision. The position is for about a 10-week time period from beginning to June to beginning of August.
**Supervisory/Managerial Responsibilities:**
Not Applicable
**Education and Experience Required:**
+ Currently pursuing a Bachelor's or Master's degree
+ Minimum Cumulative GPA of 3.0
+ Work visa sponsorship not offered for this role
**Education and Experience Preferred:**
+ Strong written and verbal communication skills
+ Proficiency in pertinent software, particularly spreadsheet software
+ Proven analytical skills
+ Proven critical thinking skills
+ Strong organizational skills
+ Detail-oriented
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.00 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter.
**Location**
Albany, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$18-28 hourly 34d ago
Senior Manager-Payments Consulting- US Debit
American Express 4.8
Albany, 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?**
+ Advance adoption of Amex debit capabilities
+ Manage processing partner relationships, integrations, and compliance; regularly engage with external partners on debit
+ Develop thorough documentation and operationally sustainable processes to ensure consistent results
+ Negotiate complex contracts with partners and customers
+ Create and expand relationships with key external debit partners
+ Develop technical proficiency and requisite fluency with network capabilities, including connectivity, specifications, and processes
+ Collaborate broadly, sharing roadmap and interoperability considerations, and thought-leadership regarding U.S. debit norms
+ Build strong positive relationships within Amex, including network, issuing, legal, pricing, policy, technology, and relationship management teams
+ Maintain deep and current knowledge about the payment services industry, debit and U.S. market trends, new and existing technologies, products, and services
**Minimum Qualifications:**
+ Minimum 3 years' experience in the processing and acquiring of U.S. debit cards with processor, debit network, or acquirer
+ Sound technical aptitude, analytical, and problem-solving skills
+ Demonstrated ability to guide, contribute to, and execute on strategies to deliver outcomes aligned to business goals in matrixed organizations
+ Experience negotiating complex contracts with partners and/or customers
+ Proven ability to build, maintain, and leverage strong relationships with internal and external stakeholders, including industry partners
+ Track record of leading through change, challenging the status quo, and leading and producing results with or without authority
+ Excellent communication and interpersonal skills with the ability to articulate and illustrate complex issues in a simple, non-technical manner
+ Strong work ethic and organizational skills, with high level of intellectual curiosity, initiative, drive, and attention to detail
+ Potential travel required within U.S. (~10%)
+ Bachelor's degree or equivalent industry experience required.
**Preferred Qualifications:**
+ Expansive and active network across payments industry.
**Qualifications**
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 United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Network
**Primary Location:** United States
**Other Locations:** US-Arizona-Phoenix, US-New York-New York
**Schedule** Full-time
**Req ID:** 25021234
$103.8k-174.8k yearly 60d+ ago
Senior Lead Software Engineer - Area Tech Partner
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210698664 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$260,000.00 Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer - Area Tech Partner at JPMorganChase within the Consumer Branded Credit Card Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Gain experience delivering system design, application development, testing, and operational stability.
* Lead in creating a repeatable and extensible playbook to support launch and refresh scenarios for Card Business
* Ensures successful collaboration across teams and stakeholders. Including applications of varying tech stack and maturity level.
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Showcase prior experience with influencing across functions and teams and delivering value at scale
* Provides input to cross team leadership regarding execution approach, and technical considerations to improve operational efficiencies and functionality for the team
* Apply strong Test and automation principles.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) including Java, Springboot, Microservices, REST APIs, AWS etc.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience at the code level, including driving game day strategy and release playbook.
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Mainframe or legacy tech stack
$171k-260k yearly Auto-Apply 6d ago
Teller
Keybank National Association 4.4
Troy, NY job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
* Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
* Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting.
* Proactively work to identify and resolve client servicing issues, escalating as needed.
* Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker.
* Assist clients in achieving their financial goals and objectives through the use of financial wellness tools.
* Attend and participate in in-person morning huddles and end of day debriefs.
* Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
* Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
* Work on Saturdays as directed by management.
* Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
* High School Diploma , GED, or equivalent business experience (required)
Work Experience
* Experience in a client service role (required)
* Experienced in cash handling (required)
* General understanding of PC with Windows based applications and calculator (required)
Licenses and Certifications
* Notary License (preferred)
Skills
* Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
* Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking).
* Strong work ethic and high level of integrity.
* Excellent time management skills.
* This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly.
* Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services.
* Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
* Ensuring accuracy in transactions and maintaining organized records
* Ability to identify and resolve client servicing issues efficiently
* Understanding and following banking regulations and security procedures
* Skills in identifying financial needs and promoting relevant banking products and services
* Awareness of techniques to detect and prevent fraudulent activities
* Collaborating effectively with teammates to ensure smooth operations
Core Competencies
* All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
* Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
* Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 04/10/2026
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
$18-23.1 hourly Auto-Apply 13d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Bank of America Corporation job in Albany, NY
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
$79k-126k yearly est. 44d ago
Vice President, Connected Commerce Strategy
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210704023 JobSchedule: Full time JobShift: Base Pay/Salary: New York.NY $99,750.00-$201,000.00 The Commerce Enablement organization is a team of highly talented product leaders focused on delivering innovative payment experiences and platforms. We're transforming the payments experiences for millions of our customers and nurturing the growth of digital payments.
As a Vice President and Strategy lead in the Commerce Enablement team you'll partner with talented colleagues to shape business strategy, drive innovation, and support organizational success. Your work will connect you with senior leaders and global partners, ensuring our business remains strong, efficient, and well-positioned for growth.
Responsibilities
* Define the strategic Payments priorities, serving as an objective thought partner to the senior leaders
* Develop and refine individual benefits and overall value propositions for strategic initiatives, ensuring alignment with the overall product strategy
* Conduct industry research, competitive analysis, and customer segmentation to inform the direction and prioritization of strategic projects
* Prepare and present comprehensive project updates, business reviews, and strategic recommendations to executive leadership and other key stakeholders
* Collaborate with teams across LOBs and functional areas (e.g., data and analytics, finance, product, corporate development and more)
* Build and maintain strong relationships across business and functional support teams
* Support business leaders with presentations and day-to-day issue resolution
* Drive leadership team agendas, priorities, meetings
* Analyze P&L dynamics, customer feedback, and behavioral data to guide decision-making and optimize project outcomes
Required qualifications, capabilities, and skills
* Advanced MS Excel and PowerPoint skills
* Strong communication, presentation, and influencing skills - ability to collaborate and build relationships with colleagues at all levels and achieve goals without direct control over resources
* 6+ years of experience in strategy consulting, corporate strategy, startups (FinTechs), strategic finance, or similar roles
* Ability to structure and scope complex problems and apply a range of analytical tools to develop solutions
* A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
* Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
* Open, collaborative, team-oriented operating style
Preferred Qualifications, Capabilities, and Skills:
* Experience within the credit card or payments industry is strongly preferred
* Familiarity with analyzing P&L dynamics, customer feedback, and behavioral data to guide decision-making and optimize project outcomes
$99.8k-201k yearly Auto-Apply 4d ago
Compliance Risk Management Lead - Vice President
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210701605 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$195,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Compliance Risk Management Vice President within Compliance Conduct and Operational Risk (CCOR), you will act as an independent second line of defense and challenge function in the Prime Finance team, focusing on the Prime Brokerage, Equity Finance and Stock Loan businesses within the Corporate & Investment Bank line of business (LOB). You will be required to closely interact with the Line of Business and global/regional and functional CCOR teams and key stakeholders, including Legal, Business Control Managers, Technology, Internal Audit, Finance & Business Management, and other Control functions. Additionally, you will need to have experience in Compliance, as well as familiarity with regulatory best practices.
Job Responsibilities
* Act as independent second line of defense and challenge function to Prime Finance and the sales and trading businesses, raising issues for the front office to remediate through action plans and partnering with the front office process owners in control design, control evaluation, and issue management of compliance and conduct risks.
* Collaborate with legal, regulatory engagement, the business and other control functions to gather information and review responses to regulatory examinations, audits, investigations, inquiries, and other information requests.
* Build and maintain strong client relationships with front office personnel, business management, control managers, legal, technology and business aligned Corporate Functions.
* Work proactively with Business Control Management to maintain, enhance and develop an effective control environment and supervisory program.
* Manage projects independently necessary to support initiatives both within the CCOR and across the firm globally.
* Draft and maintain Compliance policies, procedures and bulletins reasonably designed to support compliance with applicable regulatory obligations, corporate requirements and industry best practices.
* Design and deliver training to support compliance with applicable regulatory obligations, the firm's compliance-related policies and procedures and industry best practices.
* Assist the team in identifying and escalating issues through formal escalation channels and facilitating timely and effective resolutions.
* Interact regularly with colleagues in other lines of business and other regions on regulatory matters, cross border questions, compliance risk assessments, project management and formulating consistent approaches on corporate regulatory policies.
* Identify compliance and conduct risks inherent within the Prime Finance business.
Required qualifications, capabilities, and skills
* Bachelor's degree
* 5+ years of professional experience in the financial services industry in areas such as Compliance, law, risk management or audit
* Awareness of general regulatory requirements applicable to a Broker-Dealer including US laws and industry standard
* Ability to review and digest complex content and data, analyze and draw conclusions
* Strong organizational and project management skills; able to manage competing priorities under tight deadlines
* Strong interpersonal skills, with proven ability to build strong partnerships, collaborate and drive outcomes
* Intellectual curiosity with a proven ability to learn quickly
* Strong Excel skills
Preferred qualifications, capabilities, and skills
* Knowledge of compliance regulations, those applicable to the Prime Brokerage business, including Regulation SHO is preferred
JobID: 210685230 JobSchedule: Full time JobShift: Base Pay/Salary: NY $65,600.00-$119,500.00; NJ $65,600.00-$119,500.00; CT $72,900.00-$119,500.00; RI $72,900.00-$109,200.00; Washington,DC $82,700.00-$119,500.00; IL $65,600.00-$109,200.00; MD $72,900.00-$119,500.00; MN $65,600.00-$109,200.00; CO $65,600.00-$109,200.00; WA $77,968.80-$119,500.00; CA $68,640.00-$119,500.00; HI $72,900.00-$109,200.00; NV $65,600.00-$101,600.00
Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact.
As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.
Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization's travel program to the next level. Our decades of experience combined with our patented TCO-TMPE approach enable organizations to achieve scalable alignment to broader company goals. Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities.
Job Responsibilities
* Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions
* Translate and communicate client technical product needs to internal and external partners
* Advise clients on best practices and industry standards. Ability to "sell" clients on best practice standards during design phases
* Evaluate client business processes to determine ideal services and/or support required
* Recognize business process inefficiencies and provide recommendations for improvements
* Assist client with communication plans and training materials
* Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect's location
* Configure new software implementations or optimization changes
* Assist with responses to requests for proposals (RFP's)
* Travel onsite to clients as requested
Required qualifications, capabilities, and skills
* Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience
* Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting
* Project Management experience specifically on implementation teams
* Proven track record of delivering results and practical project management techniques
* Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle)
* Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa
* Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment
* Ability to work independently, capable of handling multiple projects, and deadlines simultaneously
* Strong interpersonal, customer service, and written and verbal communication skills
* Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint
* Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail
Preferred qualifications, capabilities, and skills
* Successfully manage competing priorities and expectations
* Ability to quickly adapt to changing ideas and priorities
* Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks
* Strong sense of project ownership and time management
* Able to multi-task as needed to meet daily work and project deadline
* Able to reach beyond internal networks to expand and leverage industry data and insights
* Flexible work environment to adapt to global client requirements
$82.7k-119.5k yearly Auto-Apply 4d ago
Frontend Software Engineer II
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210698725 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $118,750.00-$150,000.00 You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Software Engineer II at JPMorgan Chase within the CONSUMER & COMMUNITY BANKING, PAYMENTS TECHNOLOGY team, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, including design, development, and technical troubleshooting.
* Writes secure and high-quality code using the syntax of at least one programming language, with limited guidance.
* Designs, develops, codes, and troubleshoots with consideration for upstream and downstream systems and technical implications.
* Applies knowledge of tools within the Software Development Life Cycle toolchain to enhance the value realized through automation.
* Utilizes technical troubleshooting skills to break down solutions and resolve technical problems of basic complexity.
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify issues and contribute to decision-making for secure, stable application development.
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems.
* Contributes to a team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification in software engineering concepts and 2+ years of applied experience.
* Hands-on experience building scalable web applications using React, TypeScript, and JavaScript, following modern development best practices.
* Experience integrating and interacting with RESTful and/or GraphQL APIs, ensuring robust and maintainable API architecture within frontend solutions.
* Ability to optimize web applications for non-functional requirements such as performance, accessibility, reliability, and cross-browser compatibility.
* Practical experience in system design, application development, testing, and operational stability.
* Demonstrable ability to code in one or more programming languages.
* Experience across the entire Software Development Life Cycle.
* Exposure to agile methodologies such as CI/CD, application resiliency, and security.
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.).
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
$118.8k-150k yearly Auto-Apply 6d ago
Relationship Banker - Schenectady / Clifton Park Areas
Bank of America 4.7
Bank of America job in Clifton Park, NY
Schenectady, New York;Clifton Park, New York; Saratoga Springs, New York; Schenectady, New York; Scotia, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-52k yearly est. 6d ago
Branch Operations Lead - Niskayuna - Schenectady, NY
Jpmorgan Chase & Co 4.8
Schenectady, NY job
JobID: 210702994 JobSchedule: Full time JobShift: Base Pay/Salary: Schenectady,NY $22.98-$28.37 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
* You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
* You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
* You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
* You have 1+ years of retail banking experience.
* You have a high school degree, GED, or foreign equivalent.
* You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
* You have 6+ months of Associate Banker (Teller) experience.
* You have a college degree or military equivalent.
Training and Travel Requirement
* You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
* You'll need to be able to travel as required for in-person training and meetings.
$95k-124k yearly est. Auto-Apply 7d ago
Vice President- Product Manager, Chase Rewards
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210703732 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $99,750.00-$201,000.00 If you enjoy creative problem solving, are highly analytical, and are skilled at building momentum around meaningful work, this is the role for you.
Join our dynamic Rewards team as a Vice President Product Owner, where you'll have the opportunity to leverage your creative problem-solving skills and analytical mindset to enhance our Chase Rewards product. You'll be instrumental in delivering loyalty user experiences, personalizing our products, and promoting the modernization of our platform. Your role will involve strategic planning and implementation of customer-centric Rewards journeys and collaborating with cross-functional teams to promote business results.
As a Vice President Product Manager in the Chase Rewards team, you will be responsible for supporting a product area within Chase Rewards. You will leverage your deep understanding of customer needs and data intelligence to make our products better, smarter, and more personalized. Your role will involve defining and supporting the strategic vision for the modernization path of a platform product as you build new customer-centric Rewards journeys. You will promote the planning, sequencing, and implementation of these initiatives to promote end-state transformation based on value, impact, and time to market.
Job Responsibilities
* Drive strategic product vision and define roadmap that brings your vision to life by balancing foundational capability enhancements with creative, experimentation-driven learning.
* Maintain evergreen product roadmap based on changing market and customer needs that delivers incremental value across multiple releases
* Become a subject matter expert on the Loyalty user experience and your assigned product area
* Partner closely with Business, Technology, Design, and Data teams to lead product development efforts, ensuring epics and stories are clearly defined with acceptance criteria and delivered on time. Help drive completion of epics and remove blockers.
* Lead your stakeholders and cross functional teams to achieve the best business value possible. Use collaborative storytelling to communicate and drive cross-functional alignment for your work.
* Communicate product needs, progress and business challenges to executive level
* Collaborate with a team of cross-functional partners to ensure a strong risk and controls environment (e.g., Risk, Controls, Legal, Compliance)
Required Qualifications, Capabilities, and Skills:
* 5+ years of product management, program management or relevant experience
* Proven track record of delivering complex initiatives in fast paced environments.
* Ability to synthesize large amounts of information in order to inform and make decisions quickly, take risks, course-correct, and constantly iterate on your approach
* Ability to make recommendations and progress in the face of ambiguous and at times overlapping priorities.
* Excellent written and verbal communication skills: able to present facts and ideas in a clear, concise and convincing manner to cross-functional partners up and down the chain with the ability to influence and motivate
* Proven success in collaborating with cross-functional teams, influencing and driving decisions
* Commitment and self-motivation suitable to a start-up team
* Experience with Microsoft suite (PowerPoint, Excel, SharePoint) JIRA, and Confluence Tools.
* Bachelor's degree required
Preferred Qualifications, Capabilities, and Skills:
* Experience with agile product development techniques and continuous integration philosophies and practices for speed to market is a plus
$99.8k-201k yearly Auto-Apply 5d ago
Financial Center Assistant Manager - Jackson Heights Financial Center
Bank of America Corporation 4.7
Bank of America Corporation job in Jackson, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.
Responsibilities:
* Manages client traffic, engaging and appropriately routing clients, and fosters client retention
* Manages business results through formalized management routines and coaching
* Creates a world class client experience environment
* Manages market-level initiatives prescribed by market leaders
* Drives operational excellence by engaging employees on business strategy
* Manages organizational priorities and effective execution
Required Qualifications:
* Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
* Collaborates effectively to get things done, building and nurturing strong relationships
* Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
* Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
* Communicates effectively and confidently and is comfortable engaging all clients
* Has the ability to learn and adapt to new information and technology platforms
* Applies strong critical thinking and problem-solving skills to meet clients' needs
* Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
* Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
* Can interpret performance results, find opportunities to drive success and hold others accountable to results
* Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
* Experience in financial services and knowledge of financial services industry, products and solutions
* Experience in mortgage, retail and/or hospitality
* Experience working in an environment with individual and team goals where goals were routinely met or exceeded
* Bilingual skills
Skills:
* Coaching
* Customer Service Management
* Customer and Client Focus
* Performance Management
* Talent Development
* Business Operations Management
* Recruiting
* Result Orientation
* Risk Management
* Sales Performance Management
* Inclusive Leadership
* Leadership Development
* Prioritization
* Problem Solving
* Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$87k-113k yearly est. 19d ago
Private Client Advisor II
Bank of America 4.7
Bank of America job in Hillsdale, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Leads the Client Process Management Process within the client team to identify new business development opportunities
Sources new clients in alignment with the bank's established risk appetite
Leads the client team to deliver meaningful interactions and a Branded Client Experience
Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence
Required skills:
* 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
* Responsible for driving new business development for target client segment ($3MM++ investable assets)
* Present to clients a holistic approach, leveraging the entire Private Bank platform
* A high touch, client-focused individual with exceptional interpersonal skills
* A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
* Ability to influence; proactively asks for and closes business
* Solutions oriented; sales and financial aptitude a must
* Must be a skilled negotiator
* Ability to work and identify the need for team specialists; collaborate closely with other team members
* Takes on a leadership role on the team and within the business community
* Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
Desired skills:
* MBA or Post-Graduate Degree preferred
* CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
Business Development
Client Management
Client Solutions Advisory
Prospecting
Wealth Planning
Analytical Thinking
Oral Communications
Referral Management
Relationship Building
Risk Management
Active Listening
Attention to Detail
Collaboration
Decision Making
Loan Structuring
Shift:
1st shift (United States of America)
Hours Per Week:
40
$96k-141k yearly est. Auto-Apply 60d+ ago
Part Time (30 Hours) Associate Banker, Bay Parkway and 85th St Branch, Brooklyn, NY Bilingual Cantonese Required
Jpmorgan Chase & Co 4.8
Day, NY job
JobID: 210702556 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Brooklyn,NY $25.00-$30.48 At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Cantonese fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.