AFC Modelling - Data Scientist - Associate - Vice President
New York, NY jobs
Job Title: AFC Modelling - Data Scientist
Corporate Title: Associate - Vice President: All Roles to be Considered
Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment.
Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice
Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework
Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution
Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths
Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models
Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function
How You'll Lead
Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed.
Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties.
Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function.
Skills You'll Need
Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent
Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy)
Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies.
Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management.
Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools.
Skills That Will Help You Excel
Flexible and able to adapt to urgent deliverable timelines
A positive outlook in a goal-oriented organization
Able to demonstrate excellent analytical, judgment, and research skills
Meticulous with a strong attention to detail and the ability to multitask
Able to interpret complex requirements and work proactively with stakeholders in different organizational units
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
VP, Transaction Manager
Englewood, CO jobs
is open to our Englewood, CO Location and fully remote.
The Vice President, Transaction Manager is a strategic leader responsible for overseeing and executing Redwood Trust's residential mortgage-related purchase, sale, and securitization transactions. This role ensures operational excellence, risk mitigation, and stakeholder alignment across all transaction phases. The VP will influence and collaborate cross-functionally with internal departments and external partners to drive successful outcomes. The ideal candidate brings deep mortgage industry expertise, strong leadership capabilities, and a proactive, solutions-oriented mindset.
Responsibilities & Duties
Coordinate transaction-related functions and requirements with internal and external stakeholders.
Manage transaction timelines with internal and external parties to ensure timely settlements.
Work with the trade desk to communicate and distribute transaction loan populations and data files as required per the transaction documents.
Lead kickoff calls and status update calls with internal and external stakeholders.
Coordinate loan due diligence requirements with underwriting/compliance and summarize statuses with appropriate stakeholders.
Coordinate the completion of reliance letters, data share agreements, and other due diligence documentation as needed.
Ensure bailee letters are in place and collateral is shipped/received at the applicable custodian.
Track and resolve collateral exceptions and certifications with third party custodians.
Settle transactions in accordance with transaction contracts and coordinate wires with the Treasury department.
Work with the servicing department to ensure a smooth servicing transfer post settlement.
Support securitization transactions as needed.
Required Experience, Skills, & Competencies
Bachelor's degree in finance, business or related field.
5+ years of Transaction Management or related experience.
Ability to listen effectively and communicate ideas concisely.
Knowledge of mortgage banking, secondary markets, whole loan transactions, RMBS, and warehouse financing.
Ability to engage individuals and groups to define essential requirements needed to complete transactions.
Interpersonal skills to help identify priorities among appropriate stakeholders.
Ability to understand transaction legal documentation to ensure accurate settlements.
Ability to evaluate, summarize and communicate residential loan due diligence results and exceptions.
Excellent organizational skills to ensure timely and accurate loan purchase and sale transaction settlements.
Knowledge of collateral files and reconciliation of custodial exceptions.
Technologically savvy, with the ability to work in varied systems; advanced excel skills.
High attention to detail and effective problem-solving skills.
Excellent oral and written communication skills.
Analytical thinking ability and professionalism.
A reasonable estimate of the total compensation range for this role is $120,000-$142,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity
thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyAVP, Market Development Manager
San Jose, CA jobs
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.
Responsibilities
Essential Duties
Sales and Service
Within the Territory of responsibility,
Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Sells and processes, Tech CU's products & services in person and via Virtual Branch
Collaborates with internal partners to optimize outreach efforts.
Connects and develops relationships with key employers as well as business and civic leaders in the territory.
Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
Participates in community organizations and events aligned with Tech CU's organizational objectives.
Utilizes social media channels to promote events and engage community and Tech CU membership.
Maintains current industry, competitive and product knowledge.
Develops and nurtures a network of referral sources and business contacts.
Communicate sales results to own manager for inclusion in territory management reports.
Works under general supervision from leadership.
May offer periodic coaching to other less experienced staff.
Schedule
Full-time; 40+ hours/week
Flexible within core business hours, M-F (or as directed by management)
Occasional extended early morning or late evening hours, and weekends, typically with advance notice.
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: Bachelor's Degree in related business discipline or equivalent work experience.
Experience:
7+ years of experience in related disciplines products, policies and procedures.
3+ years of outside sales or business development experience.
Knowledge/Skills/Abilities:
Strong leadership and sales acumen.
Solid time and project management skills.
Solid ability to self-manage priorities.
Self-motivated and goal driven.
Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
Proficient in Microsoft Office products
Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
Positive disposition.
Solid team orientation.
Strong commitment to make excellence a habit.
Strong written, verbal and presentation skills.
Highly adaptive and open to changes as the organization grows and its needs evolve.
Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice.
Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Walk/travel 60-80% of the time to develop business.
While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
Keyboard and read computer screen for 75% of time during which one is seated.
Ability to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 106
Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 10% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyThreat Manager , Vice President
Columbus, OH jobs
JobID: 210692555 JobSchedule: Full time JobShift: Variable Base Pay/Salary: New York,NY $142,500.00-$200,000.00 The Threat Manager is vital to the Global Security Threat Management team, managing complex threat cases and improving workplace violence prevention. This role requires autonomy, expert decision-making, and specialized threat management knowledge. The Threat Manager oversees cases, leads projects, and influences key business aspects within Global Security. Responsibilities include managing security concerns, participating in the On-Call Schedule, and conducting Joint Threat Review meetings. The role also supports team development and ensures continuous improvement, safeguarding the firm's employees and assets worldwide.
As a Threat Manager within Global Security, you will provide continued support to employees through partnership with other key cross-functional partners as required. Utilize your strong technical skills to help enhance the global team's risk and controls initiatives. Reporting to a Threat Management Director, you will provide support functions for escalated threat cases throughout their entire lifecycle; support functions will include acknowledgement of case details & distribution, case management system input, process updates for TM workflow, supplemental case investigations, organization of interviews, and consult of case management and adjudication. This lifecycle will include information gathering, initial threat assessment, consultation of stakeholders, incorporation of mitigation strategies, continued monitoring and regular reviews of persons of concern.
Job responsibilities:
* Actively respond, manage and maintain cases of all case-types to include report writing and record retention
* Conduct witness interviews and provide assessments as required
* Provide program support for other GS/TM partners (Global Intelligence, Insider Risk)
* Serve as liaison support for cross-functional partners
* Provide case support for peer TMs as needed and based on caseload/on-call support
* Support the development of best practice documents and standard response protocols
* Utilize internal databases to execute long-term monitoring of persons of concern
* Leverage partnerships to continuously monitor persons of concern
* Support data integrity, TM case metrics, and trends analysis
* Leverage technical skills (Microsoft office suite, ServiceNow, ArcGIS, Sales Force, Pega, Tableau, Power Bi, etc.) to enhance teams operational excellence
Required qualifications, capabilities, and skills:
* 5+ years' experience in a threat management, law enforcement, intelligence analysis, and/or corporate security role
* BA or BS Degree in History, Criminal Justice, Intelligence, or Political Science or equivalent years of relevant experience
* Proficiency in MS office suite
* Ability to think quickly and make decisions while under pressure
* Ability to work within a team environment and achieve buy-in from stakeholders
* Strong communication skills
* Strong organization skills
* Available to travel 10%
* Able to work extended hours to include nights, weekends, and on-call as needed
Auto-ApplyVice President - Fund Servicing Manager
Columbus, OH jobs
Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions.
As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing. This position requires the understanding of advances accounting, cash, and securities movement methodologies. General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information.
**Job responsibilities**
+ Organize daily priorities to ensure deliverables are met for assigned activities.
+ Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities.
+ Be a subject matter expert on the methodologies of accounting, cash and securities movement.
+ Display problem solving, analytical skills and independent decision making in line with position.
+ Conducts quality control over other's work.
+ Be flexible and engaged with team members to meet departments deliverables.
+ Lead, mentor, and participate in the development of associates.
+ Be available to provide input to, test and help implement innovative technology as needed.
+ Manage internal and external technology including Third Party Oversight management as needed.
+ Support the development of marketing products and poses the ability to engage external U.S. banking clients.
**Required qualifications, capabilities, and skills**
+ An undergraduate degree in Finance/Accounting or equivalent professional experience.
+ Advanced understanding of investment account statements from financial institutions.
+ Ability to interact with U.S. based clients to support product initiatives.
+ Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes.
+ Ability to take ownership and be accountable.
+ Ability to prioritize and manage multiple responsibilities simultaneously.
+ Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions).
+ Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint).
**Preferred qualifications, capabilities, and skills**
+ Fund accounting and/or experience with privately held companies.
+ Experience of various banking/accounting software applications.
+ Experience developing/converting to new banking/accounting software.
+ People management/engagement experience and skills.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
AVP, Market Development Manager
Meridian, ID jobs
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.
Responsibilities
Essential Duties
Sales and Service
Within the Territory of responsibility,
Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Sells and processes, Tech CU's products & services in person and via Virtual Branch
Collaborates with internal partners to optimize outreach efforts.
Connects and develops relationships with key employers as well as business and civic leaders in the territory.
Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
Participates in community organizations and events aligned with Tech CU's organizational objectives.
Utilizes social media channels to promote events and engage community and Tech CU membership.
Maintains current industry, competitive and product knowledge.
Develops and nurtures a network of referral sources and business contacts.
Communicate sales results to own manager for inclusion in territory management reports.
Works under general supervision from leadership.
May offer periodic coaching to other less experienced staff.
Schedule
Full-time; 40+ hours/week
Flexible within core business hours, M-F (or as directed by management)
Occasional extended early morning or late evening hours, and weekends, typically with advance notice.
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: Bachelor's Degree in related business discipline or equivalent work experience.
Experience:
7+ years of experience in related disciplines products, policies and procedures.
3+ years of outside sales or business development experience.
Knowledge/Skills/Abilities:
Strong leadership and sales acumen.
Solid time and project management skills.
Solid ability to self-manage priorities.
Self-motivated and goal driven.
Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
Proficient in Microsoft Office products
Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
Positive disposition.
Solid team orientation.
Strong commitment to make excellence a habit.
Strong written, verbal and presentation skills.
Highly adaptive and open to changes as the organization grows and its needs evolve.
Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice.
Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Walk/travel 60-80% of the time to develop business.
While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
Keyboard and read computer screen for 75% of time during which one is seated.
Ability to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 106
Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 10% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyVice President, Office of the Chairman and CEO
New York, NY jobs
**About this role** **Vice President, Office of the Chairman and CEO** The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
**About this position**
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
**Key responsibilities**
+ **Team Operations & Management:** Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
+ **Briefing Memo Process & Quality Control:** Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
+ **Calendar Oversight & Guidance:** Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
+ **Items to Review (ITR) & Correspondence Management:** Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
+ **Complex Client Engagement:** Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
**Skills and qualifications**
+ Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
+ Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
+ Build strong, respectful relationships with team members, peers and leaders across the firm.
+ Positive "can-do" attitude, team player.
+ Derive professional satisfaction operating behind-the-scenes.
+ High degree of professional discretion and integrity.
+ Excellent editing skills.
+ Proficient with the Microsoft Office suite.
+ Committed to being in the office 5 days per week.
+ 6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Vice President, Office of the Chairman and CEO
New York, NY jobs
About this role Vice President, Office of the Chairman and CEO The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
About this position
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
Key responsibilities
* Team Operations & Management: Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
* Briefing Memo Process & Quality Control: Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
* Calendar Oversight & Guidance: Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
* Items to Review (ITR) & Correspondence Management: Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
* Complex Client Engagement: Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
Skills and qualifications
* Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
* Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
* Build strong, respectful relationships with team members, peers and leaders across the firm.
* Positive "can-do" attitude, team player.
* Derive professional satisfaction operating behind-the-scenes.
* High degree of professional discretion and integrity.
* Excellent editing skills.
* Proficient with the Microsoft Office suite.
* Committed to being in the office 5 days per week.
* 6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Junior Portfolio Manager, iDPE - Assistant Vice President / Vice President
New York, NY jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.
Responsibilities
Perform due diligence on private companies and their industries alongside senior team members.
Prepare investment memoranda.
Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
Support external communications regarding the Fund, including engagement with prospective and existing investors.
Track market trends, competitor activity, and industry developments.
Create business development presentations as required.
Qualifications
4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Benefits
The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyJunior Portfolio Manager, iDPE - Assistant Vice President / Vice President
Greenwich, CT jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.
Responsibilities
Perform due diligence on private companies and their industries alongside senior team members.
Prepare investment memoranda.
Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
Support external communications regarding the Fund, including engagement with prospective and existing investors.
Track market trends, competitor activity, and industry developments.
Create business development presentations as required.
Qualifications
4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Benefits
The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyBusiness Manager, COO Global Markets Financing
New York, NY jobs
Your role Do you enjoy working in a fast-paced and dynamic environment? Are you excited to solve problems by asking questions, connecting dots, and constantly learning? Are you organized with an eye for detail? We're looking for highly driven, analytical, forward-thinking, creative problem solver to join our Americas Financing COO team to support, implement, and help manage risks to the Global Markets Financing business.
The responsibilities include (but are not limited to):
* partnering with front office stakeholders both locally and globally to manage the implementation of key projects and initiatives, including business driven changes to transform our Trading and Sales functions
* developing an in-depth understanding of the business (e.g. products, front to back flows, revenues, costs, personnel, strategic plan, initiatives, etc.).
* managing relationships with Technology, Operations, Compliance, Finance and Legal to drive efficiencies across the business
* work closely with your team members to implement an effective risk framework for the Americas Financing business
* monitor, analyze and presentation of financial performance
* partner with senior business heads to understand and address critical business requirements, help define the regional strategies and drive and implement new business initiatives
* identify, evaluate, and mitigate risks, adhering to regulatory and operational risk standards through completing deep-dives and ad-hoc projects
* managing the Business Management portfolio, including strategic projects, front to back controls, regulatory initiatives and analyzing and resolving business issues
* independent leadership of special projects while operating with a high degree of autonomy and accountability
* responsible for managing day to day BAU activities: problem solving, trouble shooting, issue management, communication, etc. with the business
Detailed salary information:
* New York: the salary range for this role is $122500 to $147500
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact?
Your expertise
* relevant experience includes but is not limited to business management, COO, management consulting, etc.
* consensus building and partnership approach with a high degree of collaboration across teams globally (comfortable working and networking across diverse businesses and personalities)
* have a capacity to understand new processes and quickly evaluate issues in order to prioritize work and design solutions to benefit the business
* comfortable working both independently and in a collaborative environment; manage multiple priorities, and ensure completion of deliverables in timely fashion
* analytical and capable of presenting and interpreting information to support your decision making; ability to synthesize qualitative and quantitative data effectively for delivery to management
* have strong communication (oral and written), presentation and interpersonal skills to liaise with members of the organization at all levels; excellent analytical and presentation skills; proficiency in Excel and Power Point
* organized, and logical thought process in which they can adopt systematic approach to resolve problems
About us
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Junior Portfolio Manager, TPM - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking an Associate or Assistant Vice President to join the Portfolio Management team, focusing primarily on the TPG Private Markets Fund (“TPM”). This fund is a newly launched, registered fund managed by iCapital that provides access to the private equity investments of TPG, a global alternative asset manager.
Responsibilities
Perform due diligence on co-investment opportunities sourced from one of the most prominent private equity firms in the world.
Prepare investment memos and other relevant analyses to assist in the investment underwriting process.
Monitor the performance of existing investments, identifying potential risks and opportunities.
Assist with portfolio construction, which spans investment strategies and geographies.
Prepare reports and presentations for investors and other stakeholders.
Work closely with the Product, Fund Finance, Compliance, and other teams to ensure smooth transaction, execution and portfolio management.
Ensure adherence to regulatory requirements and internal policies.
Qualifications
Strong academic credentials and a demonstrated track record of successful work experience
2-6 years of post-undergrad investment or leveraged finance experience with an investment management firm, investment banking, or private equity/private credit firm
Strong analytical and modeling capabilities with a fundamental driven approach to investing
Able to work collaboratively in team environments and strong relationship-building skills
Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
Proficient in managing multiple projects simultaneously and meeting deadlines
Able to produce high-quality work with a focus on accuracy and thoroughness
Benefits
The base salary range for this role is $110,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyVP Loan Administration
Andover, OH jobs
The Vice President, Loan Administration is responsible for the overall leadership, strategic direction, and performance of the Bank's consumer and residential lending operations, loan processing, loan servicing, collections, and secondary market activities. This position ensures strong risk management, regulatory compliance, staff development, and operational efficiency across all lending support functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Regular onsite attendance.
* Provides accurate, efficient, and exceptional customer service to both internal and external customers.
* Maintains up-to-date knowledge of bank regulations, credit policies, loan documentation standards, secondary market requirements, and compliance obligations.
* Oversees the daily operations of Loan Processing, Loan Servicing, and Collections through direct supervision of department managers.
* Ensures efficient workflow and timely processing, underwriting, servicing, and support for retail lending operations.
* Leads loan administration initiatives, including credit review, quality control, portfolio monitoring, and risk mitigation strategies.
* Oversees secondary market processes including program eligibility, servicing requirements, quality control, and investor reporting.
* Evaluates lending processes, procedures, and systems to improve efficiency, accuracy, and customer experience.
* Provides leadership in change management and drives enhancements to support organizational goals and the future direction of Andover Bank.
* Ensures effective cross-departmental communication and collaboration to meet lending, servicing, and compliance objectives.
* Prepares lending-related reports, metrics, and analysis for Executive Management, the Board of Directors, auditors, and regulators.
* Ensures departments maintain accurate and complete procedure manuals and follow all security, audit, and quality control guidelines.
* Provides coaching, support, performance management, and professional development for direct reports and their teams.
* Supports preparation for internal and external audits and regulatory examinations.
* Participates in strategic planning and contributes to developing and implementing lending strategies and goals.
* Builds strong relationships with lending officers to support quality loan growth and consistent credit standards.
* Represents the Bank professionally with customers, community members, auditors, regulators, and business partners.
SUPERVISORY RESPONSIBILITIES
The VP of Loan Administration directly supervises the Loan Processing Manager and the Loan Servicing Manager and works collaboratively with senior management, lending officers, and operational departments to maintain the quality, growth, and profitability of the Bank's lending portfolio.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's Degree or higher in Business Management, Accounting or Finance or commensurate experience. Previous loan experience required. Strong organizational, analytical, and supervisory and communication skills. Must have a demonstrated working knowledge of Microsoft products
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers or other customers.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
OTHER SKILLS AND ABILITIES
Strong Computer and Interpersonal Skills
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS N/A
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; talk, hear and see. The employee frequently is required to stand, walk, and sit. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
VP Loan Administration
Andover, OH jobs
Job DescriptionDescription:
The Vice President, Loan Administration is responsible for the overall leadership, strategic direction, and performance of the Bank's consumer and residential lending operations, loan processing, loan servicing, collections, and secondary market activities. This position ensures strong risk management, regulatory compliance, staff development, and operational efficiency across all lending support functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
· Regular onsite attendance.
· Provides accurate, efficient, and exceptional customer service to both internal and external customers.
· Maintains up-to-date knowledge of bank regulations, credit policies, loan documentation standards, secondary market requirements, and compliance obligations.
· Oversees the daily operations of Loan Processing, Loan Servicing, and Collections through direct supervision of department managers.
· Ensures efficient workflow and timely processing, underwriting, servicing, and support for retail lending operations.
· Leads loan administration initiatives, including credit review, quality control, portfolio monitoring, and risk mitigation strategies.
· Oversees secondary market processes including program eligibility, servicing requirements, quality control, and investor reporting.
· Evaluates lending processes, procedures, and systems to improve efficiency, accuracy, and customer experience.
· Provides leadership in change management and drives enhancements to support organizational goals and the future direction of Andover Bank.
· Ensures effective cross-departmental communication and collaboration to meet lending, servicing, and compliance objectives.
· Prepares lending-related reports, metrics, and analysis for Executive Management, the Board of Directors, auditors, and regulators.
· Ensures departments maintain accurate and complete procedure manuals and follow all security, audit, and quality control guidelines.
· Provides coaching, support, performance management, and professional development for direct reports and their teams.
· Supports preparation for internal and external audits and regulatory examinations.
· Participates in strategic planning and contributes to developing and implementing lending strategies and goals.
· Builds strong relationships with lending officers to support quality loan growth and consistent credit standards.
· Represents the Bank professionally with customers, community members, auditors, regulators, and business partners.
SUPERVISORY RESPONSIBILITIES
The VP of Loan Administration directly supervises the Loan Processing Manager and the Loan Servicing Manager and works collaboratively with senior management, lending officers, and operational departments to maintain the quality, growth, and profitability of the Bank's lending portfolio.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's Degree or higher in Business Management, Accounting or Finance or commensurate experience. Previous loan experience required. Strong organizational, analytical, and supervisory and communication skills. Must have a demonstrated working knowledge of Microsoft products
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers or other customers.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
OTHER SKILLS AND ABILITIES
Strong Computer and Interpersonal Skills
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
CERTIFICATES, LICENSES, REGISTRATIONS N/A
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; talk, hear and see. The employee frequently is required to stand, walk, and sit. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Requirements:
Program Manager - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence.
Key Responsibilities
Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans.
Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment.
Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies.
Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations.
Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team.
Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics.
Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus.
Qualifications
5+ years of relevant experience within program management, project management or business analysis roles
Proven experience delivering complex software projects in financial services or fintech environments.
Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders.
Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset.
Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com)
Operational rigor with a focus on process improvement, workload distribution, and team enablement.
Experience peer influencing projects fostering a culture of accountability and growth.
PMP, SAFe, CSM, or CSP certifications are a plus.
Benefits
The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyCybersecurity Project Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans.
Responsibilities
Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level.
Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability.
Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies.
Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages.
Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility.
Qualifications
Bachelor's degree in a related field is required, master's degree is a plus
5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment
Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results
Exceptional organizational, time management, and written and verbal communication skills
Comfortable engaging with senior leaders and stakeholders
Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies
Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred
Benefits
The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyStudio Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a highly organized and technically skilled Studio Manager to oversee the day-to-day operations of our in-house studio. This individual thrives in a fast-paced production environment, has a deep understanding of studio equipment and media workflows, and enjoys overseeing multiple tasks, from managing gear to shooting and editing content.
Responsibilities
Maintain and oversee studio equipment inventory, ensuring all gear is functional, organized, and up to date. Recommend upgrades and new purchases as needed.
Operate cameras, lighting, and audio equipment for both long-form and short-form studio productions.
Partner with the Producer to shoot social media content which includes setting up and breaking down equipment and quickly editing and delivering assets to the Social team for same day turnaround.
Collaborate with producers and creative teams to ensure a smooth execution of shoots.
Provide on-set technical support and troubleshoot issues in real time.
Manage media assets including ingesting, backing up, organizing, and archiving footage.
Ensure proper file naming conventions and metadata tagging for efficient retrieval and editing.
Perform light-to-medium editing tasks such as rough cuts, audio syncing, and basic color correction.
Coordinate with external production agencies, freelance crews, and vendors to support studio shoots and special projects.
Ensure third-party teams deliver final assets in an organized, timely, and technically sound manner that aligns with internal media management standards.
Define and evolve studio workflows for efficiency and quality.
Communicate challenges, resource needs, and timeline risks to leadership effectively.
Qualifications
8+ years of experience in studio production or media operations
Strong knowledge of studio equipment including cameras, lighting setups, and audio gear
Proficiency in media management workflows and cloud storage platforms
Excellent organizational skills and attention to detail
Able to multitask and adapt to changing production needs
Experience with live streaming or multi-cam setups
Basic motion graphics or audio mixing skills
Knowledge of financial media environment
Benefits
The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyVice President, Office of the Chairman and CEO
Day, NY jobs
About this role
Vice President, Office of the Chairman and CEO
The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
About this position
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
Key responsibilities
Team Operations & Management: Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
Briefing Memo Process & Quality Control: Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
Calendar Oversight & Guidance: Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
Items to Review (ITR) & Correspondence Management: Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
Complex Client Engagement: Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
Skills and qualifications
Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
Build strong, respectful relationships with team members, peers and leaders across the firm.
Positive “can-do” attitude, team player.
Derive professional satisfaction operating behind-the-scenes.
High degree of professional discretion and integrity.
Excellent editing skills.
Proficient with the Microsoft Office suite.
Committed to being in the office 5 days per week.
6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyVP Commercial Relationship Manager
Fairfield, OH jobs
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Vice President of Commercial Relationship Manager is the individual that uncovers and calls on small to medium size business from both internal and external sources to meet or exceed business services production goals. The individual will solicit term loans and lines of credit relationships with small business members/customers primarily through "cold calling", branch network, and various other channels. Key responsibilities include selling and closing small business loans and lines of credit. This individual must have the ability to uncover small business needs and match products/services accordingly. Vice President of Commercial Relationship Manager also cross-sells and develops ancillary products. What you will do:
Obtains Minimum of Quarterly Closed Loan Production Numbers.
Build and Develop Commercial loans
Marketing, Prospecting and Cold Calling:
Follows up with lead within 24 hours of receipt and document outcome, Solicit member clients for other products; i.e. share accounts, merchant services, leases, financial services, credit cards, Select Employer Groups (SEG).
Solicit member clients for lead referrals
Develop and strengthen the loan referral network, using leads to achieve loan goals.
Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities.
Develop and implements an effective marketing plan through the utilization of aid marketing sources
Penetrates and actively works connections with Centers of Influence( COI)> Which includes Realtors,
Builders, Divorce Attorneys, CPA , Associations, friends etc.
Seeks and participates in networking events
Strategic Planning and Marketing:
Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities.
Develop and implements an effective marketing plan through the utilization of aid marketing sources
Loan Committee Preparation and Presentation:
Prepare loan packages and present to approving authority and loan committee.
Ensures all documentations are received and in good order
Preparing written evaluations and recommendations for approvals
Utilize Profit Stars to meet the required ROA on loan products
Cultivate external relationships that provide viable and consistent leads:
Build credible referral source network that provide consistent loan referrals
Document all contact information for referral sources in Encompass database including names, phone
numbers, and email
Market to and build relationships. Make ongoing contact with referral sources to ensure consistent and
viable leads (I.e. Thank you notes, flyers, etc.) Documents activities, newsletters
Participate in industry related meetings and events
Communication:
Communicates in effective and organized manner with Centers of Influences (Realtors, Builders)
Communicates in effective and organized manner with members/potential members
Communicate committee results to member
Communicates in effective and organized manner with associates
Communicates and updates effectively with team members of any new partnerships or updated product information.
Correspondence is written in a professional manner and tone
Deepen Existing and Establish Relationship:
Open and Close Accounts: Payroll Services, Treasury Management, Merchant Services Referrals and Business Credit Cards
Performs other duties as assigned
Complies with all policies and standards
What you will need:
4-6 years Experience in Commercial and/or Business Lending Required
Minimum High School graduate or G.E.D. Required
BS/BA degree preferred
Knowledge in: Fannie Mae and Freddie Mac, “Investor Regulations, FEMA Regulations and Requirements and Equal Credit Opportunity Act
Must have a valid driver's license
Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability
What you will earn:
Competitive pay
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
6% matching and immediately vested 401(K) plan
Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This position requires frequent driving to potential credit union clients through out the state as a work assignment, to provide assistance, or to attend meetings or training sessions. Travel required to call on business contacts, attend business and community organization meetings and events, and to implement business development activities. This is a Non-Collective Bargaining Unit. Telhio is an equal opportunity employer
AVP Branch Manager
Beachwood, OH jobs
Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
* American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
* Top Workplaces USA national award in 2022, 2023, 2024 and 2025
* Newsweek's America's Best Banks 2023 and 2024
* Newsweek's America's Greatest Workplaces 2024 and 2025
* Forbes America's Best Banks 2024 and 2025
* Forbes Best-in-State Banks 2020, 2021 and 2025
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Job Purpose:
This position leads the branch's efforts to pro-actively meet the client's financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client's financial needs and exceed their expectations. These offerings will include our consumer and business deposit and loan product lines, financial services and partner products and services such as investment offerings, insurance offerings, mortgages, etc. This is a sales and sales leader role which requires the ability to meet expected individual and branch goals and metrics. This includes activities and results.
A successful candidate needs to be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills to achieve stated goals. This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards.
Job Duties:
* Will be responsible for employee and business development.
* Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch.
* Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered.
* Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products.
* Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals.
* Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement.
* Pro-actively meet the clients' financial needs through our sales process.
* Utilize Salesforce for client and prospect interactions and sales activities.
* Make outside business calls to clients and prospects to acquire and retain business.
* Must be able to establish, maintain and grow, working relationships with partners.
* Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success.
* With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results.
* Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels.
* Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication.
* Conducts weekly staff meetings to engage the team in the performance of the branch.
* Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success.
* Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable.
* Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards.
* Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies.
* Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control.
* Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements.
* Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements.
* Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform.
* Is responsible for researching and providing resolution to customer and branch concerns.
* Consistently completes required training for all bank and branch policies and procedures.
* Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines.
* Will perform special projects as assigned.
Education, Experience and Job Skills:
* Bachelor's Degree or equivalent experience in the financial services industry.
* 1-3 years' experience in a manager role preferred.
* Must be an energetic, enthusiastic team player.
* Demonstrated previous sales success as an individual and as a leader.
* Excellent communication, problem solving, customer service, cross selling and lending skills.
* Must be a decision-maker with well-developed interpersonal skills to represent the Bank positively in dealing with clients, employees and the community.
* Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team.
* Must be able to pass background and credit standards to hold NMLS credentials
* Trustworthy and confidential behavior is essential in this role.
* Knowledge and prior usage of computers and computer systems.
* Ability to work individually and with others.
* Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
* Valid Driver's license.
* Daily Reliable transportation.
Basic Qualifications:
* Bachelor's Degree or equivalent experience in the financial services industry.
* Valid Driver's license.
* Daily Reliable transportation.
* Must be able to travel (i.e. to Marietta, Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.