Credit analyst jobs in Hempstead, NY - 200 jobs

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X. Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. You Are The candidate will be a Manager within the Commercial Banking Consulting practice with a focus on Business and Technology Transformation within the wholesale lending industry. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process. Large wholesale lenders are investing heavily in modernizing their business, technology, and data to optimize straight-through processing, enhance client and employee experience, and reduce cost of ownership. Accenture is growing our practice to help our client navigate their transformational journeys. The Commercial Credit Manager will be focused on supporting the development of our lending offerings and the delivery of transformational consulting projects. The Commercial Credit Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities may include: Support Commercial Credit Transformation programs - including operating model and technology implementations . Design next generation experiences and platforms for commercial lending clients. Manage all parts of projects, from client buy-in to planning, budgeting, and execution. Source and coordinate work from other internal workforces. Develop of our next generation Wholesale credit technology offerings. Become a trusted advisor for C-suite clients looking to solve critical business problem. Drive business development to originate new client opportunities. Build your reputation as an industry thought leader. * * Travel, as required, up to 80%, in the United States and Canada. Qualification Here's What You Need: Minimum of 5 years relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development Minimum of 5 years of equivalent of commercial credit industry (sales, underwriting. closing, servicing, portfolio management) industry experience Demonstratable experience being part of an nCino or Salesforce project delivery project or consulting engagement for commercial lending A Bachelor's degree Bonus Points if you have: Extensive transformation strategy or operating model design experience in commercial banking. Launched new product offerings in the banking industry. Demonstrated experience developing and managing relationships with senior client executives. Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. nCino or Salesforce certification(s) Hands on experience with additional commercial lending industry platforms, e.g., Moody's, Blooma, Built French language skills An advanced degree or financial industry certification Built next generation analytic capabilities (e.g., predictive, generative, or agentic AI) for commercial lending. Professional Skills Proven ability to operate within a collaborative environment. Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. High energy level, focus and ability to work well in demanding client environments. Excellent communication (written and oral) and interpersonal skills. Strong leadership, problem solving, and decision-making abilities. Unquestionable professional integrity, credibility, and character. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Locations

Flushing, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: - Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities - Assists, educates, and trains clients on conducting simple transactions through self-service technologies - Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy - Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping - Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: - Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment - In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months - Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Confident in identifying solutions for helping new and existing clients based on their needs - Strong written and verbal communications skills - Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) - Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances - Applies strong critical thinking and problem-solving skills to meet clients' needs - Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously - Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Associate's Degree or Bachelor's Degree in business, finance or a related field - Experience working in a financial center where goals were met or exceeded - Retail and/or sales experience in a salary plus incentive environment - Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded - Experience with financial information, spreadsheets and financial skill - Knowledge of banking products and services - Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: - Active Listening - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

A leading financial services firm located in Greenwich, Connecticut is seeking a Private Banker to provide holistic wealth management solutions. The ideal candidate will have over six years of experience in private banking and a strong network to acquire new clients. Responsibilities include managing client relationships and offering tailored investment advice. Applicants must hold a Bachelor's Degree and relevant licenses, with a focus on a superior client experience. #J-18808-Ljbffr

Our client is an established asset management firm in NYC. The firm is well-known and invests primarily in credit. The Attorney/Lawyer (Transactional Counsel) will work closely with the Investments and Legal team on a wide array of bespoke credit transactions. Role: Provide legal advice and drive execution on lending transactions in partnership with the Firm's investment professionals and external law firms. Advise on structuring, negotiation, and documentation of complex lending transactions and ensure that the documentation addresses key legal and business concerns. Quickly understand unique and diverse business models and commercially negotiate bespoke structures and legal solutions tailored to the Firm's borrowers and strategy. Provide legal guidance concerning commitment letters, term sheets, loans, amendments, waivers, term sheets, collateral packages, indentures, security documents, consents, and covenants review. Liaise with teams across the Firm, including Legal, Compliance, Operations, Finance, etc., to manage risk and policy compliance. Manage and work alongside outside counsel to facilitate superior structuring and transaction documentation. Requirements: 4+ years of experience (JD 2021+) professional experience in direct lending, on the lender's side, would be ideal. Must be currently in BigLaw or at a Credit Investment Firm. Strong attention to detail and the know-how behind transactions and the Fund's unique strategies. Superior Communication skills and interpersonal abilities JD from a Top Law School Admitted to Practice in the State of New York or eligible to waive in

Guggenheim Investments is seeking a Municipal Credit Analyst. The Municipal Credit Analyst is responsible for maintaining market coverage, conducting security and portfolio-level analysis, and sourcing and reviewing investments. This position is collaborative and may be cross-functional across credit sectors and portfolio management in response to market conditions. The employee is responsible for intermediating, aggregating, and disseminating market information to credit sector teams, portfolio managers, and senior investment professionals. The employee will report to the Senior Municipal Credit Analyst/Sector Lead. The position can be located in Santa Monica, CA or New York City, full-time.Responsibilities Key Responsibilities: Lead evaluation of specialized and complex investments utilizing all available sources of information including governing documents, published research, financial reports, news, rating agency reports, and market information Analyze new issue and secondary market taxable and tax-exempt municipal credits to create reports, analyses, and recommendations Create and maintain analytical models and tools that enhance credit research (e.g. sector-wide credit metric comparable, macro stress testing) In-depth work on the legal characteristics of security structure, such as mutability of cash flow waterfalls, enforceability of tax levies, legality of issuance authorization, substitutability of indentures Monitor portfolio holdings and municipal sectors for credit changes and material news and events Formulate and manage sector investment thesis and strategy and communicate firm-wide, incorporating the firm's macro views Provide the team leader with ongoing information about market sentiment, liquidity, volatility, and other market information about the sector Prioritize investment activities considering Portfolio needs, desk resources, and market risk/value. Create and maintain desk tools that improve investment process and efficiency (e.g., secondary offerings, trade reports, bi-weekly meeting data, credit review log) Create and institutionalize credit research reporting, credit memo templates, and ESG analysis framework Author the municipal sector team's Quarterly Outlook thought leadership piece Ensure adherence with firm policies and procedures with respect to investment underwriting, compliance, trading Direct surveillance, research, and project activities in conjunction with the Team Leader Develop project scope and set priorities for technology and research initiatives Assist in the creation and maintenance of marketing materials Qualifications Preferred Qualifications Advanced degree (MFE, MBA) or equivalent educational background are desirable 10+ years of experience on the buy side Strong credit, finance, economic, business, and technical skills Ability to multi-task across analytical, administrative, and research activities in a detail oriented and timely manner Team oriented individual with ability to work independently and work well with diverse groups in a market-paced environment Basic Qualifications BA/BS in a quantitative discipline to include finance, business, economics or accounting Minimum 6-9 years of experience in credit research and analysis (buy side) CFA or progress toward CFA is required Experience with industry standard tools and data products such as Bloomberg, BRS, Ipreo, TM3. Strong credit, finance, economic, business, and technical skills Advanced Excel skills are required. SQL, Python skills are desirable Strong written and verbal communication skills Strong commitment to performance and accuracy of work product Salary Range Annual base salary between $160,000.00-$175,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: Credit Analysis & Portfolio monitoring This position is responsible for credit initiation of new clients as well as periodic credit risk assessment of existing Global Corporate clients in the U.S. This would include timely drafting of credit analysis through Business Credit Applications (BCAs) as directed by the Head of Segment/Relationship Managers. Such analysis should be independent and in line with bank approved credit policies and processes and include the following: * Discuss overall exposure on the Client/Group, rationale for limits (including lending, trade, corporate finance and FX products), assess overall economic loss and determine business and risk approving authorities. * Assess the dynamics and nature of the Client's/Group's business and industry, including key risk aspects. * Conduct peer analysis and assess the Client's/Group's competitive positioning within its industry. * Assess management strength, experience and track record and corporate governance. * Articulate the Client's/Group's strategy and an assessment of its clarity and associated execution risks. * Assess funding strategy, financial policy, treasury activity (hedging, cash management) and liquidity. * Prepare financial spreads and Internal scorecard to assign internal rating grade to the Client. * Assess balance sheet strength, alongside cash flow and profitability vulnerability, via trend and ratio analysis. * Assess other pertinent risk aspects and mitigating factors, including country risk, parental and/or governmental linkage/support, holding company risk, collateral evaluation, covenant structure and cushion analysis, relative ranking of indebtedness, structural and / or contractual subordination aspects etc. * Conduct leveraged lending assessment in line with U.S. regulatory requirement and support with base and stress case projections to assess repayment capacity over 7 years as well as Enterprise Valuation Analysis (EVA) for high-risk clients. Key Responsibilities * Support completion of mandatory checklists including Climate Risk Assessment, Environment & Social Risk Assessment and Reputational Risk assessment. * Complete Fraud Risk Assessment for all clients including assessment of red flags in the fraud risk report and trade counterparty assessment. * For FX limits, complete limit review and substantiation exercise in line with Financial Markets Appropriateness and Credit Term Sheet updates based on RM/Risk feedback. * The position is also responsible for the following portfolio credit monitoring activities: Completion of annual credit reviews of assigned accounts and re-assess key risks and re-evaluate internal credit grade. Ensure zero annual credit review overdues and minimize review extensions. * Identify client limits with low / nil utilization and escalate to the respective Relationship Manager for input / additional discussions with product partners and / or clients. * Prepare interim BCAs to increase / decrease limits, propose amendments/waivers, refresh financial analysis, update Credit Grade (when required), etc. * Support coverage team in structuring deals and present credit proposals in senior business and risk approval committees. * Monitor Covenants & Risk Triggers (C&RTs). Raise any breaches under (C&RTs) to Relationship Manager, and Credit. * Monitor and assess rating agencies actions including downgrades or outlook changes. * Perform credit stress testing on assigned names, when required. * Ensure compliance with all internal and regulatory credit / other portfolio related policies in conjunction with GAMs. Support senior Credit Analysts and GAMs in preparing and responding to internal / external audits and regulatory exams. Skills and Experience * Financial Statement Analysis * Corporate Credit risk * Financial Forecasting and modelling * Industry Knowledge * Relationship Management * Products & Processes Qualifications Key requirements * Analytical strength - to spot emerging risks, in particular forward-looking industry trends. * Gravitas - to engage with Relationship Managers and Clients alike, have the ability to challenge in a constructive manner. * Collaborative - to work in partnership with stakeholders to 'get things done,' fulfilling the Job Purpose Experience & Skills * Strong analytical ability, focused on the assessment and calibration of credit risk. * Strong verbal and written communication skills, with proven ability to work across cultures and within a dynamic environment. * Able to hold credible dialogue at all levels of the organisation, as well as with clients. * Well organized, able to multi-task and balance competing demands. Educational Qualifications * Graduates / Graduate calibre. * Sound knowledge of accounting and financial principles gained by experience or qualification. * MBA or CFA qualifications advantageous, but not required. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 170,000 USD to 210,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *

Group Description: Evercore's Private Capital Advisory (PCA) team is a leading global secondaries market advisor, focusing on providing strategic advisory services to financial sponsors across a variety of portfolio and fund management objectives, advising limited partners on liquidity solutions for their private asset portfolios, and employing various forms of structured ABS technologies to create innovative capital and liquidity solutions for private markets issuers and investors. What is the position? PCA is seeking to hire a highly motivated Analyst to join its team, with a focus on GP-led private credit transactions. The ideal candidate is intelligent and mature, has experience in investment banking or investing (ideally credit or secondary focused), the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. The ideal candidate must demonstrate the ability to work on several projects concurrently and possess the desire to learn and work hard. Specific Qualifications: * 1-2 years of investment banking or investing experience (ideally restructuring or secondary focused, credit experience a plus) * Bachelor's degree in Finance, Accounting, or a related discipline strongly preferred * Proficiency in Microsoft Excel with strong financial modeling skills * Superior analytical skills and demonstrated excellence in academic coursework * Exceptional verbal and written communication skills, with the ability to present complex information clearly * Strong interpersonal skills and ability to articulate ideas * Demonstrated strong work ethic, self-motivation, and ability to thrive in a fast-paced, team-oriented environment * Energetic, results-driven, and intellectually curious individual who takes initiative and ownership of responsibilities Expected Base Salary Range: $120,000-$140,000 In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to: * Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts * 401(k) Retirement Plan * Life and disability insurance, including additional voluntary financial protection insurance * Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services * Family-building and family-support benefits * Paid parental, caregiver, marriage and bereavement leave * Commuter benefits, health club membership discounts, and other corporate discounts * Paid holidays, vacation days, personal days, sick days, and volunteer opportunities About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit ***************** Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.

About The Role: Parker's mission is simple but ambitious: to increase the number of financially independent people. We believe the best way to achieve this is by giving independent business owners the financial tools they need to scale profitably. Our core product combines a virtual corporate card with dynamic spending limits and profitability-focused software tooling-empowering eCommerce merchants to grow faster while staying in control of their margins. We've raised over $180M in equity and debt from world-class investors, including Valar Ventures, Y Combinator, SVB, and notable founders such as Solomon Hykes (Docker), Paul Buchheit (Gmail), Paul Graham (Y Combinator), and Robert Leshner (Compound). We're a Series B fintech scaling rapidly, with strong product-market fit and accelerating demand. We're now scaling our credit operations and looking for a sharp, thoughtful, and experienced Credit Analyst Manager to help us evaluate business creditworthiness and support disciplined portfolio growth. As a Credit Analyst Manager at Parker, you'll lead and evolve Parker's underwriting operations. You'll own credit policy, streamline processes, and help us strike the right balance between risk and growth. If you're passionate about credit risk, data-driven decisioning, and enabling customers through smarter finance - this role is for you. What You'll Do: Lead the credit analyst team for new and existing applicants across Parker's corporate card and lending products. Refine and maintain credit policies, approval thresholds, and risk segmentation logic. Analyze financials, bank data, and alternative data sources to assess creditworthiness. Work closely with Risk, Data, and Product teams to improve automation and develop scoring models. Support Sales and Success teams with responsive, well-informed credit decisions. Monitor portfolio performance and adjust underwriting strategies accordingly. Help build a scalable, high-performing underwriting team over time. What We're Looking For: 10+ years of experience in underwriting, credit risk, or lending - ideally with SMBs, eCommerce, or card-based products Background in fintech, payments or embedded credit products Strong analytical mindset with experience evaluating financial statements and cash flow. Familiarity with underwriting automation tools and workflows Excellent communication skills and a collaborative, low-ego approach Experience in high-growth startups or fintech environments is a plus Nice to Have: Experience with transaction-level data underwriting (e.g. Plaid, Open Banking) Exposure to capital markets or structured finance Experience with tools like Plaid, Alloy, and Ocrolus Why Parker: Work with a high-caliber team that values ownership and transparency. Help shape foundational infrastructure at a fast-growing fintech startup. Competitive comp and meaningful equity

Profile: Primary activities will include, but not be limited to, research of potential investments across leverage finance (Broadly Syndicated Loans and High Yield bonds): * Act as the credit research analyst responsible for credit investments in one or more sectors; * Develop investment frameworks for relevant industries and the analysis of issuers; * Provide fundamental credit research analysis of cash flow, credit metrics, financial performance, and comparative assessment of market value within sectors. * Identify trends and changes in competitive positions within industries; * Develop models for analysis, including sensitivity analyses to assess pro-forma and projected financial performance. Incorporate the firm's ESG framework in the analysis; * Monitoring of news and industry developments in the credit markets.

The Credit Analyst processes applications from new customers as well as existing ones who like to establish credit terms or adjust their current credit line. The analyst reviews the application for indications of fraud and perform necessary research to conduct background check. S/he interacts with customers in a timely manner to gather necessary information required to process the application. Up on approval, the analyst updates the customer profile, enter credit limits in to the system and informs the applicant the result of their application. In conjunction with the team, s/he manages department phone queue line, mailbox, requests from Sales, A/R etc. Additionally, the Analyst monitors customer's accounts on an annual basis and produces reports as needed. Essential Responsibilities: Processing business credit applications for credit terms account. Investigating and assessing credit worthiness of applicants. Setting up open accounts with a credit limit and entering pertinent verified information on the account profile. Assisting and communicating with Sales, Marketing, A/R, financial institutions and businesses on ongoing daily issues, requests. Performing periodical review through scoring or requesting updated credit information on existing active accounts with high activity/volume. Specific Knowledge, Skills and Abilities: Effective problem solving & analytical skills Excellent written and oral communication skills. Excellent organizational skills and attention to detail.

Hours: 40 Pay Details: $32.00 - $47.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Credit Management Job Description: The Credit Analyst II is responsible for conducting in-depth industry and financial analysis of existing and potential borrowers. This job works cooperatively to support the Lending and Credit functions of the Bank. Depth & Scope: Responsible for financial analysis of moderately complex loans/industries/Customers Works more independently but under the guidance and review of lead staff Good understanding of loan risk factors Researches industry specific information from outside sources, which may include conversation with Borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet Participates in Customer meetings and make direct inquiry for specific Customer information based on prior research, experience and knowledge (may require travel at times) Integral part of loan origination process. Responsible for performing underwriting analysis of Borrower's character, credit worthiness and financial condition Supports the lending function by providing analytical support Prepares insightful and timely approval memorandums for presentation to appropriate lending and credit authorities Thoroughly analyzes financial statements, management profiles, business and product cycles, cash flow ability, collateral, agings, etc. of future and existing Customers to identify trends, measure performance, assess financial strength and develop an assessment of credit risk May prepare complete written analysis with appropriate recommendations for approval, denial and alternative structure when necessary May maintain credit files, monitor data such as updated financial statements and prepare updated analysis memos Monitors compliance with regulatory requirements Provides written analysis that identifies any deviations from the Company Commercial Loan Policy and becomes familiar with alternative structures in order to reduce credit risk Achieves operational performance standards in quality and timeliness Education & Experience: 4 year degree or equivalent experience 2+ years related experience required Developed knowledge of credit and financial analysis techniques. Exhibits the ability to gather, consolidate, analyze and summarize data to provide well-considered recommendations on an increasingly independent basis. Strong oral and written communication skills. Strong analytical and research skills. Developed PC skills including demonstrated proficiency and capability in word processing and spreadsheet software. Ability to multi-task and meet deadlines. Ability to maintain the confidentiality of credit and Customer information. Good interpersonal skills and a team orientation. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.` Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Vice President level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Specialty Finance Department (“SFD”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance, Aviation, and Real Estate. Your Role Overview: The Associate will join the Aviation Finance Team which arranges financing transactions for airlines and lessors based in the Americas. The Associate will assist with all aspects of building and managing the aviation investment portfolio, with a particular focus on underwriting new investments and performing due diligence. In addition, the Associate will be responsible for monitoring, analyzing, and reporting on existing investments. Prior aviation experience is preferred, ideally covering airlines or lessors from a credit perspective. Your Duties and Responsibilities Reviews potential assets in aviation and prepares credit applications and makes investment recommendations. Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management. Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity. Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities. Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated. May conduct business development activities. May conduct or support deal structuring activities. Performs other duties and responsibilities as assigned by management. Your Qualifications: Bachelor's degree in Finance or Economics or equivalent with 2+ years related experience. Good knowledge of finance and basic accounting. Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies. Basic knowledge of corporate finance transaction. Basic knowledge of loan markets. Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities. Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

The Bank of Princeton has exciting career opportunities! Our goal to hire and retain talented people with engaging personalities and strong work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. As a Bank, we believe in investing in the right places. Especially when it comes to our employees. Our assets are our people. The Bank of Princeton has programs to help our employees grow in the community we serve. If you are a creative thinker interested in career growth, development and exceeding customer expectations, I am looking for you. We are always seeking top talent in Credit Administration as a Credit Analyst/Underwriter. The ideal candidate should have three or more years of experience in Commercial Lending preparing full and complete underwriting packages for commercial real estate and business loan requests, including but not limited to credit, financial, risk and market analysis. Must be able to analyze personal financial statement, corporate financial statements, federal tax returns, and other financial reports as required by specific loan request. Compensation includes a base salary commensurate with experience, excellent benefits including 401K, healthcare and a host of others. The Bank is expanding not only in New Jersey, New York and in Philadelphia and is one of the fastest growing institutions in New Jersey. It is noted as one of the top 50 fastest growing companies in NJ. The Bank of Princeton is an Equal Employment Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Disabled/Sexual Orientation.

Credit Analyst Team: Convertibles Verition Fund Management LLC (“Verition”) is a multi-strategy, multi-manager hedge fund founded in 2008. Verition focuses on global investment strategies including Credit, Fixed Income & Macro, Convertible & Volatility Arbitrage, Event-Driven, Equity Long/Short & Capital Markets, and Quantitative Strategies. Role Summary: We are seeking a highly motivated and detail-oriented Credit Analyst to join a Convertibles team in Greenwich, CT. The ideal candidate will bring 3-10 years of dedicated credit experience, gained at a buy-side credit fund, hedge fund, private credit platform, or an investment bank leveraged finance group. This hire will support the portfolio manager and contribute to sourcing and active management of convertible bond investments. This role is designed for individuals with a strong academic background and a proven track record of excellence. Key Responsibilities: Conduct credit analysis for convertible issuers across all sectors and support the integration of credit insights into convertible strategies. Build and maintain detailed financial models, scenario analyses, capital structure reviews, and covenant analyses. Evaluate business quality, competitive positioning, management strength, and industry dynamics. Stay current on market trends, macroeconomic factors, and sector developments impacting the convertibles book. Track portfolio company performance, liquidity, covenant compliance, and upcoming catalysts. Monitor portfolio risk exposures and recommend adjustments where appropriate. Partner with trading, compliance, and operations teams to ensure seamless execution. Develop and refine an investment framework under the mentorship of the Portfolio Manager. Qualifications: 3-10 years of dedicated credit experience gained at a buy-side credit fund, hedge fund, private credit platform, or investment bank leveraged finance group. Strong academic background. Exceptional written and verbal communication skills. High level of intellectual curiosity, strong work ethic, and keen attention to detail. Ability to work effectively in a team-oriented, fast-paced, and dynamic environment.

Full-time Description About Us Bogota Savings Bank has been a community-anchored financial institution since 1893. Originally established as Bogota Savings and Loan, we converted to a State Mutual Savings Bank in 1996 and later merged with Gibraltar Bank in 2021, expanding our footprint into Essex and Morris counties. We believe banking should be personal, local, and reliable. Our mission is to provide excellent customer service, affordable and efficient banking solutions, and superior product offerings to our customers across New Jersey. Whether it's through our full-service branches, surcharge-free ATM network, or modern digital banking tools, we serve our communities with integrity, care, and responsiveness. About the Role As a Credit Analyst, you will play a critical role in supporting the Lending team by analyzing financial data, loan documentation, and risk profiles of current and prospective borrowers. Reporting to the Chief Lending Officer, you will ensure that credit decisions are informed, compliant, and aligned with the Bank's standards. This role provides an opportunity to interact with commercial real estate clients as a secondary point of contact, contributing directly to sound lending practices and strong client relationships. Requirements Key Responsibilities Gather, analyze, and interpret credit information, leases, real estate appraisals, and investigative reports to assess creditworthiness of borrowers. Prepare comprehensive credit analysis packages and loan requests for review by the Internal Loan Committee. Review and monitor Commercial Real Estate Loan documentation at inception and throughout the loan lifecycle, including annual reviews. Assign and update credit risk ratings, ensuring timely tracking of reports, appraisals, and financial statements. Draft correspondence with clients to request financial information and support loan processing. Enter loan details into departmental systems, preparing recommendations for term sheets and loan offerings. Maintain compliance with all lending policies, regulatory requirements, and the Bank Secrecy Act/CIP procedures. About the Candidate You are detail-oriented, analytical, and highly organized. You enjoy working with financial data and take pride in accuracy and thoroughness. You balance technical expertise with strong communication skills, building trust with colleagues and clients alike. You thrive in a structured environment, adhering to regulatory standards while contributing to a client-focused lending process. Knowledge, Skills and Experience Associate's degree or equivalent; bachelor's degree in finance, accounting, or related field preferred. Minimum of 2 years of banking experience with formal credit training. Strong knowledge of Microsoft Excel and Word; familiarity with lending software systems preferred. Excellent written and verbal communication skills. Ability to interpret financial statements, credit reports, and appraisal documentation. Strong organizational and time management skills with attention to detail. Core Competencies Manages Complexity - You make sense of complex and sometimes contradictory information, applying structured analysis to support sound credit decisions. Financial Acumen - You use financial data and indicators to inform lending recommendations and ensure alignment with business goals. Customer Focus - You build and maintain strong client relationships while delivering solutions that meet client and organizational needs. Ensures Accountability - You take ownership of your work, ensuring accuracy, compliance, and timely completion of credit analyses. Collaborates - You work effectively across teams, supporting colleagues and contributing to shared success. Salary Description $40,000 - $70,000 Depending On Experience

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X. Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. You Are The candidate will be a Manager within the Commercial Banking Consulting practice with a focus on Business and Technology Transformation within the wholesale lending industry. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process. Large wholesale lenders are investing heavily in modernizing their business, technology, and data to optimize straight-through processing, enhance client and employee experience, and reduce cost of ownership. Accenture is growing our practice to help our client navigate their transformational journeys. The Commercial Credit Manager will be focused on supporting the development of our lending offerings and the delivery of transformational consulting projects. The Commercial Credit Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities may include: + Support Commercial Credit Transformation programs - including operating model and technology implementations . + Design next generation experiences and platforms for commercial lending clients. + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop of our next generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problem. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + + Travel, as required, up to 80%, in the United States and Canada. Here's What You Need: + Minimum of 5 years relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of equivalent of commercial credit industry (sales, underwriting. closing, servicing, portfolio management) industry experience + Demonstratable experience being part of an nCino or Salesforce project delivery project or consulting engagement for commercial lending + A Bachelor's degree Bonus Points if you have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + nCino or Salesforce certification(s) + Hands on experience with additional commercial lending industry platforms, e.g., Moody's, Blooma, Built + French language skills + An advanced degree or financial industry certification + Built next generation analytic capabilities (e.g., predictive, generative, or agentic AI) for commercial lending. Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem solving, and decision-making abilities. + Unquestionable professional integrity, credibility, and character. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skill Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr