Vice President And Manager jobs at Customers Bank - 1884 jobs
SVP, Relationship Manager
Customers Bank 4.7
Vice president and manager job at Customers Bank
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What You'll Do:
As an SVP Senior Relationship Manager, you will be responsible for soliciting and closing new, profitable business and managing the existing portfolio to bank standards. The successful candidate will have strong marketing skills and a broad network, as his/her primary responsibility will be new business development, including lead generation, and relationship management.
We are looking for a highly motivated, strong communicator, who thrives in a fast-paced environment.
Responsibilities:
* Call new commercial clients (loans & deposits)
* Negotiate terms and conditions to successfully close profitable business
* Review and analyze financial information
* Visit customers to establish and maintain positive relationships
* Cross-sell other bank products and services
* Actively involved in the community with ability to represent the bank
* Monitor and proactively manage all aspects of the loan portfolio including loan delinquency, loan reviews, renewals and work with Special Assets team, when appropriate
What Do You Need?
* Bachelor's degree or equivalent and 10+ years of related work experience
* Ability to independently negotiate complex credit structures and close large transactions
* Comprehensive knowledge of commercial banking and treasury products, services and completion of formal credit training.
* Working knowledge of Capital Markets, including Loan Syndications and Debt Capital Markets.
* Strong C&I calling background
* Ability to bring a local existing book of business
* Experience building and maintaining internal and external partnerships
* Ability to source new prospect and referral source relationships Meet and exceed regional and bank loan production and performance goals
* Ability to review and analyze financial information
* Excellent written and oral communications
Technology Skills:
* Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$203k-284k yearly est. Auto-Apply 21d ago
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VP, Small Business Lender
Customers Bank 4.7
Vice president and manager job at Customers Bank
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, current or future, to be considered
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What you'll do:
Overview:
Customers Bank is seeking a Small Business Lender & Deposit Relationship Manager to join our team in Berks County, PA. This role is designed for a community-focused professional who is passionate about helping small businesses grow through customized lending and deposit solutions.
You'll act as a trusted advisor to small business clients-including business owners, nonprofits, and commercial borrowers-while promoting Customers Bank's presence in the local Philadelphia market.
If you thrive in a fast-paced, relationship-driven environment and have a deep understanding of the small business ecosystem, this role is for you.
Key Responsibilities:
Business Development & Relationship Management
* Develop new business opportunities through cold calling, lead lists, internal and external referrals, and partnerships with Centers of Influence (COIs).
* Serve as the Single Point of Contact (SPOC) for your clients, coordinating with internal product partners to deliver comprehensive banking solutions.
* Build a robust network of COIs in the Berks County market with a clear plan for regular engagement and referral generation.
* Represent Customers Bank at community and networking events to grow visibility and strengthen local relationships.
* Manage and grow a portfolio of small business clients, with a focus on both credit and deposit growth.
Sales & Lending Execution
* Lead the full sales cycle, from prospecting and needs analysis to closing and onboarding.
* Originate and structure loans for:
* Owner-occupied commercial real estate
* Nonprofits
* C&I (Commercial & Industrial) loans
* Open business deposit accounts and provide tailored treasury management solutions.
* Ensure ongoing servicing of clients' banking needs while maintaining high service standards.
* Monitor portfolio risk, with emphasis on minimizing delinquencies and maintaining credit quality.
Process & Pipeline Management
* Use Salesforce and the SBLG (Small Business Lending Group) system to input applications, manage the sales pipeline, and track all client interactions.
* Maintain accurate weekly reports on pipeline activity, production metrics, and relationship status.
* Follow all compliance, risk, and operational protocols for credit documentation, account opening, and reporting.
Success Metrics:
* Achievement of individual lending and deposit production goals.
* Growth of client portfolio through new business development and relationship deepening.
* Engagement with local COIs and consistent referral activity.
* Timely and accurate documentation and CRM management.
* High client satisfaction and retention.
Why Join Customers Bank?
* Entrepreneurial culture with a strong focus on community banking.
* Tools, technology, and support to help you succeed in the field.
* Competitive compensation and benefits.
* An opportunity to make a meaningful impact on the Berks County small business community.
What do you need?
* 5+ years of experience, loan production in a Small Business Lending role, using customized business software, Internet/Online systems, and customer relationship management systems (CRM)
* Solid understanding of credit underwriting and deposit products.
* Proven track record in business development and relationship management.
* Familiarity with the Berks County small business market and its key influencers.
* Proficiency in Salesforce and Microsoft Office tools.
* Strong interpersonal, presentation, and organizational skills.
* Self-starter with the ability to work independently and manage multiple priorities.
* Bilingual (English/Spanish) Preferred
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$134k-188k yearly est. Auto-Apply 34d ago
Vice President, Architecture
Fidelity Investments 4.6
Merrimack, NH jobs
VicePresident, Architecture for Contact Center Build Strategy, Enterprise Contact Center
At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients.
As VicePresident, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.
The Expertise and Skills You Bring
15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers.
You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps.
You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure.
You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems.
You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement.
You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services.
You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities.
You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution.
You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure.
You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization.
You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them.
The Value You Deliver
Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint.
Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates.
Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results.
Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps.
Ensuring the solutions that are delivered meet high standards for quality, performance, and scale.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$140k-285k yearly 1d ago
VP of Digital/eCommerce
Orion 4.8
New York, NY jobs
Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market.
Role Description
We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels.
As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value.
Key Responsibilities
Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics
Lead optimization of the website and checkout experience to increase conversion and average order value
Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics
Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences
Implement tools, technologies, and best practices to scale DTC growth efficiently
Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies
Build out the digital growth team as the company scales
Ideal Candidate Profile
8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics
Proven track record of scaling eComm businesses from early-stage to $50M+
Deep understanding of CRO, funnel optimization, UX/UI, and performance media
Analytical thinker with strong command of data, A/B testing, and attribution
Comfortable in scrappy, high-growth environments with a focus on execution
Experience managing cross-functional teams and third-party partners
Passionate about sleep, health, and using technology to improve lives
$144k-208k yearly est. 3d ago
Junior Portfolio Manager, iDPE - Assistant Vice President / Vice President
Icapital Network 3.8
New York, NY jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant VicePresident or VicePresident 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.
$140k-220k yearly Auto-Apply 20d ago
President & CEO
The Moran Company 4.0
River Vale, NJ jobs
Spectrum for Living Development, Inc.
River Vale, New Jersey
The Moran Company is pleased to partner with Spectrum for Living Development, Inc. to recruit the organization's next President & CEO.
Spectrum for Living Background
Founded in 1978 by parents of children with developmental disabilities, Spectrum for Living's primary goal is to develop a total lifetime program to meet the needs of this population and remedy service inequities.
Spectrum provides a wide variety of comprehensive services for up to 1,000 individuals with disabilities, including an Intermediate Care Facility, 14 residential group homes, 5 supervised apartments, and 5 adult day programs across Bergen, Passaic, and Middlesex counties in New Jersey. Additional services include case management, respite, supported employment, and recreation.
Spectrum operates with a $48 million budget and employs 600 staff. Its administrative office is in River Vale, New Jersey, an upscale, safe, family-friendly suburb with highly rated public schools and easy access to Manhattan.
Position Summary
The President/CEO serves as the Administrative Agent of Spectrum for Living. This position provides leadership and overall management by administering a delivery system of comprehensive services/supports in accordance with the organization's mission and implementing policies and programs approved by the Board of Trustees (Board).
This managerial position holds full authority and responsibility for all employees through an organized supervisory system. The CEO has the authority to exercise independent judgment, establish policies and procedures, and ensure all control systems are in place for the effective and efficient management of the organization.
Key Responsibilities
Management and Administration: Provide effective administrative leadership; develop a comprehensive management system for efficient planning, monitoring, and evaluation; ensure adherence to the mission, philosophy, and strategic goals; oversee human resources management, staff evaluation, and staff development; formulate policy and planning recommendations for the Board; coordinate leadership for full licensure; serve as lead contract officer for agreements, major purchases, and capital improvements; plan, organize, control, and evaluate administrative functions; and serve as the final arbitrator of staff grievances.
Financial Management: Develop and implement annual operating and capital budgets (with the CFO); ensure proper financial reporting; maintain control and direction for all funding sources; ensure the agency's financial viability; provide leadership for all fundraising efforts; and oversee the physical assets of the agency.
Board Relations: Advise and inform Board members on all significant matters affecting the agency; interface between the Board and staff; serve as an advisor on Board committees; provide honest feedback to the Board on all programs and make recommendations concerning new programs/growth opportunities; assist with new Board member orientation; attend all regular Board and designated Committee meetings; advise the Board on federal, state and local regulatory initiatives that may impact the agency; act as the designated agent of the Board; and assumes membership on the Endowment Board.
Advocacy and Community Relations: Initiate, maintain, and enhance community relations with various agencies, officials, and business leaders; participate actively on relevant external boards/committees (e.g. ABCD); ensure that the agency's needs and objectives are heard and understood by regulatory authorities; advocate for public policy supporting individuals with intellectual and developmental disabilities (I/DD); promote effective relationships with other I/DD-serving organizations; advocate for public policy supporting providers, people with I/DD and their families; and educate the Board and families on public policy/regulatory matters affecting the I/DD community.
Development and Fundraising: Drive organizational development/fundraising initiatives; actively participate in grant development, presentations, and securing corporate sponsors; encourage all families/stakeholders to support the agency; and develop relationships with local business and community leaders and other major donors.
Program Development and Planning: Develop and implement services that meet community needs; evaluate services against goals, objectives, and established KPIs; ensure annual review of policies and procedures for regulatory compliance; maintain up-to-date information on I/DD; participate in special studies/projects; develop expansion or modification plans; and oversee the commitment to Continuous Quality Improvement (CQI) programs agency wide.
Additional Responsibilities: Conduct regular staff and management meetings for information dissemination and problem resolution; attend family meetings to enhance communication; mentor the executive team and administrative staff; participate in staff development and training; attend operating and non-Board committees/work groups; and serve as an agency representative at public/community meetings.
Professional Qualifications and Personal Attributes
Qualifications: Bachelor's degree required. A master's degree in business/nonprofit management, finance, and/or Health and Human Services is strongly preferred.
Experience: A minimum of ten years of increasingly responsible executive management experience is required, in the developmental disabilities, human services or healthcare sector. Experience must include strategic leadership, fiscal management, organizational resourcing, planning, budgeting, programming, procurement, management, and technical expertise in administering federal and state grant funding. Previous success in establishing external relationships with individuals and organizations of influence, including government agencies, civic leaders, partner agencies, support coordinators and family advocacy groups.
Attributes: Commitment and passion to promote the highest quality of life, purpose, and independence for adults with I/DD. Excellent interpersonal skills (listening, sensitivity, conflict resolution, negotiation); excellent verbal and written communication skills with the ability to inspire support for the mission; strong strategic and critical thinking, diplomacy, and relationship building; keen judgment and decision-making skills; strong collaborative and leadership abilities; ability to interact effectively with all levels of management, the Board, and outside regulatory agencies; ability to work independently, manage multiple tasks simultaneously, and demonstrate exceptional follow-up.
Knowledge: Comprehensive knowledge of laws and regulations from DHS/DDD, DHSS, HUD, HCFA, OPWDD, SED, Department of Health, and other regulatory agencies is required.
Compensation
The projected compensation range for this position is $350,000 to $375,000 annually, commensurate with education and experience. Compensation is supplemented by a strong benefits package, including medical, prescription & vision, dental, life insurance, long-term disability, and a 403(b) plan. Relocation expenses are negotiable.
Statement of Non-Discrimination
Spectrum for Living is an Equal Employment Opportunity Employer. It is the policy of the organization to provide equal employment opportunities to all covered persons and not discriminate against any person because of race, religion, creed, color, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, national origin, ancestry, ethnicity, genetic traits, citizenship, military status, marital status, pregnancy, use or non-use of tobacco products, atypical cellular or blood trait, mental or physical disability including AIDS or being HIV positive, affectional preference, sexual orientation, civil union or domestic partnership status, or any other protected characteristic as established by federal, state, or local law.
Application Process
The Moran Company is conducting the search for the Spectrum for Living, Inc. President/CEO. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
$350k-375k yearly Auto-Apply 21d ago
Program Manager - Associate / Assistant Vice President
Icapital Network 3.8
New York, NY jobs
About the Role
iCapital is seeking a strategic and results-driven Associate / Assistant VicePresident, 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.
$100k-150k yearly Auto-Apply 20d ago
Cybersecurity Project Manager - Assistant Vice President
Icapital Network 3.8
New York, NY jobs
About the Role
iCapital is looking to hire an Assistant VicePresident 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.
$120k-145k yearly Auto-Apply 20d ago
Studio Manager - Assistant Vice President
Icapital Network 3.8
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.
$120k-140k yearly Auto-Apply 20d ago
Executive Office - FLU Risk Manager AVP
Bank of China Limited, New York Branch 4.0
New York, NY jobs
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
The FLU Risk Manager is responsible for executing the risk management processes and manages the risks within its department, including but are not limited to conducting risk assessments, testing the controls, identifying and reporting risks and issues, monitoring the department's adherence to risk management policies and procedures, performing tasks required under data privacy program, coordinate within department to complete user recertification, and report any information security or data privacy incidents.
Responsibilities
Include but are not limited to
Risk Management Responsibilities
Implement, or coordinate with relevant FLU teams on the implementation of, the RGF and risk management policies and procedures within FLU as well as enforcing relevant controls (e.g. Clean Desk check)
Create and maintain FLU procedures pertaining to FLU Risk Managers' responsibilities
Provide inputs/feedback to IRM risk management policies and procedures
Monitor FLU adherence to IRM standards and requirements
Propose addition, modification and removal of KRIs and thresholds during annual review and off-cycle adjustment, and facilitate the approval process
Monitor, maintain and report KRIs owned by FLU according to the governance requirements in the KRI Procedure
Identify and escalate KRI warning line and limit breaches according to the KRI Procedure
Produce FLU risk reporting for applicable risk areas, and report to Senior Management, IRM and risk committees as appropriate
Identify existing and emerging risks potentially impacting the FLUs if any
Identify incidents and issues and report to respective IRM
Remediate issue or monitor issue remediation according to action plan, validate issue closure documentation for FLU-owned business-identified issues
Conduct risk assessments pertaining to the respective risk areas (e.g. ERA, RCSA)
Maintain a control inventory, process mapping and other documentations as applicable
Develop control testing plan
Conduct control testing, report results, monitor control issue remediation as applicable and validate issue closure documentation
Attend risk management related training
Identify risk management training needs for FLUs
Review the application security requirements, and conduct security control testing on processes, systems, and applications as applicable
Assist ORD in conducting security monitoring investigation as needed
Coordinate risk management related requests from internal/external audit, Head Office and regulators within FLU
Monitor the departmental third-party risk management, business continuity planning/testing and record retention
Actively participate in the monthly FLU Compliance Testing meetings
Participating in the BSA/AML/OFAC risk assessment, including monthly data verification, and demonstrating an adequate understanding of the RAE system
Contributing to the annual Fraud risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Contributing to the annual Consumer and Regulatory compliance risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Acting as the department's regulatory change coordinator, providing timely responses to the LCD as requested
Any additional responsibilities related to compliance risk management, as assigned by their department heads
Act as liaison between CISO and FLU department to perform required assigned projects under Data Privacy Program on a timely basis. Support Data Privacy program deliverables includes but not limited to identifying projects or applications initiated or owned by department and perform necessary privacy impact assessment
Identify data sharing cross-border and follow cross-border data sharing requirements to get required review and approval
Identify and report to CISO on a timely basis any incidents related to data privacy breach or data security breach
Coordinate between FLU and CISO to timely perform and complete user recertification
Other Departmental Responsibilities
Assist the Department Management with day-to-day administration of EO including preparation of workforce analysis and business impact analysis, drafting departmental strategic plan, work reports and others
Conduct quality assurance evaluation and testing to departmental processes, assist with workflow process review and revision
Monitor the implementation of departmental ABAC compliance and expense management
Participate in special projects and other duties as assigned
Qualifications
Bachelor's degree in Business Administration, Finance, or Economics required; Master's degree preferred
Minimum 5 years of Banking or Administration experience required
Minimum 5 years of Risk Management, Compliance, and Internal Control experience
Demonstrate knowledge in risk management processes and principles, regulatory, and compliance
Demonstrate knowledge in Purchasing Management, Asset Management, Expense Management, Facility Management, Reputation Risk Management, Donation and Sponsorship management, Branding and Marketing, and Executive Support, etc.
Bilingual ability in English and Mandarin required
Pay Range
Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications.
USD $65,000.00 - USD $150,000.00 /Yr.
$65k-150k yearly Auto-Apply 60d+ ago
Executive Office - FLU Risk Manager AVP
Bank of China Limited, New York Branch 4.0
New York, NY jobs
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
The FLU Risk Manager is responsible for executing the risk management processes and manages the risks within its department, including but are not limited to conducting risk assessments, testing the controls, identifying and reporting risks and issues, monitoring the department's adherence to risk management policies and procedures, performing tasks required under data privacy program, coordinate within department to complete user recertification, and report any information security or data privacy incidents.
Responsibilities
Include but are not limited to
Risk Management Responsibilities
Implement, or coordinate with relevant FLU teams on the implementation of, the RGF and risk management policies and procedures within FLU as well as enforcing relevant controls (e.g. Clean Desk check)
Create and maintain FLU procedures pertaining to FLU Risk Managers' responsibilities
Provide inputs/feedback to IRM risk management policies and procedures
Monitor FLU adherence to IRM standards and requirements
Propose addition, modification and removal of KRIs and thresholds during annual review and off-cycle adjustment, and facilitate the approval process
Monitor, maintain and report KRIs owned by FLU according to the governance requirements in the KRI Procedure
Identify and escalate KRI warning line and limit breaches according to the KRI Procedure
Produce FLU risk reporting for applicable risk areas, and report to Senior Management, IRM and risk committees as appropriate
Identify existing and emerging risks potentially impacting the FLUs if any
Identify incidents and issues and report to respective IRM
Remediate issue or monitor issue remediation according to action plan, validate issue closure documentation for FLU-owned business-identified issues
Conduct risk assessments pertaining to the respective risk areas (e.g. ERA, RCSA)
Maintain a control inventory, process mapping and other documentations as applicable
Develop control testing plan
Conduct control testing, report results, monitor control issue remediation as applicable and validate issue closure documentation
Attend risk management related training
Identify risk management training needs for FLUs
Review the application security requirements, and conduct security control testing on processes, systems, and applications as applicable
Assist ORD in conducting security monitoring investigation as needed
Coordinate risk management related requests from internal/external audit, Head Office and regulators within FLU
Monitor the departmental third-party risk management, business continuity planning/testing and record retention
Actively participate in the monthly FLU Compliance Testing meetings
Participating in the BSA/AML/OFAC risk assessment, including monthly data verification, and demonstrating an adequate understanding of the RAE system
Contributing to the annual Fraud risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Contributing to the annual Consumer and Regulatory compliance risk assessment, such as ensuring timely completion of the questionnaire with high quality, and reviewing and providing feedback on the reports
Acting as the department's regulatory change coordinator, providing timely responses to the LCD as requested
Any additional responsibilities related to compliance risk management, as assigned by their department heads
Act as liaison between CISO and FLU department to perform required assigned projects under Data Privacy Program on a timely basis. Support Data Privacy program deliverables includes but not limited to identifying projects or applications initiated or owned by department and perform necessary privacy impact assessment
Identify data sharing cross-border and follow cross-border data sharing requirements to get required review and approval
Identify and report to CISO on a timely basis any incidents related to data privacy breach or data security breach
Coordinate between FLU and CISO to timely perform and complete user recertification
Other Departmental Responsibilities
Assist the Department Management with day-to-day administration of EO including preparation of workforce analysis and business impact analysis, drafting departmental strategic plan, work reports and others
Conduct quality assurance evaluation and testing to departmental processes, assist with workflow process review and revision
Monitor the implementation of departmental ABAC compliance and expense management
Participate in special projects and other duties as assigned
Qualifications
Bachelor's degree in Business Administration, Finance, or Economics required; Master's degree preferred
Minimum 5 years of Banking or Administration experience required
Minimum 5 years of Risk Management, Compliance, and Internal Control experience
Demonstrate knowledge in risk management processes and principles, regulatory, and compliance
Demonstrate knowledge in Purchasing Management, Asset Management, Expense Management, Facility Management, Reputation Risk Management, Donation and Sponsorship management, Branding and Marketing, and Executive Support, etc.
Bilingual ability in English and Mandarin required
Pay Range
USD $65,000.00 - USD $150,000.00 /Yr.
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
The AVP, Customer Relationship Manager is responsible for soliciting and originating new businesses and transactions such as fully secured bilateral loans, deposits and treasury service products; researching and examining credit risk, assess credit history, and providing credit recommendation of the related loans and deposits. Performing KYC /BSA /AML and all other compliance activities relating to new and legacy loans.
Responsibilities
Include but not limited to:
Business Development & Customer Relationship
Maintain regular contact with customers and look for opportunities to deliver added value to existing customer relationships.
Manage, develop and execute marketing plans and strategies to maximize customer base promoting the designated loan products and services (e.g. syndicated loans).
Take the lead of subordinates to conduct market research and identify new business opportunities to expand network of customer and business partner relationships.
Manage the servicing of the existing loan portfolio, including handling customer inquiries and overseeing payments.
Check the effectiveness of new business opportunities and marketing plans.
Take the lead of subordinates to conduct research and make recommendation to the management of the syndication loans, club deals and participation loans.
Solicit and explore potential business opportunities with targeted client base (e.g. Fortune 500 companies, brokers, other institutions of syndicated loans, club deals, and loan participations from banks in primary and secondary market.
Structure, supervise and negotiate the term sheet and/or commitment letter with Legal and Compliance teams.
Work closely with relevant departments in the New York Branch for ongoing loan administration and loan closing procedures.
Check and sign off the subordinates' assessment of customer relationships and determine appropriate action if necessary.
Credit Risk Analysis
Conduct due diligence for prospective deals that includes detailed credit analyses, financial and industry analyses, and risk assessments.
Evaluate credit worthiness of customers and report any unusual activities to supervisor.
Manage and monitor the subordinates' timely preparation of documentation, acquire executed documentation from customer and review for accuracy.
Verify that the appropriate pricing, loan terms and profitability requirements are achieved.
Portfolio & Post-Lending ManagementManage and monitor assigned loan portfolio for outstanding loan exceptions and unusual activities. Escalate as necessary.
Review signed documents to assure loan package is complete with proper signatures obtained.
Follow-up and clear any and all outstanding loan exceptions related to assigned portfolio.
Monitor activities related to loans within the portfolio and escalate if necessary.
Take the lead of the subordinates to perform post-lending monitoring of accounts.
Ensure the processing and closing of loans in a prompt, accurate and efficient manner.
Assist with administrative duties such as account setup, internal reports, drawdown management, post lending monitoring as needed.
Monitor matured/maturing loans/credit lines and coordinate appropriate renewal.
Risk & Compliance Management
Ensure all departmental and loan activities are in compliance with all applicable federal laws, and regulations such as Anti-Money Laundering (AML), Bank Secrecy Act (BSA), KYC and others. Report any unusual activities to QCU team.
Understand and comply with bank policies, procedures and regulatory requirements
Keep abreast of industry trends and understand regulatory requirements.
Assist with audits in providing requested supporting documentations in a timely manner.
Qualifications
Bachelor's degree with major in business, financial, accounting or economics is required. A master degree preferred
At least 5 years of work experience in corporate lending and customer relationship management for AVP level; at least 1 year of work experience is required for Associate level
Corporate analysis skills required, including Proficiency in spreadsheet analysis, ratio calculation and analysis, cash flow projection & analysis, sensitivity test and scenario analysis
Able to engage with marketing and client relationship management
Accounting knowledge, corporate finance, credit analysis
Pay Range
USD $42,000.00 - USD $150,000.00 /Yr.
$42k-150k yearly Auto-Apply 60d+ ago
AVP/Retail Relationship Manager - Pequannock
Kearny Bank 4.4
Plainsboro, NJ jobs
Responsible for leading a team of sales and service professionals to meet and exceed all sales goals and client experience targets. Manages all aspects of sales development, operations and client experience activities within the branch. Provide coaching, training and development to all branch team members, ensuring complete commitment to the Bank's Core Values and overall business objectives. Delivering financial service products to current and potential clients while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch. Maintain a strong focus on growing current client relationships, external business development and community involvement to achieve maximum branch growth, profitability and superior name recognition for the Bank.
Responsibilities
The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Contributes to the continuous growth of the branch by actively identifying and pursuing new business development opportunities and ensuring continued client experience and retention of all existing relationships.
Work closely with all business partners to ensure complete client relationship building and achievement of all production goals and objectives.
Maintain a strong presence within the local community through active involvement and leadership roles in various professional organizations and community events.
Focus on proactive and innovative branch initiatives to promote branch growth, client retention and achievement of all annual production goals and key objectives.
Provide strong leadership through effective communications, coaching and leading by example.
Conduct weekly sales meetings a daily observations of the client experience, ensuring that the clients are receiving superior client service and needs based relationship building techniques are being applied through effective profiling.
Manages performance standards; develops staff to build a cohesive and effective team.
Conducts individual coaching sessions with each branch team member.
Manages the relationship building and client experience process, follow up activities and referral lead generation through active use of EnAct, the Bank's CRM System.
Understand and embrace the corporate vision.
A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting client's financial needs. Identify clients with additional profit potential and develop action plans to expand these relationships.
Ensure the products and services recommended to clients are an appropriate fit for them. Build the Relationship as appropriate.
Have a basic understanding of Cash Management Products and Services.
Measure service levels against client experiences and expectations.
Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
Perform other duties as may be assigned.
Qualifications
A Bachelor's degree or comparable professional training is required.
Minimum 5 years' experience in banking or a financial institution required of which at least 3 years has been in a supervisory position.
Ability to meet/exceed client experience needs, identify client/project needs.
Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services.
Ability to model Relationship Building Techniques and effectively cross-sell.
Ability to resolve client questions and/or complaints.
Ability to manage staff and resolve conflict.
Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
Ability to answer questions effectively, build client relationships and build internal and external networks.
Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
Working knowledge of Microsoft Excel, Word, Access and Outlook.
Ability to interact effectively and tactfully with all levels of the Bank.
Ability to read, write and speak clearly.
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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.
SUPERVISORY RESPONSIBILITY:
Directs work of others, including planning, assigning, scheduling and reviewing work, ensuring quality standards. Is responsible for hiring, terminating, training and developing, reviewing performance and administering corrective action for staff. Plans organizational structure and job content.
COMPENSATION:
$75-110k
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Assistant Branch Manager (ABM) is responsible for the day-to-day operations of a retail branch office and provides supervisory oversight to a team in the achievement of branch objectives. The ABM supervises activities and monitors workflows to ensure operational excellence and compliance with policies, procedures and regulatory standards to mitigate risk to the Bank and its customers. The ABM will identify opportunities to expand existing relationships and develop new customer relationships directly or through collaborative partnerships with team members and business partners (i.e., Investment Services representative, Mortgage Services representatives and other partners). The ABM creates and fosters a cohesive and collaborative team environment and a customer-centric work environment. With support from the Branch Manager, the ABM will lead, direct and manage work schedules, assignments and performance for all branch employees.
The ABM will possess specific working knowledge of banking operations and services and demonstrates positive and professional conduct in dealing with customers, the public, and coworkers.
KEY RESPONSIBILITIES:
Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice, activities and/or solutions while maintaining compliance and regulatory guidelines.
Manage the Branch and have the ability to run the teller side, platform, and customer escalations.
With the assistance of the Branch Manager, directs activities in support of established branch sales goals and objectives. ABM coaches all team employees to develop and improve skills to foster a needs-based sales environment. Continually reviews and evaluates results in view of objectives, goals and performance standards, and adjust focus as necessary. Works in collaboration with all business partners to assist customers and prospects to understand their current and future financial goals. Recommendations must be documented by completion and submission of required referral forms.
In conjunction with the Branch Manager, monitors branch activities to ensure compliance with bank policies, procedures and regulatory guidelines. Maintains the operational integrity of the branch including but not limited to branch audits, routine and special reports, branch overdrafts, wire transfers, cash items, and teller differences/corrections, operating currency and coin levels. Participates in on-going training and development, pertaining to policy and procedure, regulatory compliance and skill enhancement for customer service and expansion of relationships.
Drive an exceptional customer experience validated by customer satisfaction surveys
Assists Branch Manager in meeting both short and long-term scheduling staffing requirements. Considers potential staffing concerns while managing PTO requests against staffing levels and makes recommendations for approval. Supports the branch accommodating all branch hours and events including evenings and weekends.
Performs special projects which may require research, investigation, analysis, report writing and making specific recommendations to the Branch Manager, Retail Operations and/or members of Senior Management.
Conduct ongoing performance management, coach, guide, and mentor direct reports on a regular basis.
Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns
MINIMUM QUALIFICATIONS:
High School Diploma or GED
3 years related experience and/or training, in keeping with the key responsibilities of the role.
Strong leadership skills to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to team success.
Present a professional and positive image, maintaining composure at all times and clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
Basic proficiency with computers, Microsoft Office Suite, internal CRM.
Utilization and/or familiarity of digital technologies and applications to maintain own capabilities as well as to coach team to keep pace with current and future business needs.
Awareness of trends in the local marketplace. Ability to react and respond quickly to changes identified.
Ability to (discuss, recommend, close) bank products and services based on customer needs
Highly organized, ability to focus on details. Ability to accurately complete assignments with competing deadlines and manage branch workflow. Critical thinking with a focus on detail in order to effectively problem solve and communicate.
Proven ability to meet sales targets and production goals and coach team members to the same.
Demonstrate flexibility, adaptability and initiative.
Provides exceptional customer service experience to both external and internal customers.
Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
Sound risk management skills
Language skills to mirror community needs within branch geography
May require travel between Customer sites, Provident Offices, or Branches
PREFERRED QUALIFICATIONS:
1-year related management experience (preferred).
Prior banking experience preferred.
LICENSES AND/OR CERTIFICATES:
Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Life and Health Licenses to support investment program (preferred)
TRAVEL REQUIREMENTS:
Eg. May require travel between Customer sites, Provident Offices, or Branches
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
Lifting from 5 to 25 lbs. (Coins)
Prolonged sitting/standing
Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.58 - $34.46
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Assistant Branch Manager (ABM) is responsible for the day-to-day operations of a retail branch office and provides supervisory oversight to a team in the achievement of branch objectives. The ABM supervises activities and monitors workflows to ensure operational excellence and compliance with policies, procedures and regulatory standards to mitigate risk to the Bank and its customers. The ABM will identify opportunities to expand existing relationships and develop new customer relationships directly or through collaborative partnerships with team members and business partners (i.e., Investment Services representative, Mortgage Services representatives and other partners). The ABM creates and fosters a cohesive and collaborative team environment and a customer-centric work environment. With support from the Branch Manager, the ABM will lead, direct and manage work schedules, assignments and performance for all branch employees.
The ABM will possess specific working knowledge of banking operations and services and demonstrates positive and professional conduct in dealing with customers, the public, and coworkers.
KEY RESPONSIBILITIES:
Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice, activities and/or solutions while maintaining compliance and regulatory guidelines.
Manage the Branch and have the ability to run the teller side, platform, and customer escalations.
With the assistance of the Branch Manager, directs activities in support of established branch sales goals and objectives. ABM coaches all team employees to develop and improve skills to foster a needs-based sales environment. Continually reviews and evaluates results in view of objectives, goals and performance standards, and adjust focus as necessary. Works in collaboration with all business partners to assist customers and prospects to understand their current and future financial goals. Recommendations must be documented by completion and submission of required referral forms.
In conjunction with the Branch Manager, monitors branch activities to ensure compliance with bank policies, procedures and regulatory guidelines. Maintains the operational integrity of the branch including but not limited to branch audits, routine and special reports, branch overdrafts, wire transfers, cash items, and teller differences/corrections, operating currency and coin levels. Participates in on-going training and development, pertaining to policy and procedure, regulatory compliance and skill enhancement for customer service and expansion of relationships.
Drive an exceptional customer experience validated by customer satisfaction surveys
Assists Branch Manager in meeting both short and long-term scheduling staffing requirements. Considers potential staffing concerns while managing PTO requests against staffing levels and makes recommendations for approval. Supports the branch accommodating all branch hours and events including evenings and weekends.
Performs special projects which may require research, investigation, analysis, report writing and making specific recommendations to the Branch Manager, Retail Operations and/or members of Senior Management.
Conduct ongoing performance management, coach, guide, and mentor direct reports on a regular basis.
Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns
MINIMUM QUALIFICATIONS:
High School Diploma or GED
3 years related experience and/or training, in keeping with the key responsibilities of the role.
Strong leadership skills to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to team success.
Present a professional and positive image, maintaining composure at all times and clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
Basic proficiency with computers, Microsoft Office Suite, internal CRM.
Utilization and/or familiarity of digital technologies and applications to maintain own capabilities as well as to coach team to keep pace with current and future business needs.
Awareness of trends in the local marketplace. Ability to react and respond quickly to changes identified.
Ability to (discuss, recommend, close) bank products and services based on customer needs
Highly organized, ability to focus on details. Ability to accurately complete assignments with competing deadlines and manage branch workflow. Critical thinking with a focus on detail in order to effectively problem solve and communicate.
Proven ability to meet sales targets and production goals and coach team members to the same.
Demonstrate flexibility, adaptability and initiative.
Provides exceptional customer service experience to both external and internal customers.
Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
Sound risk management skills
Language skills to mirror community needs within branch geography
May require travel between Customer sites, Provident Offices, or Branches
PREFERRED QUALIFICATIONS:
1-year related management experience (preferred).
Prior banking experience preferred.
LICENSES AND/OR CERTIFICATES:
Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Life and Health Licenses to support investment program (preferred)
TRAVEL REQUIREMENTS:
Eg. May require travel between Customer sites, Provident Offices, or Branches
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
Lifting from 5 to 25 lbs. (Coins)
Prolonged sitting/standing
Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.58 - $34.46
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Assistant Branch Manager (ABM) is responsible for the day-to-day operations of a retail branch office and provides supervisory oversight to a team in the achievement of branch objectives. The ABM supervises activities and monitors workflows to ensure operational excellence and compliance with policies, procedures and regulatory standards to mitigate risk to the Bank and its customers. The ABM will identify opportunities to expand existing relationships and develop new customer relationships directly or through collaborative partnerships with team members and business partners (i.e., Investment Services representative, Mortgage Services representatives and other partners). The ABM creates and fosters a cohesive and collaborative team environment and a customer-centric work environment. With support from the Branch Manager, the ABM will lead, direct and manage work schedules, assignments and performance for all branch employees.
The ABM will possess specific working knowledge of banking operations and services and demonstrates positive and professional conduct in dealing with customers, the public, and coworkers.
KEY RESPONSIBILITIES:
Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice, activities and/or solutions while maintaining compliance and regulatory guidelines.
Manage the Branch and have the ability to run the teller side, platform, and customer escalations.
With the assistance of the Branch Manager, directs activities in support of established branch sales goals and objectives. ABM coaches all team employees to develop and improve skills to foster a needs-based sales environment. Continually reviews and evaluates results in view of objectives, goals and performance standards, and adjust focus as necessary. Works in collaboration with all business partners to assist customers and prospects to understand their current and future financial goals. Recommendations must be documented by completion and submission of required referral forms.
In conjunction with the Branch Manager, monitors branch activities to ensure compliance with bank policies, procedures and regulatory guidelines. Maintains the operational integrity of the branch including but not limited to branch audits, routine and special reports, branch overdrafts, wire transfers, cash items, and teller differences/corrections, operating currency and coin levels. Participates in on-going training and development, pertaining to policy and procedure, regulatory compliance and skill enhancement for customer service and expansion of relationships.
Drive an exceptional customer experience validated by customer satisfaction surveys
Assists Branch Manager in meeting both short and long-term scheduling staffing requirements. Considers potential staffing concerns while managing PTO requests against staffing levels and makes recommendations for approval. Supports the branch accommodating all branch hours and events including evenings and weekends.
Performs special projects which may require research, investigation, analysis, report writing and making specific recommendations to the Branch Manager, Retail Operations and/or members of Senior Management.
Conduct ongoing performance management, coach, guide, and mentor direct reports on a regular basis.
Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns
MINIMUM QUALIFICATIONS:
High School Diploma or GED
3 years related experience and/or training, in keeping with the key responsibilities of the role.
Strong leadership skills to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to team success.
Present a professional and positive image, maintaining composure at all times and clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
Basic proficiency with computers, Microsoft Office Suite, internal CRM.
Utilization and/or familiarity of digital technologies and applications to maintain own capabilities as well as to coach team to keep pace with current and future business needs.
Awareness of trends in the local marketplace. Ability to react and respond quickly to changes identified.
Ability to (discuss, recommend, close) bank products and services based on customer needs
Highly organized, ability to focus on details. Ability to accurately complete assignments with competing deadlines and manage branch workflow. Critical thinking with a focus on detail in order to effectively problem solve and communicate.
Proven ability to meet sales targets and production goals and coach team members to the same.
Demonstrate flexibility, adaptability and initiative.
Provides exceptional customer service experience to both external and internal customers.
Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
Sound risk management skills
Language skills to mirror community needs within branch geography
May require travel between Customer sites, Provident Offices, or Branches
PREFERRED QUALIFICATIONS:
1-year related management experience (preferred).
Prior banking experience preferred.
LICENSES AND/OR CERTIFICATES:
Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Life and Health Licenses to support investment program (preferred)
TRAVEL REQUIREMENTS:
Eg. May require travel between Customer sites, Provident Offices, or Branches
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
Lifting from 5 to 25 lbs. (Coins)
Prolonged sitting/standing
Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.58 - $34.46
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$27.6-34.5 hourly 38d ago
AVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Financial Resources Federal Credit Union Inc. 4.5
Jersey City, NJ jobs
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Jersey City, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As the Branch Manager in our Jersey City location, you'll serve as a key ambassador for our Credit Union. This role requires a proactive leader with strong relationship-building skills and a sales mindset to drive business growth and deepen member engagement. You'll oversee branch operations, mentor staff, and lead community outreach efforts to expand our presence in the Jersey City area.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
$92k-124k yearly est. 22d ago
AVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Financial Resources Federal Credit Union Inc. 4.5
Jersey City, NJ jobs
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Jersey City, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As the Branch Manager in our Jersey City location, you'll serve as a key ambassador for our Credit Union. This role requires a proactive leader with strong relationship-building skills and a sales mindset to drive business growth and deepen member engagement. You'll oversee branch operations, mentor staff, and lead community outreach efforts to expand our presence in the Jersey City area.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
$92k-124k yearly est. Auto-Apply 60d+ ago
AVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Financial Resources Federal Credit Union Inc. 4.5
Elizabeth, NJ jobs
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Elizabeth, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As a Branch Manager, you'll be the face of our Credit Union in the Elizabeth community. This role is ideal for a leader who thrives on building relationships, has a strong sales acumen, and is passionate about helping members reach their financial goals. You will oversee daily branch operations, lead a high-performing team, and drive business development to grow membership, deposits and lending in the local market.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
$92k-124k yearly est. 23d ago
AVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Financial Resources Federal Credit Union Inc. 4.5
Elizabeth, NJ jobs
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Elizabeth, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As a Branch Manager, you'll be the face of our Credit Union in the Elizabeth community. This role is ideal for a leader who thrives on building relationships, has a strong sales acumen, and is passionate about helping members reach their financial goals. You will oversee daily branch operations, lead a high-performing team, and drive business development to grow membership, deposits and lending in the local market.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.