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  • Web3 Infrastructure Associate Director- HYBRID

    Generis Tek Inc. 4.0company rating

    Jersey City, NJ jobs

    Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************. We have Permanent role Web3 Infrastructure Associate Director for our client at Lake City, FL. Please let me know if you or any of your friends would be interested in this position. Position Details: Web3 Infrastructure Associate Director- HYBRID- Jersey City, NJ Location : HYBRID- Jersey City, NJ- 07310; Boston, MA- 02210 / Coppell. TX-75019/ Tampa, FL- 33647 Project Duration : Full time permanent with full benefits. Job description: Web3 Infrastructure Associate Director leads the design, deployment, and management of Web3 infrastructure initiatives, such as the client Collateral App chain-a blockchain-based network for smart contract-driven collateral management. This role blends deep expertise in infrastructure engineering, DevSecOps best practices, and blockchain network architecture. You will be responsible for building a secure, scalable, and resilient blockchain infrastructure platform that supports mission-critical financial applications. Responsibilities: Architect and lead the development of the Client Collateral App chain infrastructure and other Web3 infrastructure initiatives, ensuring high availability, scalability, and security. Design and implement blockchain node infrastructure, consensus mechanisms, and smart contract deployment pipelines. Oversee Kubernetes-based orchestration of blockchain nodes and supporting services. Manage Infrastructure as Code (IaC) using Terraform, Terragrunt, and other automation tools. Collaborate with engineering, product, and security teams to ensure seamless integration of blockchain components with existing systems. Implement and maintain monitoring, logging, and alerting systems for blockchain and infrastructure components. Ensure compliance with financial industry regulations and security standards. Lead incident response and root cause analysis for infrastructure and blockchain-related issues. Mentor and guide a team of DevOps and blockchain engineers. Stay ahead of with emerging trends in blockchain infrastructure, distributed systems, and cloud-native technologies. Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior. **NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. Minimum of 8 years of related experience 8+ years of experience in infrastructure engineering, DevOps, or platform engineering. 3+ years of hands-on experience with blockchain infrastructure (e.g., Ethereum, Hyperledger Besu, Substrate, OP Stack). Strong expertise in Kubernetes, Docker, and cloud platforms (Azure, GCP, AWS). Proficient in Terraform, Terragrunt and infrastructure automation. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address ********************************** can be reached on # ************.
    $111k-169k yearly est. 4d ago
  • Sr. Audit Manager- Treasury/Finance

    City National Bank 4.9company rating

    Jersey City, NJ jobs

    WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $99k-176k yearly 19h ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Toms River, NJ jobs

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $77k-137k yearly est. Easy Apply 60d+ ago
  • PGIM Quantitative Solutions - Senior Executive Assistant

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Corporate - Administration A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: As a Senior Executive Assistant to the PGIM Quantitative Solutions Investments Team, this role requires the ability to anticipate needs, with a consistent focus on forward-planning. Candidates must have a proven track-record in supporting senior-level management in a fast-paced environment. Success in this Senior Executive Assistant role includes exercising superior judgment, exceptional time management skills, developing strong, collaborative relationships across multiple constituents to move things ahead, and acting as an extension of the Investments team in all communications. What you can expect: Assist with day-to-day management of Quantitative Equity and Multi-Asset Solutions investment teams including but not limited to preparing and coordinating communications, calendar management, meeting logistics for internal and external appointments and facilitating changes to daily events as necessary. Coordinate complex international travel logistics across multiple time zones and regions, leveraging deep knowledge of global geographies, visa requirements, and cultural nuances to ensure seamless travel experiences. Organize and maintain calendars, including scheduling large meetings with senior-level executives within PQS, PGIM and Prudential broadly Assist with client meetings - including agenda, meeting materials, logistics such as catering, security clearance, coordination of prep meetings, and compliance pre-approvals, if applicable. Prepare and produce PowerPoint presentations and Word documents Produce communications, presentations, reports, and analysis, as needed Professional representation and handling of all written and verbal communications. Streamline and organize data and documentations with a keen eye for detail and maximizing efficiency. Participate in coordinating PQS employee and volunteer events as part of PQS's administrative staff shared responsibility. Back up support to Executive Assistant to Head of PQS. Collaborate with the PQS Admin Team to support ad hoc projects and broader team initiatives What you will bring: Ability to communicate across teams about priorities and business objectives Minimum of six years of experience as an Executive Assistant supporting senior-level management Advanced proficiency of PowerPoint and Word High level of integrity, discretion and judgment in handling highly sensitive, confidential information Prior experience in the financial services industry Flexibility to work overtime What will set you apart? Bachelor's Degree strongly preferred Ability to work independently but also partner as a team player Knowledge of Concur and Workday a plus PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-105k yearly Auto-Apply 60d+ ago
  • 2026 Quantitative Investing Internship Program

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups. You will be placed into the Quantitative Equity department for the duration of the 10-week program with exposure to a variety of areas: Quantitative Factors Stock Selection Models Portfolio Management and Attribution Alternative Data Analytical and Quantitative Research Projects Responsibilities Support analytical and quantitative projects within TRPIM Quat Use data to support the quant team's investment research agenda concerning risk evaluation or the investment decision making process Data visualization Qualifications Required: Full time student pursing a bachelor's degree with an expected graduation date of December 2026 - May/June 2027 Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming Major: Computer Science, Engineering, Economics, Mathematics, Statistics, Physical Sciences, or Quantitative Finance study Preferred: Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis Minimum GPA: 3.5 Overall Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: 2026 Quantitative Investing Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $81k-114k yearly est. 60d+ ago
  • 2026 Global Technology Software Engineering Internship

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: The Technology program focuses on developing foundational skills to equip our early talent associates with the tools to be the future leaders of the organization. The program is non-rotational, with direct placement into a functional area based on your skillset and business unit needs. The program will focus on the pillars of education, exposure, experience, and engagement, which would include customized learning curriculum, exposure to senior leadership, community service projects, assigned mentors, and social activities. Responsibilities You will be placed within a specific department within Technology. As an Associate Software Engineer you will: Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure Review and interpret system requirements and business processes Code, test, debug and implement software solutions Recommend technical solutions based on partnership with our senior engineers Implement automated testing Work with existing data models and schemas Apply strong logic and reasoning capabilities Build industry knowledge to support the software development activities and understand the work of the team. Areas of Interest: Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker) Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase) Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support) Operating Systems (Linux) Machine learning Qualifications Required: Full time student with an expected graduation date of December 2025 - May/June 2026. Minimum GPA: 3.00 overall Major: Computer Science, Statistics, Mathematics, Engineering Cognizant of relevant and modern software methodologies (e.g., Scrum) and understands their role as part of software delivery team Demonstrate competence in at least one programming language or technology Preferred: Previous internship experience in financial services Actively seeks feedback and mentorship to improve technical skills (e.g., through submitting work for code review) A commitment to continuous learning and development Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status) . FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to three days per week from home. City: State: Community / Marketing Title: 2026 Global Technology Software Engineering Internship Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $43k-59k yearly est. 60d+ ago
  • Mortgage Loan Processor

    Capital Bank Career 4.5company rating

    Rockville, MD jobs

    About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be “clear to close” at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Compensation: Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements 100% remote role We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC). Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer.
    $25.5-35.7 hourly 39d ago
  • Aprio PH - Audit Associate, Real Estate (Affordable Housing)

    Aprio 4.3company rating

    Clark, NJ jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio PH Audit team and you will help support clients maximize their opportunities. Aprio has a career opportunity for an Audit Associate to join their dynamic group. Position Responsibilities: * Skillfully and accurately performing audits * Preparing audit work papers and adjusting trial balances * Compiling financial statements into a written report to be presented * Creating and strengthening relationships with coworkers and clients * Reviewing procedures as assigned by supervisors. Qualifications: * Bachelor's degree in accounting or a related field (CPA track is a plus). * 1-2 years of experience in an auditing role. * Real estate, Affordable Housing industry experience preferred. * Solid understanding of auditing and accounting standards (US GAAP and GAAS); open to candidates with local PH audit experience, with training provided as needed. * Intermediate proficiency in Microsoft Excel. * Excellent verbal and written communication skills. * Strong interpersonal skills; able to work effectively and professionally with clients and team members. * Demonstrated team collaboration and leadership abilities. * Highly detail-oriented, organized, and capable of managing multiple priorities. * Proven ability to meet deadlines in a fast-paced environment. * Strong analytical, mathematical, and problem-solving skills. * Familiarity with accounting and auditing software, such as CaseWare. * Amenable to work day shift starting from 6:30 AM-:3:30 PM PHT * Shifting Schedule (depending on business/client needs) * Work Setup: Hybrid - Initial 3 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site. Perks/Benefits we offer for full-time team members: * Wellness program * HMO coverage * Rewards and Recognition program * Free shuttle service (provided by CDC | for onsite employees) * Free lunch meal (For onsite employees) * On-demand learning classes * Discretionary time off and Holidays * Performance-based salary increase * Discretionary incentive compensation based on client or individual performance * Hybrid set up to selected roles/location, terms and conditions may apply * CPA & Certification Assistance and Bonus Program What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
    $63k-74k yearly est. 24d ago
  • Client Account Services Sr. Manager - Insurance

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts. This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function. Responsibilities Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols. Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues. Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience. Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting Experience and expertise in fixed income markets, securities, and derivatives instruments FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Client Account Services Sr. Manager - Insurance Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $66k-85k yearly est. 60d+ ago
  • Fraud Task Force Analyst

    Connectone Bank 3.4company rating

    Englewood Cliffs, NJ jobs

    Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role: A Fraud Task Force Analyst will verify potentially fraudulent transactions directly with clients.This process ensures that each transaction is either validated as legitimate or confirmed asfraudulent. If a transaction is confirmed to be fraudulent, the analyst will escalate the case to the fraud support team for further action. This team acts as the first line of defense between automated fraud monitoring and full fraud investigations In this role you will: Support the Bank's “People First” focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB “A Better Place to Be”. Use active listening skills during customer interactions to apply analytical reasoning to examine customer data in real time. Navigate multiple bank systems independently to understand issues and assess outcomes of different courses of action related to moving forward with customer fraud inquiries. Document proposed solutions or next steps within multiple systems with written clarity, using effective verbal communication skills to gain customer consent on a resolution. Receive and review fraud alerts sent by the Fraud Analyst, verifying them with clients. Make outbound calls to clients to verify transactions flagged as potentially fraudulent. Evaluate potential fraudulent transactions based on client history, behavioral patterns, and transaction details. Contact clients directly to confirm transaction legitimacy using secure callback or multifactor verification processes. Follow strict call verification protocols to ensure identity confirmation and prevent social engineering. Must haves: Strong “People First” interest and ability. Expert knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and US PATRIOT Act. Strong analytical skills. Strong knowledge of Word, Excel and Lotus Notes. Strong knowledge all bank products and services. Bonus Points For: 2+ years prior relevant banking experience Excellent verbal and written communication skills Additional information Benefits: World class health, vision, and dental benefits on day one 401k with employer match Hybrid work from home (depending on role) Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!” ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $28-$32
    $73k-91k yearly est. 35d ago
  • Business Banking Loan Specialist II (Hybrid or Possible Remote - VA/DC/MD/NC Only)

    Atlantic Union Bank 4.3company rating

    Columbia, MD jobs

    This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentation system and ensure loan closing requirements are met. Position Accountabilities * Ability to work effectively independently and be a team player * Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy. * Supports other teams within the department * Understanding team processes and procedures and provide updates and/or improvements * Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures * Order flood certification, title insurance, and other required third party information to insure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements * Proactively communicate loan status with Business Banking Managers and Assistants throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Must have a thorough understanding of commercial lending documentation (real estate, unsecured and simple secured loans) for proper generation of needed documents (credit agreements, promissory notes, renewals, etc.) and closing * Creates loan documentation for the most complex Business Banking transactions. * Acts as an advisor to Business Banking Specialists I on the proper way to document loans. * Creates all required loan documents, * Ensures loan is funded properly * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Prepare general ledger entries and/or wire transfers as needed * Ensure excellent service is provided to our internal partners and customers. * Identifies and resolves issues within assigned team * Performs all other job duties as assigned and provide assistance to support team * Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. * Takes accountability for entire process from receipt of work to resolution and closure. * Provide recommendations on areas of opportunities * Ensure daily production goals are met and maintains quality * Proactively research potential issues and provide solutions; executing as appropriate and managing up * Participate on projects * Complete a Quality Assurance review to ensure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements is present * Proactively communicate loan status with loan officers throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Conduct automated and manual tests to ensure system updates are performing as intended * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Ensure loan documentation is scanned accurately (Post Closing) * Process, review, research, and file Loan Documentation, including notes, disclosures, security agreements, collateral and other documents. (Post-Closing) Organizational Relationship This position reports to the Manager - Business Banking Document Preparation Position Qualifications Education & Experience * High School diploma or equivalent required. * Minimum 3 years of commercial operations, loan processing or business lending experience required. * Banking/accounting/finance experience preferred * nCino experience preferred Knowledge & Skills * Experience with MS Office Suite * nCino and TruStage knowledge preferred * High level of accuracy and great attention to detail * Excellent customer service skills * Excellent oral and written communication skills * Detail oriented and quality focused * Flexible, able to adapt to change * Ability to prioritize tasks and meet deadlines * Able to handle multiple tasks * Experience with loan operations processes. * Familiar with loan documents * Familiar with regulatory and legal requirements for loan operations Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $54k-105k yearly est. 46d ago
  • Sales Director - Large Market Retirement Recordkeeping Plans

    T. Rowe Price 4.5company rating

    Owings Mills, MD jobs

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary Deliver full-service 401(k) platform bundled recordkeeping to qualified DC plans in the $75M+ segment through advisors and consultants. The territory will be determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and long-term sales success. Responsibilities The sales professional will need to: Execute a detailed segmentation strategy to identify and develop the select mid-market advisors and consultants who regularly work in the target market and understand their sales strategy. Maintain and ultimately increase the current close/win ratio including RFPs and finals presentations. Research and maintain an understanding of each client/prospect in order to draft strategic answers to RFP questions. Work collaboratively with dedicated internal Sales Support Liaison to deliver RFPs, maintain a high level of relationship building activity, manage and optimize pipeline, and develop the territory for long term success. Develop strategy and actively participate in finals and site visit deal prep with all team members, including review of all prospect materials. To be accomplished within the first 6 months: Identify and create specific target lists, based upon defined criteria. Continually profile key advisor prospects to measure current success against targeted goals Continually develop relationships with advisors and consultants to gain market intelligence and ensure receipt of RFI/RFPs. Describe and create effective sales formula and create a territory business plan that includes the following: Bi-Weekly 1 on 1 planning and sales discussions. Deal specific win strategy planning. Client specific prep meetings to learn everything relevant about that client. Gather information to better understand each client, organize it, and engage each prospect to provide research about their plans. This would include accessing all plan documents, 5500s, 10K, etc. and use that information to better position T. Rowe in closing business. Planned Marketing Events and best practices sessions for Advisors and Consultants. Identify preferred DCIO partners to provide leads and introductions. Qualifications Required: Four-year college degree required Minimum 5+ years sales experience in retirement platform sales through intermediaries with an emphasis on recordkeeping Comprehensive knowledge of 401(k) service components, industry trends, fiduciary responsibility, advisor value proposition and emerging best practices Polished, articulate, research driven salesperson with consultative selling style leading to success in committee and boardroom presentations This role requires FINRA Series 6 or 7 & 63 license Preferred: Strong knowledge of retirement industry and ERISA FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $130,000.00 - $236,000.00 for the location of: Maryland, Colorado, Washington and remote workers $130,000.00 - $236,000.00 for the location of: Washington, D.C. $130,000.00 - $236,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 12/30/2025 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $130k-236k yearly Auto-Apply 60d+ ago
  • Analyst, Investment Liaison Equity

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support. Responsibilities Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes. Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues. Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders. Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies. Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives. Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork. Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Preferred: 4+ years of total relevant work experience Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams Ability to influence and interact effectively with stakeholders and partners Completion of or progress towards an MBA, MSF, CFA, or CPA program FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Equity Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $78k-106k yearly est. 11d ago
  • Associate Regional Investment Consultant - Northwest

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: In partnership with sales leadership and territory partners, responsible for the development of the sales and/or client relationship management strategy for the territory for complex advisors that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees key client relationships with high visibility, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth. Responsible for ensuring compliance with sales policies and programs. Responsible for the achievement of substantial sales targets and works with territory partners and specialists to bring the full firm to the client. Responsibilities Uses industry experience to sell the organization's products and/or services to clients whose business has an impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Proven track record of creating and implementing a strong territory business plan, and successful track record of driving sales within intermediary clients to high producing advisors. Responsible for new business development to prospects. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and influences them to adopt recommended and unique solutions to address their needs. Evaluates prospects, then develops and executes a plan for capitalizing on those opportunities, with a focus on long-term, sustained growth. Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary. Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Develop and executes relationship management strategy for target engagements to drive sales and ensures successful client relationship performance. Retains direct client management responsibility for key clients and travels to clients in territory frequently based on off territory plan. Prioritizes client travel and in person/virtual meetings. Deep understanding of capital markets and competitive landscape. Serves as an expert on best practices, new regulatory requirements, industry trends, and competitor services/offerings throughout the business unit. Analyzes highly complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages expertise to interpret and apply complex key metrics in advising clients. Applies significant influence, guiding client decision-making on matters of high importance and significant financial risk. Serves as a sales consultant to key clients for the business unit and ensures targeted delivery of products and services that meet clients' needs. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client. Works collaboratively with other business segments to represent the full offer from T. Rowe that provides value for our clients. Conducts quarterly business reviews with manager and coordinates with team partners to show success in full region. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 10+ years of total relevant work experience FINRA series 7 and 66 Preferred: Professional designation preferred Strong consultative and presentation skills. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. City: State: Community / Marketing Title: Associate Regional Investment Consultant - Northwest Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $64k-113k yearly est. 60d+ ago
  • Marketing Manager - Cross Business Engagement

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: This newly created role is pivotal in driving substantial growth for Global Distribution through deeper integration of our Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. Your role will be instrumental in developing participant sub-segmentation strategies, creating compelling offers, and building low-friction experiences to create significant value for our clients (Retail Investors, participants, Sponsors and Advisors) and our firm. You will have the opportunity to learn and grow by working closely with the II and RPS leadership teams. The role offers a platform to develop skills in market segmentation, offer development, and channel integration strategies. Successful candidates will demonstrate strategic thinking and the ability to translate business goals into actionable marketing plans. A data-driven mindset, excellent communication skills, and the ability to influence across organizational boundaries are essential. This is an exciting opportunity for individuals who are passionate about strategic marketing, data-driven decision-making, and cross-functional collaboration. Role Summary This role drives growth by deepening integration between Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. You will bridge strategy and execution to accelerate cross business engagement, improve client experiences, and position TRP as a holistic partner for retirement. Responsibilities Program Alignment with RPS Stakeholders: Align cross-functional teams on partnership scope, prioritized deliverables, and resource allocation Identify and partner with cross-functional teams to resolve integration barriers between channels Articulate value propositions for deeper II-RPS integration and package data to demonstrate results Ensure regulatory compliance across all initiatives Develop win-win strategies that balance client needs, TRP business objectives, and Plan Sponsor/Advisor priorities RPS Participant Sub-Segmentation Strategy: Develop targeted segmentation strategies that serve both II and RPS business objectives Identify high-value participant populations across key demographics and plan types Define and activate marketable audiences to drive cross-channel engagement Establish data access protocols between II and RPS platforms Offer Development and Execution: Evolve and expand consultation offers to broader RPS participant segments Create compelling offers tailored to identified participant sub-segment needs Integrate marketing initiatives within existing RPS channels Maintains records of key performance indicators/measurements that measure offer effectiveness and analyzes the data Low Friction Account Opening Process: Partner with CX peers to evaluate and develop streamlined account opening journeys for cross-over clients from RPS to II Enhance rollover and cross-over digital experiences that create seamless transitions between participant and retail investor journey Re-onboard cross-over clients to strengthen positioning of firm as a trusted partner across both retirement planning and broader investment needs Qualifications Required: Bachelor's degree in marketing, Business or related field or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Proven experience in financial services marketing, preferably with knowledge of both retirement plans and retail investment services Strong strategic thinking with the ability to translate business goals into actionable marketing plans Experience developing cross-channel acquisition strategies and customer journey mapping Data-driven approach with ability to leverage analytics to inform targeting and measure effectiveness Excellent communication skills and ability to influence across organizational boundaries Experience with financial wellness and education marketing in a retirement context Preferred: Experience working on new capabilities in a medium to large sized corporate setting MBA FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Marketing Manager - Cross Business Engagement Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $97k-123k yearly est. 60d+ ago
  • 2025 Global Technology - Software Engineering Internship Program

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: Global Technology Software Engineering Internship Program - Maryland For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success. We're seeking dedicated software engineers to help build the next generation of platforms and applications. If you are looking to design cloud- based architectures, deliver impactful user experiences across the web and mobile devices, and learn about the finance industry along the way, then we want you! This is a chance to create an impact on our business as a part of a broader technology transformation and gain experience in cloud-based solutions, data architecture, and business solution architecture! Program Structure: The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our Global Technology organization and the clients we support. You will have the opportunity to work with the latest technologies and work with forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives. Role Summary & Job Responsibilities: You will be placed within a specific department within Global Technology. As a Software Engineering Intern you will: Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure Review and interpret system requirements and business processes Code, test, debug and implement software solutions Recommend technical solutions based on partnership with our senior engineers Implement automated testing Work with existing data models and schemas Apply strong logic and reasoning capabilities Build industry knowledge to support the software development activities and understand the work of the team. Areas of Interest: Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker) Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase) Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support) Operating Systems (Linux) Machine learning Required Qualifications Full time student pursing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027. Major: Computer Science, Computer Engineering, Mathematics, Engineering, Physics, or Data Science Cumulative grade point average of at least 3.0 on a 4.0 scale Actively seeks feedback and mentorship in order to improve technical skills (e.g., through submitting work for code or model review) Demonstrate competence in at least one programming language or technology A commitment to continuous learning and development Enthusiasm for learning & results oriented Stays current with many best-of-breed technologies Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status) Opportunities are available in Owings Mills and Baltimore, MD. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for remote work up to three days a week. WHAT TO EXPECT AFTER APPLYING 1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes 2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes 3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview. City: State: Community / Marketing Title: 2025 Global Technology - Software Engineering Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $43k-59k yearly est. 60d+ ago
  • Loan Processor IV - Mortgage Lending (HYBRID)

    TD Bank 4.5company rating

    Mount Laurel, NJ jobs

    Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $24 - $33.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Loan Processor IV provides support to the lending areas by reviewing the accuracy of mortgage and consumer loans from conditional approval to closing. **Please note the locations associated with this posting. Position will be hybrid 4x per week in the near future.** **Depth & Scope:** + Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI for submission + Orders and follows up on all Third -Party needs. HOI, title, 4506T, payoffs, written verifications, subordinations etc + Processes most complex loans such as self-employed income, CEMA, condos and co-ops, Government, Right-Step, Jumbo and Wealth + Owns borrower communication on loan file from conditional approval to closing. + Reviews all required documents, such as, borrower documents, D/U & LP findings, title and HOI for submission + May order or facilitates for ordering responsible for follow up and receipt of HOI, title, 4506T, payoffs, written verifications, subordinations etc + Validate all documents required by underwriting are present, accurately indexed and meet the stated underwriter requirements + Ensure all data fields required by underwriting are complete + Resolve 3rd party conditions on the loan + Interact with vendors providing service on the loan transaction, obtain necessary documentation including Home Owners Insurance providers, Title companies, Home Owners Associations + Ensure all services required for the loan transaction are ordered timely + Document all interactions on the loan transaction + May assist in training other Loan Processors + Expert system, industry and process knowledge + May coach and mento junior processors + May assist junior processors in processing loans + May pre-underwrite files + May function as manager delegate in certain circumstances + May serve as a subject matter expert for special projects **Education & Experience:** + High school diploma or GED + 5 plus years loan documentation experience + Demonstrated knowledge of Bank loan products and policies + Demonstrated knowledge of lending software + detail-oriented with the ability to multitask + Ability to handle heavy workload and meet stringent deadlines + Outstanding oral and written communication skills, with ability to interact effectively with all customers, both internal and external + Solid knowledge and understanding of states regulations + Proficient PC skills **Preferred Qualifications:** + 3-5 years loan processing experience + Experience processing Government loans, FHA, VA and USDA + Prior experience with Encompass **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $24-33.5 hourly 57d ago
  • Aprio PH - Audit Associate, EBP

    Aprio 4.3company rating

    Clark, NJ jobs

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join our Aprio PH Audit team and you will help clients maximize their opportunities. Aprio has a career opportunity for an Audit Associate to join their dynamic team. The candidate for this position must live in the Philippines. For private and closely held companies, precise financial statements provide the accurate information needed to effectively manage successful business relationships. Taking this simple step minimizes risk and provides peace of mind to key lenders and stakeholders. Our assurance advisors offer specialized and personalized audit expertise that gives you and your stakeholders the confidence and financial insight needed to make sound business decisions. As a registered member of the Public Company Accounting Oversight Board (PCAOB), we adhere to the highest professional standards and provide a full range of assurance services. We focus on building trusted relationships, clear communication and efficiency throughout the audit process, making the audit experience effortless so you can focus on what's next. Position Responsibilities: * Accurately and skillfully performing audits * Preparing audit work papers and adjusting trial balances * Utilizing time management to plan and schedule client engagements * Assembling trial balances and compiling financial statements into a written report to be presented * Effectively communicating the accuracy of financial statements and other financial information to clients and co-workers * Continuously fostering relationships with coworkers and clients Qualifications: * Work Setup: Hybrid - Initial 2 months onsite, followed by a hybrid schedule of 2 days onsite and 3 days work-from-home per week. Work location is either at our Clark or Makati site. * 4 year bachelor's degree in Accounting * Licensed CPA preferred * At least 1-2 years of experience working for a public accounting firm * Profound knowledge of auditing and accounting literature US GAAP & GAAS Developed specialties in various industries Understanding and applying Excel skills Successfully using Case ware or other audit software Demonstrating exceptional verbal and written communication skills Working effectively and personably within a team Perks/Benefits we offer for full-time team members: * Wellness program * HMO coverage * Rewards and Recognition program * Free shuttle service (provided by CDC | for onsite employees) * Free lunch meal (For onsite employees) * On-demand learning classes * Discretionary time off and Holidays * Performance-based salary increase * Discretionary incentive compensation based on client or individual performance * Hybrid set up to selected roles/location, terms and conditions may apply * CPA & Certification Assistance and Bonus Program What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
    $63k-74k yearly est. 32d ago
  • Senior Client Relationship Manager

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers. Responsibilities Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS. Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion. Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients. Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees. Supporting RPS Sales in the acquisition of new business relationships. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Series 6 and 63 licenses Preferred: 5+ years of retirement industry experience working with plan advisors. Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices. Ability to work effectively as a member of a team. Ability to use analytical tools and industry publications to gather information. Exceptional client service, communication, and consulting skills. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule. City: State: Community / Marketing Title: Senior Client Relationship Manager Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $79k-120k yearly est. 60d+ ago
  • Fraud Task Force Analyst

    Connectone Bancorp 3.4company rating

    Englewood Cliffs, NJ jobs

    About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders - of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at "a better place to be". ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role: A Fraud Task Force Analyst will verify potentially fraudulent transactions directly with clients.This process ensures that each transaction is either validated as legitimate or confirmed asfraudulent. If a transaction is confirmed to be fraudulent, the analyst will escalate the case to the fraud support team for further action. This team acts as the first line of defense between automated fraud monitoring and full fraud investigations In this role you will: * Support the Bank's "People First" focus and rules of engagement-maintaining a professional demeanor, working as an active member of the CNOB team, providing clients excellent service, always striving to make CNOB "A Better Place to Be". * Use active listening skills during customer interactions to apply analytical reasoning to examine customer data in real time. * Navigate multiple bank systems independently to understand issues and assess outcomes of different courses of action related to moving forward with customer fraud inquiries. * Document proposed solutions or next steps within multiple systems with written clarity, using effective verbal communication skills to gain customer consent on a resolution. * Receive and review fraud alerts sent by the Fraud Analyst, verifying them with clients. * Make outbound calls to clients to verify transactions flagged as potentially fraudulent. * Evaluate potential fraudulent transactions based on client history, behavioral patterns, and transaction details. * Contact clients directly to confirm transaction legitimacy using secure callback or multifactor verification processes. * Follow strict call verification protocols to ensure identity confirmation and prevent social engineering. Must haves: * Strong "People First" interest and ability. * Expert knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and US PATRIOT Act. * Strong analytical skills. * Strong knowledge of Word, Excel and Lotus Notes. * Strong knowledge all bank products and services. Bonus Points For: * 2+ years prior relevant banking experience * Excellent verbal and written communication skills Additional information Benefits: * World class health, vision, and dental benefits on day one * 401k with employer match * Hybrid work from home (depending on role) * Employee appreciation events (team building, softball games, food truck days, etc..) * Employee assistance programs (EAP) * Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) * Tuition reimbursement * Employee Discount perks * CNOB Community Service Events ….and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Salary Description $28-$32
    $73k-91k yearly est. 34d ago

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