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Bank Manager jobs at HSBC Bank - 5176 jobs

  • Wealth Relationship Manager

    HSBC 4.9company rating

    Bank manager job at HSBC Bank

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.As our Wealth Relationship Manager you will: Provide financial solutions and opportunities to your portfolio of clients Increase wallet share of existing clients and identifying product opportunities within the business Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.You´ll likely have the following qualifications to succeed in this role: Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources Strong business development skills to work with outside COI's to develop self-sourced business Self-Motivated and Self-driven individual with strong relationship and communications skills Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required Mandarin and/or Cantonese language As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. HSBC #J-18808-Ljbffr
    $110k-157k yearly est. 3d ago
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  • High Net Worth Relationship Manager

    HSBC 4.9company rating

    Bank manager job at HSBC Bank

    In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW (High Net Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new AUM (Assets Under Management) and Gross Revenue. As our High-Net-Worth Relationship Manager you will: * Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk * Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators * Be a core part of our team, originating target market clients focused on investment AUM, lending, and Advisory services collaborating with US network as well as developing self-sourced prospects and referral sources in the Northeast * Grow revenues across allocated portfolio and originate new revenue streams as well as increase HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with HNW client requirements * Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments You´ll likely have the following qualifications to succeed in this role: * Familiarity in working with clients and prospects who are high-potential future HNW/UHNW (Ultra High Net Worth) clients * Experienced relationship manager in the banking sector * Proven track record in asset gathering, asset growth and revenue generation * Excellent commercial and negotiation skills, strong customer service focus * Highly developed communication skills for use in direct client contact and problem solving * Excellent understanding of financial markets and products * Ability to provide strong financial and statistical analysis * Attention to detail and the ability to think creatively to solve problems * Series 7 and 66 licenses, may allow for contingency to obtain Series 7 and 66 * Bachelor's Degree required As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
    $126k-197k yearly est. 17d ago
  • Senior Risk Manager

    IG Group 3.7company rating

    Chicago, IL jobs

    Senior Risk Manager page is loaded## Senior Risk Managerlocations: Chicago - United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: R\_15663**Job Title**Senior Risk Manager**Job Description**# **About IG Group**# IG Group (LSEG: IGG) is a leading global fintech company, established in 1974, and headquartered in London. As an innovative member of the FTSE 250, IG Group provides dynamic online trading platforms and a robust educational ecosystem, empowering ambitious individuals worldwide in their pursuit of financial freedom. With operations spanning nineteen countries across Europe, Africa, Asia-Pacific, the Middle East, and North America, IG Group offers clients access to approximately 19,000 financial markets, including shares, forex, indices, and commodities. Our core values-Champion the Client, Learn Fast Together, and Raise the Bar-drive our commitment to delivering innovative technology and exceptional client service.IG Group is undergoing a significant transformation, led by CEO Breon Corcoran, appointed in early 2024, and a leadership team that includes newly appointed executives. This transformation involves a pivot to a more agile, regionally focused operating model, ensuring greater responsiveness to market dynamics and consumer needs.This role reports into the Group Chief Risk Officer (CRO), with a dotted line reporting relationship to the CCO of IG Group's US Division.# # **About the Opportunity**Our US North American operations represent a key growth market as we expand our product offerings and market presence across American exchanges and OTC markets. The US division now requires sophisticated risk management expertise to support this growth trajectory while navigating our complex product portfolio and the US regulatory environment. This position offers the unique chance to build-out IG NA's second-line risk capability to support the business in driving sustainable growth at pace.# # **What you'll do****Risk Framework Development & Implementation*** Oversee the implementation and embedding of IG Group's enterprise risk management framework within IG's US operations, including ensuring the framework is appropriately tailored to US operations and applicable regulatory requirements* Monitor IG NA's risk management processes (across all areas of operational risk and financial risk) to ensure IG NA's risk profile remains within IG Group's overall risk appetite, supported by an appropriate framework of systems and controls.* Ensure all material risk issues, including any material control deficiencies, are identified and escalated in a timely manner and are tracked through to completion. This includes providing independent challenge to the business on first-line remediation plans and timing.* Support NA and Group Governance forums discharge their risk oversight responsibilities, including through the production of relevant risk reporting. This includes Chairing the local risk management forum and escalating issues to the Group Risk Committee where appropriate.* Support IG NA's response to any regulatory enquiries or supervisory visits relating to IG NA's risk management systems and controls.* Collaborate with the IG NA Chief Compliance Officer to ensure an integrated second-line of defence within the US business.**Strategic Business Partnership*** Serve as a trusted and independent commercial advisor to the US CEO and local senior leadership team to support the integration of risk considerations into strategic planning and business development initiatives* Provide independent review and challenge to the US management team in relation to all risk management activity, including in the identification, assessment, and mitigation of IG NA's material risks.* Provide risk expertise and guidance to support business growth while maintaining appropriate risk appetite* Support potential M&A activities with comprehensive risk assessment and integration planning* Partner directly with trading teams to embed risk management best practices, providing expert guidance and constructive challenge on commercial risks# **What you'll need for this role****Professional Experience*** Extensive experience with US exchange markets (NYSE, NASDAQ, derivatives exchanges) and options trading* Experience in implementing, embedding and operating enterprise risk management frameworks effectively* Strong background in financial technology platforms and trading systems* Demonstrated understanding of IG's product offering and experience with a range of financial products* Experience operating in global matrix organisations* Experience with product-specific risk management* Demonstrated success in building risk management capabilities from the ground up**Skills and attributes*** Professional certifications (CFA, FRM, PRM) strongly preferred* Proven leadership skills and ability to influence senior stakeholders across multiple jurisdictions* Excellent communication skills with the ability to challenge and guide sophisticated trading professionals# **How we work**We try to take a thoughtful approach to our ways of working as a company. We follow a hybrid working model with 3 days in the office -- which we think balances the need to collaborate effectively and connect with each other. When it comes to how we deliver, there are 5 things we want everyone to do to drive high performance, better learning and career satisfaction:* **Lead and Inspire:** Drives trust, alignment, and enthusiasm* **Think Big:** Focus on the problems that most impact commercial outcomes* **Champion the client:** Understand and prioritise client's needs* **Deliver at pace:** Push for fast, sustainable growth;* **Raise the bar:** Take ownership, be accountable and share feedback We believe that diversity is vital to success, it fuels creativity, drives innovation and sets us up for global success. We're committed to building teams with a variety of perspectives and skills to help us realise our vision and strategy, that's why we encourage applications from people with diverse backgrounds and experiences to join us on this journey. Learn more about our D&I approach .# **The Perks**Your growth fuels our success! Thrive with tailored development programs, mentoring opportunities with leaders, and clear career progression. Expand your network through committees, sports and social clubs. Enjoy extra time off for volunteering and community work.**Join us for this exciting journey. Apply now!****Number of openings**1 #J-18808-Ljbffr
    $102k-143k yearly est. 2d ago
  • Wealth Relationship Manager SAFE Act - Brooklyn

    Citigroup Inc. 4.6company rating

    New York, NY jobs

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $88.4k-132.6k yearly 6d ago
  • Citizens Branch Manager

    Citizens Bank 3.7company rating

    Somerville, MA jobs

    At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch-wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Responsibilities Note: The original description emphasizes leadership, branch performance, customer experience, and community engagement. Responsibilities reflect guiding and coaching teams, driving branch sales, and maintaining a customer-centric culture. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency The salary range for this position is $95,182.50 - $117,645.00 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, please review the benefits information at Citizens. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $95.2k-117.6k yearly 5d ago
  • Citizens Branch Manager

    Citizens Bank 3.7company rating

    Hempstead, NY jobs

    At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long‑term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer‑centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital‑first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch‑wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision‑making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world‑class customer service, and operational integrity in a high‑volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency: The salary range for this position is $95,182-$117,645 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $95.2k-117.6k yearly 5d ago
  • Impactful Private Wealth Relationship Manager

    Bank of America 4.7company rating

    San Francisco, CA jobs

    A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr
    $69k-109k yearly est. 2d ago
  • Operational Risk Officer - Business Banking

    Keycorp 4.4company rating

    New York, NY jobs

    **Location:**4900 Tiedeman Road, Brooklyn OhioThe Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp's Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management.As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite through its business activities. The position is responsible for ensuring operational risk program management consistent with KeyCorp's Operational Risk Policy. The position has responsibility for oversight of LOB Operational Risk programs and policies, which includes providing highly specialized guidance and oversight on current and emerging legal, regulatory, and operational risk issues, monitoring and measuring operational risk performance, and reviewing and challenging of strategy (initiative, products, third parties, clients), control design, implementation, testing, and remediation for assigned LOBs.This position is an individual contributor and reports to the Consumer Line of Business Operational Risk Oversight Director.**ESSENTIAL JOB FUNCTIONS** - Work directly with the lines of business (LOBs) to identify and assess risks, review and challenge risk assessments, provide input over controls and testing, advise on and monitor remediation activities and create reporting, ensuring line of business alignment within the Operational Risk program and framework. - Responsible for primary execution of Operational Risk oversight and help guide and influence implementation of operational policies and/or procedures to mitigate risk within appetite. - Responsible for assisting with the ongoing development and implementation of the Major Line of Business (LOB) Operational Risk teams strategic plan to accomplish its Annual Operational Risk objectives, to include among others: the development and implementation of Operational risk policies and procedures; assessment, monitoring and testing; establishment of line of business accountability and escalation and reporting processes. - Responsible for ongoing development and implementation of operational risk management topics, including such things as being the subject matter expert on operational risk activities associated with risks, controls, testing, remediation and reporting. -Actively participate in broad risk management oversight of assigned LOB.Provide direction and deliver training to line of business personnel, Risk Management staff and others on Operational Risk best practices and other relevant industry best practices. - Monitor and assess new or amended legal and regulatory requirements as they relate to Business Banking.- Responsible for review and challenge of LOB policies and procedures to ensure that they are consistent with current applicable rules, regulations, laws and are effective in mitigating related risks. - Work with the LOB to ensure the ongoing development and enhancement of risk assessments, testing, monitoring and associated plans. - Provide authoritative and consultative advice and support to management utilizing independence yet providing pro-business solutions.- Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities. - Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the business areas and assisting them in responding to such changes. - Accountable for ensuring that line of business policies and procedures are consistent with current applicable banking and securities rules, regulations, and laws. - Respond to internal and external audits, exams and requests for information and provide review & challenge of any line of business responses to internal and external audits. Assist in the evaluation of audit and examination findings and implementation of corrective action and needed responses. - Assist in the response to ongoing regulatory and legal inquiries and investigations. - Develop and maintain positive working relationships with internal clients, staff, peers, other risk partners, and LOB senior management. - Maintain relationships with industry peers and regulatory bodies. - Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential operational risk impact, and necessary correction action. - Acts as Operational Risk Subject Matter Expert on any assigned Subcommittees and/or Working Groups. - Provide leadership and/or support on special projects, as assigned. - Proactively works with assigned business unit management to identify and assess the operational risks associated with business activities, ensuring alignment with the Corporate Operational Risk Framework, including: • Advising LOBs on operational risks and controls and key risk indicators. • Advising LOBs on operational risks related to new products and/or services and business initiatives. • Advising LOBs on operational risks related to outsourced third party activities. • Providing reporting to executives LOB partners on a periodic basis - Conducts review and challenge activities and escalation, including independent testing as required. - Manage 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes. - Other duties as assigned **REQUIRED QUALIFICATIONS** - Bachelor's degree in business, finance, or economics or commensurate experience is required. - Minimum 5 years industry experience, ideally within Operational Risk, Enterprise Risk, or line of business risk functions.- Proven ability to work collaboratively and productively across the organization- Outstanding active listening skills- Ability to effectively manage competing priorities within a fast-paced environment, including supporting client workflows and transactions while ensuring sound business practices are applied to mitigate risk within appetite- Demonstrated ability to work with internal and external auditors and regulators.- Ability to effectively communication and influence at all levels of the organization- Ability to think strategically coupled with the ability to drive to execution- Ability to foster and encourage collaboration between multiple risk disciplines- Ability to view risk holistically within a dynamic, fast paced team environment- In-depth practical knowledge of internal controls, risk assessments and operational and compliance processes, and applicable techniques for implementation of regulatory, compliance and legal requirements and operational processes. - Strong leadership and relationship management skills including the ability to lead up and across the organization - Proven ability to have, maintain, and establish strong contacts within the industry so as to be aware of current industry issues and practices**PREFFERED QUALIFICATIONS** - MBA, Law Degree or other relevant advanced education- Current and practical knowledge of the various processes involved in Front and Back Office operations relating to the Business #J-18808-Ljbffr
    $49k-68k yearly est. 3d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr
    $90k-132k yearly est. 2d ago
  • VP, Portfolio Manager

    Cathay Bank 4.4company rating

    Los Angeles, CA jobs

    Posted Thursday, September 11, 2025 at 7:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (SRM) who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Review clients' accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements, and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficiency. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $95K - $135K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affluent Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr
    $95k-135k yearly 2d ago
  • Branch Manager: Elevate Customer Experience & Growth

    Jpmorgan Chase & Co 4.8company rating

    San Jose, CA jobs

    A leading financial services firm is seeking a Branch Manager in San Jose, California. In this role, you will ensure exceptional customer experiences, direct branch operations, and coach your team to give outstanding service. This position requires strong leadership skills and the ability to manage competing priorities in a dynamic environment. You will also drive growth by promoting technology use and community involvement. High school diploma required; college degree preferred. Competitive compensation package offered. #J-18808-Ljbffr
    $63k-87k yearly est. 3d ago
  • Branch Manager: Growth Leader with Flexible Work

    Citizens Bank 3.7company rating

    Somerville, MA jobs

    A leading financial institution seeks a Branch Manager in Somerville, Massachusetts. The ideal candidate will lead a team to deliver exceptional customer experiences, drive sales growth, and develop a strong team culture. The position demands leadership skills, a focus on customer satisfaction, and sales excellence. Additional qualifications include a high school diploma and significant experience in sales management. This role includes competitive pay and comprehensive benefits. #J-18808-Ljbffr
    $56k-71k yearly est. 5d ago
  • Citizens Branch Manager

    Citizens Bank 3.7company rating

    Boston, MA jobs

    At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch-wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr
    $56k-71k yearly est. 2d ago
  • AVP/VP Portfolio Manager

    Cathay Bank 4.4company rating

    El Monte, CA jobs

    Posted Tuesday, December 30, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Under direct supervision, responsible for the credit/loan analysis and portfolio management to assigned portfolio and provide underwriting in support of the Commercial Banking lending and relationship management teams. Analyze loan transactions and credit worthiness of existing and prospective borrowers. Prepare a detailed and accurate credit analysis and provide recommendations regarding an existing or prospective Credit/Borrower and potential risks and risk mitigation solutions. Ensure all due diligence and background evaluations on a loan request are complete and thorough. Participate in client visits, discussions and meetings. May contact Borrowers directly, as appropriate, with the direction of and/or in concert with the Relationship Manager. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio. Monitor and manage the credit quality of the assigned loan portfolio. Review and monitor closely of financial and operation performance to ensure each credit is properly risk rated. Identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank. Maintain and grow existing client relationships, and cross-sell Bank's other products and services. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in‑class customer service. Review existing loan exposure and proposed extensions of credit and financial information Evaluate credit structure and terms to determine sources and uses of funds Analyze industry data, competitive factors, historical performance, and projected results Assess risks and recommend the appropriate risk rating Determine any policy exceptions and mitigating factors Recommend credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards Complete Credit Reports that incorporates all the analysis noted above by using critical thinking standards Analyze loan transactions and credit worthiness of existing and prospective borrowers Prepare a detailed and accurate credit analysis and providing opinions/recommendations regarding an existing or prospective Credit/Borrower, including potential risks and how to mitigate such risks. Ensure all due diligence and background evaluations on a loan request are complete and thorough, so credit approval can be considered. Participate, under direct supervision, in client visits, discussions, and meetings QUALIFICATIONS Education: Minimum Bachelors' degree in Business or Finance preferred Experience: 3-5 years of experience in banking related product sales, service, and advising required Skills/Ability: In depth knowledge of banking products and services (deposit, lending, consumer and commercial experience preferred). Understand cause of the covenant default as well as Borrower's action plan to cure/remedy default, and prevent it from happening going forward and RM's action plan regarding the default (i.e waive, waive and extend, enter into a forbearance period etc). Strong sales, marketing, and business development skills required Ability to manage situations of varying degrees of complexity with customers (excellent problem resolution skills) Team oriented, able to influence others and lead colleagues toward common goals Must have high standard of integrity and work ethics Ability to work in a fast paced, demanding environment Fluency in English and Chinese (Mandarin or Cantonese) preferred OTHER DETAILS AVP: $70K - $95K / year VP: $95K - $130K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affitative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster‑ English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of your website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr
    $95k-130k yearly 3d ago
  • FX Branch Manager - Customer-First Leader (Boston)

    Currency Exchange International, Corp 4.6company rating

    Boston, MA jobs

    A leading foreign exchange services provider is currently seeking a Full-Time Branch Manager for the Copley Place branch in Boston, Massachusetts. The role involves ensuring excellent customer service, managing staff training, and adhering to compliance regulations. Candidates should have experience in customer service, management, and cash-handling, alongside a high school diploma or equivalent. This position offers a unique opportunity to lead in a dynamic financial environment. #J-18808-Ljbffr
    $51k-67k yearly est. 2d ago
  • Branch Manager (Copley Place)

    Currency Exchange International, Corp 4.6company rating

    Boston, MA jobs

    Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly-traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is currently seeking a Full-Time Branch Manager to join our team at the Copley Place branch located in Boston, Massachusetts. Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit ***************************************** Essential Functions Ensure staff follow practices and regulations in the Retail Policy Procedure Manual Provide excellent customer service to store's clients Ensure store reaches the maximum performance in line with the budget Help to organize and ensure full training is carried out with all new employees Ensure appearance of branch is neat and tidy at all times Assist in ensuring adherence to CXI's retail security policies at all times Help in all ways to control operation and staff costs in branch Ensure all Money Laundering and Compliance regulations are adhered to at all times Ensure all inventories are reconciled on a daily basis in line with procedures Maintain adequate inventories of foreign and US Dollar currencies are maintained to support regular seasonal volumes Maintain sufficient stocks of foreign and US currency through wholesale inventory ordering Keep accurate and detailed records of all transactions, expenses, and inventory levels for accounting purposes Maintain excellent working relationship between CXI and the landlord for the facility we lease our branch location from Marketing of the branch through referral flyer distribution, web marketing, and check cashing flyer distribution Competencies Functional Management Skills Situational Adaptability Builds Effective Team Optimizing Work Processes Decision Quality Business Insight Education High school or equivalent Experience Customer Service: 1 year (Preferred) Management: 1 year (Preferred) Cash-Handling: 1 year (Preferred) #J-18808-Ljbffr
    $51k-67k yearly est. 2d ago
  • Branch Manager - South Boston Area

    Jpmorgan Chase & Co 4.8company rating

    Boston, MA jobs

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high‑performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast‑paced, changing environment, using your strong decision‑making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in‑person training and meetings; some travel may be out‑of‑state. Dodd Frank and Safe Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit the FAQ for more information about requesting an accommodation. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. #J-18808-Ljbffr
    $59k-86k yearly est. 4d ago
  • AVP, Portfolio Manager

    Cathay Bank In 4.4company rating

    El Monte, CA jobs

    Posted Friday, January 2, 2026 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. AVP, Loan Portfolio Officer ("LPO") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Relationship Manager who owns the relationship of these accounts. LPO is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. LPO is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS LPO is to work closely with Relationship Manager on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: Bachelor's degree in accounting, business, or related discipline preferred but not required. Experience: 3-5 years corporate and/or commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Skills/Ability: PC proficient. Good verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus. Organized and detail oriented. Good credit knowledge of Bank's credit underwriting policies and approval process for assignedloan. Ability to work effectively in a fast paced, high production environment. Strong financial analysis and accounting skills. OTHER DETAILS $70K - $95K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy . Cathay Bank is an Equal Opportunity and Affnitive Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr
    $70k-95k yearly 5d ago
  • Branch Manager - Westchester Southeast, NY

    Jpmorgan Chase & Co 4.8company rating

    Larchmont, NY jobs

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting‑edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer‑obsessed culture in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers. Job responsibilities Acts as the standard bearer of Chase and creates a world‑class customer experience Educates clients on how to use our digital platforms to bank and invest when, where, and how they want Builds partnerships with local businesses to build the brand in the local market area through strong community involvement Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch Required qualifications, capabilities, and skills Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies Ability to work branch hours including weekends and evenings High school degree, GED, or foreign equivalent Preferred qualifications, capabilities, and skills College degree or military equivalent 2+ years of management, Retail Banking experience or equivalent Chase leadership experience Strong desire and ability to influence, educate, and connect team, partners and customers to technology Ability to adapt quickly to a changing environment and be a strong decision maker Training requirement or Travel requirement Successful completion of the Branch Manager training program is a pre‑requisite to be considered active in Branch Manager role Ability to travel as required for in‑person training and meetings; travel may include out of state Dodd Frank and Safe Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on‑line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* #J-18808-Ljbffr
    $56k-81k yearly est. 4d ago
  • Westchester Branch Manager: Lead Customer-First Banking

    Jpmorgan Chase & Co 4.8company rating

    Larchmont, NY jobs

    A leading global financial services firm is seeking a Branch Manager in Village of Larchmont, New York. The ideal candidate will oversee branch operations, ensuring customers receive exceptional service and support. Responsibilities include team leadership, managing operational functions, and fostering community relationships. A high school degree or GED is required, with a preference for candidates holding a college degree. Strong leadership and organizational skills are essential for success in this dynamic role. #J-18808-Ljbffr
    $56k-81k yearly est. 4d ago

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