Investment Banker Jobs in East Northport, NY

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm. For other roles please visit: jobs.lead-advisor.com. Abbreviated Description: We are helping a wealth management firm in Stamford hire an investment professional to focus on the client experience, trading, onboarding and other functions. Qualifications: Bachelors Degree Active Series 7 and 66 3 years of investment service and operations experience. This role is 4 days in office.

Our client is an alternative asset manager that provides financing to corporations, individuals, lawyers, law firms and other parties to support litigation worldwide. They are looking for a 2021-2023 graduate working in investment banking, private equity or private credit to join their investment team. The position is 4 days a week in Stamford. Responsibilities The position of Quantitative Investment Associate supports the investment team, in all aspects of analysis, research, deal execution and portfolio management, with a primary focus on rigorous financial structuring analysis. Responsibilities include: Produce relevant quantitative analysis and build and maintain proprietary datasets to assess potential investments and to supplement the qualitative and legal due diligence process across existing and new investments, using both financial and legal research tools Create and maintain quantitative financial models for individual investments including cash flow models, probability-weighted models, and proceeds waterfall models Communicate results from modeling and quantitative analysis to the broader team Qualifications 2-3 years of total work experience in a complex finance role, particularly on the quantitative side (i.e., Investment Banking, Leveraged Finance, Restructuring, Private Equity, Hedge Fund, etc.) Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics related discipline, industry qualifications such as CFA certification preferred Strong interest in the litigation finance field as a rising financial asset class Advanced financial modeling skills and proven proficiency in Microsoft Excel; VBA proficiency is also a plus Detailed knowledge of financial securities including alternative investments

Seeking three experienced investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3 -years of customer facing investment banking or buy-side analyst experience w i th significant involvement in sales/origination role . Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities. Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. *Two already hired.

Looking to get off to a fast start in the Financial Industry post-graduation? Join our team in Garden City, Long Island! We are looking for individuals who are recent college graduates looking to begin their careers with extensive support and training. You do not need to have a background in finance to get started. Because we provide award-winning training and development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through NM's National Training Program “Financial Planning Academy” and partner with industry experts until you're ready to do it on your own. You are in business for yourself but not by yourself! Financial Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes. By joining our team, you will get started in a challenging, yet lucrative and rewarding career. How do you get paid? This is a commission based career. However, we understand that it may take some time to get your practice off the ground which is why we provide “startup” compensation in the first year to help you transition into the business, and higher commissions for the first three years. With Northwestern Mutual, you control your earning potential. What you put in, is what you get out. To give you an idea, our Financial Advisors in the first year average between $90-100k and advisors 5+ years in the business earn on average $624k. What do we provide for you? Sponsorship of Licensing/Credentialing; Life Accident and Health License, SIE, Series 6 or 7 and Series 63, CFP and more! Uncapped Income Potential One-on-one coaching and mentorship Flexibility of your schedule - you determine your own calendar. Leadership Opportunities Training and development to elevate your career and move into a Wealth Management Advisor role Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan Administrative Support Why join Northwestern Mutual? FORTUNE 500 Rank: No. 111 “World's Most Admired” Company in our Industry (FORTUNE Magazine, 2024) Unsurpassed Financial Strength Rating amongst all major credit agencies TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News) Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual Recipient of the 2024 APEX Award from Training Magazine Best Places to Work (Glassdoor, 2021) America's Best Employers for Diversity (Forbes, 2023) LOCAL candidates only. Must live in NYC area or already plan to be moving here. Job Type: Full-time Pay: $80,000.00 - $170,000.00 per year Benefits: Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Retirement plan Vision insurance

Job Responsibilities: Collaborate with various internal departments, including Finance, Risk, and Commercial teams, to gather and consolidate information for analytical reports and communication materials. Design and develop presentations for investor meetings and conference calls. Perform research on market trends and competitive landscape. Draft written communications for investors, including general updates and personalized follow-up after meetings. Contribute to strategic company-wide projects. Create marketing materials and presentations for public relations and corporate communication efforts. Qualifications: 3-6 years of experience, preferably in Investor Relations, Investment Banking, or Private Equity. Experience in energy, infrastructure, and/or commodities preferred 42352

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

A highly successful and reputable commodities firm, known for its exceptional office culture and outstanding benefits, is seeking a confident and motivated professional to join their lean Investor Relations team. The ideal candidate will have 3-7 years of experience in investor relations or investment banking, with a strong passion for the commodities/energy sector and possess strong quantitative and analytical skills. This role offers exposure to all facets of Investor Relations and is highly analytical in nature. In-Office Policy: Hybrid, 3 days in-office / 2 days remote. Responsibilities: Collaborate across internal departments, including Finance, Risk, and Commercial teams, to gather and integrate information for analysis and communication materials. Develop presentations for investor meetings and conference calls. Perform market and competitor research. Draft investor correspondence, including mass communications and tailored follow-ups after meetings. Contribute to strategic company-wide projects. Create marketing and presentation materials to support PR and Corporate Communications efforts.

Santander CIB 2026 Investment Banking Energy & Energy Transition Summer Analyst Program - US Country: United States of America Santander US Corporate & Investment Banking (Santander CIB) is looking for 2026 Investment Banking Summer Analyst Program candidates to support the growth ambitions of the Energy and Energy Transition (E&ET) Group. Whether it is raising capital or advising on M&A, investment bankers in the E&ET group work across products and geographies to bring comprehensive solutions to their clients in the rapidly evolving energy sector. Coverage areas within E&ET include renewables, conventional power, utilities, batteries, auto/mobility, electric vehicle infrastructure, low-carbon molecules, CCUS and natural gas pipelines/storage. What you will gain Our E&ET Investment Banking Summer Analyst Program provides comprehensive training in advance of and during the internship, as well as an introduction to Santander's E&ET team. We strive to attract exceptional talent and like-minded individuals who we can help reach their highest potential. Our team of passionate and experienced bankers is dedicated to providing you with the training, support and mentorship you need to develop skills and knowledge that will serve you well as start your careers in energy. This 2026 Investment Banking Summer Analyst Program is for undergraduate students in a four-year program who have an anticipated graduation date between December 2026 and May/June 2027. Based in New York (NY), you will become part of an international business working with teams across different geographies. The base hourly pay range for this position is $52.88/hr. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. The internship program does not offer any relocation assistance. What we offer you You will be working in an environment where teamwork and partnership is critical to deliver the best solutions for our clients. You will be paired with a mentor, who is able to provide you with guidance and advice throughout the summer while immediately building your Santander network. We make it our mission to focus on attracting and retaining junior talent. Our program is designed to get you on the right path to the next level. At Santander CIB we have a strong global footprint which fosters an environment in which we promote internal mobility both locally and globally. Santander Investment Banking (IB) teams provide global advice to corporate clients supporting them in the execution of their strategic goals. This program will provide the skills and experience to become a thoughtful, strategic advisor. You'll learn the nature of client service and how we build long-term relationships by putting their needs first, while developing the technical acumen to launch a career in banking. What we are looking for - An undergraduate student in a four-year program with an expected graduation date between either December 2026 or May/June 2027. - Cumulative GPA is 3.5 or above. - Highly motivated and results oriented with a desire to exceed expectations. - Demonstrates intellectual curiosity and courage in their leadership style. - Crisp communication skills with the ability to express facts and ideas clearly both verbally and in writing, interacting professionally, transparently, and effectively with people at all levels. - Strong English communication skills both written and spoken required, foreign language skills are a plus. - Strong analytical and quantitative skills. - Strong critical thinking with the ability to develop solutions to complex challenges. - Ability to multi-task as required. - Ability to work independently on special projects. - Ability to effectively contribute in a team environment. - Create an environment of diversity, equity, and inclusion where all perspectives are valued and all people are welcomed. Our interns should actively support our Diversity, Equity, & Inclusion strategy which supports employees from every background and fosters an environment where colleagues feel welcomed, valued, listened to and able to contribute to and grow at our company. We believe that a diverse and inclusive environment helps create prosperity for employees, helps us serve our diverse clients, and contribute positively to our communities. Joining Santander CIB means becoming part of a world-class team that supports the growth strategy of major companies and institutions by providing innovative and tailor-made solutions. A unique opportunity to join an international network of experts that will help you take your career to the next level. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Primary Location: New York, NY, UCM - New York - Park Avenue Other Locations: New York-New York

What is the Opportunity? The Associate, Leveraged Acquisition Finance serves as a key member of the deal team, and will receive significant responsibility, deal experience, and client exposure. Additionally, the Associate is responsible for leading all aspects of a portfolio of closed transactions. You will coordinate agented deal closing, acting as an intermediary between the client, investors and internal procedures. The Associate will support the syndication process through interactions with prospective investors regarding diligence and other general information requests and will also support the Originations team through the generation of pitch books for refinancing, recapitalization and new issuance opportunities. This is a fantastic learning opportunity while working on a dynamic team! Applicants must have a valid US working visa In this role you will: Preparation of initial credit review pre-screens on new deals Participating in the underwriting and business commitment process for new transactions Performing industry and general economic research as part of transaction analysis; Reviewing and analyzing company financial statements and other due diligence materials; Assisting in the credit underwriting process including the drafting of sections of credit memo; Aiding in the transaction closing process (loan execution, funding, and documentation) as well as general portfolio administration; Analyzing monthly financials and tracking ongoing loan performance Performing financial modeling and analysis Working with execution teams of private equity clients during the diligence documentation and closing processes Assisting in the customer on-boarding procedures including handling the KYC process What will make you stand out Experience in Leveraged Finance or a commercial credit underwriting role with a money center bank; prior formal credit training program experience Experienced candidates will preferably have backgrounds in fixed income, investment banking or accounting Strong quantitative and writing skills, including advanced financial modeling skills; Proficient in all MS Office applications Highly organized with strong attention to detail and comfortable with managing multiple task assignments Proficiency with financial statements and basic accounting Strong interpersonal skills, highly motivated with the ability to work in a collegial "boutique" environment. Essential Qualifications Bachelor's degree or equivalent experience in Business, Finance or Accounting with an excellent undergraduate academic record. More about the team The Corporate & Commercial Banking Division provides a range of lending products, derivatives and other banking services to major corporations and financial institutions from its offices in Ireland, the UK, Europe and the US. The Division`s US Branch, has its primary base in Stamford, Connecticut, and smaller offices in New York, LA and Chicago. The US Branch`s activities include the origination and management of a loan portfolio (primarily in the leveraged acquisition finance market), deposit taking, the provision of derivatives for our US customer base and the management of an available for sale bond portfolio. The Leveraged Acquisition Finance business is in the top ten lead arranger/underwriters of mid-market leveraged finance transactions in the US. Why work with us The Bank of Ireland company culture prioritises work-life balance with an opportunity for flexible working, along with 20 days paid annual leave and excellent pension contributions. Family can mean different things to different people; we offer 6 months paid maternity leave, an innovative fertility and surrogacy policy and working parent supports.

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide importantfinancial guidance to people looking to protect and build their wealth. We providea powerful combination of support including: our extensive trainingprogram, Advisor Pro. personal coaching from proven winners customized marketing supportto help you acquire clients and build your brand access to a broad range of products to meet clientneeds tools to manage your practice and support the sales process "Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future. Duties and responsibilities Prospecting, networking and obtaining clientsthrough various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutionsfor clients throughfact gathering and needs analyses. Expanding personal knowledgeand skills throughongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degreeor equivalent work experience * *******************************************************************************************

I am working with an 8 billion AUM hedge fund looking to bring on an experienced Systematic Power Trader & Portfolio Manager. The firm takes a fundamental approach to their research and strategy development with a Systematic & Quantitative execution. They are looking for someone with the following: Responsibilities: Manage a semi-systematic or systematic book focused on US Power markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP) Research, optimize, and implement new strategies Conduct Quantitative research across energy markets (MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP) Monitor and manage risk associated with trading activities Work with quantitative researchers and analysts to best optimize execution of trades and signals Requirements: Minimum 5 years track record trading Energy markets including MISO, NYISO, ISONE,PJM, CAISO, EROT, or SPP Exposure to Quantitative, Technical, and Fundamental research across energy markets Hands on with Python for data Bachelor's or Master's degree in Finance, Economics, Mathematics, Computer Science, Engineering, or a related field. PhD is a plus. Compensation: Base salary of $200k to $350k + pnl split for qualified applican ts

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 ***************************

Trexquant is a growing systematic fund manager with a core team of highly accomplished researchers. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity, futures, and credit markets. As our Investor Relations Associate, you will play an integral part in our efforts to build awareness of our compelling narrative, coordinate targeted marketing materials, help execute investor outreach campaigns, as well as provide client service to our existing investors. **Responsibilities** * Support and service existing investors, including preparing materials for periodic update calls, investor communications, and responses to investor due diligence. * Coordinate scheduling of investor meetings with senior management, and produce necessary materials in preparation, as well as aspects of follow-up. * Develop robust internal processes for streamlined engagement with prospective investors and internal stakeholders. * Build and maintain relationships with existing investors while helping identify and engage prospective investors. * Contribute to the development of comprehensive marketing strategies to attract new investors and develop relationships with existing clients. * Enhance marketing materials such as pitch decks, website content, brochures, and thought leadership pieces * Investigate changes in the investor landscape, and articulate how changes should inform our strategy. * Prepare presentations and reports that articulate our fund's performance, strategy, and market insights. * Coordinate with capital introduction teams and consultants to create a process of scheduling key conferences, roadshows, and one-on-one meetings. * Conduct market research and competitor analysis to stay ahead of industry trends. **Requirements** * Bachelor's degree in Marketing, Finance, Business Administration, or a related field; Master's degree or MBA preferred. * 3+ years of experience in investor relations, or communications, preferably within the financial services or hedge fund industry. * Strong understanding of systematic investment strategies and the hedge fund landscape. * Analytical skills to prepare responses to investor inquiries * Excellent communication, presentation, and writing skills. * Ability to work independently and as part of a team in a fast-paced environment. **Benefits** * Competitive salary plus bonus tied to your performance * Comprehensive benefits including healthcare and insurance

Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Summer 2025 Intern-Investor Services Team** Intern 30+ days ago Requisition ID: 1084 Salary Range: $35.00 To $35.00 Hourly Commonfund is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors to achieve their most important goals. Through our Outsourced CIO business, we provide nonprofits access to world-class investment management solutions. Our CF Private Equity business provides access to private equity investments for both nonprofit and for-profit organizations seeking to diversify their portfolios with private investments. Our Commonfund Institute is among the nation's most trusted sources for relevant, useful, and proprietary data, analytics, and best practices in financial management. All our businesses are united by a relentless commitment to investment performance matched by an equally relentless commitment to the values of trust, transparency, and ethical behavior that have inspired us since our founding more than fifty years ago. ****************** Our Investor Services team is responsible for delivering middle office operational support and client service across all clients in support of our OCIO business. We are looking for a summer intern based in our Wilton, CT office. **How the program works:** The program runs for 10 weeks from May 28 until August 6. This summer intern role is based in Wilton, CT. A resume ***and*** cover letter are required for the application process. **Skills and attributes we look for:** * A demonstrated interest in asset management, investments or capital markets * Course related material / exposure to bookkeeping and accounting principles * A strong proficiency with Microsoft Office programs including Excel, Word and PowerPoint * A demonstrated ability to work independently and as part of a team * Strong written and verbal communication skills * Excellent organizational skills and attention to detail * Strong analytical/problem solving skills

Job Details Tarrytown NY, NYDescription BMT (Brenner, McDonagh & Tortolani), a division of Christian Brothers Services is seeking a full-time Institutional Investment Consultant to work as a trusted advisor to Catholic client base in a collaborative, team-oriented environment. The consultant will advise on asset allocation, research and monitor investment managers, assist in implementing investment solutions, and deliver ongoing performance and portfolio analysis to clients. The consultant will provide proactive advice and recommendations on a range of investment related issues and provide client education as needed. This position provides a unique opportunity for an investment professional to apply their skills in supporting a unique and special client base who desire to invest in a socially responsible way, aligned with their mission. About the company: BMT Management & Financial Consultants, headquartered in Tarrytown New York, is a division of Christian Brothers Services, an Illinois based not for profit Catholic organization focused on cooperative insurance programs. From its inception in 1972, BMT has served over 240 religious institutes and their sponsored ministries with Finance Office Staffing & Support, Financial Management & Accounting, Government Benefit Eligibility Management, Investment Services, Long Term Planning, and Special Projects. The Investment Services team works closely with our client's Leadership and Investment Advisory Committees to establish investment policies and guidelines and to improve risk-adjusted performance of the client's investment assets in a way which is compliant with Catholic Values. Pay: $150,000 Benefits: 403(b) 403(b) matching Pension Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Qualifications Qualifications: Strong knowledge of equity and fixed income markets Experience working with clients in support of their investment goals and objectives Experience interfacing with investment managers Excellent verbal communications skills and attention to detail Interest and willingness to understand and support the mission of our Catholic clients Undergraduate degree is required, CFA/MBA desirable

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending 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: *********************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending 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: *********************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending 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: *********************************************************************

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.