Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
$40k-55k yearly 4d ago
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Senior Customer Success Manager
Connecticut Innovations 3.9
New York, NY job
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Senior Customer Success Manager
Reports to: VP of Customer Success | Grace (. | LinkedIn
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like
Travel + Leisure
,
Food & Wine
, and
AFAR
to drive measurable demand, bookings, and revenue.
This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers.
What You'll Do
Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives
Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations
Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact
Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations
Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments
Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations
Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges
What We're Looking For
5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts
Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred
Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently
Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets.
Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon
Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held
Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data
Hospitality, marketing technology, or media experience strongly preferred
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing.
What We Offer
Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including:
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation.
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
$74k-114k yearly est. 2d ago
Senior Credit Risk Analyst
Broadstone Net Lease, Inc. 4.2
Victor, NY job
The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis.
Essential Job Duties & Responsibilities:
Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks
Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets
Maintain financial reports that summarize the overall financial position of the tenant portfolio
Track industry trends and tenant news
Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities
Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting
Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance
Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics
Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams
Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings
Continue to improve and develop tenant financial analysis tools, procedures, and reports
Travel to corporate headquarters located in Victor, NY for employee events and training as necessary
Executes duties and maintains standards in accordance with company policies and procedures
Additional duties as required
Overtime hours may be required as job duties demand
Skills/Qualifications:
Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings
Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations
Knowledge of financial ratio analysis and GAAP accounting
Understanding of finance, real estate, and capital markets terms and concepts
Effective verbal and written communication skills with ability to effectively present data and findings
Strong attention to detail with a focus on quality and accuracy in a fast-paced environment
Experienced information gathering and information monitoring skills
Effective decision-making skills and an ability to perform under deadline pressure
Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines
Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel
Strong collaborator with a proven ability to work across teams, functions, and levels of the organization
Education/Experience:
Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required
3-5+ years of finance/underwriting experience in a professional services environment
Experience with Moody's and/or S&P tools preferred
Formal credit training, commercial credit underwriting experience preferred
Experience working with Power BI a plus
Experience working with MRI commercial property management software a plus
$93k-134k yearly est. 22h ago
Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
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$101k-135k yearly est. 3d ago
Quality Assurance Coordinator
Rondout Savings Bank 3.6
Kingston, NY job
We are seeking a detail-oriented and proactive Quality Assurance Coordinator to join our team. The ideal candidate will be responsible for completing post-closing system audits including file maintenance, post-closing documentation, and other reports needed to ensure the business banking loan portfolio is serviced per policies and procedures.
This position compiles audit results into a documentation exception report to be updated, reviews director reports, maintains daily reports to ensure loan transactions are properly posted, and reviews loan re-price advice for accuracy. This position also completes verification of scanned files. Additional responsibilities include, but are not limited to:
Monitoring personal credit report orders to ensure permissible use.
Maintaining the Attorney/Appraiser database to ensure proper licenses and insurances.
Creating reports for the Lending Department.
Financial letter requests.
Completing residential property inspections.
Maintaining full understanding of policies, procedures, and guidelines associated with business banking.
Loss mitigation support to Quality Control Supervisor.
Filing, typing and other routine clerical functions as required and assigned.
Back up to QC for residential loan files and other duties, as needed.
Requirements
Education and Certification Qualifications
Associate's degree in a business-related discipline or equivalent.
Valid driver's license required.
Experience and Qualifications
1-3 years of experience in banking, specifically in commercial credit or loan servicing.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational abilities.
Effective communication and interpersonal skills.
Ability to work independently and as a team.
Proficient in Microsoft Office, specifically Excel.
Physical Requirements
Prolonged periods of time sitting at a desk and working on a computer.
Ability to walk up and down stairs.
Must be able to lift up to 10-20 pounds at times.
As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Equal Employment Opportunity Policy Statement
EEO Reasonable Accommodation Policy
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Nondiscrimination Provision
$53k-72k yearly est. 4d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Wappingers Falls, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
A global banking institution based in New York is seeking a skilled Vice President to lead strategic initiatives on their Wholesale Lending FERC Transformation Team. This role focuses on enhancing data integrity and implementing solutions to meet regulatory reporting standards. Candidates should possess over 6 years in financial control with advanced expertise in data management, analytics tools, and project management. Excellent communication and relationship-building skills are essential. This is an opportunity to make a significant impact within the organization.
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$136k-195k yearly est. 22h ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
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$92k-145k yearly est. 4d ago
Tax Director: Private Equity & International Tax
Gen II 4.5
New York, NY job
A leading private equity fund administrator is seeking experienced Tax Directors in New York City. The successful candidate will oversee tax compliance for multiple clients, ensuring accurate tax compliance and team leadership. This role requires a minimum of a Bachelor's degree in accounting and substantial experience in U.S. partnership taxation. Competitive salary range is between $160,000 and $180,000, commensurate with experience. The company offers a hybrid work model, with two days in-office and three days remote.
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$160k-180k yearly 1d ago
Senior Private Tax Strategy Leader
Price Waterhouse Coopers 4.5
Melville, NY job
A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered.
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$112k-151k yearly est. 2d ago
Network and Security Engineer - VP
Natixis Corporate & Investment Banking 4.9
New York, NY job
Natixis CIB is seeking a dynamic and experienced Vice President of Network Security to lead and enhance our network security infrastructure across the AMER region. This strategic leadership role requires a deep technical understanding of network security and the ability to drive initiatives that protect our systems while mentoring a talented engineering team.
The job responsibilities include, but are not limited, to the following:
Infrastructure Oversight: Lead the design and administration of Natixis CIB AMER's network security infrastructure, focusing on critical components including DNS, F5 Load Balancers, Fortinet and Palo Alto firewalls, VPNs, proxies, Remote Access and DMZ connectivity.
Technology Initiatives: Drive technology projects aimed at enhancing cybersecurity and improving network performance in alignment with organizational goals.
Continuous Monitoring: Ensure optimal network performance through continuous monitoring, dashboard creation, promptly addressing any security incidents.
Documentation Management: Maintain comprehensive documentation, including network security asset inventories, diagrams, procedures and vendor contacts, to support operational efficiency and facilitate effective communication.
Cross-Department Collaboration: Collaborate with infrastructure teams to resolve network-related challenges and ensure seamless operations across departments.
Audit and Security Coordination: Work closely with audit and IT Security teams in both AMER and BPCE-IT to provide necessary documentation and implement remediation plans as required.
Staff Mentorship and Training: Mentor and train junior engineering staff, fostering a culture of growth and skill development within the network team.
Vulnerability Assessments: Conduct vulnerability assessments and manage patching processes to effectively mitigate and report security risks across the AMER region.
Security Reporting: Develop and deliver regular security reports to Leadership, highlighting key metrics, incidents, and trends to inform strategic decision-making.
LOD1 Security Management: Manage Line of Defense 1 (LOD1) network security controls and request as specified by the IT Risk Department.
Strategy Alignment: Coordinate with AMER and Head Office IT Security teams to assure alignment on security strategies and policies.
Tool Proficiency: Profiecent knowledge of security tools such as SIEM, Splunk, Centreon and Qualys for effective monitoring and incident response.
Bachelor's degree in computer science, Information Technology, Cybersecurity, or a related field; Master's preferred.
6+ years of hands-on experience in network security management, preferably within the financial services industry.
Extensive experience managing Cisco Firepower, Fortinet and Palo Alto firewalls, including DMZ design implementation.
Relevant certifications such as Fortinet NSE 4/5, Palo Alto Networks Certified Network Security Engineer (PCNSE), Cisco CCNP Enterprise and CCNP Security is a plus. Highly desirable CISSP, CISM.
Strong project management and leadership experience.
Excellent communication and problem-solving skills, with a focus on collaboration and teamwork.
Extensive understanding of network technologies - L2, L3, VXLAN, BGP, LAN/WAN/VPN
Extensive understanding of security technologies such as firewall, load balancing, proxy, authentication methods
Strong knowledge of DNS/DHCPWSG (Web Security Gateways), Proxy-pac scripting
Troubleshooting knowledge of network and security systems with minimal guidance is required.
OSI Layer 4 and Layer 7 protocol analysis and troubleshooting experience is required.
Excellent oral and written communication and documentation skills are essential.
Ideal candidate must have a strong understanding of Zero Trust Architecture and Network Access Control design for enterprise network infrastructure design, and troubleshooting.
Among these technologies, knowledge of Arista and Cisco design, configuration and automation is a definite plus
Knowledge of scripting languages such as Python, PoweShell, or Ansible.
The individual will need to be very organized, flexible, results oriented and able to multi-task to meet the demands of our dynamic environment
The candidate should be a self-starter, be able to work with minimal supervision, properly and effectively report project/work status to management and peers, take full ownership and responsibility of the tasks assigned to her/him and work them through completion.
The candidate should be able to demonstrate both technical capabilities and in-depth knowledge of various security and network concepts, technologies, and best practices
The candidate should have the ability to convey in non-technical terms complex technical explanations related to problems, designs, etc.
Knowledge of Ansible Scripting is a plus
Knowledge of micro segmentation tools such as Illumio or VM Ware NSX is a plus
Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law.
Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.
The salary range for the VP position will be between $150,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.
$150k-180k yearly 4d ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Melville, NY job
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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$150k-210k yearly 1d ago
International Private Bank- Private Banker- Executive Director
Jpmorgan Chase 4.8
New York, NY job
**Posting Description**
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the International Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Job Responsibilities:**
+ -Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate business results and acquire new assets, both from existing client base and new client acquisition
+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities and skills:**
+ Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market
+ Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Available to travel internationally to serve off-shore international clients
+ Strong community presence with an established network in the Israel Market
+ Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Bachelor's Degree required
+ Fluent in English and Hebrew
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $225,000.00 - $350,000.00 / year
$225k-350k yearly 6d ago
Residential Loan Originator
Rondout Savings Bank 3.6
Kingston, NY job
The Residential Loan Originator will use their industry knowledge, marketing, and sales strengths to find prospects, generate leads, and convert application opportunities to loans. The Residential Loan Originator will develop long-term relationships with clients and referral partners. This position will also provide mortgage planning and financial counseling. The Residential Loan Originator will personally interview all loan applicants and ensure that reports and client documentation are accurate and done in a timely manner, along with abiding by all the ethical rules and regulatory guidelines in all aspects of the work. Additional responsibilities include, but are not limited to:
Actively soliciting residential mortgage loans, spending a majority of the workday outside of the office performing this task.
Informing prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations.
Completing each loan application and all pre-processing functions in a timely manner to permit the good faith estimate to be sent within the requested period.
Screening loan requests based on financial institution policies and on types of loans offered by the institution.
Networking through real estate association, realtors, attorneys, and prior customers.
Researching new legislation and regulations that may affect the financial institution's residential lending policies and ensuring compliance with new rules.
Answering incoming calls, scheduling appointments, and interviewing all loan applicants.
Communicating complex approvals or denials to the borrower.
Distributing market data, rate flyers and general loan information to the real estate community as directed by financial institution management.
Providing excellent customer service to borrowers and potential borrowers.
Taking residential mortgage loan applications and offering or negotiating terms of a mortgage loan.
Cross-selling other bank products during the loan process.
Requirements
Education and Certification Qualifications
Associate's or Bachelor's degree in Business or related field, or an equivalent combination of education and experience.
Must be registered with the NMLS and adhere to the requirements of the SAFE Act.
Valid driver's license required.
Experience and Qualifications
3-5 years of experience in mortgage sales.
Ability to work independently and as a team.
Excellent verbal and written communications skills, along with organizational skills.
Attention to detail and ability to meet deadlines.
Strong analytical and problem-solving abilities.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Prolonged periods of standing.
Ability to walk up and down stairs.
Must be able to lift to 10 pounds at times.
Must be willing to attend events outside of the office and on evenings and weekends.
Position earns base salary + commission
As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Equal Employment Opportunity Policy Statement
EEO Reasonable Accommodation Policy
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Nondiscrimination Provision
$35k-47k yearly est. 4d ago
Sr. Loan Assistant
Cathay Bank-Headquarters 4.4
New York, NY job
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.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Following established company policies and procedures, assists Loan Officers in the following essential functions.
ESSENTIAL FUNCTIONS
Prepare new and renewed underwriting packages.
Support Loan Officers in loan closing and funding.
Assists Loan Officers to underwrite new and renewed loans under $1 million and credit modifications and amendments.
Assist Loan Officers in customer service and follow up on outstanding items.
Assist Loan Officers with various account monitoring activities.
Prepare and distribute routine reports for the loan team
Maintain loan application log and loan files.
QUALIFICATIONS
Education: College degree in business or finance preferred but not mandatory.
Experience: 1-2 years' experience in loan administration preferably in commercial lending.
Skills/Ability: PC Proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus. Ability to effectively interact with customers and all levels of management.
OTHER DETAILS
$23.08 - $26.44 / hour
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 Affirmative 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
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** 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.
A leading global financial services firm is seeking a Vice President for its Treasury P&A team in New York. This role involves managing crucial financial activities, including the delivery of P&A cycles, monitoring balance sheet usage, and engaging with senior management for strategic decision-making. The ideal candidate has over 7 years of experience in financial planning within the banking industry and possesses strong analytical and communication skills. Proficiency in tools such as Excel, Alteryx, and Tableau is also required. This position is not eligible for sponsorships.
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$121k-157k yearly est. 4d ago
Community Banker III
Rondout Savings Bank 3.6
West Hurley, NY job
This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to:
Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience.
Accountability for cash drawer and its contents at all times and reporting any discrepancies to management.
Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems.
Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts.
Assisting customers with ordering and issuing new debit cards and pin resets.
Reviewing accounts for fraudulent activity and assisting customers with dispute claims.
Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures.
Assisting with vault proof at the end of the day including counting, selling, and buying cash.
Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits.
Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals.
Engaging in customer outreach to support relationship development and service needs.
Making customer calls as part of ongoing engagement and follow-up efforts.
Researching and correcting cash on hand differences.
Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit.
Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team.
Participating in and supporting Rondout Savings Bank initiatives, activities, and programs.
Requirements
Education and Certification Qualifications:
High school diploma or equivalent.
Required to take internal training courses.
Experience and Qualifications:
1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills.
Physical Requirements:
Prolonged periods of time working on a computer
Prolonged periods of time standing
Ability to walk up and down stairs
Must be able to lift up to 10-20 pounds at times
Ability to work at any branch location
As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
Equal Employment Opportunity Policy Statement
EEO Reasonable Accommodation Policy
Know Your Rights: Workplace Discrimination is Illegal
Pay Transparency Nondiscrimination Provision
$76k-137k yearly est. 4d ago
Branch Manager
Heritage Financial Credit Union 4.4
Newburgh, NY job
Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
What's in it for you?
Salary: $73,500 - $91,000 annually (based on experience)
Benefits:
· Paid Time Off & Paid Federal Holidays
· Medical, Dental, Vision & Life Insurance
· Employee Assistance Program
· Flexible Spending Accounts / HSA
· 401K Employer Match
· Educational Assistance
· Incentives and Merit Increases
· Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch.
Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions.
Evaluate employee performance and provide feedback and coaching as needed.
Manage employee relation issues in a timely mannered and with professionalism toward resolution.
Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs.
Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process.
Effectively communicate with department leaders and peers to develop a network of support and collaboration.
Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings.
Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through.
Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership.
Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount.
Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed.
Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information.
Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals.
Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness.
Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability.
Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change.
Proactively look for operational enhancements and research and share with direct leader.
Maintain a safe and sound work environment adhering to all audit and security expectations.
Participate in organizational team projects, representing Retail in a professional and competent manner.
Mentor and support new branch managers.
Performs other duties as assigned.
Requirements
EXPERIENCE:
3+ years as a Branch Manager with Business Development is essential.
Experience on outbound calling/prospecting and visiting local businesses.
Experience understanding business and commercial products. Proficiency in Microsoft Office.
Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development.
EDUCATION/CERTIFICATION:
Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire.
KNOWLEDGE:
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES:
Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
Focus on customer service and lead by example.
Show strong attention to detail.
Highly organized with time and team management
An eagerness to grow the branch network and developing teams.
Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.
$73.5k-91k yearly 4d ago
2026 Summer Internship Program - Commercial Banking
TD Bank 4.5
New York, NY job
**Role Type:** Undergraduate **Work Term:** Summer/Term 3 New York, New York, United States of America **Hours:** 40 **Pay Details:** $21.75 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
The AMCB Summer Intern supports their Line of Business in the development and execution of work projects to support the Business' goals & objectives. The Summer Intern embodies TD's Shared Commitments and customer-focused culture.
**Commercial Banking**
TD Commercial Banking helps commercial customers manage their funds, finance their growth, and invest for the future by taking the time to understand their goals and customize products and services to suit their needs. This includes everything from governments, institutions and businesses, ranging from small "mom and pop" stores to multi-billion-dollar corporations.
This Commercial Banking Intern functions as a **Business Analyst Intern** , providing professional and efficient support to the Small Business Banking team and Small Business clients:
+ Support product development and management
+ Perform analysis to identify and address opportunities for product enhancement
+ Identify and develop strategies for support issues including SWOT analyses and business cases
+ Identify training gaps and develop material to address
+ Assist with administrative tasks to ensure smooth day-to-day operations
+ Support ad hoc projects and initiatives as business needs arise
Commercial Banking is offering **in-person** internship opportunities in **New York City, NY** . Interns will be required to be **in-office** 4 days a week.
**Depth & Scope:**
**AMCB Summer Internship Experience**
TD Bank, America's Most Convenient Bank **_ _** , offers an Internship Program with an unparalleled experience - where you'll gain valuable insight into our vision to Build The Better Bank, while also strengthening the core skills and knowledge you'll need to launch a successful career.
Our 10-week, non-rotational program consists of:
+ A fun-filled, high-energy introduction to TD Bank, America's Most Convenient Bank **_ _**
+ A variety of professional experiences and development training
+ Extensive networking opportunities and interactions with senior leaders
+ A dedicated support network, including a formal peer-mentoring program
+ An active role in community service projects
+ Opportunity to join our rotational analyst program upon graduation and participate in our 6 Week Innovation Challenge, VR experience and variety of learning & development opportunities.
**Education & Experience:**
+ Pursuing post secondary degree in business-related disciplines
+ Knowledge of Microsoft tools (Outlook, Teams, Word, PowerPoint, Excel)
+ Excellent interpersonal skills, problem solving and analytical skills
+ Ability to take initiative and accountability of your actions
+ Demonstrated leadership qualities
+ Strong written and oral communications skills
+ Detail oriented with an ability to handle multiple tasks
+ Ability to work independently and collaboratively
+ You must be work authorized in the United States on a permanent basis without the need for employer sponsorship
+ Anticipated graduation date between December 2026 - June 2027 preferred
+ **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Frequent
+ Walking - Frequent
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Occasional
+ Reaching forward - Occasional
+ Pushing - Occasional
+ Pulling - Occasional
+ Twisting - Occasional
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Brooklyn, NY, United States
Job Identification 210688605
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 12/01/2025, 09:30 PM
Job Schedule Full time
Job Shift Day
Job Description
Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
Produce accurate and timely management and regulatory reports related to capital and stress testing
Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
Maintain and elaborate internal governance procedures, standards, and documentation
Perform ad-hoc analyses using operational risk data and advanced Excel functions
Participate in the development and execution of internal projects and regulatory deliverables
Support user acceptance testing for new systems and enhancements
Ensure compliance with internal and external regulatory requirements
Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Minimum 5 years' experience in financial services, risk management, or analytical roles
Demonstrate strong analytical, problem-solving, and decision-making skills
Show high attention to detail and commitment to quality assurance
Excel in Microsoft Excel, including database functions
Communicate effectively in written and verbal formats
Build relationships with stakeholders at all levels, including senior management
Work independently and as part of a team, managing multiple priorities under tight deadlines
Create impactful presentations using Microsoft PowerPoint
Apply significant experience with business intelligence and reporting tools, especially Tableau
Ensure accuracy and compliance in all reporting activities
Preferred Qualifications, Capabilities, and Skills
Bring experience in regulatory capital, stress testing, or operational risk
Utilize Alteryx, SAS, or similar programming software for data analysis
Contribute to process re-engineering and control management initiatives
Prototype and develop functional specifications for technology solutions
Perform advanced ad-hoc analyses using operational risk data
Support governance and control documentation for capital and stress testing
Participate in user acceptance testing for new systems and enhancements
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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 our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
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