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KeyBank jobs in Buffalo, NY - 218 jobs

  • SBA Eligibility Officer

    Keybank 4.4company rating

    Keybank job in Amherst, NY

    ABOUT THE JOB (JOB BRIEF) SBA Eligibility Officers are responsible for reviewing Key Bank's Small Business applications for adherence to the SBA's requirements assuring that the agency guarantee can be enforced. The position will serve as a subject matter expert on the SBA's Standard Operating Procedures (SOP) and a point contact for the underwriting and closing teams. Additional responsibilities include ensuring that all required loan conditions are sufficient and properly documented and in compliance with SBA and bank policy. ESSENTIAL JOB FUNCTIONS Responsible for reviewing new credit application packages for adherence to credit policy and SBA requirements and determination of appropriate due diligence necessary to ensure proper eligibility compliance Review financial statements and all other relevant financial analysis, as well as non-financial data, to develop a concise and focused analytical foundation for a credit decision Collaborate with underwriters, bankers and credit partners to drive the efficiency and effectiveness of the credit process to meet client expectations Ability to review high volumes of applications in a timely manner to develop a concise focused foundation for SBA eligibility decisioning Decision loans within delegated authority or recommend decision to appropriate credit partner Monitor and identify risks within the existing portfolio Identify and escalate material issues or trends in a timely manner Coordinates with internal partners to drive efficiency and effectiveness in the application process to meet client expectations Serves as mentor, coach and trainer for the analyst and underwriting staff as it relates to credit and SBA requirements Ability to manage application workflow Maintains comprehensive knowledge of SBA policies and lending programs and remains up to date with changes Provides on-going training to Key Bank's Small Business teams on SBA eligibility, lending programs and policies. Support and participate in SBA special projects as needed. Examples could include process improvements, implementing change across, credit, and the line of business, etc. REQUIRED QUALIFICATIONS Bachelor's Degree with a preferred focus on business course work, or equivalent work experience. Prior business, commercial, or related credit underwriting experience with preference of at least 3 years, to include experience working with the SBA loan programs. Extensive knowledge of the SBA's Standard Operating Procedures (SOP) and eligibility guidelines Satisfactory understanding and knowledge of commercial credit policies, procedures, and loan systems. Familiarity with, and understanding of, commercial credit underwriting/approval methodologies and their use. Ability to work well individually as well as part of a team. Proven leadership abilities Accomplished self-starter and well-organized in thought and action. Possess a process improvement mindset. Strong organizational skills, ability to set priorities in a multitask environment. Commitment to core values; Teamwork, Respect, Accountability, Integrity, Leadership. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $71k-122k yearly Auto-Apply 14d ago
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  • Mortgage Loan Delivery Spec

    Keybank 4.4company rating

    Keybank job in Amherst, NY

    ABOUT THE JOB (JOB BRIEF): The Loan Delivery Specialist reports to the Post Closing Manager is responsible for the review, audit and timely delivery of all first mortgage loans to FNMA/FHLMC, GNMA, and Private Investors. This position will work closely with the secondary marketing trade desk on loan pooling and delivery instructions to the FNMA/FHLMC/GNMA and private Investors. In addition, the Loan Delivery specialist will work closely with underwriting, processing and closing to remedy documentation, processing and compliance issues prior to delivery and loan purchase. ESSENTIAL JOB FUNCTIONS: • Coordinate and oversee preparation and delivery/pooling of all loans allocated for delivery to FNMA/FHLMC/GNMA and for all Private Investors. • Set priorities based upon trade/commitment delivery dates. • Monitor status daily of loans delivered/shipped but not yet purchased. • Coordinate the delivery of collateral to the appropriate Agency Custodian/Investor. • Take appropriate actions to resolve shipping issues and clear investor suspense items to insure loans are purchased within specified timeframes as directed by the secondary marketing trade desk. • Work closely with all mortgage operations to promptly resolve documentation, processing and compliance issues and clear suspensions in order to settle loans on time. • Develop and maintain contact with Agencies and Investors to ensure all loan deliveries will settle and be purchased within the specified timeframes. • Provide all loan pooling information to the trade desk to provide pooling/settlement information to the Broker/Dealer within specified timeframes. • Understand and maintain up-to-date knowledge of various loan types and FN/FH/GN and private Investor delivery requirements. • Thorough understanding of Federal and State regulations including but not limited to FHA/VA and Conventional guidelines, RESPA, TILA, HOEPA, MDIA, QM and ATR regulations. REQUIRED QUALIFICATIONS: • Bachelor's degree or equivalent work experience. • 2-3 years' experience in residential mortgage lending, with Secondary Marketing/Shipping experience preferred. • Previous experience in delivering loans to Private Investors, with experience pooling/delivering to FNMA/FHLMC/GNMA. • In depth knowledge of FNMA, FHLMC, GNMA, FHA, VA, USDA and private investor products. • Proven ability to set priorities, understands urgencies, and reacts quickly to deadline/delivery requirements. • Strong customer service, communication, organization and analytical problem resolution skills, as well as detail oriented. • Ability to effectively communicate with team members and external business contacts while conveying a positive, service oriented attitude. • Working knowledge of PC (MS Windows and Office Products including Word, Excel, etc.) COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 - $27.88 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $19.2-27.9 hourly Auto-Apply 14d ago
  • Branch Operations Lead - North Amherst - Amherst, NY

    Jpmorgan Chase 4.8company rating

    Amherst, NY job

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements. A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors. **Job responsibilities** + Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. + Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships. + Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit. + Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures. + Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night. + Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely. **Required qualifications, capabilities, and skills** + You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently. + You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively. + You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment. + You have a strong passion for educating the branch team and partners, helping them stay connected and informed. + You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed. + You have 1+ years of retail banking experience. + You have a high school degree, GED, or foreign equivalent. + You have the ability to work branch hours including weekends and evenings. **Preferred qualifications, capabilities, and skills** + You have 6+ months of Associate Banker (Teller) experience. + You have a college degree or military equivalent. **Training and Travel Requirement** + You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead. + You'll need to be able to travel as required for in-person training and meetings. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Amherst,NY $22.98 - $28.37 / hour
    $23-28.4 hourly 49d ago
  • Strategic Initiatives Expert - Document Custody

    M&T Bank 4.7company rating

    Buffalo, NY job

    Works closely with senior managers within the division/enterprise to manage key initiatives, including supporting critical Division/Enterprise cross-functional projects related to strategic objectives of the Bank, improving risk management and ensuring efficiency and sustainability of core processes and positioning the Bank to meet evolving regulatory expectations. Leads certain aspects of and/or support design, planning and implementation for time-sensitive, critical, programs and/or projects. **Primary Responsibilities:** + Review custody agreement and related legal documentation to identify, document, and operationalize all contractual obligations + Serves as a critical control point between Legal, Business, and Operations to ensure new and amended custody relationships are onboarded accurately, consistently, and in compliance with client, agency/non-agency, and regulatory requirements + Ensure operational teams clearly understand custody obligations, reporting requirements, service-level commitments, and exception handling prior to closing. + Participate in handoff calls and ensure contractual obligations are clearly communicated and documented. + Lead planning and implementing new products, programs and initiatives to achieve short and long-term business objectives and strategic outcomes. Support development of project roadmaps and plans. + Direct critical Bank-wide or divisional projects that may include planning, design and analysis of results, develop comprehensive documentation to align with regulatory expectations as needed, analysis of complex data sets, or analysis/optimization of data structures. + Assist with defining strategy of new initiatives within the division/enterprise. May serve as subject matter expert to drive requirements, development, and production of complex ad-hoc and automated departmental analyses and reports, including workflow, project and strategic analysis and trend reporting. + Synthesize large volumes of qualitative and quantitative information for analysis and decision-making. + Coordinate and contribute to discussions and agenda development of regular conference calls and in-person meetings of with external peers or industry groups, agencies and select US officials to share best practices and promote industry advocacy efforts. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Education and Experience Required:** + Bachelor's degree and a minimum of 7 years' relevant work experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant work experience + Strong experience interpreting contracts and translating legal language into operational requirements + High attention to detail with strong organizational and documentation skills + Ability to identify operational risk and escalate appropriately + Ability to thrive in a fast paced environment + Ability to work independently and function as a member of a team + Coach others in their area of expertise + Excellent interpersonal and communications skills necessary for business partner relationships within and outside the organization + Self-motivated, results driven, and well organized + Ability to handle multiple tasks and work under time constraints in support of various assignments + Experience with Microsoft Office suite of products including Word, Excel, PowerPoint, Project, Visio, and Outlook or equivalent **Education and Experience Preferred:** + GCM deal closing experience + Corporate Trust Experience + Bachelor's degree in Finance, Economics, Math, Accounting, Engineering, or Business Administration; Master's degree in Business Administration (MBA) or advanced degree + Minimum of 8 years' relevant work experience + Banking/financial industry experience + Expert in Six Sigma, Lean or Process Improvement, or project management methodology + Experience with financial, regulatory and/or process analysis, and technical writing + Curious and innovative M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location:** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $107.5k-179.1k yearly 27d ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Buffalo, NY job

    JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.
    $63k-101k yearly est. Auto-Apply 40d ago
  • Trading Assistant Associate - Counterparty Portfolio Management

    Bank of America 4.7company rating

    Charlotte, NY job

    The Trading Assistant Associate will work in the Counterparty Portfolio Management (CPM) line of business, covering both the XVA and Risk Optimization Group (ROG) trading desks. The XVA trading desk focuses on managing counterparty credit risk (CVA) and funding risk (FVA), hedging those risks with a variety of cross-asset derivative instruments including rates, credit, FX, commodities, and equities. The ROG trading desk has two main functions - risk optimization, which includes initial margin, GSIB, and regulatory capital optimization; and collateral trading optimization. The Trading Assistant Associate will work with both trading desk and be responsible for executing trade capture, risk validation, end-of-day and ad-hoc reporting, investigating and resolving discrepancies. Key Responsibilities: Execute trade capture, risk validation, process amendments, monitor trade clearing status, resolve discrepancies, and focus on meeting real time reporting requirements Collaborating with traders and other stakeholders including traders, trade control, counterparties, operations, finance, and compliance Monitor trades and prepare reports for the trading desks Responding to ad hoc requests and investigations promptly Participating in initiatives to drive growth, operational efficiency, and automation Identifying opportunities for process and infrastructure improvements Requirements: 3+ years of applicable Trading Assistant & Control experience at an investment firm or bank Requires product knowledge of swaps, options, forwards, and futures, and their respective life-cycle events Ability to multi-task and engage business partners for efficient resolution Demonstrates effective time management and prioritization skills. Take personal responsibility for delivering high quality work and have a track record of outperformance and delivery Ability to thrive in a dynamic, team-oriented environment - both work closely with senior members of the team and work independently Self-starter with outstanding problem solving skills Operates with a sense of urgency at all times Excellent verbal and written communication skills. Be enthusiastic, keen to learn and quick to gain an understanding of complex issues and concepts Minimum of Bachelor of Science Degree in either of Finance, Mathematics, Accounting or Economics or equivalent work experience. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$104,700.00 - $141,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $104.7k-141.8k yearly Auto-Apply 7d ago
  • 2026 Executive Associate Program - Banking Services Modernization

    M&T Bank 4.7company rating

    Buffalo, NY job

    The Executive Associate Program is designed for 2nd year MBA students who seek to accelerate their career within M&T Bank. Program hires will undergo an immersive leadership experience designed to develop leadership competencies and strategic capabilities. Throughout the first year, the incoming cohort will be introduced to Program alumni, bank wide leadership, and collaborate with peers to drive change to support the vision and goals of the Bank. **Department Overview:** Banking Services is the primary back-office operation for the Bank, supporting multiple lines of business. The division strives to deliver superior services and support to our valued business partners, bank customers, and fellow employees. This Executive Associate position falls within our Modernization team, who's mission is to spearhead strategic initiatives to increase automation and AI technologies within the greater division. As an Executive Associate within this Modernization team you will help spearhead our Automation and AI strategy. Providing assistance leading significant process improvement projects and initiatives for individual lines of business, uses tools from Six Sigma, LEAN, Project Management and Change Management to consult with the business and executive management to develop strategic recommendations and improve Bank-wide and cross business processes at an enterprise level. **Primary Responsibilities:** · Lead efforts to define scope/approach for department initiatives. Direct and monitor resources. May be responsible on an individual basis for directing complex, critical, and highly visible projects for Banking Services. · Direct development of continuous improvement initiatives, generally of less complexity, consult with, and influence internal contacts, creating value and buy-in as the lead process improvement transformation partner. · Lead process improvement initiatives through the use of measurements, analysis and discussion of process alternatives to arrive at viable solutions and best practices. · Prepare recommendations for presentation to senior management for the prioritization and execution of process re-engineering efforts. · Develop project plans and/or execution framework for assigned activities. · Identify and document opportunities for automation (e.g. robotics); develop business case. · Communicate project status, issues, and risks to project sponsor on a regular basis. · Consider stakeholder perspectives, address objections, help develop solutions, and drive action. Interact with senior management (internal/external) to obtain pertinent information · Ensure sustainable measurement systems for key deliverables are in place for each project. · Develop business case and project benefits and monitor actual results against projected benefits. · Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. · Promote an environment that supports belonging and reflects the M&T Bank brand. · Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. · Complete other related duties as assigned. **Scope of Responsibilities:** Perform project/management related assignments in field of expertise within the Executive Associate Program. **Supervisory/ Managerial Responsibilities:** None **Education and Experience Required:** Completed MBA from an accredited business school. Minimum two years professional, full time work experience. Demonstrated leadership potential, as evidenced through previous work experience, extracurricular activities, or community involvement Excellent communication and interpersonal skills, with the ability to collaborate effectively with individuals at all levels of the organization Strong analytical and problem-solving skills, with the ability to think strategically and critically analyze complex business challenges Strong project management skills and the ability to handle multiple priorities and deadlines Work visa sponsorship not offered for this role **IDEAL QUALIFICATIONS:** + Prior project management experience, consulting experience + Understanding of AI and Automation Strategies + Familiarity with strategic frameworks and software implementations M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,000 - $171,000. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $100k-171k yearly 60d+ ago
  • Private Markets Due Diligence Analyst

    Bank of America 4.7company rating

    Boston, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. Company specific modelling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way. Strong presentation skills are a plus. Must be comfortable dealing with senior executives at private market firms. Team player comfortable working across Investment Solutions Group (ISG) and Business lines Travel (approximately 25%is involved to meet fund managers and attend annual meetings. Qualifications/Desired Skills: Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred. Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required Skills: Analytical Thinking Attention to Detail Causation Analysis Presentation Skills Research Critical Thinking Oral Communications Written Communications Active Listening Data Quality Management Trading and Investment Analysis Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$118,700.00 - $169,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $118.7k-169.7k yearly Auto-Apply 60d+ ago
  • Data Governance Lead

    Bank of America 4.7company rating

    Charlotte, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into payment solutions for our clients globally - across all segments and industries. The Global Payments Solutions Data & AI - Data Strategy and Governance team (DSG) is looking for a Data Governance Lead for Global Transactions Services, part of the GPS team which is a ~$15bn business who will focus on data governance and controls inclusive of governance initiatives, data quality / data testing, and supporting regulatory response. This role will be driving forward DSG team goals while building bridges with all partner teams including subject matter experts and leaders globally in the business, technology, and operations. Additionally, the Data Governance Lead will be focused on managing data governance initiatives, intake and facilitation of data testing and regulatory requests. The Data Governance Lead will work with Line of Business partners, including Compliance, Audit, and Risk to understand needs and produce data solutions, often times in partnership with Technology. The DSG team is strategically placed in the line of business to enable direct alignment with key business leaders to drive maximum impact. Members of the DSG team will be encouraged and expected to learn more than the core role requires, fundamental understanding of the business of payments will play a key role in what we aim to achieve together. The team's mandate places a dual focus on: 1.Data strategy including building and executing data strategy that enables the business, and 2.Data governance/management including driving adoption of enterprise data management policies and standards across GTS including for fit-for-purpose for Regulatory Reporting and other critical data uses; facilitating and providing governance and oversight of GTS data incidents; active engagement and support of enterprise data testing effort; active engagement of enterprise data initiatives and support of internal/external regulatory and audit exams and issues; and much more. This role will require a unique blend of payments expertise, an in-depth understanding & knowledge of data, and heavy program management experience to drive all governance initiatives forward. The Data Governance Lead will report to the Data Strategy Management Executive (DSME) as a part DSG team. Required Skills: "Must" have these skills to be minimally qualified •3+ years of experience in a Data Governance or Data Controls and Data Management or Payments role with a Data focus •Drive adoption of and adherence to internal data management policies and standards (i.e.: Enterprise Data Management and Global Records Management) •Expertise with Excel and PowerPoint to be able to analyze open issues and communicate with / align together varying teams •Heavy experience and responsibility with building and executing process and procedures as well as program management of process and procedure execution •Able to facilitate and provide governance and oversight on GPS data incidents including driving internal assessments, prioritization, and funding impacts. •Hands-on, applied experience with Enterprise Data Management Policy/Standards, data governance concepts and frameworks including industry best practices. •Knowledge of data management disciplines, including data strategy, data governance, data architecture, data security, etc. •Support and manage data controls environment and drive calibration of data controls in Single Process Inventory •Creation and execution of GPS data strategy and roadmap along with managing ADS adoption strategy Desired skills: •Strong relationship management skills to navigate the complexities in a large, distributed organization. •Understanding of applicable internal policy and standard requirements, including deep understanding of EDSGO-owned policy & standard requirements. •Ability to apply the core concepts of data risk management, including identification, assessment, and remediation of risk while driving health reporting of risks. •Hands-on or have closely worked with complex data landscapes. •Experience with managing data in high scale and high complexity application ecosystems (ie hundreds of applications) •Experience in solving data infrastructure challenges with large Legacy data application. •Deep understanding of project management framework and fundamentals; PMI certified. •Excellent verbal and written communication skills and ability to simplify and summarize complex data priorities / technical concepts •Highly detail oriented •Ability to work in fast-paced, work-intensive organization and be able to adapt to changing priorities while delivering with high accuracy Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$105,000.00 - $135,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $105k-135k yearly Auto-Apply 60d+ ago
  • Digital Currency Product Manager V

    M&T Bank 4.7company rating

    Buffalo, NY job

    Provides strategic direction for digital currency product lines across the enterprise. Manages product design and development of market strategies (i.e. advertising, pricing, expense planning, profit plans, packaging, future products etc.) and goals to support successful implementation, monitors achievement of the goals. Manages the development and implementation of supporting policy and procedures. May have profit/loss responsibility for the product. **Primary Responsibilities:** + Set strategic direction digital assets, cryptocurrency and blockchain products lines and present supporting business plans to senior management and employees. + Directly responsible for product pricing, cost structure as well as product risk for products and/or services managed. Responsible for all supporting product financials including revenue planning and product profitability. + Manage sales channel strategy for assigned products and/or services. Maintain a current awareness of new competitive developments in digital assets, and in response evaluate and recommend new services, new products or geographies, or modify existing services or products. Evaluate new product/services success to make adjustments as required; implement and manage changes in service or marketing strategy as required. + Manage all aspects of new product implementation and existing product modification for assigned products and/or services, including, but not limited to, design and development of services, portfolio acquisition and process improvements; serve in a liaison capacity with other areas of the Company to ensure the requisite support for products and/or services managed. + Establish marketing objectives for assigned products and/or service; work with other Bank departments to develop effective programs to sell these products and/or services. + Ensure product/services are marketable, profitable and comply with legal and regulatory requirements, while minimizing risk to the Bank. + Maintain an awareness of new trends and developments in digital assets, marketing and Company products and services to ensure alignment. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. + Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. **Scope of Responsibilities:** As a senior level Product Manager the position's results and/or actions impact the Bank's long-term operations, revenues or profitability. As a result, the position has extensive contact with other Bank departments for the effective and profitable marketing of new products and the enhancement of existing products for which the position is responsible. The position champions strategies and development of new and improved processes that support business growth, organizational efficiencies and customer service objectives through assigned products and/or services. In addition, the position oversees and evaluates high-level processing key performance indicator models and develops reporting to manage business function processes effectively. **Supervisory/ Managerial Responsibilities:** Manages a team of professionals (includes people, budget and planning). **Education and Experience Required:** Bachelor's degree, and a minimum of 12 years' experience in Marketing, Bank Operations, Credit Analysis and/or relevant product line(s), or in lieu of a degree a combined minimum of 16 years' higher education and/or work experience, including a minimum of 12 years' experience in Marketing, Bank Operations, Credit Analysis and/or relevant product line(s). Minimum 5 years of experience in cryptocurrency and blockchain strategy & implementation, ideally within a large U.S.-based bank 7 years' leadership and/or project management experience in relevant product line(s) with experience building and leading cross-functional teams in emerging technology domains Deep understanding of blockchain architecture, including both Layer 1 and Layer 2 technologies Proven track record implementing stablecoin, tokenized deposits, and digital asset custody use cases, including deployment and scaling Expertise in Crypto-as-a-Service (CaaS) models and their integration into traditional banking infrastructure In-depth knowledge of current and emerging federal legislation and banking regulations related to digital assets Demonstrated product management leadership, including roadmap development, cross-functional execution, and go-to-market strategy Ability to translate complex crypto concepts into strategic business opportunities for financial institutions Strong financial analysis skills, including cash flow and components of product profitability. Excellent developmental, analytical and research skills. Extensive network of industry and client contacts on a national scale and extensive market intelligence. Industry-specific knowledge. Exceptional communication and stakeholder engagement skills, especially with regulators, partners, and executive leadership Strong presentation skills. Demonstrated principled leadership skills with sound business ethics. Dedicated customer service focus. Ability to use expert resources when necessary. **Education and Experience Preferred:** Master's degree. Extensive knowledge of Bank/personal computer software programs utilized by the Division. Ability to interact professionally with all levels of personnel, including senior management. Self-motivated, well-organized individual. Action-oriented individual. Ability to work under critical time constraints. \#LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $154,700.00 - $257,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $154.7k-257.9k yearly 60d+ ago
  • Commercial Payment Sales Consultant I

    M&T Bank 4.7company rating

    Buffalo, NY job

    Responsible for developing new merchant sales business, expanding existing business relationships, and servicing the Bank's merchant sales clients, including handling high touch client accounts. Capable of working with the larger, more sophisticated business clients with the most complex merchant needs. Represents the department on division and cross-functional committees. Works closely with Relationship Managers and Unit Managers, as well as clients at the Executive Level. Considered a subject matter expert on Merchant Sales product benefits and services with various industries and lines of business. **Primary Responsibilities:** + Meet with existing business clients to expand relationships and to ensure proper servicing of clients. + Capable of managing complex business relationships within assigned portfolio. + Responsible for all phases of sales process from referral through implementation. + Call on prospective business clients to develop new merchant sales opportunities through a consultative sales approach. + Analyze clients' current payments structure and pricing, and develop customized solutions to meet the clients' needs. Prepare and present sales presentations and proposals (for both internal and external audiences), illustrating customized solutions, industry trends, as well as features and benefits of the recommended product offerings. + Act as a partner with Relationship Managers to market Commercial Payments services to clients and prospects. Provide consultative training to ensure an understanding of the Bank's product offerings, and communicate product changes and enhancements. + Provide input to management regarding client and prospect pricing structure. Work with management on a proposal for Relationship Managers. + Assist Regional Sales Manager in executing sales strategies and in meeting or exceeding departmental goals. + Participate in the development of strategic business plans and sales campaigns for target clients and prospects. **Scope of Responsibilities:** This position reports to the Merchant Sales Regional Sales Manager and is responsible for participating in the development, expansion, and maintenance of the bank's treasury management business. Works closely with Relationship and line of business managers, as well as clients at the Executive level. Considered a subject matter expert of Merchant Sales product benefits and services and is a line of business expert for business units supported. **Education and Experience Required:** Bachelor's degree , Minimum of 3 years Commercial Payments sales experience or comparable banking experience OR in lieu of a degree, 4 years relevant work experience **Education and Experience Preferred:** CTP preferred M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $71,600.00 - $119,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $71.6k-119.3k yearly 8d ago
  • Branch Support Manager

    Wells Fargo 4.6company rating

    Buffalo, NY job

    **About this role:** Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives + Lead in the execution of various supervisory approvals for the Brokerage Support team including, supervisory review and approval of operational transaction requests including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance + Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements + Act as the primary point of escalation for operational controls, technology and service inquiries from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations + Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements + Work independently to identify, strategize and make recommendations for support function by providing support and leadership + Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners + Identify and provide consultation on opportunities for process improvement and risk control development + Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets + Lead projects, teams or serve as a mentor for those who are less experienced; guide talent development and assist local management in hiring talent for Client Associates within assigned markets **Required Qualifications:** + 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration **Desired Qualifications:** + 1+ years of leadership experience + Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents) + Familiarity with Support Center model + Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills + Effective organizational, multi-tasking, and prioritizing skills + Strong verbal, written, and interpersonal communication skills **Job Expectations:** + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required + This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatory questions/disclosures, will be ineligible to work from a location other than their assigned office location + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. + Ability to travel up to 20% of the time. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. **Posting Locations:** 125 High St., Boston, MA 02110 130 Turner St Building 3 -8th Fl, Waltham, MA 02453 6390 Main St., Buffalo, NY 14221 400 Meridian Centre Blvd, Suite 210, Rochester, NY 14618 500 Plum Street, 5th Floor Bridgewater Place, Syracuse, NY 13204 4 Tower Place 9th Fl, Albany, NY 12203 180 Battery St Suite 300, Burlington, VT 05401 1 Portland Sq Ste 600, Portland, ME 04101 Massachusetts - Boston Pay Range: $92,000 - $145,000 Annually Massachusetts - Waltham Pay Range: $85,000 - $133,000 Annually New York - Buffalo Pay Range: $85,000 - $133,000 Annually New York - Rochester Pay Range: $85,000 - $133,000 Annually New York - Syracuse Pay Range: $85,000 - $133,000 Annually New York - Albany Pay Range: $85,000 - $133,000 Annually Vermont - Burlington Pay Range: $77,000 - $121,000 Annually May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards. Other locations within the support center may be considered. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $145,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 27 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515801
    $92k-145k yearly 6d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY

    Jpmorgan Chase 4.8company rating

    Buffalo, NY job

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Buffalo,NY $60,405.80 - $60,405.80
    $60.4k-60.4k yearly 60d+ ago
  • GCIB - COO Organization Global Corporate Banking COO Business Support Manager, VP

    Bank of America 4.7company rating

    Charlotte, NY job

    Our Global Corporate & Investment Banking (GCIB) business focuses on building long-term relationships with large U.S. and multinational corporations, financial institutions and financial sponsors. GCIB provides strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. The Global Corporate Banking (CBK) business, which is part of GCIB, delivers credit, financing, cash management, payments and risk management solutions to more than 2,200 multi-national corporations around the world. Our global team of bankers, in partnership with the other lines of business, provide top-ranked product solutions, regional and cross-border expertise, and best-in-class service quality to corporate, financial institution and multinational clients. Job Overview The Business Support Manager partners closely with and works directly for the CBK COO. Together, they serve as strategic advisors to the Business Head and leadership team, focused on driving productivity and initiatives to help lead and manage their global business. Some key areas of focus include business strategy and planning, senior management presentations, client franchise analyses, business and banker performance measurement, competitor benchmarking, client information systems development/enhancements, internal and external communications, and business initiatives. Business Support Managers are called upon to: Develop and generate performance reports focused on raising business and team performance using Excel, PowerPoint and other business intelligence reporting tools to help the group leaders more effectively manage their businesses Assist in creating business presentations on strategy, business performance, planning initiatives and other materials for internal and external audiences Support process improvement, technology enhancements, and required governance for roll-out and sustainability Communicate and interact with team members across business manager functions, finance, enterprise credit, operations and technology Assists in execution of business governance activities including identification and management of issues and monitoring and testing of controls for the business Assist with a variety of ad hoc assignments, typically with time constraints and quick turnarounds Administrative duties related to ensuring accurate data in our internal systems that drive many of the underlying business processes Qualifications Seeking an ambitious, independent, and hardworking candidate with an interest in Corporate Banking. An ideal candidate would have 5+ years of financial Operations, and general business support experience in the corporate & investment banking business, though lack of experience is not a barrier to a candidate who proves willing to put in the effort to learn quickly. Bachelor's degree is required and some financial background is helpful. Intermediate to advanced excel and powerpoint experience is essential in the role. Candidates must demonstrate a combination of business aptitude, quantitative skills and strong written and verbal communication skills. Business Support Managers are required to manage several projects at once and work effectively as an individual and as part of a team. Key characteristics Attention to detail, ability to grasp concepts quickly, Ability to multi-task Experience in managing critical projects and achieving successful results Initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and tight deadlines Absolute professional integrity and team focus are essential. The job is demanding and challenging and offers tremendous opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping your career. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$100,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $100k-175k yearly Auto-Apply 60d+ ago
  • Audit Professional Practices Consultant - Audit Methodology

    M&T Bank 4.7company rating

    Buffalo, NY job

    **_THIS ROLE WILL BE HYBRID 3 DAYS/WEEK OUT OF: BUFFALO NY, BRIDGEPORT CT, WILMINGTON DE. WILL CONSIDER HYBRID CANDIATES IN NYC AND BOSTON. MUST BE WITHIN A COMMUTABLE DISTANCE OR WILLING TO RELOCATE._** + This role provides senior level expertise in the professional practice of internal audit methodology and change management which requires in-depth internal audit, change management, and risk knowledge to oversee and advance the methodology of the Internal Audit division and ensure Internal Audit practices meet regulatory and industry requirements. **Primary Responsibilities:** Effective Internal Audit Practices + Stay abreast of best practices, industry developments, and changing or emerging risks and consult with the audit teams to ensure their coverage as appropriate in assigned audits. + Own and oversee the Internal Audit Division's Audit Methodology and Change Management programs by maintaining, enhancing, and innovating internal audit practices and expectations within the department in partnership with Internal Audit Management and Senior Leadership. + Demonstrate thorough understanding of Internal Audit's methodology, provide sound advice to audit teams in their execution of audit procedures, and identify opportunities to enhance IA's methodology. Performs thorough industry research and analyzes the current environment to drive methodology changes in coordination with the Professional Practices Director and Chief Auditor. + Design, maintain, and/or execute effective internal audit processes and reporting to support the operations of the division on a daily basis. This includes operational processes performed within the Professional Practices as well as the entire division and reporting provided to internal and external stakeholders. + Successfully contributes to the success of the Division through partnership with peers and others in the execution of activities beyond those of primary ownership. + Organize and complete work within established budgets and timeframes with minimal direction from audit management. + Incorporate the use of data analytics throughout all aspects of the Professional Practices program. + Inform and clearly demonstrate support for the department's strategic objectives. Leadership, Decision Making, and Communication + Possess strong management and interpersonal skills, make sound decisions independently, exhibiting initiative and intuitive thinking. + Proactively communicate with senior management members of the audit team and other key stakeholders throughout the organization. + Build strong partnerships with stakeholders and audit team members. + Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. Developing Others + Coach and mentor junior audit team members through knowledge sharing, tailoring the approach based upon their skills and experience. + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** + This role operates independently within a matrix reporting environment and is responsible for ownership of one or more programs within the Professional Practices team of the Internal Audit Division. Programs of direct ownership include: Audit Methodology and Change Management. Deliverables are of high-quality, add value to the Division and the organization, which meet professional auditing standards and regulatory expectations. + This position directly communicates with Senior, Middle and Line Management and External Auditors. Builds strong partnerships with business stakeholders and other audit team members. + This role also requires periodic interaction with external regulatory agencies. **Managerial/Supervisory Responsibilities:** + May provide coaching opportunities for certain audit professionals with limited responsibility for performance management, compensation planning, or other similar duties **Education and Experience Required:** + Bachelor's degree, preferably in Accounting, Business, Finance, Technology, Cyber security, Mathematics, Statistics or other related technical field and 7 years' of relevant experience, including 2 years' of leadership experience, or in lieu of degree, 11 years' higher education and/or work experience including 2 years' managerial experience + This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic, and approachable style + Demonstrates strong judgment, political astuteness, and sensitivity to cultural commitment. + Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative, and critical thinking + Ability to collaborate with senior management both within the Audit Division and throughout the organization to implement change effectively + Specific subject matter expertise regarding internal audit methodology and applicable regulatory expectations. **Education and Experience Preferred:** + MBA or Master's degree in an appropriate field + Related certifications (CPA, CIA, CISA or similar) + Financial Services Industry experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $107,500.00 - $179,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Buffalo, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $107.5k-179.1k yearly 35d ago
  • Licensed Private Client Banker

    Keybank 4.4company rating

    Keybank job in Batavia, NY

    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products Consistently attains individual activity, behavior, and outcome expectations. Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. Support of branch operations including assisting with client transactions on the Teller line as needed. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred) Experience Qualifications Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications FINRA License S6 Upon Hire (required) FINRA License S63 Upon Hire (required) FINRA Security Industry Essentials (SIE) Upon Hire (required) Life and Health Insurance Licenses Upon Hire (required) Tactical Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to routinely and frequently operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $24.5-37.5 hourly Auto-Apply 60d+ ago
  • Teller

    Keybank 4.4company rating

    Keybank job in Depew, NY

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting. Proactively work to identify and resolve client servicing issues, escalating as needed. Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker. Assist clients in achieving their financial goals and objectives through the use of financial wellness tools. Attend and participate in in-person morning huddles and end of day debriefs. Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. Work on Saturdays as directed by management. Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education High School Diploma , GED, or equivalent business experience (required) Work Experience Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications Notary License (preferred) Skills Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). Strong work ethic and high level of integrity. Excellent time management skills. This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly. Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services. Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift Ensuring accuracy in transactions and maintaining organized records Ability to identify and resolve client servicing issues efficiently Understanding and following banking regulations and security procedures Skills in identifying financial needs and promoting relevant banking products and services Awareness of techniques to detect and prevent fraudulent activities Collaborating effectively with teammates to ensure smooth operations Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/10/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18-23.1 hourly Auto-Apply 12d ago
  • Sr. Merchant Sales Officer- Global Commercial Banking - Healthcare - Mid Atlantic Region - MD, DC, VA

    Bank of America 4.7company rating

    Charlotte, NY job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! The Sr Merchant Sales Officer (MSO) manages a portfolio of clients and prospects, providing Merchant advisory and positioning and selling solutions that address their Merchant's processing needs. The Sr MSO proactively identifies opportunities to grow net new business to the firm, provides high level advisory to deepen relationships with existing clients by working closely with Global Commercial Banking, Global Transaction Services, and the broader Merchant organization. This individual can provide a high level of advisory to clients and translate these opportunities into incremental business for the firm. Candidates should possess a deep understanding of the client's commerce ecosystem and the ability to consult with them on ways to integrate and leverage our suite of solutions effectively. They will work across a matrixed coverage organization to deliver responsible growth and serve as the first point of contact for our bankers, Treasury Sales Officers, and leaders on merchant business development, advice and overall portfolio management activities. This position requires travel to in-person meetings with clients, internal partners and senior leaders within the firm. They often are facing off with the C-Suite in companies. The Sr MSO will be focused on the healthcare industry in general, but will be specifically working with large hospital, health system, healthcare insurance providers, healthcare technology, insurance payors and pharma/life science clients of the bank, and will need to have a deep understanding of healthcare payments, revenue cycle and the HIS, EMR/EHR and revenue cycle systems that those clients utilize to power their businesses. Regional/LOB aligned associates will need to have a deep and wide understanding of the healthcare industry, payment ecosystem, merchant and transaction processing and how to match our solutions against the needs of our clients. The role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, business reviews, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates should be available to meet with clients, prospects, and teams in person to represent the firm. Required Skills: Consultative sales experience with Business Banking, Large Corporate, and/or Commercial Banking clients • Experience within the Healthcare industry, either with healthcare services providers, payors, technology providers or pharma/life sciences • 5+ years of Core Acquiring (Credit/Debit) industry experience, Treasury or Digital Receivables/Payment experience • 5+ years of direct sales experience • Expert knowledge of healthcare software system (EHR/EMR, PMS, other payment and revenue cycle application) payment interfaces * Strong analytical and organizational skills * Demonstrated experience working with 3rd party VAR's and software platforms * Understanding of healthcare related payment applications, competition/competitive landscape in the payments industry particularly in healthcare, EHR/EMR practice management systems and revenue cycle solutions), data security (PCI), pay-provider-patient payment workflows and interdependencies, etc. Expert knowledge of Digital Payments/Receivables, Merchant, or Treasury experience • 3-5 years of sales/portfolio management experience, including C-level sales • Proven experience in cultivating and strengthening client relationships with senior levels • Proven ability to coach colleague with less experience and or knowledge • Demonstrated ability to work independently toward the achievement of personal and team goals • Demonstrated effective communication skills, including written, oral and presentation skills • Effective planning, prioritization, and time management skills • Proven ability to develop and maintain a healthy pipeline • Ability to quickly learn various sales applications Desired Skills: • Bachelors Degree or equivalent preferred Shift: 1st shift (United States of America) Hours Per Week: 40
    $110k-141k yearly est. Auto-Apply 60d+ ago
  • Business Banking Credit Risk Analyst Expert - 2nd Line

    M&T Bank 4.7company rating

    Buffalo, NY job

    Perform advanced credit risk data analysis on the small business portfolio to identify areas of risk; evaluate the risk of proposed product, process, policy, and model changes; and provide ongoing monitoring of credit metrics. Provide oversight of the quarterly ACL process and capital adequacy planning. Ensure compliance with internal governance processes and external regulatory requirements; provide expertise and guidance to first-line partners. Provide oversight and expertise in the model creation, testing and validation. Develop and integrate model strategy to support business initiatives and regulatory compliance. Primary Responsibilities: Lead Quantitative Analysts in establishing, monitoring, evaluating and interpreting data with a risk management focus with an understanding of business strategy. Mentor and may supervise the work of junior team members and assist in the development of their analytical acumen, loss forecasting, and presentation skills. Employ working knowledge of Credit Risk databases to provide data and analytical support to Senior Management. Perform data manipulation and analysis using SQL, SAS and Microsoft Excel and present results and recommendations to Credit Risk Management. Track portfolio performance and risk strategy results. Incorporate observations and data to evaluate adherence to risk appetite. Provide guidance and direction to lower level analysts regarding all aspects of data analysis and the construction of predictive statistical models. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelor's degree, OR in lieu of degree, A combined minimum of 11 years higher education and/or work experience to include a minimum of 7 years relevant experience. -OR- Master's degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, with minimum of 5 years relevant experience or in lieu of degree, a combined minimum of 11 years higher education and/or work experience to include a minimum of 5 years relevant experience. Minimum of 7 years relevant experience Banking or Financial Services experience Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $123,600.00 - $206,000.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America
    $123.6k-206k yearly Auto-Apply 22d ago
  • Teller

    Keybank National Association 4.4company rating

    Keybank National Association job in Williamsville, NY

    Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Assumes responsibility for the efficient, effective, and accurate performance of teller functions in an in-person branch setting. * Proactively work to identify and resolve client servicing issues, escalating as needed. * Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker. * Assist clients in achieving their financial goals and objectives through the use of financial wellness tools. * Attend and participate in in-person morning huddles and end of day debriefs. * Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. * Review and maintain knowledge of product guides, fees, and policies to stay current on offerings. * Work on Saturdays as directed by management. * Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education * High School Diploma , GED, or equivalent business experience (required) Work Experience * Experience in a client service role (required) * Experienced in cash handling (required) * General understanding of PC with Windows based applications and calculator (required) Licenses and Certifications * Notary License (preferred) Skills * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking). * Strong work ethic and high level of integrity. * Excellent time management skills. * This skill involves managing and maintaining client accounts, ensuring accuracy and security. As a teller, you would assist clients with updating account information and ensuring all transactions are processed correctly. * Educating clients on managing their finances effectively and promoting financial health. As a teller, you would identify opportunities to discuss financial wellness with clients, such as budgeting, saving, and planning for the future, and guide them to appropriate resources or bank services. * Ability to accurately and securely process of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift * Ensuring accuracy in transactions and maintaining organized records * Ability to identify and resolve client servicing issues efficiently * Understanding and following banking regulations and security procedures * Skills in identifying financial needs and promoting relevant banking products and services * Awareness of techniques to detect and prevent fraudulent activities * Collaborating effectively with teammates to ensure smooth operations Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands * Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements * Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18.00 - $23.08 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 04/03/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $18-23.1 hourly Auto-Apply 19d ago

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