Teller
Banking associate job at M&T Bank
Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.
Primary Responsibilities:
Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's identified needs.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer's immediate need.
Accurately balance and process customer transactions efficiently following Bank Policy.
Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system.
Transition identified sales opportunity and provide introduction to appropriate banking partner.
Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities).
Process customer/account maintenance accurately.
Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities.
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:
The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience
Proven verbal communication skills
Proven interpersonal skills
Proven ability to demonstrated exceptional customer service
Well-organized
Proven time management skills
Proven prioritization skills
Proficient with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs - 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face to face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $26.21 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationEast Syracuse, New York, United States of America
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
Syracuse, NY jobs
JobID: 210687760 JobSchedule: Full time JobShift: Base Pay/Salary: Albany,NY $90,000.00-$110,000.00; Syracuse,NY $90,000.00-$110,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
Auto-ApplyPart Time Associate Banker Bilingual Spanish and English Required North Central Queens (30 Hours)
Jackson, NY jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Bilingual English and Spanish Required
Auto-ApplyPart Time Associate Banker Long Island South (30 Hours)
Oceanside, NY jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyAssociate Banker- Multinational Corporations- Associate
New York, NY jobs
JobID: 210680657 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$120,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies. This role is customer-focused, relationship-driven, and offers the opportunity to deliver the full breadth of J.P. Morgan's capabilities to clients.
Job Responsibilities:
* Champion a culture of innovation and customer centricity
* Stay current with industry trends to identify opportunities for innovation and strategic partnerships
* Drive new client acquisition in collaboration with bankers
* Foster a culture of respect, diversity, and inclusion
Required qualifications, capabilities and skills:
* 5+ years of direct lending or credit support experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Proven track record of meeting or exceeding sales goals
* Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
* Excellent verbal and written communication skills
* Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
* Bachelor's degree and formal credit training
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Creative problem-solving abilities; flexible and able to multitask in changing business environments
* Excellent business judgment, strategic thinking, self-direction, and proactivity
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
Rochester, NY jobs
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyPart Time Associate Banker Rockland (30 Hours)
Orangeburg, NY jobs
JobID: 210628956 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Orangeburg,NY $25.00-$30.48 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Auto-ApplyBanker Associate- Emerging Middle Market- Associate
Albany, NY jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplyAssociate Banker- Multinational Corporations- Associate
New York jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies. This role is customer-focused, relationship-driven, and offers the opportunity to deliver the full breadth of J.P. Morgan's capabilities to clients.
Job Responsibilities:
Champion a culture of innovation and customer centricity
Stay current with industry trends to identify opportunities for innovation and strategic partnerships
Drive new client acquisition in collaboration with bankers
Foster a culture of respect, diversity, and inclusion
Required qualifications, capabilities and skills:
5+ years of direct lending or credit support experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to mobilize internal networks and resources
Proven track record of meeting or exceeding sales goals
Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
Excellent verbal and written communication skills
Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
Bachelor's degree and formal credit training
Sales management and business development skills
Proficiency in building and maintaining positive client relationships
Creative problem-solving abilities; flexible and able to multitask in changing business environments
Excellent business judgment, strategic thinking, self-direction, and proactivity
Auto-ApplyPart Time (30 Hours) Associate Banker Bilingual English and Mandarin Required (North Central Queens)
New York jobs
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyBanker Associate - Middle Market Banking - Associate
New York jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Auto-ApplySecuritized Products Group - Asset-Backed Securities Banking - Associate
New York, NY jobs
JobID: 210684442 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago, IL $135,000.00-$200,000.00 New York, NY $135,000.00-$200,000.00 Join a dynamic team at the forefront of asset-backed securitization, where your expertise will help deliver innovative financing solutions for clients across a range of industries. You will play a key role in executing complex transactions, collaborating with clients and internal teams, and driving successful outcomes in a fast-paced environment. If you thrive on exploring new asset classes and analytical challenges, this is the opportunity for you.
Job summary
As an Asset-Backed Securitization Associate, you will be responsible for executing complex warehouse lending and term ABS transactions, collaborating with clients and internal teams, and driving successful outcomes. Your work will span a variety of asset classes and require strong analytical and communication skills. This role offers the opportunity to work on innovative financing solutions and develop expertise in a rapidly evolving sector.
Job responsibilities
* Execute warehouse lending and term ABS transactions for asset-backed securitization clients across commercial and nontraditional asset classes, including fleet lease, rental car, datacenter, entertainment assets, fiber, timeshare, insurance premium, and utility ratepayer-backed securitizations.
* Create client marketing materials and participate in deal pitches and diligence meetings.
* Conduct in-depth collateral analysis to synthesize information from data tapes, run cash flow models, and optimize capital structures.
* Prepare presentations and data analysis for rating agencies and coordinate the structured finance rating process for both warehouse lending and capital markets transactions.
* Create investor presentations and participate in roadshow activities, including investor meetings and calls.
* Review and comment on legal documentation for warehouse lending and capital markets facilities.
* Engage in portfolio management duties.
Required qualifications, capabilities, and skills
* Bachelor's degree in Economics, Finance, Business Administration, Mathematics, or related field preferred.
* Proficiency with Microsoft Excel, PowerPoint, and Word applications.
* Experience executing warehouse lending, 144a and/or public capital markets securitization transactions across commercial and nontraditional asset classes.
* Experience creating marketing materials.
* Strong data analysis skills, including analyzing collateral tapes and running cash flow models.
* Experience reviewing legal documentation for commercial and nontraditional securitization transactions.
* Knowledge of transaction structural features of commercial and nontraditional securitizations.
* Ability to multi-task across competing deadlines and industry groups within the firm.
Preferred qualifications, capabilities, and skills
* Minimum three (3) years of experience in Securitized Products or related occupation.
* Experience coordinating the structured finance ratings process.
* Inclusive leadership skills with the ability to train junior team members.
Auto-ApplyGlobal Corporate Bank - NA Subsidiary Banking - Associate
New York, NY jobs
JobID: 210687874 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $140,000.00-$170,000.00 As an associate on the Global Corporate Banking Subsidiary Banking team, you will be a central part of the firm's plans to further expand its successful international banking franchise with a focus on the Innovation Economy Corridor. The world's most important corporations, governments, and institutions entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world. The Innovation Economy team aim's to be the leading bank for companies with high-growth potential in industries such as Disruptive Commerce, Technology and Fintech, for example. Working in a team environment, you will have access to senior officers of the firm and senior clients.
Role Description:
Working in a team environment, you will have access to senior officers of the firm and senior clients. You will be challenged to perform at the highest levels of excellence and will be rewarded for their achievements in a demanding environment. You will be required to work alongside other professionals: as a team, and will draw from the full spectrum of the firm's resources to develop customized financial solutions that meet the unique needs of each client in the portfolio.
You will be supporting assigned Subsidiary Bankers with sales and relationship management activities (marketing, execution, and general client requests). You will also assume responsibility for managing internal processes for deal execution, internal approvals, and business aspects of regulatory reporting.
Job responsibilities:
* Assisting Subsidiary Bankers in managing existing client relationships and developing a new client base to drive revenue growth, with a focus on Innovation Economy.
* Engaging and coordinating with partners across the firm to develop proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, and Investor Services.
* Preparing customized pitch books and other marketing materials to help generate new business as well as review existing relationships and setups; to anticipate their needs.
* Partnering with Bankers and Payments Sales Managers on new bids (including RFPs), leading with pricing and profitability models, and assisting with the finalization of the sale through documentation negotiation and smooth handoff to the implementation and service teams.
* Maintaining internal reports; monitoring revenue trend reporting on a monthly basis to identify crucial upward and downward portfolio trends; working with Finance and Business Management teams to ensure deals are tracked accurately for reporting.
* Conducting pricing analyses and supporting the development of pricing strategy/recommendations, especially as it relates to Requests for Proposal (RFPs) and new client requests.
* Helping maintain existing business through a high level of customer satisfaction.
* Partnering with internal teams on the client onboarding and KYC process to ensure the Firm's adherence to legal, regulatory, and compliance requirements.
* Leading ad-hoc projects and analyses as requested.
Required qualifications, capabilities, and skills:
* At least 3 years of professional experience (experience in Corporate Banking, Investment Banking, Credit, or Payments is a plus).
* Bachelor's degree with outstanding academic credentials.
* Self-starter with a high level of motivation, dependability, intelligence, curiosity & a team player mentality.
* Excellent verbal and written communication skills with the ability to synthesize complex problems into concise conclusions.
* Strong time management, organization, and planning skills.
* Ability to build and mobilize internal networks and resources.
* Strong quantitative, analytical, and computer skills including PowerPoint and Excel-based modeling.
Preferred qualifications, capabilities, and skills:
* Previous experience covering companies under the Innovation Economy umbrella.
* Familiarity with J.P. Morgan processes and products a plus.
* Proficiency with research tools including Bloomberg, Crunchbase and FactSet.
Auto-ApplyAssociate Banker- Multinational Corporations- Associate
New York, NY jobs
Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies. This customer-focused, relationship-driven role offers the opportunity to deliver the full breadth of J.P. Morgan's capabilities to clients.
Job Responsibilities:
Champion a culture of innovation and customer centricity
Stay current with industry trends to identify opportunities for innovation and strategic partnerships
Drive new client acquisition in collaboration with bankers
Foster a culture of respect, diversity, and inclusion
Required Qualifications, Capabilities, and Skills:
3+ years of direct lending or credit support experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to mobilize internal networks and resources
Proven track record of meeting or exceeding sales goals
Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
Excellent verbal and written communication skills
Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred Qualifications, Capabilities, and Skills:
Bachelor's degree and formal credit training
Sales management and business development skills
Proficiency in building and maintaining positive client relationships
Creative problem-solving abilities; flexible and able to multitask in changing business environments
Excellent business judgment, strategic thinking, self-direction, and proactivity
Auto-ApplySecuritized Products Group - Asset-Backed Securities Banking - Associate
New York, NY jobs
Join a dynamic team at the forefront of asset-backed securitization, where your expertise will help deliver innovative financing solutions for clients across a range of industries. You will play a key role in executing complex transactions, collaborating with clients and internal teams, and driving successful outcomes in a fast-paced environment. If you thrive on exploring new asset classes and analytical challenges, this is the opportunity for you.
Job summary
As an Asset-Backed Securitization Associate, you will be responsible for executing complex warehouse lending and term ABS transactions, collaborating with clients and internal teams, and driving successful outcomes. Your work will span a variety of asset classes and require strong analytical and communication skills. This role offers the opportunity to work on innovative financing solutions and develop expertise in a rapidly evolving sector.
Job responsibilities
Execute warehouse lending and term ABS transactions for asset-backed securitization clients across commercial and nontraditional asset classes, including fleet lease, rental car, datacenter, entertainment assets, fiber, timeshare, insurance premium, and utility ratepayer-backed securitizations.
Create client marketing materials and participate in deal pitches and diligence meetings.
Conduct in-depth collateral analysis to synthesize information from data tapes, run cash flow models, and optimize capital structures.
Prepare presentations and data analysis for rating agencies and coordinate the structured finance rating process for both warehouse lending and capital markets transactions.
Create investor presentations and participate in roadshow activities, including investor meetings and calls.
Review and comment on legal documentation for warehouse lending and capital markets facilities.
Engage in portfolio management duties.
Required qualifications, capabilities, and skills
Bachelor's degree in Economics, Finance, Business Administration, Mathematics, or related field preferred.
Proficiency with Microsoft Excel, PowerPoint, and Word applications.
Experience executing warehouse lending, 144a and/or public capital markets securitization transactions across commercial and nontraditional asset classes.
Experience creating marketing materials.
Strong data analysis skills, including analyzing collateral tapes and running cash flow models.
Experience reviewing legal documentation for commercial and nontraditional securitization transactions.
Knowledge of transaction structural features of commercial and nontraditional securitizations.
Ability to multi-task across competing deadlines and industry groups within the firm.
Preferred qualifications, capabilities, and skills
Minimum three (3) years of experience in Securitized Products or related occupation.
Experience coordinating the structured finance ratings process.
Inclusive leadership skills with the ability to train junior team members.
Auto-ApplyCommercial Bank Associate, Real Estate Syndicated Finance Group - Capital & Advisory Solutions - Associate
New York, NY jobs
The Syndicated Finance Group - Real Estate (SFG-RE) team is part of Capital & Advisory Solutions within Commercial Banking. SFG-RE is responsible for structuring and distributing financings for real estate clients covered by Real Estate Banking and Global Corporate Banking - Real Estate. SFG-RE works with commercial real estate owners and operators, including REITs, fund managers, operating companies, developers, and investors. SFG-RE is responsible for syndicating transactions that include asset-level financing (acquisition, construction, bridge, portfolio) and entity-level financing (secured/unsecured credit facilities, subscription lines). As the leading corporate debt house, JPMorgan holds a commanding market leadership position in the real estate debt capital markets. Transactions involve high-level interaction with senior bankers and executive management within client firms. Associates within SFG-RE develop essential skills in financial analysis, risk assessment, due diligence, market research, communication, deal structuring, and execution. Additionally, Associates provide guidance and oversight to analysts.
Job Responsibilities:
Support senior members of the SFG-RE team in executing transactions, cultivating and maintaining client and market relationships, and various other ad-hoc requests.
Collaborate with cross-functional teams to ensure seamless execution of transactions.
Drive the preparation and distribution of pitchbooks and marketing materials.
Conduct in-depth market research and analysis to identify emerging trends and opportunities.
Mentor and train junior team members to enhance their skills and knowledge of real estate and syndication processes.
Review and validate all work prepared by analysts.
Provide transaction and market updates to internal and external stakeholders.
Contribute to the development and implementation of strategic initiatives.
Required Qualifications, Skills, and Capabilities:
Minimum 3 years of experience in investment banking or commercial banking in a Banking, Underwriting, or Syndications role.
Exceptional quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions.
Proficient knowledge of commercial real estate, banking, credit, and debt capital markets products.
Strong credit acumen and expertise.
Capability to independently manage less complex transactions with minimal oversight.
Excellent written and verbal communication skills.
Ability to work well under pressure, multi-task, and meet time-sensitive deadlines.
Bachelor's degree required.
Security licenses 7 or 79, and 63 will be required for this position. Candidates who are not currently licensed will be required to obtain those within 180 days of the start date.
Preferred Qualifications, Skills, and Capabilities:
Highly organized and capable of managing projects with minimal supervision.
Excellent presentation skills; comfortable presenting to client senior management, investors, and senior members of the firm.
This role is not eligible for employer sponsored immigration support of any kind.
Auto-ApplyU.S. Private Bank - Associate - Fund Banker
New York, NY jobs
Join a dynamic team delivering premier service to Emerging Private Equity & Venture Capital clients at J.P. Morgan's U.S. Private Bank. We're seeking exceptionally talented individuals who are collaborative, confident, and motivated to create a first-class experience for our clients. If you have an entrepreneurial mindset and thrive on new challenges, J.P. Morgan offers the perfect environment to grow and make an impact. You'll work alongside accomplished colleagues from diverse markets, businesses, and functions, giving you the opportunity to expand your skills and advance your career.
As a Fund Banker, you'll play a pivotal role in advising Emerging Private Equity & Venture Capital firms on innovative banking, cash management, and lending solutions. You'll collaborate with solutions teams and Private Bankers across local markets, leveraging your expertise in investments, banking, and credit to guide clients on all aspects of their balance sheet and showcase the full capabilities of the Private Bank. In this fast-paced environment, you'll manage a significant client portfolio and be part of a national coverage team supported by an institutional platform with the resources, specialists, and intellectual capital to help you and your clients succeed.
Job Responsibilities
Build and maintain strong relationships with a diverse client base by earning trust, understanding their needs, providing tailored advice, and delivering an exceptional client experience.
Reconnect with dormant clients through proactive outreach, marketing follow-up, and CRM insights to introduce the Fund Banking Group and deepen relationships that drive revenue growth.
Collaborate with internal specialists to deliver interdisciplinary expertise and holistic solutions to clients.
Generate referrals and acquire new assets from both your existing client base and internal network.
Partner with Private Bank and cross-LOB colleagues to build a robust referral network for individuals and portfolio companies.
Connect clients to the right partners across the J.P. Morgan Chase & Co. ecosystem to support their long-term goals.
Ensure that your solutions align with clients' short-, medium-, and long-term objectives.
Uphold the highest standards by strictly adhering to all risk and control policies, regulatory guidelines, and security measures.
Strictly adhere to all risk and control policies, regulatory guidelines and security measures.
Required Qualifications, Capabilities, Skills
Three-plus years of experience in Private Banking or Financial Services
Bachelor's degree required
Series 7, 66 required for the position (unlicensed candidates considered but required to obtain licenses within 90 days of start date)
Proven sales success and strong business acumen
Team-oriented mindset and ability to excel in a fast-paced environment
Experience or demonstrated understanding of investments, credit, and banking concepts
Passion for delivering an outstanding client experience
Preferred Qualifications, Capabilities, Skills
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the Equity and Fixed income markets and Alternative Investments, including Hedge Funds, Private Equity, Venture Capital and Real Estate
Auto-ApplyGlobal Corporate Bank - NA Subsidiary Banking - Associate
New York, NY jobs
As an associate on the Global Corporate Banking Subsidiary Banking team, you will be a central part of the firm's plans to further expand its successful international banking franchise with a focus on the Innovation Economy Corridor. The world's most important corporations, governments, and institutions entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world. The Innovation Economy team aim's to be the leading bank for companies with high-growth potential in industries such as Disruptive Commerce, Technology and Fintech, for example. Working in a team environment, you will have access to senior officers of the firm and senior clients.
Role Description:
Working in a team environment, you will have access to senior officers of the firm and senior clients. You will be challenged to perform at the highest levels of excellence and will be rewarded for their achievements in a demanding environment. You will be required to work alongside other professionals: as a team, and will draw from the full spectrum of the firm's resources to develop customized financial solutions that meet the unique needs of each client in the portfolio.
You will be supporting assigned Subsidiary Bankers with sales and relationship management activities (marketing, execution, and general client requests). You will also assume responsibility for managing internal processes for deal execution, internal approvals, and business aspects of regulatory reporting.
Job responsibilities:
Assisting Subsidiary Bankers in managing existing client relationships and developing a new client base to drive revenue growth, with a focus on Innovation Economy.
Engaging and coordinating with partners across the firm to develop proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, and Investor Services.
Preparing customized pitch books and other marketing materials to help generate new business as well as review existing relationships and setups; to anticipate their needs.
Partnering with Bankers and Payments Sales Managers on new bids (including RFPs), leading with pricing and profitability models, and assisting with the finalization of the sale through documentation negotiation and smooth handoff to the implementation and service teams.
Maintaining internal reports; monitoring revenue trend reporting on a monthly basis to identify crucial upward and downward portfolio trends; working with Finance and Business Management teams to ensure deals are tracked accurately for reporting.
Conducting pricing analyses and supporting the development of pricing strategy/recommendations, especially as it relates to Requests for Proposal (RFPs) and new client requests.
Helping maintain existing business through a high level of customer satisfaction.
Partnering with internal teams on the client onboarding and KYC process to ensure the Firm's adherence to legal, regulatory, and compliance requirements.
Leading ad-hoc projects and analyses as requested.
Required qualifications, capabilities, and skills:
At least 3 years of professional experience (experience in Corporate Banking, Investment Banking, Credit, or Payments is a plus).
Bachelor's degree with outstanding academic credentials.
Self-starter with a high level of motivation, dependability, intelligence, curiosity & a team player mentality.
Excellent verbal and written communication skills with the ability to synthesize complex problems into concise conclusions.
Strong time management, organization, and planning skills.
Ability to build and mobilize internal networks and resources.
Strong quantitative, analytical, and computer skills including PowerPoint and Excel-based modeling.
Preferred qualifications, capabilities, and skills:
Previous experience covering companies under the Innovation Economy umbrella.
Familiarity with J.P. Morgan processes and products a plus.
Proficiency with research tools including Bloomberg, Crunchbase and FactSet.
Auto-ApplyPart Time (30 Hours) Associate Banker Bilingual English and Spanish Required (Western Queens)
South Hill, NY jobs
JobID: 210637249 JobSchedule: Part time JobShift: Variable Base Pay/Salary: South Richmond Hill,NY $25.00-$30.48 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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Auto-ApplyTeller - Part Time (25 Hrs/week)
Banking associate job at M&T Bank
Specializes in our branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner.
Primary Responsibilities:
Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Educate our customers through shoulder-to-shoulder digital demonstrations; identify self-service opportunities that meet the customer's identified needs.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to address the customer's immediate need.
Accurately balance and process customer transactions efficiently following Bank Policy.
Take ownership of escalated account services issues until resolution; complete and accurately log all customer complaints in the appropriate system.
Transition identified sales opportunity and provide introduction to appropriate banking partner.
Complete branch-related operational activities as appropriate (e.g cash ordering, vault, ATM, and wire transfer activities).
Process customer/account maintenance accurately.
Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities.
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:
The position is responsible for providing exceptional service to branch customers and resolving routine customer problems in a timely manner. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the position to stay current on operational changes and demonstrate good risk management decisions to assist the branch in managing preventable losses and reducing fraudulent activity.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and minimum of 6 months customer service experience, including data entry and/or cash handling experience
Proven verbal communication skills
Proven interpersonal skills
Proven ability to demonstrated exceptional customer service
Well-organized
Proven time management skills
Proven prioritization skills
Proficient with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs - 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face to face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $26.21 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationSyracuse, New York, United States of America
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