Personal Banker Jobs in Islip, NY

Financial Sales Representative Compensation: Commission-Only | $100,000 - $200,000+ annually Location: Full-Time, In-Person| Financial District, NYC Blueline Capital Group is seeking highly motivated, driven individuals to join our expanding sales team. This is a fast-paced, performance-based opportunity for professionals looking to earn six figures or more within their first year. Please note: This is a commission-only, in-office position. About Blueline Capital Group Blueline Capital Group is a dynamic financial services firm providing working capital solutions to businesses across all industries-from growing startups to publicly traded companies. We specialize in: Merchant Cash Advances Small Business Loans Lines of Credit Term Loans Equipment Financing Auto Financing What We Offer Uncapped earning potential A modern office in the Financial District Performance-based bonuses A collaborative, high-energy team environment Opportunities for career advancement and professional development Responsibilities Prospect and engage with business owners to offer tailored financial solutions Follow up with interested leads and communicate the value of partnering with Blueline Capital Close deals and manage relationships using our CRM platform Meet and exceed weekly, monthly, and quarterly sales targets Maintain a strong pipeline and proactive approach to business development Qualifications Entrepreneurial mindset with a strong desire to succeed financially Quick learner and strategic thinker Excellent communication and time management skills Highly organized, self-motivated, and detail-oriented Ability to thrive in a fast-paced, competitive environment Schedule Full-time Monday to Friday In-person, 8-hour shifts If you're ambitious, sales-oriented, and ready to be part of a growing team, we encourage you to apply. We look forward to connecting with candidates who are serious about building a long-term career in financial services.

Senior Quantitative Trader (NY, NY) for Tower Research Capital LLC to dvlp complex & nimble code used to grow our bus. & increase the efficiency of the global fin'l mkts. Reqs Bachelor's deg in Comp Sci, Comp Engg or rltd field of study, & 1 yr of exp as Quantitative Trader, Researcher or Strategist involving Algorithmic Trading & Quantitative Finance. Exp specified must incl 1 yr of exp w/ each of the following: back-testing, simulation, & statistical techniques incl auto-regression, auto-correlation & Principal Component Analysis; data-mining & data analysis, incl dealing w/ a large amount of data & tick data; Computational math, statistical learning, inference & optimization; Python & C++; & machine learning utilizing mathematical principle. Telecommuting permitted up to 2 days/wk. Salary: $150,000 to $200,000/yr. To apply send resume to Tower HR at ************************ & indicate job # 8647705. JobiqoTJN. Keywords: Quantitative Trader, Location: New York, NY - 10060RequiredPreferredJob Industries Other

Investment Banking Vice President, Energy - New YorkCountry: United States of America The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $202,500.00 USD Maximum: $280,000.00 USD Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander US Capital Markets LLC Salary: $202,500 - $280,000/year

Why You Should Consider This Opportunity: You're well connected with Commercial & Industrial clients (manufacturing, warehousing, logistics, wholesale/distribution), Professionals services in the Queens, NY market You prospect companies 3-25 million in revenue size, with your average loan size anywhere from 500k-5 million (sweet spot 1+ million) You want to work on a strong team where you get autonomy to build relationships and have end to end ownership (own your business) You want flexibility on how your day is structured Job Overview The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities (geographic focus Queens) designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans. Requirements Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Has COIs and deep connectivity in Brooklyn Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.

Davis Polk is looking for a meticulous associate to work with our UCC counsel. Essential Duties and Responsibilities Typical responsibilities include, but are not limited to, the following: Document management on secured transactions Review of UCC financing statements Review of lien searches Review of perfection certificates and security documents Conduct research Coordination with legal assistants and attorneys in the Finance group. Qualifications/Position Requirements While UCC experience is helpful, previous UCC experience is not required. Experience working on corporate transactions is preferred. Excellent drafting and research skills. Well-developed organizational and communication skills. Bachelor's degree and JD required. Compensation The expected base salary range for this position ranges from $120,000 -- $180,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. Davis Polk offers a competitive salary and comprehensive benefits package. To Apply Submit resume, transcript, and cover letter to: *****************************.

Exciting opportunity to an established and growing bank as a private banker. This role will work with HNW/UHNW individuals. Strong opportunities for career growth and competitive compensation: Responsibilities: Building and maintaining strong relationships with high-net-worth clients Providing deposit and cash management services Grow deposits and loans Overseeing credit and lending services Networking and prospecting to identify potential high-net-worth clients Developing and implementing strategies to attract new business Various related duties Skills and Qualifications: Bachelors degree 5+ years of experience Strong knowledge of banking products Excellent communication

Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade. ·Bachelor's degree in Finance, Economics, or a related field. ·Minimum 6 years in financial services (buy or sell side experience) working with equity products. ·Experience with financing, accounting principles and procedures as well as financial markets and instruments.

Quantitative Researcher/Quantitative Trader The company I'm thrilled to be working with a highly successful and growing hedge fund as they look to onboard fresh talent. While the firm has traditional footings, their systematic presence is growing rapidly, and they're looking for Quantitative Researchers and Traders to join the team in Manhattan. What you will get Competitive benefits. Collegiate working culture. In-office presence in midtown Manhattan. $150,000 basic salary + 20-30% PnL splits. What you will do Manage a systematic book throughout the entire life cycle. Work alongside fellow traders and the head of desk to optimize existing strategies, and generate new ones. Signal and alpha generation. What you will need At least 3 years of experience in a quant research or quant trading role within U.S. or global equities. Provable track record with a 2+ Sharpe. Excellent communication skills and ability to communicate to senior stakeholders. A right to work in the USA, existing H1B/E2/similar visa holders are welcome to apply. Find out more If you would like to have a confidential conversation and find out more about this opportunity, or similar roles in Financial technology, then get in touch with Celia Dodds at Harrington Starr - ************** or *******************************, click on the apply button below or connect via LinkedIn.

Northwestern Mutual has been helping families and businesses experience financial security for over 160 years. With a focus on both insurance and investments, Northwestern Mutual aims to provide personalized, holistic financial solutions. The company manages billions in assets and provides a variety of financial services to millions of clients. Northwestern Mutual believes in the strength of diversity and is committed to shaping the future of financial security. Role Description This is a full-time on-site role for a Financial Sales Representative with a top-rated training and mentor program. The Financial Sales Representative will be responsible for providing financial solutions to clients in the New York City Metropolitan Area. Qualifications Communication and Customer Service skills Sales skills Grit and fortitude to build something of significance for yourself Strong problem-solving abilities Ability to build and maintain relationships Experience in the financial industry is a plus, but not required History of leadership or success in working as a team

Our client is seeking an experienced and detail-oriented Client Advisor to take primary day-to-day responsibility for managing the investment activity of one of the anchor family clients. This role will involve actively monitoring and coordinating all aspects of the client's investment portfolio, tax strategy, liquidity planning, and investment-related administration. While initially the candidate will focus exclusively on one anchor family, the expectation is that over time each of the Client Advisors will become familiar with all anchor families in order to provide team collaboration and best practices across the client base. JOB REQUIREMENTS: -At least 5 years of experience working for a wealth management firm, multi-family office, single family office, or other financial services firm advising UHNW families with sophisticated, complex investment portfolios. -Undergraduate degree required; preference for candidates with advanced degree or relevant professional certifications (CFA, CFP etc) -Experience monitoring and/or coordinating multi-asset portfolio management, private investments, and alternative assets. -Experience coordinating with investment managers, legal teams, tax advisors, and fund administrators. -Familiarity with investment-related entity structures, including trusts, LLCs, and private partnerships. -Exposure to investment documentation, fund agreements, and financial structuring.

We are currently working with a top-tier group looking to add leveraged finance associates to their team in New York or Philadelphia. The associates need to have experience representing borrowers, private equity sponsors in a full-range of finance transactions, including domestic and cross-border acquisitions, restructuring and reorganizations. The team has partners and associates split across NY and PL, and the group is tight-knit, there is opportunities for progression and the firm works with the best clients - i,e banks, funds, large corporations across the US. Please reach out if you're interested; E: *****************************

We have partner with a leading firm specialized in private capital looking to add on to their Finance & Derivatives practice group. They are seeking Mid to Senior Level Associate Attorney or Special Counsel with extensive experience in structured finance and securitization. They serve a diverse clientele including public and private companies, investment banks, hedge & private equity funds and high net worth individuals & families. Responsibilities & Qualifications: J.D. from an accredited law school Admission to the New York state bar. Draft, review, and negotiate legal documents related to structured finance and securitization transactions. Provide legal advice and support to clients on matters related to structured finance, including asset-backed securities, mortgage-backed securities, and other financial instruments. Conduct legal research and analysis to ensure compliance with relevant laws and regulations. Collaborate with cross-functional teams to facilitate transaction execution and resolve legal issues. 3+ years of experience in structured finance, preferably at a law firm Please do not hesitate to apply and we will contact you for a confidential discussion on full details of the role.

Our law firm client is seeking a 2-6 year Banking & Finance Associate to join their internationally recognized team. This sophisticated practice is focused on representing lenders and borrowers in a wide range of debt financings, both domestically and internationally, including private credit transactions, syndicated credit facilities and growth capital financings. This opportunity is available primarily in NYC, LA, or San Francisco, but excellent candidates can also apply to the following locations: New York, New York Los Angeles, CA San Francisco, CA Houston, TX Austin, TX DC Boston, MA Chicago, IL Seattle, WA Portland, OR Sacramento, CA Silicon Valley, CA Orange County, CA Qualified candidates will be licensed attorneys who have 2-6 years of Banking and/or Finance experience at a peer law firm.

Job Title: Associate - Aviation Finance Salary Range: $300,000 - $360,000 Our client, a leading law firm, is seeking a talented and highly motivated associate to join their Finance practice with a focus on aviation-related transactions. The firm's aviation finance team works with a diverse group of clients, including major banks, private equity firms, leasing companies, airlines, investors, traders, and manufacturers. The role will involve managing a wide range of complex aviation transactions, such as financing (lending and capital markets), leasing, trading, restructuring, asset enforcement, and the creation of joint ventures and leasing platforms. Key Responsibilities: Lead and manage large-scale financing transactions, including both secured and unsecured deals, as well as capital markets transactions, with a focus on those exceeding $100 million in value. Draft, review, and negotiate key legal documents, including credit agreements, indentures, leases, and purchase agreements. Provide expert legal advice on interpreting and navigating complex transactional documents. Work on various aviation finance and leasing matters, addressing corporate, tax, and insolvency issues specific to aviation transactions. Manage multiple matters simultaneously, collaborating effectively with both internal teams and external clients to ensure seamless execution. Qualifications: Deep understanding of secured and unsecured financing, including a strong grasp of the Uniform Commercial Code (UCC) Article 9 and the Cape Town Convention. Ideal candidate should be a member of the Class of 2020-2022. Proven experience in managing and closing large-scale financing transactions, particularly those valued over $100 million. Demonstrated expertise in drafting, negotiating, and advising on credit agreements, leases, indentures, and other related legal documents. Solid knowledge of the aviation finance and leasing industry, along with an understanding of related corporate, tax, and insolvency issues. Experience in a fast-paced, large law firm environment, successfully handling complex matters and working with a diverse range of clients. Strong academic background with exceptional drafting, negotiation, and organizational skills. Ability to work independently and collaboratively in a dynamic, high-pressure environment. Must be admitted to practice law in New York. This is an exciting opportunity for an associate looking to advance their career in aviation finance, working on high-profile transactions with top-tier clients.

🚀 Elite Career Growth Opportunity at a Leading Law Firm We are actively seeking talented Mid-Level and Senior Associates & Counsel across multiple high-impact finance, corporate, M&A, structured finance, private funds, and energy practice areas. This is a unique opportunity to join a premier, market-leading law firm with high-profile clients, sophisticated transactions, and industry-leading teams. 🔎 Available Practice Areas & Key Qualifications: ✅ Corporate M&A (4-7 Years) - Experience handling public & private company transactions, shareholder activism, and takeover defense. Strong deal management skills required. ✅ Asset-Backed Finance (6-8 Years) - Experience advising issuers, underwriters, placement agents, and collateral managers in structured finance and securitization. ✅ Structured Finance & CLOs (3-6 Years) - Strong background in structured lending facilities, collateralized loan obligations (CLOs), and securitization transactions. ✅ Financial Restructuring (4-6 Years) - Experience with debt financing transactions, acquisition financing, term loan facilities, and intercreditor arrangements. Exposure to distressed credit & workouts is a plus. ✅ Global Finance (3-6 Years) - Background in complex finance transactions and credit arrangements. Asset-based lending experience is a plus. ✅ Senior Finance Associate / Counsel (7+ Years) - Experience with acquisition financings for private credit funds and banks. Strong client management & business development skills preferred. ✅ Private Funds (Mid-Senior Level) - Extensive experience advising on fund formation, structuring, and capital raising for private equity, real estate, credit, and other alternative asset classes. ✅ Energy & Infrastructure (3-8 Years) - Project finance and development experience in energy, oil & gas, infrastructure, and private equity financing. Fluency in Spanish or Portuguese is a plus for Latin America-focused roles. 📍 Locations: New York, Washington D.C., Chicago, Houston Why Join This Firm? ✅ Market-Leading Practices & High-Profile Clients - Work with Fortune 500 companies, private equity firms, asset managers, banks, and institutional investors. ✅ Competitive Compensation & Growth Opportunities - Transparent origination bonuses, profit-sharing, and career advancement. ✅ Elite Legal Platform & Business Development Support - Cross-practice collaboration, direct client contact, and leadership pathways. ✅ National & International Exposure - Engage in cross-border transactions and industry-leading finance deals. 🎯 Ideal Candidates: ✔ Mid-Level & Senior Associates or Counsel with strong law firm experience. ✔ Proven success handling complex transactions & high-value deal work. ✔ Strong client-facing, business development, and leadership potential. ✔ Seeking an elite platform to grow and expand their practice. 📩 Confidential inquiries welcome. Apply today to discuss opportunities tailored to your expertise and long-term goals.

Join a sophisticated structured finance legal practice at an inflection point of extraordinary growth. As a mid-level associate, you'll collaborate directly with industry leaders who recently moved their thriving legal practice to this global platform-creating a rare ground-floor opportunity within an established elite law firm. Why This Role Catalyzes Your Growth: Mentorship Mastery: Develop under partners who prioritize associate training and professional development in a high-performance environment Direct Engagement: Experience unusually early client exposure and partner collaboration in a team structured for meaningful responsibility Transaction Sophistication: Architect CLOs, securitizations, and complex warehouse financings for industry-leading financial institutions Entrepreneurial Energy: Contribute to a rapidly expanding practice with the resources of a global powerhouse and the dynamism of a boutique Ideal Candidate Profile: Junior to mid-level law firm associate with 2-5 years of structured finance experience Analytical problem-solver with interest in sophisticated financial transactions Self-starter who thrives with increased responsibility and client interaction Exceptional drafting capabilities and attention to detail New York bar admission Compensation Competitive salary range: $235,000 - $365,000 based on experience About Whistler Partners Matchmakers, Not Headhunters Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter. We readily admit that we are elite and only work with the best - after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.

Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you! The ideal candidate will have: 2+ years of top law firm experience Experience drafting complex finance transactions JD from a T-20 law school or top 25% of a T-50 law school Licensed in NY This is a fantastic opportunity to work with an exceptional team at a top firm! If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.

We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply! Requirements: Minimum of 1-3 years relevant experience in consumer, business banking or retail services Strong understanding of banking products, services, and operations. Excellent customer service and interpersonal skills. For more information please email Megan at *****************************

Practice area:- Finance - Banking A leading international law firm is seeking a mid- to senior-level Finance Associate to join its Financial Restructuring Group in New York. This role offers a unique opportunity to work at the intersection of leveraged finance and restructuring, supporting a sophisticated client base that includes private credit and debt funds, ad hoc lender groups, financial institutions, corporate borrowers, and private equity sponsors. The position combines traditional lending and capital structure management with exposure to special situations, distressed credit, and in- and out-of-court restructurings. Location New York, NY Duties Handle a wide variety of debt financing transactions, including: Acquisition financing (especially middle-market sponsor-backed deals) Term loan and working capital facilities Unitranche financings Commitment letters and sponsor term sheets Intercreditor and subordination agreements Represent clients in new loan originations and refinancings Support financial institutions, funds, and sponsor clients in managing existing capital structures Advise clients on special situations, distressed investments, and workout strategies Participate in both in-court and out-of-court restructuring matters Collaborate with restructuring, litigation, and corporate teams on cross-disciplinary transactions Requirements 4–6 years of legal experience in debt finance and/or financial restructuring Substantial experience advising on leveraged finance transactions Familiarity with private credit market and middle-market lending structures Interest in and willingness to grow in distressed credit and restructuring matters Prior experience in special situations or workout transactions is a plus but not required Education Juris Doctor (J.D.) from an ABA-accredited law school Certifications Admission to practice law in the State of New York Member in good standing with the applicable state bar Skills Strong drafting and negotiation skills related to credit agreements and related documents Ability to manage complex, high-value transactions with minimal supervision Exceptional analytical and problem-solving capabilities Excellent communication, collaboration, and client-relations skills Proactive approach to learning and growing in dynamic practice areas Benefits Comprehensive benefits package may include: Medical, dental, and vision insurance Retirement savings plans Life and disability coverage Paid time off and firm holidays Parental leave and family support programs Professional development and business development support Opportunity to work on high-impact transactions across finance and restructuring sectors Lauded as an excellent firm for which to work, this firm has been cited as a top firm for minority and diversity hiring. In the same vein, the firm is praised for its open culture and the wonderful individuals who make it up. Throughout its history, the firm has featured excellent real estate, business, litigation, tax, and employment practices, with the latter being an especially strong suit. With its origins in Los Angeles, the firm has offices across the world and industry-leading clients from over 80 countries, but has not lost its open and friendly culture. BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search. BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.