Provident Financial jobs in Jersey City, NJ - 47 jobs
FVP, Customer Experience Director
Provident Financial Services 4.5
Provident Financial Services job in Iselin, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The person in this role will have a passion for creating, coaching and driving excellent customer experiences and proficiency in collecting, analyzing, and synthesizing information to produce actionable outcomes for a best-in-class customer experience. The incumbent will oversee the day-to-day activities of the CX department. They will have a proven track record as a recognized customer experience leader and will drive thought leadership and a customer centric culture.
KEY RESPONSIBILITIES:
* Constantly exploring new tools and techniques in the industry to help cross functional teams understand customer behavior across journeys
* Manage relationship with journey analytics partners and define scope and strategy that's aligned with organizational strategic goals
* Develop use cases to help showcase journey analytics capabilities to current and potential partners
* Share learnings and capabilities with broader analytics community and advocate use of journey analytics data and tools in defining customer engagement and growth strategies across platforms
* Develop programs, processes and tools to increase engagement between our customers and their solutions
* Leads customer experience team, responsibilities and outcomes
* Maintain current knowledge of major customer business processes at Provident, including evolving plans, while including needs for customer information. Participate in customer process journey mapping and other CX transformational initiatives.
* Ensure gaps in customer satisfaction are identified and analyzed by CX team, with results and opportunities for improvement communicated effectively.
* Identify, develop and deliver opportunities to develop advisory solutions to address customer problems and identify commercialization opportunities for the business lines.
* Constantly evaluate opportunities to add critical customer behavior data to journey views to better understand customer needs and pain points
* Track and maintain improvements made for customers as an outcome of above processes
* Serve as an empowered representative for CX leadership in various meetings, and committees as appropriate.
* Stay up to date on the latest CX trends and find opportunities to implement with organization
* Participate in customer process journey mapping and other CX transformational initiatives
* Design customer facing and employee facing materials to ensure brand, tone and messaging consistency.
* Support partner teams with process flows and brand aligned scripting
* Review documents, letters and website content to ensure customer centric messaging
* Act as change agent and thought leader by capturing and sharing customer experience best practices across the organization.
* Partner with customers to understand their views and insights, utilizing VOC feedback
* Build a network of relationships internally and externally, with key partners and customers to stay current on issues impacting sales or growth
MINIMUM QUALIFICATIONS:
* 10 years + in Customer Experience, field with demonstrated hands-on experience in consumer and commercial markets.
* Experience with insurance and wealth a bonus
* Strategic thinker
* Strong command of CX processes and CX data and analytics
* Sound understanding of end-to-end customer journeys
* Experience with tools and reporting structures of CX
* Experience with CX listening software
* Self-starter, self-motivated
* Strong ability to multi-task
* Adaptable to a highly changing environment
* Familiarity with banking regulations
* Excellent written and verbal communication skills
* Ability to drive collaboration with cross-functional teams
EDUCATION
* BA/BS degree or relevant experience
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$103,000 - $147,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$103k-147.2k yearly 60d+ ago
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Treasury Management Client Onboarding Specialist III
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager.
KEY RESPONSIBILITIES:
* Coordinates the implementation of treasury management services
* Ensures all documentation and setup parameters, including testing are completed accurately and timely.
* Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary.
* Completes client walk through and training process for product/service implementation.
* Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes.
* Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities.
* Monitors incoming inquiries from clients and branches
* Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers.
* Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing.
* Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures.
* Completes ACH Annual reviews for borrowers and non-borrowers.
* Examines and monitors RDC client activities and risk ratings and makes recommendations
* Reviews RDC processing exceptions including deposit limits review.
* Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services.
MINIMUM QUALIFICATIONS:
* High School Diploma or GED required.
* Minimum of 5 years related experience.
* Ability to work in a fast-paced environment,
* Knowledge of applicable banking and privacy laws and regulations and policies.
* Possess excellent oral and written communications skills.
* Ability to prioritize multiple responsibilities and complete them on time.
* Ability to work in a team environment to instruct peers and assume a leadership role.
* Computer literacy with PC and windows programs.
* Ability to perform detailed mathematic operations with the use of a calculator.
* Ability to work a flexible schedule to accommodate support hours at the helpdesk.
* Ability to define problems, collects data, establish facts and draw valid conclusions.
* Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions.
* Ability to shift attention quickly and accurately from one matter to another.
PREFERRED QUALIFICATIONS:
* Associate or bachelor's degree
* Prior supervisory or team leader responsibilities.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$29.59 - $36.97 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$29.6-37 hourly 25d ago
Sales Executive
Merrill Corporation 4.7
New York, NY job
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you'll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.
Apply for one position or as many as you like. Talent doesn't always just go in one direction or fit in a single box. We're happy to see whatever your superpower is and find the best place for it to flourish.
Get started now, we look forward to meeting you.
:
Job Description
Our Mission:
Are you Curious by nature and have a thirst for learning? Are you Resilient when it comes to facing a challenge and putting all of your skills to work in order to achieve success? Do you thrive in a Team-oriented culture? Do you want to Develop the skills necessary for a potential career in sales? Do you enjoy building Trust and relationships with target buyers? These are just a few of the characteristics that make a successful Sales Executive at Datasite.
The Sales Associate will support Datasite Sales Directors in growing our business within Investment Banks, Private Equity and Corporate space in NYC!
Candidates will go through a structured learning and onboarding program, alongside growing their business experience with the team in the field. The Sales Executive will be mentored by both sales management and the sales team.
Essential Duties and Responsibilities:
* Serve as the primary support for the Sales Directors in growing territory revenue and exceeding revenue budget.
* Participate in onboarding training and continuous learning opportunities.
* Gain hands-on experience with the Datasite suite of services.
* Establish relationships across support organizations.
* Participate and co-host client events.
* Understand all aspects of the selling process.
* Demonstrated teamwork and ability to partner with the sales team/organization and related cross functional partners.
* Responsible for retention and selling to a set of small accounts, which will grow over time.
* Build rapport and relationships with internal and external customers through prompt, courteous, efficient, and professional service.
* Maintain accurate records of all call activity in salesforce.com and report call information, sales leads, and customer profiles correctly and accurately in a timely manner.
* Learn all Datasite policies, procedures, and best practices.
Minimum Education:
* Bachelors degree required
Minimum Experience:
*
* Biased towards action- results driven.
* Excellent time management skills, ability to prioritize.
* Solid decision-making, presentation, and organization skills.
* Solid communication skills (verbal and written) and professional appearance.
* Ability and drive to manage multiple priorities and achieve results.
* Desire to be a future sales executive.
Why Datasite
* It all starts with you: At Datasite, everyone is invested in your success from day one. With a robust onboarding and training program specific to the Sr. Sales Associate role, you can hit the ground running with confidence.
* Grow your future: You have the ability to design and drive your career at Datasite, where international mobility is supported through our global footprint.
* Make an impact: Datasite's presence is not just in the office. You can make a difference where you work, live, and play through company-sponsored volunteer hours and by participating in various diversity affinity groups.
* Be free to be you: Datasite provides a variety of benefits to support your work-life blend and offers wellness resources to help you bring your best, authentic self to work.
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
$68k-105k yearly est. Auto-Apply 7d ago
Retirement Plan Counselor- NY/NJ
Empower Retirement 4.3
Newark, NJ job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
Candidate must reside in NYC or New Jersey.
Candidate must speak fluent Spanish
What you will do
Develop and facilitate communication and education strategies by conducting one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
Achieve business results and facilitate impactful conversations while meeting service level agreements
Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
Manage meeting schedule, including travel booking
Provide feedback to local relationship managers about the effectiveness of communication materials/strategies and assist in identifying alternatives
Attend client meetings with other service team members
May be asked to participate in finals presentations for new prospects based on the demands of the territory
What you will bring
Bachelor's degree and or equivalent experience considered in lieu of a degree
2 - 4 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint and Teams required
Strong relationship building and territory management skills
FINRA Series 6 and Series 63 registrations within established timelines required
FINRA fingerprinting required
What will set you apart
Working knowledge of Salesforce preferred
Ability to calculate figures such as interest, proportions, percentages, and fractions required
Strategic thinker who can work independently
Practical experience providing high-level, consultative client interactions preferred
Basic knowledge of defined contribution plans preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$68,600.00 - $96,875.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-16-2026
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$68.6k-96.9k yearly Auto-Apply 13d ago
Director, Relationship Management- Grata
Merrill Corporation 4.7
New York, NY job
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you'll find the finest technological pioneers: Datasite, Blueflame AI, Firmex, Grata, and Sherpany. They all, collectively, define the future for business growth.
Apply for one position or as many as you like. Talent doesn't always just go in one direction or fit in a single box. We're happy to see whatever your superpower is and find the best place for it to flourish.
Get started now, we look forward to meeting you..
Job Description:
Overview
Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners.
We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more.
Grata is looking for our next exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and helping us uphold and surpass our commitments to the customers we serve. We take pride in building an amazing product and providing the best possible customer experience. We are looking for someone to drive excellence in themselves and inspire it in their team.
At Grata, we will expect you to:
* Manage a team of 5-8 relationship managers as direct reports, each with their own book of business, to commercial success of >100% retention.
* Meet segment retention goals (accounts, GRR and NRR) as well as NPS KPIs, leveraging your analytical skill, leadership and creativity to guide your team to consistent execution of best practices.
* You will be leading up to two client market segments and have responsibility for strategy development by segment, forecasting and future growth planning.
* Actively participate in assessing client health, working with your team to communicate value in client meetings resulting in early recognition of risk and reduced churn in each segment.
* Lead, coach, motivate and support team members to achieve success and pursue their personal and career development.
* Drive exceptional teamwork and collaboration while leveraging individual strengths to our mission.
* Place our customers at the center of your efforts, aligning your team to advocate for their customers while keeping our company's broader interests in mind.
* Communicate clearly and effectively across all stakeholders; your team, peers, customers and senior leadership.
* Measure your performance, make data driven decisions, and track progress continuously.
* Build a world class team, hiring, onboarding, and training all new employees.
What we are looking for:
* 7+ years of work experience, with 4+ in customer success, account management, or relationship management. SaaS specific experience is a bonus but not a requirement.
* 2+ years of experience managing a relationship management team and/or as a team lead in sales, account management, or executing upsells within an RM function
* Exceptional organizational skills, including familiarity with technology-based solutions
* Strong problem-solving abilities and a customer-focused mindset
* Ability to work independently and lead initiatives in a fast-paced environment
* Passion for customer experience, empowering others, and delivering value to customers
* Excellent critical thinking skills; able to break down business problems and create solutions that align to business goals
* Exceptional communication skills, both verbal and written, and ability to work across groups
* Excellent team player with strong leadership skills
#LI-Grata
The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate's compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
$170,000.00 - $297,200.00
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
$170k-297.2k yearly Auto-Apply 36d ago
IT Asset Program Coordinator
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
As an IT Asset Program Coordinator at Provident Bank, you will be responsible for developing and managing the IT asset lifecycle program that includes IT asset management (hardware and software) and remediation initiatives that help maintain the health of IT assets throughout Provident's established lifecycle standards. You will be responsible to develop and maintain standards, procedures, and related documentation that ensure compliance with Provident's and related regulatory asset lifecycle standards while providing recurring reports and recommendations for budgeting and capacity planning.
KEY RESPONSIBILITIES:
* Manage inventory and lifecycle of hardware and software assets (including dependencies) to ensure that additions, withdrawals, modifications, retirements, and dispositions are correctly recorded in CMDB.
* Establish and maintain scheduled asset validation process while collaborating with identified asset owners in the organization to perform CMDB attestations.
* Establish and track asset lifecycle remediation initiatives, provide key performance indicators and standardized reporting, including compliance on current assets and trend analyses.
* Maintain hardware and software data for budgeting, compliance, contract summaries, and cost summaries. Apply continuous improvement approach in enhancing strategies employed in technology spending.
* Establish and maintain documentation of procedures, processes, and reports related to hardware and software assets.
MINIMUM QUALIFICATIONS:
* Bachelor's degree in computer science or a related field, or a minimum 5 years of experience working in Information Technology Asset Management (ITAM) and Information Technology Service Management (ITSM)
* Expert knowledge of IT asset lifecycle processes, procurement, reporting, discovery, and tracking
* Experience with ITSM and its ITIL, CMDB, and ITAM functions (ServiceNow preferred)
* Experience with developing/designing HAM and SAM workflows
* Experience managing assets in an organization with remote workforce
* Experience in leading program, building reports, and presentations to management
* Familiarity with working in highly regulated industries (i.e. banking or financial services) is preferred
* Experience with direct management of IT asset portfolio valued at least $10 million and 5,000 IT assets
* Effective verbal and written communication skills
* Excellent analytical, organizational, and prioritization skills
* Willingness and ability to travel as necessary
LICENSES AND/OR CERTIFICATES:
* IAITAM CITAM or CHAMP certification required
* Axelos ITIL 4 or comparable certification required
* Scrum Alliance CSM certification preferred
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$73,600 - $105,100 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$73.6k-105.1k yearly 57d ago
Wealth Management Portfolio Manager III
Provident Financial Services 4.5
Provident Financial Services job in Morristown, NJ
The primary focus will be the direct portfolio management of investment accounts from wealthy families and high net worth individuals, as well as the generation of incremental fee revenue through additional cross-selling & services from these relationships. Takes on a stewardship role in regard to customization and management of client investments based on client's objectives. To retain all assigned client base, the incumbent must establish and maintain a tight relationship to every client with the appropriate communication frequency Keep clients abreast of changes in their portfolio's, and alert them of recommended changes in investment strategy, tax and other developments, etc. Refers clients to or works in conjunction with a team providing financial planning, tax planning, and trust/estate administrative services.
This position is considered the most experienced level in this job family. As such, the incumbent is expected to lead and train less experienced WM Portfolio Managers. The incumbent reports di-rectly to the Director of Investment Strategy.
KEY RESPONSIBILITIES:
* Performs portfolio management responsibilities including:
* Solicits existing portfolio customers in an effort to increase and retain AUM and cross sell Bank& BTC products and services. Initiates and participates in new business development presentations to prospective clients. Attends networking functions and business community meetings to expand social network and spread BTC reputation.
* Manages individual equity, fixed income and alternative investment accounts and asset allocation for high-net-worth client accounts.
* Helps set and record asset allocation and total return objectives based on management's investment philosophy and each client's objectives. Be responsible and accountable for diversification & stock selection for each client.
* Builds a high level of client confidence in BTC's capabilities and in his/her knowledge of investment management. Articulates investment strategies. Keeps informed of material changes in client circumstances. Stays abreast of various legal and tax consequences of investment strategies.
* Interacts with client base on a close basis in order to generate client's confidence that the comprehensive management strategies are tailored to their needs and meet/exceed their expectations.
* Communicates regularly with client's external advisors in the legal, tax and accounting professions and build referral relationships with them.
* Contributes actively in investment meetings.
* Maintains accurate records in accordance with Bank & BTC regulatory policies (including Sales Force and Reg 9).
Performs other duties as required.
MINIMUM QUALIFICATIONS:
* 8 or more years related within financial industry with client portfolio management responsibility for managing discretionary and non-discretionary investment accounts for high net worth in-dividuals & families.
* Strong ability to analyze equity and fixed income securities and be able to initiate portfolio recommendations.
* Possess broad knowledge of various asset classes as well as allocation strategies & in-vestments in equity and fixed income markets.
* Prior experience in business development and proven success in client relationships.
* Strong platform experience in making professional presentations.
* Excellent customer service delivered in a timely professional manner.
* Proficient with software programs (Microsoft Word, Excel & Outlook), financial analysis programs and discounted cash flow models.
* Possess high degree of honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
* Excellent communication, interpersonal and organizational skills needed to deal with a mix of personalities and egos.
LICENSES AND/OR CERTIFICATES:
* CFA preferred
* Series 65 required, or must obtain within 90 days of hire
EDUCATION:
Bachelor's degree in Management, Finance or Business Administration. MBA in Finance preferred.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate.
This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:ï¾ ï¾ $133,800 - $191,100ï¾ ï¾
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Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. ï¾ ï¾ ï¾ ï¾ ï¾ ï¾ ï¾
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$133.8k-191.1k yearly 60d+ ago
Confidential
Equitable 4.8
New York, NY job
External Description:
Confidential
Community / Marketing Title: Confidential
$38k-45k yearly est. 60d+ ago
Commercial Lines Account Manager
Provident Financial Services 4.5
Provident Financial Services job in Paramus, NJ
The Account Manager is responsible for the day-to-day management of small to mid-sized accounts that are routine/moderately complex. The account manager should be able to manage their assigned accounts and interact with management, the claims dept, the marketing dept, and the accounting departments as part of the servicing function.
MAJOR JOB RESPONSIBILITIES
* Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency's renewal timeline as efficiently as possible
* Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures
* Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets
* Maintain appropriate level of communication with clients
* Be proactive and organized in the renewal process to exceed client expectations
* Adhere to internal processes, timelines, and protocols
* Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up
* Check policy coverages and endorsements for accuracy
* Verify the accuracy of Direct Billed and Agency Billed items
* Other duties as assigned
SUPERVISORY RESPONSIBILITIES
None
SKILLS AND TRAINING
* Must be well-organized, with excellent math, written and oral communication skills.
* Service oriented, team player who has attention to detail.
* Ability to thrive in a fast-paced, proactive environment.
* Critical thinking and good judgment to quickly determine and prioritize key issues
* Strong technical skills for data entry, Word, and Excel a plus
* Proficiency in AMS360 is a plus
EDUCATION
* College Degree preferred
WORK EXPERIENCE
Minimum 2 years commensurate with job function.
LICENSES AND/OR CERTIFICATES
Licenses and Certifications Expiration Date
* Must possess Active Property & Casualty Brokers License.
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate.
Pay Details:
$60,000 - $100,000
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
HAZARDS
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Nearest Major Market: New York City
$60k-100k yearly 35d ago
IT Change Management Analyst
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION SUMMARY:
The Technology Change Management Analyst is responsible for adhering to the change management standard and procedures. This person assesses the impact of the change, manages risks, minimizes service disruptions, coordinates with IT and business stakeholders and ensures effective communications and training for the Technology Change Management users. The Technology Change Management Analyst ensures all changes to production systems are compliant with the change management process to maintain a secure and stable operating environment. The Technology Change Management Analyst assists the Technology Change Management Manager.
KEY RESPONSIBILITIES:
* Assist with implementing Technology Change Management standard and procedures to provide for a well-structured process and ensure that changes are communicated in a timely manner across the enterprise.
* Assist Change Advisory Board (CAB) meetings as needed.
* Monitor and support Requests for Change (RFCs) through the change lifecycle. Work with various clients and analyzes and assesses RFCs to ensure readiness for implementation and completion.
* Utilize the Technology Change Management system to monitor, track and report changes and create Technology Change Management dashboards.
* Involvement with the development and testing enhancements in the ServiceNow Technology Change Management module.
* Assist in internal and external Technology Change Management audits.
MINIMUM QUALIFICATIONS:
* Bachelor's degree in areas such as Information Technology, Business Administration, and/or Finance from an accredited institution.
* Minimum 7 years of experience in Process Automation.
* Minimum of 3 years of Technology Change Management experience.
* 3-5 years of strong understanding of IT systems, the change life cycle and infrastructure technologies experience.
* Experience implementing and managing technology changes.
* Experience reading and understanding data, to demonstrate how technology changes impact the organization and the operations.
PREFERRED QUALIFICATIONS:
* ITIL Certification and/or Project Management Professional Certification preferred
* Knowledge of principles and methodologies of Technology Change Management preferred.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
HAZARDS:
The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$65,200 - $93,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$65.2k-93.2k yearly 35d ago
Service Representative II - Core Systems Support
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
This position is responsible for supporting Branches, Contact Center and Departments by resolving and responding to their inquiries and concerns. Perform various duties for the deposit products and customer records on the Core system.
KEY RESPONSIBILITIES:
* Maintains and updates customer and account information including but not limited to account type changes, rates, alternate addresses and special coding.
* Resolves and responds to customer concerns for Branch, Department and Call Center personnel including but not limited to Savings, Checking, Safe Deposit Box, Certificate and Retirement Accounts and RMS Concerns. Concerns are received through queues, emails, telephone and by mail.
* Assists with daily review of Consumer & Business Mobile Deposits such as approval or decline checks for deposit as needed
* Assists with review of various Cold Storage reports and Horizon 360 generated reports for ongoing account/customer monitoring
* Assists with daily processing of Department General Ledger entries, safe box payments, mail deposits and Official Check generation for the back-office departments.
* Responds to requests by management to perform related duties and activities.
MINIMUM QUALIFICATIONS:
* High school diploma or GED
* Minimum 3 years' experience working at a financial institution or in a service environment
* Strong Interpersonal skills, including listening, written and verbal communication
* Strong organizational and time management skills
* Strong PC Skills; ability to use various computer programs including Microsoft Office
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$19.38 - $24.26 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$19.4-24.3 hourly 39d ago
Associate WM Relationship Manager III
Provident Financial Services 4.5
Provident Financial Services job in Morristown, NJ
Under general direction, this position's role is to enhance knowledge, practical experience and skills in handling all aspects of relationship management and financial planning. This is a professional position that supports the senior relationship managers and wealth strategists in the financial planning and relationship management process, while also managing ownership of a select few clients. Responsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, maintenance of related items in the firm's CRM system, presentation of financial plans to clients and management of client relationships.
The Associate Relationship Manager III will be partnered with a senior advisor, or multiple advisors, and their book of business. They will also take ownership as the primary advisor on a select number of less complex relationships.
KEY RESPONSIBILITIES:
* Work directly with senior advisors to support their client facing work. This includes:
* The hands-on development of sophisticated financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc. This will include the data gathering of the client's personal financial data, as well as the data input into the financial planning software, as well as the preparation of the analysis.
* Assisting the advisor with other ad hoc planning requests from clients and other client-related projects
* Review of estate planning documents (e.g, Wills, Living Trusts, Irrevocable Trusts) to help create a current estate analysis
* Direct client interaction to assist advisor with all client requests, including processing of money movement requests and new account openings
* Research and resolve client issues
* Assist with client meeting preparation, including generating materials and coordination with clients and other internal colleagues
* Coordinate post meeting implementation of recommendations in conjunction with the advisor
* Assist in follow-up correspondence and post meeting record retention
* Continuous updates to client's electronic files in firm's CRM system
* Own and manage all aspects of a select few client relationships along with other client team members. This includes:
* Handling all aspect of financial planning, including preparation of the plan and presentation of the results to clients
* Responds to planning related inquiries from clients and provides financial planning advice and guidance
* Developing solutions to meet the client's wealth management objectives
* Handling follow up action items, including recordkeeping in CRM software
* Maintaining accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries
* Working directly with clients and responding to client requests for account information or initiating transactions requested by client
* Administering assigned accounts in accordance with bank and department policies and procedures, ensuring that fiduciary standards and practices are observed
* Maintaining a strong understanding of the roles of other departments - portfolio management, tax advisory, and trust administration - so collaboration can easily occur
* Attending client and internal meetings as necessary
* Collaboration with other team members to prepare meeting materials
* Handling follow up action items, including recordkeeping in CRM software
MINIMUM QUALIFICATIONS:
* 3 to 5 years related experience in the financial industry working within the client management and financial planning areas. 3 to 5 years related experience in the financial industry working within the client management and financial planning areas.
* Help to foster a positive atmosphere within the office and with clients/prospects/COI's and encourage teamwork while supporting goals and objectives of the business.
* Represent professional behavior and etiquette at all times.
* Visibly support & participate in implementing changes to support the success of the business.
* Proven client service delivered in a timely professional manner.
* Proficient with software programs (Microsoft Word, Excel, Powerpoint and Outlook). Proficient with eMoney (or related financial planning tool), Salesforce, and Envestnet Tamarac.
* Possess honesty and integrity. Demonstrated commitment to the highest ethical standards when dealing with clients and the public.
* Good communication and interpersonal skills needed to deal with a mix of personalities and egos.
* Ability to work with a high degree of autonomy, set priorities and manage deadlines
* Strong organizational and project coordination skills
* Team-player, enthusiastic and positive, polished, poised and professional
* Strong verbal and written communication skills
* Self-motivated and pro-active
* Demonstrated interest in the financial planning industry with an understanding of financial planning strategies for high net worth clients
PREFERRED QUALIFICATIONS:
Bachelor's degree required
LICENSES AND/OR CERTIFICATES:
* Advanced degree or designation (CFP, etc.) is preferred.
* Series 65 must be obtained within 90 days of hire
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting
Provident Bank, Beacon Trust and /or Provident Protection Plus require consent to conduct a comprehensive background check. This background check will be tailored to the specific requirements of the position for which you are applying. These reviews may include, but are not limited to, items such as:
* Verification of employment
* Verification of educational background and degrees
* Criminal records check
* Civil records check
* Credit history check
* Verification of professional licenses and certifications (if applicable)
* Web CRD records (if applicable)
* Any records related to federal, state, and/or local statutes
* Any records related to Code of Ethics adherence (if applicable)
* Any other records requested in connection with questions on the candidate's backgrounds
The scope of the background check will be determined based on the level and responsibilities of the role. The results of the background check will be used solely to assess suitability for the specified position. Any false information, omissions, or failure to provide consent to undergo these reviews may disqualify a candidate from
employment.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$65,200 - $107,200
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-hybrid
$65.2k-107.2k yearly 34d ago
Construction Support Team Leader
Provident Financial Services 4.5
Provident Financial Services job in Iselin, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION SUMMARY:
Accountable for the supervision of Construction Loan Administration for the Commercial Lending Division of the Bank and Residential Lending (all construction loans regardless of amount). In addition, the Construction Support Team Leader will be responsible for managing a team of Construction Loan Administrators and ensuring all Bank policies and compliance requirements are adhered to by the Team. Ensures all funding processes, procedures and policies are adhered to by the Team. The Construction Loan Support Team Leader will provide timely and accurate information for both internal and external stakeholders related to construction loans managed by the department and assist relationship managers with any projects related to them. Knowledge/work experience of construction loans in the NJ, NY, PA, CT and Florida markets.
KEY RESPONSIBILITIES:
Performs Management Responsibilities including but not limited to:
* Build and develop strong, productive relationships with all key internal and external stakeholders to ensure efficiency and consistency in procedures and proper compliance in the administration of the Bank's construction loans.
* Create, maintain, and implement construction management procedures for both the Construction Team as well as the Commercial Lending Division.
* Coordinate construction administration training for Commercial Lending, including ongoing training for existing employees as well as training for new employees.
* Responsible for the supervision of CLA's - Construction and monitor and assign workflow to team members. Ensure they are responding to borrower request in a timely and professional manner.
* Provide advisory support to Relationship Managers, Portfolio Managers, bank counsel and Bank closing department with review of legal documentation, budgets, and GC contracts to ensure it is in compliance with construction funding procedures prior to loan closing.
* Engage engineers to prepare Plan and Cost Reviews and provide to Relationship Managers.
* Manages the direct administration of construction loans and coordinates and act as a liaison with Relationship Managers, customers, engineering firms, attorneys, loan administration, the Bank's Senior management, and other professionals.
* Oversee the accuracy of funding to ensure we are in compliance with loan documentation.
Other Responsibilities:
* Interacts with internal and external partners to communicate and discuss construction procedures and any issues/deficiencies.
* Monitor receipt of inspections and inspection reports by team.
* Monitor interest reserve trackers for adequacy to support loan payments.
* Attend customer meetings and site inspections with Relationship Managers and bank engineers to ensure property is being completed on time and within budget and in accordance with plans.
* Review and approve monthly construction reports prepared by CLA-Construction III and distributed to upper manager.
* Manage and Monitor maturities, liens, insurance.
* Prepare employee reviews.
* Complete special projects as requested.
* Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training, and managing employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns.
MINIMUM QUALIFICATIONS:
* High School degree or GED. Work experience equivalent to meet job requirements.
* Seven (7) to ten (10) years' work experience in all facets of Commercial Construction Administration and/or management within the financial industry, with a strong concentration in Commercial Banking.
* Previous Management Experience.
* Experience in the NJ, NY, PA, CT and Florida markets.
* Excellent interpersonal verbal communication skills.
* Industry expertise in knowledge and understanding of Commercial Construction Mortgage and Construction Lending (GC contracts, plan and cost reviews, legal documents, inspection reports, title insurance, etc.).
* Comprehensive knowledge of construction loans and general processes.
* Strong comprehensive financial skills in the preparation and analysis of detailed construction budgets.
* Strong analytical ability, decision making and problem-solving skills.
* Ability to analyze complex documents.
* Ability to work with a wide variety of personalities in a courteous and efficient manner.
* Strong business acumen and excellent relationship management skills across all levels.
* Strong leadership, and ability to develop and execute on strategy.
* Strong customer service skills
* Ability to manage heavy workflow, resolve problems with modest supervision.
* Proficient in excel.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$92,300 - $151,600 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$92.3k-151.6k yearly 60d+ ago
Compliance Specialist III
Provident Financial Services 4.5
Provident Financial Services job in Iselin, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under general direction, this individual contributor assists with the implementation, assessment, monitoring, reporting and fulfillment of the Bank's Compliance Management Program. Responsible for supporting second line of defense compliance activities. Must possess extensive knowledge of applicable federal and state consumer compliance regulations, including but not limited to NACHA rules, Regulation E, E-Sign Act. This position is the senior level in the job family. Incumbent is expected to display professional maturity, judgment and experience. A certain level of creativity, diplomacy and latitude is expected. Incumbent is expected to train less experienced staff members.
KEY RESPONSIBILITIES:
* Conducts assigned compliance monitoring reviews by following prescribed scope documents and performs testing to validate adherence to consumer protection regulations using basic analytical procedures.
* Collects documents, forms, procedures, reports and other work product to be tested during compliance monitoring reviews, collaborating with business line partners as needed.
* Assist in managing the Compliance Issue Tracking log, inclusive of Self-Monitoring Review results, making entries and updates as needed.
* Conducts follow up with business units on items as directed, including implementation and status of compliance monitoring review recommendations and/or findings, as well as internal audit and examination citations, and escalates unresolved issues.
* Reviews advertisements (including branch flyers, posters, notices, marketing brochures, internet, email, television, radio, statement messages, etc.) for adherence to applicable laws and regulations.
* Conducts regulatory research, as needed or requested.
* Assists with document collection for audits and regulatory examinations as requested.
* Acts as a resource for resolution and guidance on compliance issues.
* Supports compliance partners as needed, including conducting face to face trainings.
* Conducts and/or provides assistance on special projects as required.
* Performs any other related duties as required or assigned.
* This individual must possess knowledge in Digital an AI and be technology driven.
MINIMUM QUALIFICATIONS:
* 5-10 years of regulatory compliance or regulatory audit experience with various consumer and commercial compliance deposit and lending regulations and related banking laws with federal and New Jersey State regulations, including but not limited to working knowledge of Expedited Funds Availability, Electronic Funds Transfer Act, Garnishment of Federal Benefits, Truth in Savings Act, Equal Credit Opportunity, Truth in Lending, Re-al Estate Settlement Procedures Act (including TILA/RESPA Integrated Disclosure Rule), Flood, SCRA, Homeowners Protection Act, and Home Mortgage Disclosure Act, NACHA, E-SIGN ACT.
* Bachelor's degree and/or experience equivalent.
* Experienced in regulatory remediation work.
* Direct experience in conducting compliance monitoring reviews and/or testing.
* Excellent oral and written communication skills. Ability to communicate and collaborate effectively and engage professionally with colleagues at all levels. Be able to speak in front of and/or train large groups of people.
* Detail oriented; Has strong organizational skills. Ability to be plan, multi-task, prioritize workload and accurately complete assignments with competing deadlines.
* Flexible and adaptable in a fast-paced changing environment.
* Ability to handle sensitive information and data securely.
* Expert capabilities in Word, Excel and Power Point.
* Excellent problem-solving skills and strong attention to detail.
* Strong ability to analyze issues, determine root causes and problem-solve.
WORKING CONDITIONS
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
LICENSES AND/OR CERTIFICATES
* CRCM a plus
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$65,200 - $ 93,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$65.2k-93.2k yearly 1d ago
Senior RPA Developer
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION SUMMARY:
The Process Automation department acts as a strategic business partner, proposing ideas and innovative solutions that enable new organizational capabilities. The Senior RPA Developer will collaborate to deliver the services and solutions that enhance productivity and enable innovation. This role requires a self-starting problem solver who creates business value through process redesign and automation. The Senior RPA Developer must be able to interpret workflow diagrams and conceptualize automated solutions using tools such as UI Path and other relevant technologies. As the primary point of contact for the design, development, deployment, and support of automated processes, this position is responsible for improving business outcomes and operational efficiency. Additionally, the Senior RPA Developer will develop in-house solutions and work with external partners to augment internal capabilities.
KEY RESPONSIBILITIES:
* Work with internal teams to support and deliver RPA & Automation projects
* Participate in design sessions to gather requirements for RPA and Automation opportunities
* Analyze & scope requirements and understand technical requirements to develop relevant use cases for RPA & Automation opportunities
* Design & document technical specifications for RPA implementation projects as well as other automated or streamlined processes as discovered
* Develop test plans and test the new modules and releases to ensure the processes work as expected
* Execute proof-of-concepts (POCs), prototypes, deployment, and maintenance of solutions in production
* Develop tracking and dashboards to present success of automation improvements and their impact
* Communicate and translate required business process capabilities and outcomes effectively between business process areas and supporting departments (such as the IT organization).
* Train junior Developers on systems and procedures
* Act as the Subject Matter Expert for limited in-house development by other business lines.
* Develop and execute training materials for Enterprise Staff solutions
* Provide Infrastructure support to the IT systems analysts
* Evaluate tools and industry standard to make suggestions for additional low/no code opportunities
* Maximize usage of UI Path software and other automation tools
MINIMUM QUALIFICATIONS:
* Bachelor's Degree required
* Minimum 7 years of experience in Process Automation
* Can demonstrate problem-solving, decision-making, financial, and analytical skills
* Comfortable in a consultative environment and can demonstrate tact when required
* Adapts well to change
* Communicate and translate required business process capabilities and outcomes effectively between business process areas and supporting departments (such as the IT organization).
* Demonstrates superior communication skills and an ability, with some supervision, to work effectively with all organizational levels.
* Proficient with Microsoft Office Suite.
* UI Path software experience required. UiPath administration experience preferred
* Data gathering, and quantitative and qualitative data analysis, including business process metrics and measures linking to business KPIs.
* Basic SQL query skills preferred
* Self-starter, can take a project from start to finish independently
PREFERRED QUALIFICATIONS:
* Degree in Computer Sciences preferred
* Bank experience preferred
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
HAZARDS:
The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$73,600 - $105,100 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Assistant Branch Manager (ABM) is responsible for the day-to-day operations of a retail branch office and provides supervisory oversight to a team in the achievement of branch objectives. The ABM supervises activities and monitors workflows to ensure operational excellence and compliance with policies, procedures and regulatory standards to mitigate risk to the Bank and its customers. The ABM will identify opportunities to expand existing relationships and develop new customer relationships directly or through collaborative partnerships with team members and business partners (i.e., Investment Services representative, Mortgage Services representatives and other partners). The ABM creates and fosters a cohesive and collaborative team environment and a customer-centric work environment. With support from the Branch Manager, the ABM will lead, direct and manage work schedules, assignments and performance for all branch employees.
The ABM will possess specific working knowledge of banking operations and services and demonstrates positive and professional conduct in dealing with customers, the public, and coworkers.
KEY RESPONSIBILITIES:
* Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice, activities and/or solutions while maintaining compliance and regulatory guidelines.
* Manage the Branch and have the ability to run the teller side, platform, and customer escalations.
* With the assistance of the Branch Manager, directs activities in support of established branch sales goals and objectives. ABM coaches all team employees to develop and improve skills to foster a needs-based sales environment. Continually reviews and evaluates results in view of objectives, goals and performance standards, and adjust focus as necessary. Works in collaboration with all business partners to assist customers and prospects to understand their current and future financial goals. Recommendations must be documented by completion and submission of required referral forms.
* In conjunction with the Branch Manager, monitors branch activities to ensure compliance with bank policies, procedures and regulatory guidelines. Maintains the operational integrity of the branch including but not limited to branch audits, routine and special reports, branch overdrafts, wire transfers, cash items, and teller differences/corrections, operating currency and coin levels. Participates in on-going training and development, pertaining to policy and procedure, regulatory compliance and skill enhancement for customer service and expansion of relationships.
* Drive an exceptional customer experience validated by customer satisfaction surveys
* Assists Branch Manager in meeting both short and long-term scheduling staffing requirements. Considers potential staffing concerns while managing PTO requests against staffing levels and makes recommendations for approval. Supports the branch accommodating all branch hours and events including evenings and weekends.
* Performs special projects which may require research, investigation, analysis, report writing and making specific recommendations to the Branch Manager, Retail Operations and/or members of Senior Management.
* Conduct ongoing performance management, coach, guide, and mentor direct reports on a regular basis.
* Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns
MINIMUM QUALIFICATIONS:
* High School Diploma or GED
* 3 years related experience and/or training, in keeping with the key responsibilities of the role.
* Strong leadership skills to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to team success.
* Present a professional and positive image, maintaining composure at all times and clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
* Basic proficiency with computers, Microsoft Office Suite, internal CRM.
* Utilization and/or familiarity of digital technologies and applications to maintain own capabilities as well as to coach team to keep pace with current and future business needs.
* Awareness of trends in the local marketplace. Ability to react and respond quickly to changes identified.
* Ability to (discuss, recommend, close) bank products and services based on customer needs
* Highly organized, ability to focus on details. Ability to accurately complete assignments with competing deadlines and manage branch workflow. Critical thinking with a focus on detail in order to effectively problem solve and communicate.
* Proven ability to meet sales targets and production goals and coach team members to the same.
* Demonstrate flexibility, adaptability and initiative.
* Provides exceptional customer service experience to both external and internal customers.
* Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
* Sound risk management skills
* Language skills to mirror community needs within branch geography
* May require travel between Customer sites, Provident Offices, or Branches
PREFERRED QUALIFICATIONS:
* 1-year related management experience (preferred).
* Prior banking experience preferred.
LICENSES AND/OR CERTIFICATES:
* Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
* Life and Health Licenses to support investment program (preferred)
TRAVEL REQUIREMENTS:
* Eg. May require travel between Customer sites, Provident Offices, or Branches
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
* Lifting from 5 to 25 lbs. (Coins)
* Prolonged sitting/standing
* Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.58 - $34.46
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$27.6-34.5 hourly 35d ago
Internal Auditor I
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The internal audit department is a key driver of effective internal control, proactive risk management, corporate governance and ongoing process improvement. The incumbent participates based on level in the audits for the bank, its subsidiaries and affiliates, following the established standards set forth in the Code of Ethics and the Standards for the Professional Practice of Internal Auditing issued through the Institute of Internal Auditors (IIA). Also responsible for supporting the process of Enterprise Risk Management (ERM) and the activities of the Risk & Advisory Services as it relates to the Sarbanes-Oxley Act of 2002 (SOX). This position is considered at the entry-level position. Incumbent is expected to have basic working knowledge of auditing skills and exercise independent judgment.
KEY RESPONSIBILITIES:
* Performs within the scope of assignments risk assessments of company units identifying critical areas of exposure within a unit along with evaluating the key controls used to manage these risks. Evaluates causes of non-compliance. Identifies exposures and weak design in internal control. Recommends corrective steps.
* Consistently documents relevant facts and information that support the work performed and conclusions drawn so other reviewers can follow the auditor's logic and methodology.
* Communicates effectively audit results, both orally and in writing, so they are persuasive, placed in the appropriate context, and understood by the audience.
* Recommends updates to audit programs based upon changes in a unit's risk profile and conducts audits in compliance with departmental standards.
* Performs related audit activities and special projects, which may include attending relevant internal client and other bank meetings to gaining and facilitating understanding of the business.
* Performs other duties as assigned.
MINIMUM QUALIFICATIONS:
* 0 - 2 years in Internal Auditing
* Possess a working knowledge of banking practices, processes, governance practices; and regulatory obligations as it relates to internal controls. Knowledgeable about internal control, SOX, COSO, GAAP, and the IIA.
* Possesses a high level of personal and professional ethics.
* Excellent presentation and communication skills both oral and written with strong analytical, critical thinking and problem solving skills.
* Ability to analyze business situations, determine applicable scenarios and choose the appropriate solution to the problem.
* Excellent organizational skills with the ability to manage and track multiple activities.
* Must be able to identify creative solutions and provide operational advice beyond standard control recommendations. Demonstrated critical thinking and analytical skills to include working within ambiguous and/or stressful situations. Must be flexible and have the ability to change priorities as needed.
* Effective time management and ability to prioritize and manage multiple projects and priorities.
* Prioritize work so resources are devoted to areas of highest risk. Project management skills with the ability to manage an entire project. Ability to develop and nature client relationships, handle multiple tasks and adapt to a changing environment.
* Ability to attend meetings or perform other assignments at locations outside of the office, if necessary.
* Ability to operate effectively based on limited direction from Internal Audit management. Able to work independently and in a team environment based on a delegated chain of authority.
PREFERRED QUALIFICATIONS:
* Bachelor's degree
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$51,200 - $73,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$51.2k-73.2k yearly 60d+ ago
Loan Servicing Representative III (Commercial)
Provident Financial Services 4.5
Provident Financial Services job in Woodbridge, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments.
KEY RESPONSIBILITIES:
* Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers.
* Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention.
* Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer.
* Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted.
* Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification.
* Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted.
* Trains new staff on Bank's policies and procedures needed to perform their respective job function.
* Perform other duties as assigned by management.
MINIMUM QUALIFICATIONS:
* 5 - 7 years of related experience
* High school diploma or GED
* Interpretation of all loan documentation.
* Ability to exchange information clearly and concisely and to present ideas and report facts.
* Working knowledge of Horizon System, ACBS System, PC skills.
* Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports.
* Take ownership of workflow and resolve problems with minimal to no supervision.
* Ability to multi-tasking is imperative.
* Excellent communication and organizational skills.
* Strong mathematical background required.
WORKING CONDITIONS
Work is typically performed in an office environment. Noise levels are usually moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$22.26 - $27.79 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$22.3-27.8 hourly 57d ago
Personal Banker (Float) - North Region / Westwood - Full-Time
Provident Financial Services 4.5
Provident Financial Services job in Westwood, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction.
As a Float, this individual will be assigned to the North Region but will primarily be expected to travel to our branches in Westwood, Park Ridge, Oradell, Wyckoff, and Waldwick. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Northern Region.
The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization.
This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures.
This position may be eligible to obtain Life and Health Licensing.
All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision.
KEY RESPONSIBILITIES:
Sales
* Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers
* Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
* Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner
* Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships
* Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
Service
* Identify opportunities with customers and prospective customers through lobby management.
* Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
* Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
* Responsible for sales and service
* Execute expectations for a positive customer service experience
Operations
* Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations
* Leverages lobby management as a tool for controlling and mitigating risk
* Establishes customer identity according to guidelines and adheres to all other compliance procedures
* Assists branch management with branch operations as needed
* Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments
* Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
* Assists in training other branch employees
* Provides support to the contact center when there are high call volumes
* Handles customer inquiries by telephone
* Provides access to safe deposit boxes
MINIMUM QUALIFICATIONS:
* High school diploma or GED
* Minimum of 6 months of sales and service experience in a customer facing retail environment
* Strong interpersonal skills, including listening, written and verbal communication
* Ability to work a flexible schedule based upon the needs of the business
* Demonstrations positive and professional demeanor with all customers and co-workers
* Strong math and analytical skills
* Understand and adhere to safety and security practices
* Demonstrate and apply good relationship building skills
* Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
* Strong customer service/advocacy skills
* Strong organizational and time management skills
* Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
* Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
PREFERRED QUALIFICATIONS:
* Prior Retail banking experience
* Life and Health Licenses to support investment program
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
* Lifting from 5 to 25 lbs. (Coins)
* Prolonged sitting/standing
* Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$17.90 - $22.36
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$17.9-22.4 hourly 8d ago
Credit Analyst III - C&I
Provident Financial Services 4.5
Provident Financial Services job in Morristown, NJ
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
This position is responsible for detailed research and credit analysis of complex credit requests in Commercial Credit Underwriting - C& I Regional Department. The incumbent is expected to have comprehensive knowledge of credit & risk analysis, credit rules, structuring of credits, regulations and documentation with the ability to exercise independent judgment within established Underwriting Guidelines and Credit Policy. At this level, the incumbent is expected to increasingly work with and assist the Commercial Loan Officers on customer calls. The incumbent will assist in training less experienced staff members and handle more complex and/or challenging assignments (e.g., larger deals or complicated request with larger relationship exposure under Market and Lending Leadership Approval Authority - Level 6 & 7 or below).
KEY RESPONSIBILITIES:
* Prepare loan approvals, annual reviews and conduct and credit analysis for new requests, in addition to modifications and short term extension of existing loans
* Prepare and spread business financial statements and cash flows, in addition to personal financial statements and cash flow for personal guarantors. Verify covenant compliance. Conduct analysis on accounts receivable and accounts payable aging reports, work in progress reports, and borrowing base certificates.
* Accompany Commercial Loan Officers on customer and prospect calls. Participate in discussions with management regarding creditworthiness of proposed loan requests.
* Conduct third party research, inclusive of industry reports, personal credit reports, real estate analysis with market assessments, etc.
* Prepares reports and handles special assignments as warranted
* Subject to business needs may have supervisory and mentorship responsibilities for junior Credit Analysts.
MINIMUM QUALIFICATIONS:
* Bachelor's degree in Finance, Accounting or Economics.
* Minimum 5 years in Commercial credit underwriting
* Thorough knowledge of underwriting, credit analysis and commercial loan structure.
* Strong analytical skills with ability to identify strengths and mitigate risks.
* Knowledge of commercial real estate lending (investment and owner-occupied).
* Proficient in Commercial & Industrial lending including debt service coverage, cash flow, A/R and A/P, WIP, and Borrowing Base Certificates.
* Strong computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel).
* Strong verbal and written communication.
* Ability to prioritize multiple projects and complete them on time.
* Ability to conduct meetings, meet with customers, effectively present information and respond to questions from peers, auditors and various levels of management.
* Sound comprehension of accounting practices, inclusive of balance sheets, income statements, equity reconciliation, and cash flows.
* Credit underwriting confidence for the ability to mentor and train Credit Analyst I & II.
PREFERRED QUALIFICATIONS:
* MBA
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
* Prolonged sitting
* Lifting from 5 to 10 lbs. (printer paper, storage boxes)
* Occasional bending or overhead lifting (storing files or boxes)
* The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$73,600 - $105,100 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.