Reliance First Capital, LLC job in Independence, OH
What we have to offer:
• Average income is $80k with several of our sales people clearing $100k and top performers clearing over $200k ($48k Starting Base + Commission Offered).
• Required licensing is company paid and you will be paid during licensing and training.
• $500 bonus for passing the licensing exam on the first attempt.
• No prospecting or self-generated business needed (paid warm leads supplied)
• Annual contest for company paid trips for added incentive.
• Rewarding career where the more families you help, the more money you make.
• Ability to work from home outside of normal office hours to take advantage of additional opportunities.
Requirements:
• Prior sales experience. (mortgage sales experience not required)
• Willingness to go through company paid licensing.
• Excellent relationship building skills.
We offer
Competitive Salary
Medical, Dental, and Vision insurance
Health Savings Account
Flexible Spending Accounts (medical and dependent care)
Company paid Life, AD&D, and LTD insurance
Aflac
401(k) participation
Paid time off benefits
Great work environment
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristic protected by law. NMLS# 58775
$37k-49k yearly est. Auto-Apply 52d ago
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Payments Fraud Analytics Lead
City National Bank 4.9
New York, NY job
WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards.
WHAT WILL YOU DO?
Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses.
Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients.
Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems.
Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives.
Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.)
Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement.
Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank.
Develop and produce executive key performance metrics and report to senior management and enterprise risk.
Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence.
Minimum 3 years with fraud strategy and rule writing
Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring.
Additional Qualifications
Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas.
Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence.
Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing
Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring.
Ability to create and maintain complex mathematical models.
Outstanding communications skills and ability to clearly communicate with both senior executives and staff.
Exercise judgment within defined procedures and practices to determine appropriate action.
Comprehensive knowledge of risk principles and procedures.
Ability to synthesize large quantities of data into concise presentations with sound business conclusions.
Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects.
Ability to interact effectively with all levels of Bank personnel and customers.
Must be able to work in a high-productive, deadline-oriented environment.
Must be flexible to handle multiple tasks simultaneously.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives.
How will you make an impact in this role?
The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed.
We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful.
Responsibilities include:
Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones
Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties.
Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget
Assisting with timekeeping and payroll duties
Fluency in American Express ARIBA and Concur
Handling organization charts and team rosters
Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips.
Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate
Processing of requisitions and other invoices, ordering supplies and handling ticket requests
Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required
Support special ad-hoc projects and initiatives as assigned
Minimum Qualifications:
5+ years experience in providing administrative support is required
Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities
Excellent written and verbal communication skills
Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up
Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality
Ability to proactively identify and resolve issues
Ability to work with all levels of management, associates and external business contacts
Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint)
Preferred Qualifications:
* Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.)
Salary Range: $37.50 to $59.98 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$37.5-60 hourly 2d ago
Portfolio Manager II - Fund Finance, i.e., Capital Call/Subscription Facilities
City National Bank 4.9
Charlotte, NC job
PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm.
Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs.
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree in Finance, Business, or related field
Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
Fund Finance knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation - *Hourly Position
Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-JO1
#GD-JO
#CA-JO
$48.7-82.9 hourly 1d ago
Compliance Officer-Credit Cards
City National Bank 4.9
Remote or Charlotte, NC job
WHAT IS THE OPPORTUNITY? Position is responsible for performing risk analysis and assessment of compliance regulations, identifying risks and controls, monitoring business unit control environment, drafting and maintaining remediation plans and issues tracking logs, and escalation of compliance issues. The incumbent is responsible for playing a critical role in the issues remediation strategy for compliance identified issues and ensuring issues are closed in a manner which both adheres to the regulatory requirements and ensures business continuity.
WHAT WILL YOU DO?
Reviews/challenges compliance risk assessments, analyzing the Bank's compliance risk; determine if current processes control risk.
Analyze new and changing laws and regulations and development of implementation strategies.
Maintain updates to compliance policies, procedures, and training for new or revised laws and regulations.
Assist the Compliance Manager, Senior Compliance Officer, and Risk Assessment team with the evaluation of compliance testing program and processes.
Performs research on regulations and provides guidance to business operations (divisions) on compliance requirements.
Create, maintain and update reporting of compliance test results along with comparable line of business QA testing results.
Conduct meetings to discuss testing and risk assessment results and lead line of business to remediation plans.
Works with Senior Compliance Officer, Compliance Manager to maintain audit tracking logs and other tracking reports as deemed necessary.
Conduct regulatory compliance monitoring activities as assigned and maintain appropriate work papers
Performs compliance reviews on specific loan-level accounts, as required.
Complies fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Provide guidance on regulations, requirements, and Bank procedures.
Conducting and documenting reviews and addressing findings with employees and supervisors.
Drafting and maintaining employee training for assigned topic areas.
Analyze the Bank's compliance risk; determine if current processes control risk.
Completes all required training.
Other duties and special projects as assigned.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years' experience working with Federal and State compliance regulatory matters
Minimum 5 years' experience in banking, consumer finance, retail banking compliance, mortgage banking or working in a legal department
Minimum 3 years' experience with managing projects or processes
Additional Qualifications
College degree preferred. Relevant, equivalent work experience may be substituted for degree preference.
Good knowledge and relevant work experience with bank credit, deposit, operations regulations (as applicable/assigned).
Knowledge and experience with traditional bank products and services and/or reviewing marketing materials is a plus.
Ability to influence/motivate others to produce desired results.
Ability to operate effectively in a fast paced environment.
Excellent organizational and analytical skills.
Ability to communicate clearly and professionally with all levels of an organization.
Excellent written and verbal communications skills.
Effective interpersonal skills.
Proficiency in multi-tasking and prioritizing projects.
Excellent time management skills and be accustomed to working with deadlines.
Certified Regulatory Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus.
Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-JR1
#CR-JR
$77k-143k yearly 19h ago
Third Party Risk Management Lead
City National Bank 4.9
Remote or Charlotte, NC job
WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary.
WHAT WILL YOU DO?
In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of:
Assist with the development and execution of an TPRM risk framework, policies and procedures
Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments.
Provide risk-consulting serves to first line third party risk managers for complex arrangements.
Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators.
Streamline processes for risk identification and assessment, control assessment, testing and issue management.
Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes.
Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency.
Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs.
Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary.
Ensure appropriate escalate of issues to first line and senior management as required.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience
Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing.
Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process.
Additional Qualifications
Comprehensive knowledge of third party and information technology risk management processes and methodologies
Experience using third party risk management /Governance, Risk and Compliance (GRC) systems
Experience assessing contracts, including master service agreements, statements of work, and license agreements.
Experience assessing cloud servicing arrangements
Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry)
Currently hold or quickly obtain industry recognized third party risk management or vendor management certification
Excellent oral and written communication skills; experience performing both detailed and executive-level documentation
Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint
Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$99k-176k yearly 19h ago
Travel Medical Technologist - $2,338 per week
GLC On-The-Go 4.4
Plattsburgh, NY job
GLC On-The-Go is seeking a travel Medical Technologist for a travel job in Plattsburgh, New York.
Job Description & Requirements
Specialty: Medical Technologist
Discipline: Allied Health Professional
Duration: 13 weeks
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: Medical Technologist Laboratory - Plattsburgh, NY - 16-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Laboratory where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Plattsburgh, NY
Assignment Length: 16 weeks
Start Date: 02/09/2026
End Date: 05/31/2026
Pay Range: $2,104 - $2,338
Minimum Requirements
Active license in Laboratory
1 year full-time Medical Technologist, Laboratory experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #490543. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Medical Technologist
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.1k-2.3k monthly 1d ago
Investment Management Governance Office Senior Fiduciary Business Manager
City National Bank 4.9
New York, NY job
WHAT IS THE OPPORTUNITY? Working within the Investment Management Governance Office of the Wealth Management division, this role will be responsible for the fiduciary risk oversight program to include implementation of policies and development of procedures related to fiduciary governance requirements under 12 CFR9, Investment Advisors Act, ERISA and Reg R, supporting the five Fiduciary Management Committees and supporting reporting to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee.
WHAT WILL YOU DO?
Coordinate the annual assessment of the effectiveness of the Investment Management Governance Program related to the Fiduciary activities across Wealth Management to include the oversight of City National Rochdale as the Bank's Sub-Advisor, Third Party Managers and the administrative activities performed by CN Trust & Estates, the Wealth Services team and RBC Delaware Trust.
Act as the Alternate Chair of the five Fiduciary Management Committees and assist the Fiduciary Management Committee Secretary in the preparation of the monthly meetings.
Working with the impacted LOBs, implement new Fiduciary Policies and new or amended regulations specifically related to 12 CFR 9.
Participate as a member of the working group on new strategic initiatives impacting Wealth Management that affect the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line.
Work collaboratively with 2nd and 3rd line colleagues and the 1st BCO team to establish effective procedures that align with policy and key controls.
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Fiduciary activities.
Design and implement reporting associated with RNDIP and Fiduciary activities to appropriate governance committees.
Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits.
Serve on the CNB Product Review Committee alternate for the IMGO Business Officer, and review new products for applicability to Fiduciary programs.
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success.
Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message.
Prioritize organizational risk management objectives.
Direct and participate in special projects as necessary.
Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 10 years within or related to financial services
Additional Qualifications
Preferred Certified Fiduciary and Investment Risk Specialist (CFIRS)
MBA or other advanced degree preferred
10 years in a role requiring complex problem solving
Fiduciary experience and understanding of the key tenants of Reg 9 preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Prioritizing issues and analysis
Structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $141,830 - $263,408 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-DN1
#CA-DN1
$141.8k-263.4k yearly 19h ago
LatAM Sovereign Trader
Barclays Bank 4.6
New York, NY job
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 1d ago
Call Center Agent - National Bank
Capital Management Services 3.8
Remote or Buffalo, NY job
Customer Service / 1st Party Collections Representative
Amherst/Williamsville, NY Full-time | In-office
Capital Management Services, LP (CMS) is a compliance-focused, well-respected call center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank - working exclusively with current customers who are 2-90 days behind on their credit card payments. There is no cold calling or old debt involved.
We're expanding and looking for professional, tech-savvy, and customer service-oriented team members to join us. Ideal candidates will be comfortable making outbound calls, navigating technology tools efficiently, and offering account solutions with empathy and professionalism.
Why Work With CMS?
$17.00/hr starting pay
Guaranteed increases in your first year (minimum $18/hr within 12 months)
$150 bonus after 60 days
No weekend shifts
Schedule:
Start Date: February 2, 2026
Training:
3 weeks | Monday - Friday | 9:00 AM - 5:00 PM
On-the-Job Training:
3 weeks | Monday - Friday | 1:00 PM - 10:00 PM
Regular Schedule (Post Training):
Monday - Friday | 10:00 AM - 7:00 PM
No weekends required
Responsibilities:
Call current customers to remind them of recently missed payments
Assist customers in understanding options to resolve their past-due balances
Utilize technology systems for account updates and documentation
Handle both outbound and inbound calls professionally
Promote a positive customer experience and represent the bank's offerings
Qualifications:
Excellent verbal communication and active listening skills
Strong customer service experience (retail, hospitality, or call center)
1st party collections, financial services, or debt resolution experience preferred
Comfortable using computer systems and entering data accurately
Typing proficiency
Bilingual/multilingual skills are a plus
Must be able to work in-office in Amherst, NY (14221)
Benefits:
Health, Dental, and Vision insurance
401(k) with company match
Paid Time Off (PTO)
On-the-job training & career development
Work-from-home opportunities
Employee referral bonuses
Advancement opportunities
Ready to grow your career in a supportive, professional environment?
Join CMS and help make a difference - one customer at a time.
#ZR
We conduct a 7 year background check and drug screen for all potential hires.
$17-18 hourly 1d ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America Corporation 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
* Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
* Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
* Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
* Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
* Contributes to the technology strategy for their technical domain
* Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
* Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
* Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
* Hands‐on experience testing mobile applications (Flutter experience preferred).
* Proficiency with API testing and familiarity with ASP.NET application architectures.
* Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
* Demonstrated experience building and maintaining automated UI test suites.
* Excellent analytical, problem‐solving, communication, and stakeholder‐management skills.
* Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
* Experience in financial services, payments, or fintech industry.
* Familiarity with CI/CD pipelines and test integration tools.
* Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
* Influence
* Risk Management
* Solution Design
* Stakeholder Management
* Technical Strategy Development
* Analytical Thinking
* Application Development
* Collaboration
* Result Orientation
* Solution Delivery Process
* Agile Practices
* Architecture
* Automation
* Data Management
* DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$99k-119k yearly est. 2d ago
Senior Associate, Growth Equity Investments
Camino Partners 2.8
New York, NY job
Camino Partners is a privately held, values-led investment platform focused on enhancing consumers' lives. We partner with pioneering leaders to build enduring enterprise value forged with entrepreneurialism, open communication, and integrity.
Drawing on our experience building KIND Snacks from concept to a multi-billion-dollar platform, we bring a bespoke approach to partnership-combining strategic, operational, and investment expertise with flexible capital. This differentiated model allows us to act as trusted thought partners to founders, executives, and stakeholders throughout the value- creation journey.
We invest deliberately in a concentrated portfolio of companies with clear pathways to scalable and sustainable growth. Our flexible capital enables a range of transaction structures, including leading investments and co-investments alongside value-aligned executives and investors.
Role Overview
Reporting to the Executive Director, Head of Direct Investments, the Senior Associate role at Camino Partners offers a unique opportunity to be at the center of the full investment lifecycle-sourcing, evaluating, executing, and supporting portfolio companies post- investment.
As a key member of the direct investment team, the Senior Associate will work closely with Vice Presidents, the Executive Director, and senior leadership. You will gain early and direct exposure to founders, management teams, and industry leaders while building a strong foundation for a long-term career in growth equity.
This is an ideal position for someone who truly loves investing and goes beyond "processing". The right candidate will be proactive, resourceful, and creative, with excellent technical and presentation skills, a can-do attitude, and a deep desire to learn and grow through mentorship.
Key Responsibilities
Investment Execution
• Lead financial modeling and valuation workstreams with rigor ensuring identification of key variables.
• Develop testable hypotheses and execute the key analyses to test them.
• Drive components of due diligence and support transaction execution across legal, commercial, and financial workstreams.
• Synthesize data findings in data packs and create investment memos that clearly prioritize and articulate the case for investment, including risk assessments and strategic opportunities.
Sourcing & Origination
• Develop and refine theses in priority sectors, identifying opportunities and risks through data-driven analysis and industry research.
• Build proprietary deal flow by engaging founders, executives, and other trusted sources, and maintain a live pipeline with clear next actions.
• Preempt processes by identifying promising companies early and cultivating relationships with management, leveraging senior leadership and the team.
• Contribute to the establishment of top-of-funnel processes to enhance sourcing.
Portfolio Management & Value Creation
• Partner with portfolio company management teams to monitor performance, analyze KPIs, and identify growth levers.
• Provide strategic and operational insights to help accelerate portfolio company success.
• Support exit planning and liquidity events.
Firm Building & Thought Leadership
• Contribute to scaling the firm by improving internal processes, sharing best practices, and driving innovation.
• Represent Camino Partners at industry events to enhance the firm's visibility and relationships.
Requirements
Candidate Profile
We are seeking a curious, high-performing, and driven investor who thrives in an entrepreneurial environment. The ideal candidate will embody the following:
Experience
• 4-6 years total experience, including:
• At least 2 years in investment banking or management consulting with rigorous analytical training and proven ability to work with high quantity of data.
• 2+ years in direct investing (growth equity, growth buyout) with exposure to structured equity, complex waterfalls, and deep market/company diligence.
• Proficient in Excel.
• Preference for some knowledge in modern analytics (Python) or a willingness to upskill through a learn-by-doing mindset.
• Demonstrated ability to work in lean, fast-paced environments where autonomy and initiative are key.
Key Attributes
• Passion for Investing - Genuine excitement and curiosity for identifying and backing exceptional teams and scaling businesses.
• Proactive & Resourceful - Doesn't wait for directions to be given; proactively suggests course of action and seeks alignment.
• Agile Learner - Comfortable diving into new sectors quickly and discerning what drives value creation.
• Data-Driven, Analytical Excellence - Top-tier financial modeling, valuation, and strategic thinking skills.
• Clear Communicator - Delivers thoughtful, persuasive presentations and written work with excellent attention to detail.
• Relationship Builder - Skilled at fostering deep, authentic connections with founders, operators, and deal sources.
• Team Player - Thrives in a collaborative environment where success is collective, not individual.
• Mentorship-Oriented - Hungry to learn from senior team members and grow into a future leader.
Benefits
Why Join Camino Partners?
• Early and meaningful impact on a lean, entrepreneurial team.
• Exposure to diverse sectors and deal structures while developing deep investing acumen.
• Close mentorship from senior leaders with decades of investing and operating experience.
• Collaborative and supportive culture centered on excellence, integrity, and growth.
What Camino Partners Offers
• Competitive Total Annual Compensation [$225-$350K]
• Participation in our Long-Term Incentive Plan and Co-Invest Plan.
• 21 Days of Paid Time Off (pro-rated in the first year of service).
• Hybrid work policy.
• Excellent health, dental & vision insurance with the employee portions of basic plans covered by Camino Partners at 100%.
• Retirement savings program with company match.
• Charitable gift matching program.
EEO Statement
At Camino Partners, we are committed to an equitable workplace where diversity in all its forms is championed. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applications with criminal history, consistent with legal requirements. If you require special accommodation, please let us know.
$95k-148k yearly est. 2d ago
Community Development Administrative Assistant, Cleveland
Dollar Bank, FSB 4.1
Cleveland, OH job
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
* High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
* Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
* Mortgage, credit counseling or lending experience preferred.
* Knowledge of Bank operations, functions and organization preferred.
* Must be proficient in Microsoft Office products (Candidate will be tested).
* Communicate clearly and concisely, both orally and in writing.
* Establish and maintain effective working relationships with those contacted in the course of work.
* Strong interpersonal skills required.
* The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
* A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
* Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
* Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
* Attend evening and weekend events as required
* Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
* Review Home Ownership Program applications.
* Actively researches for new community development partnerships that align with Community Development mission.
* Order and review credit reports as requested.
* Maintain updated filing/purging system to keep accurate count of program clients.
* Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
* Manage database of new clients via computer and create customer records.
* Assist Community Development Officer with clients and follow-ups as needed.
* Work in conjunction with Marketing Department on departmental booklet ads for events.
* Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
* Prepare for exams from the Office of the Comptroller of the Currency (OCC).
* Verify/Investigate organizations as 501 (c3), non-profit.
* Prepare and send notifications/official letters to approved organizations.
* Assist VP with contribution budget preparation and monitoring.
* All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: 45,000-54,000
$26k-32k yearly est. 3d ago
Senior Construction Project Manager
Yellowstone Real Estate Investments 3.9
New York, NY job
Headquartered in Manhattan, Yellowstone Real Estate Investments is a development firm specializing in opportunistic and value-added real estate transactions across the United States. Yellowstone invests in both equity and debt across the capital structure, applying rigorous investment criteria to generate superior risk-adjusted returns. Our company is dedicated to identifying and capitalizing on high-potential real estate opportunities.
Role Description
This is a full-time on-site role for a Senior Construction Project Manager, located in New York, NY. The Senior Construction Project Manager will oversee the planning, coordination, and execution of construction projects from inception to completion. Key responsibilities include managing project timelines and budgets, ensuring quality standards, liaising with stakeholders, and ensuring compliance with relevant regulations and safety protocols.
Qualifications
Project Coordination and Construction Project Management skills
Expertise in Budgeting and Construction Management
Strong Project Management experience
Excellent leadership and communication skills
Ability to work effectively with a range of stakeholders
Bachelor's degree in Construction Management, Architecture, Engineering, or a related field
Proven track record on construction projects in New York.
$63k-74k yearly est. 3d ago
Credit Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$56k-86k yearly est. 4d ago
Client Relationship Specialist
Charles Schwab 4.8
Mount Kisco, NY job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$67k-87k yearly est. 19h ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 2d ago
Global Corporate Banking Summer Analyst Program - 2027
Bank of America Corporation 4.7
New York, NY job
Why Corporate Banking?
A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions.
The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals.
As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner.
Corporate Banking vs. Investment Banking
Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences:
The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity
The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager
As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives
Why Bank of America?
Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues.
Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions.
Why our Summer Internship program?
The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout.
Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career.
As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you!
Working on live deals
Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees
Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations
Working on client pitches, helping strengthen and expand the relationship
Preparation of relationship overview and coverage team pages
Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis
Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis
* Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise
Qualifications
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028
3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities
Distinguished written and oral communications skills
Strong analytical and organizational skills and attention to detail
Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic
Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments
Bank of America does not complete third party forms from colleges, universities, or other parties.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$68k-93k yearly est. 2d ago
Travel Medical Lab Technician - Blood Bank - $2,400 per week
GLC On-The-Go 4.4
Plattsburgh, NY job
GLC On-The-Go is seeking a travel Medical Lab Technician for a travel job in Plattsburgh, New York.
Job Description & Requirements
Specialty: Medical Lab Technician
Discipline: Allied Health Professional
Start Date: 02/09/2026
Duration: 13 weeks
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: Technician Laboratory - Plattsburgh, NY - 16-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Laboratory where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Plattsburgh, NY
Assignment Length: 16 weeks
Start Date: 02/09/2026
End Date: 06/01/2026
Pay Range: $2,160 - $2,400
Minimum Requirements
Active license in Laboratory
1 year full-time Technician, Laboratory experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #490399. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Medical Lab Technician Laboratory
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.2k-2.4k monthly 1d ago
Inside Sales Representative - Independence, OH
Reliance First Capital, LLC 3.7
Reliance First Capital, LLC job in Independence, OH
Kickstart Your Sales Career with Us!
Are you eager to launch a career in sales? Do you have a strong work ethic and a desire to learn? If you're motivated, coachable, and ready to grow, we want YOU to join our dynamic team!
What We Offer:
Competitive base salary + commission - earn while you learn!
Comprehensive PAID training and hands-on mentorship to develop your sales skills.
Clear career growth path - opportunities for promotion and advancement.
A supportive and energetic team environment.
Performance-based incentives, bonuses, and rewards.
Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.
What We're Looking For:
No prior sales experience required - just enthusiasm and a willingness to learn!
Excellent communication skills and a positive attitude.
Self-motivated and goal-driven mindset.
Why Join Us?
This is your chance to break into sales with a company that invests in your success. If you're looking for a rewarding career path with unlimited earning potential, apply today and take the first step toward a thriving sales career!
Ready to start your journey? Apply now!
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristic protected by law. NMLS# 58775
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Reliance First Capital, LLC may also be known as or be related to Reliance First Capital, LLC.