Contact Center Manager
Ridgewood Savings Bank job in New York, NY
The Estimated Salary is $85,000-$110,000/Annually.
Duties and Responsibilities/Results:
Manage and lead a team of customer support professionals, setting clear performance expectations and goals for growth.
Assist the Digital Channels Officer with overseeing the day-to-day execution of the department's contact center, business development and service and support initiatives.
Partner with the Retail Banking division to effectively retain and deepen cross channel deposit relationships.
Oversee staff to ensure adherence to Bank SLAs.
Provide leadership in a Contact Center environment that promotes teamwork, employee respect, empowerment, and open communication.
Mitigate fraud by analyzing unusual customer behavior and collaborating with key partners to optimize fraud operation policy and procedures.
Gain insights from data by analyzing contact center metrics and KPIs. Lead improvement initiatives to ensure goals are met.
Make recommendations to management based on findings and assist to implement them.
Ensure adherence to contact center policies, produces and regulatory requirements.
Conduct regular performance evaluations, provide coaching and feedback to direct reports, an identify training needs to enhance individual and team performance.
Collaborate with other departments to resolve customer inquiries, and escalated issues to improve the overall experience of our customer.
Ensure the bank policies and procedures and being followed by reviewing and approving daily work and reports.
Stay updated on industry trends, best practices, and emerging technologies related to contact center
Supports Contact Center taking inbound calls during high call volume periods.
Accomplishes performance objectives by recruiting, selecting, training, coaching, counseling and disciplining employees; administering scheduling and completing payroll; enforcing policy and procedures.
Participates in special projects/assignments as needed.
Must be available to work evenings and weekends as required.
Job Specifications:
Three to five years of contact center management experience.
Proven and demonstrable leadership, management and motivational skills.
Working knowledge of contact center technology, including ACD, workforce management, and quality management.
Maintain up-to-date knowledge of and adhere to all state and feral regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy, and Fair Lending.
Must be experienced and comfortable working in a fast-paced environment and able to deal well with change.
Strong analytical and organizational skills with an attention to detail and demonstrated ability to multi-task.
Demonstrated ability in written and verbal communication and presentation skills, capable of explaining complex subjects in manageable pieces to Banking and Non-Banking staff.
Demonstrated strong project management skills and experience in cross-departmental efforts.
4-year college degree preferred
3-5 years of experience in Electronic Banking, preferred
Proficiency in Microsoft Office (Outlook, Excel, Work, and PowerPoint)
Knowledge of mobile and desktop device operating systems
Strong inter-personal, team and collaboration skills.
Assistant Vice President & Commercial Appraisal Officer
Ridgewood Savings Bank job in Lake Success, NY
is $110,000-$160,000/Annually.
Duties and Responsibilities/Results:
Conduct thorough reviews and analyses of completed appraisal reports of income-producing properties, including multifamily, office, mixed-use, and retail.
Ensure that valuations are reasonably supported, credible, and compliant with federal and state regulations, USPAP (Uniform Standards of Professional Appraisal Practice), FIRREA, bank policies and guidelines, and industry standards.
Opine on the overall reasonableness and reliability of the appraisal reports received.
Review, analyze, render, and communicate decisions regarding the acceptance of appraisals performed by third-party vendors.
Complete internal appraisal assignments for use in loan underwriting decisions.
Engage in regular communication with and serve as an advisor to Loan Officers and Executive Management on appraisal and real estate valuation matters.
Order appraisals, complete market research projects, and conduct property site inspections as needed.
All other duties, as assigned.
Required Qualifications:
New York State General Appraiser Certification License (Current and in Good Standing) is required.
Minimum 10+ years of recent experience appraising and/or reviewing complex multifamily residential, mixed-use, and/or commercial properties in the New York Metropolitan Area.
Reviewer must have strong analytical, written, and verbal skills and be proficient with New York Metropolitan Area Real Estate.
Knowledgeable, experienced, and familiar with various property types, including office, retail, multifamily, and cooperatives throughout the New York Metropolitan Area.
Knowledge of commonly used real estate database sources, including RealQuest, Comps Inc., CoStar, and Multiple Listing Service (MLS), is a must.
Good organizational and management skills and ability to work independently.
Software proficiency in Microsoft Office Suite and Outlook.
Bachelor's degree required.
Preferred Qualifications:
Ability to solve problems involving multiple facets and variables in non-standardized situations.
Ability to manage time efficiently to meet strict deadlines.
MAI or AI-GRS (Review) Designation a plus.
A degree in Accounting, Finance, Economics, or a related field is preferred.
Lead Securities Quantitative Analytics Specialist
New York, NY job
**About this role:** Wells Fargo is seeking a Quantitative Software Engineer, Vice President (Lead Securities Quantitative Analytics Specialist). The front office financial software engineer will be involved in the implementation of various financial models, including interest rate, mortgage prepayment and default, derivative valuation, hedging, and horizon forecast models. A core focus of the role is on software engineering and DevOps best practices to enhance and streamline the library development and release cycle and CI/CD workflow, optimizing the translation of business and mathematical logic into performant, modular, and appropriately abstracted code. SDLC automation is also a focus, e.g. build system, testing, and release.
The Wells Fargo Investment Portfolio (IP) manages the Company's Available-For-Sale (AFS) and Held-To-Maturity (HTM) securities and loan portfolios, and the Reinsurance and Bank Owned Life Insurance (BOLI) businesses as part of the Finance group. IP also provides strategic and analytical balance sheet support to the bank, as well as a centralized, street-facing trade execution and hedging function and centralized mortgage modeling for the enterprise.
In this role you will:
· Implement and enhance the firm's proprietary analytics library in C++.
· Generate, test, implement, and deploy ideas to improve system performance or team productivity.
· Improve the library's safety, reliability, and usability.
· Work constructively in collaboration with business, model development, model validation, and IT.
**Required Qualifications:**
+ 5+ years of Securities Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of C++17
+ 3+ yrs Python experience
**Desired Qualifications:**
+ Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
+ 2+ years hands on programming experience, C++17, C++2x
+ 3+ years of quantitative analytics library software development experience in a buy-side or sell-side institution or a quant solution vendor
+ 3+years of DevOps concepts, specifically in CI/CD
+ Experience with CMake (e.g. scripting find modules, CTest, CMake presets)
+ Experience in software development cycle and agile technologies, e.g. Git, Jira, Confluence
+ Experience with asynchronous event driven or reactive programming architectures
+ Experience in or passionate about Agentic AI
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Ability to travel up to 10% of the time
+ Work Hybrid schedule at one of the locations listed
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **_._**
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
9 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-480069
Private Wealth Client Associate
New York, NY job
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination
New York, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Acts as the senior product representative on a client team and is solely responsible for all product transactions with key clients. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing.
The Private Equity/Real Assets Product Sourcing & Origination team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit, Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics.
In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs.
The role is an integral part of the broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations as well as perpetual and evergreen offerings.
Initiatives specifically include:
* Sourcing managers/funds
* Onboarding managers and launching feeder funds and direct investments
* Determining offering and pricing structures
* Negotiating terms
* Managing external funds relationships while assisting on existing products
* Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients
* The Private Equity/Real Assets Product Origination team strives to develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics.
* In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs.
* The role works alongside the broader team Private Equity/Real Assets Origination team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations
Job Responsibilities:
* Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients
* Developing appropriate legal structure and operational process for each product
* Assisting in determining pricing structures
* Negotiating business and operating terms with fund managers
* Coordinating launching and oversight of private equity funds
* Coordinating investment and business due diligence efforts
* Ensuring proper internal and external legal review
* Coordinating internal review processes
* Creating contractual agreements and business proposals
* Analyzing private equity offering documents to determine business, legal and headline risk
* Maintaining comprehensive knowledge of all private equity fund structures, terms and other industry trends
* Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:
* Coordinating appropriate actions to address developing matters with existing funds
* Drafting formal communications for financial advisors and clients
* Ongoing maintenance of platform collateral
* Integration of offerings across the Bank of America platform
Required Qualifications:
* Knowledge of financial market
* Demonstrated capability to work in a team environment
* Ability to manage and execute multiple projects
* Excellent written and verbal communication skills
* Series 7 and 63/65 or 66 preferred at time of hire or must be able to obtain within 120 days of start date.
Desired Qualifications:
* 8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing
* Bachelor's degree (concentrated in Finance or Business MBA)
* Knowledge of private markets
Skills:
* Analytical Thinking
* Customer and Client Focus
* Financial Management
* Presentation Skills
* Risk Management
* Business Development
* Client Management
* Client Solutions Advisory
* Market Analysis
* Negotiation
* Causation Analysis
* Financial Forecasting and Modeling
* Product Management
* Relationship Building
* Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40
Associate - Equity Research, SMid Biotech
New York, NY job
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************
**Job Description:**
The SMid/ Large Cap Biotechnology Equity Research team covers companies spanning three main disease areas of oncology, central nervous system disorders, and rare diseases. The lead analyst is top three ranked in the Institutional Investor vote for the smid biotech category. In 2021 the team worked on several priced IPOs and add ons and is currently vetting several additional transactions. The candidate for this position should be intellectually curious and have a deep desire to learn.
The ideal candidate possesses a life science background and experience with financial modeling in either sell-side research or healthcare investment banking.
He or she will work alongside the Senior Analyst and Associates in all aspects of the research process, from idea generation to modeling, including but not limited to the following:
+ Write industry and company reports and company launch initiations
+ Develop doctor/patient surveys and conduct doctor interviews to understand market dynamics, demand and future projection
+ Build financial models to quantitatively analyze company valuations
+ Demonstrate industry knowledge (such as regulatory, pricing) from early-stage study to market approval
+ Build relationships and facilitate information flow with contacts at covered companies
+ Seek out new, value-added and/or unusual sources of information
+ Have ability to monitor news flow and highlight stock-impacting updates when the Senior Analyst is traveling
+ Interact regularly with sales, trading and external clients and if performance on team is strong enough, take on coverage of individual names over time
This position has a requirement of being in the office 4 days per week.
**Qualifications:**
+ Bachelor's Degree or equivalent years of experience (Advanced degree in life science discipline is a plus)
+ Ideal candidate would have 1-4 years of experience in biotech equity research, buy side experience or investment banking experience
+ Strong writing and financial modeling skills is a must
+ Must enjoy following the stock market and doing desktop and field research
+ Academic background in a life science field and should understand economics, macroeconomic factors and policy
+ Must have excellent communications skills, written and verbal
+ Must have strong attention to detail, ability to multi-task
+ Must work well in a collaborative team environment
+ Must have strong desire to be a team player and view team's success as a reflection of individual success
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Mortgage Retail Sales Coordinator (SAFE)
New York, NY job
About this role: Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
* Build or maintain relationships with current and prospective customers
* Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
* Receive direction from consultants or managers related to Mortgage Retail Sales functional area
* Build relationships with current and prospective customers
* Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Excellent verbal, written, and interpersonal communication skills
* Mortgage industry experience
* Customer service experience
* A BS/BA degree or higher
* 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information
* Knowledge and understanding of business development and marketing
Job Expectations:
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$23.56 - $29.81
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
29 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Maintenance Laborer
Ridgewood Savings Bank job in New Hyde Park, NY
Estimated starting salary is $712-$867 per week.
Duties and Responsibilities Include:
Maintains bank properties by ensuring that debris, snow and ice are properly abated.
Performs minor painting assignments.
Routinely inspects and changes light bulbs.
The safe removal and relocation of existing furniture.
Receives deliveries and ensures that materials and supplies are properly inventoried.
Cleaning, disposing of debris, landscaping and lawn mowing of properties acquired by the Bank through judicial foreclosure proceedings.
Responds to adverse weather conditions (snow, rain) by ensuring that the banks surroundings are kept in a safe condition.
Helps out when necessary by performing other related duties which may be necessary from time to time.
Qualified applicants must have:
High School Diploma or G.E.D equivalent.
Working knowledge of hand tools.
A valid driver license and access to a personal vehicle.
Ability to lift a minimum of 50 lbs.
2026 Investment Banking Summer Associate Program (New York) - Early Careers
New York, NY job
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
**What to Expect**
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
+ Building valuation models and supporting transaction execution
+ Conducting company and industry research
+ Preparing client materials and pitch presentations
+ Participating in diligence sessions, client meetings, and internal discussions
+ Collaborating with senior bankers on engagements across sectors and geographies
+ Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
**Is This Program Right for You?**
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
**Required Qualifications**
+ 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
**Desired Qualifications**
+ MBA with an expected graduation date of December 2026 to June 2027
+ Strong verbal and written communication skills
+ Ability to operate effectively both independently and in teams
+ Advanced Microsoft Office (Excel, PowerPoint, Word) skills
+ Track record of leadership or involvement in professional or academic initiatives
**Program Locations**
Positions are available in New York.
**Pay Range:**
NY (New York City): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
31 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-483558
Teller Part Time Harlem
New York, NY job
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location(s):
143 Lenox Ave. - New York, NY 10026-2234
286 Lenox Ave. - New York, NY 10027-4921
Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting
@RWF22
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$22.00 - $27.50
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
1 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Merrill Market Client Relationship Manager
New York, NY job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
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.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* 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.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Community Mortgage Bank Sales Consultant
Hempstead, NY job
About this role:
Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at ***********************
In this role, you will:
Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required
Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities
Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs
Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines
Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process
Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Mortgage industry experience
Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources
Knowledge and understanding of sales prospecting and generating referrals
Experience with educating clients on various mortgage purchase programs
Experience developing and cultivating professional relationships
Customer service experience
Basic Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Ability to provide leadership by coaching, training, and mentoring
Job Expectations:
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Willingness to travel
Reliable transportation
Ability to work nights, weekends, and/or holidays as needed or scheduled
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$0.00 - $0.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Credit Analyst III/Hedge Funds - Global Markets Credit
New York, NY job
New York, New York;Chicago, Illinois; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************
**:**
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:**
Responsible for all aspects ofthe underwriting andcredit management of Hedge Funds (HF)for the Global Markets business inclusive of trade approvals, internal credit ratings and limit management. This is a high-volume and fast-moving portfolio that utilizes a risk-based approach to drive revenue while maintaining appropriate credit risk disciplines.
**Responsibilities:**
+ Credit analysis: Participate in initial and ongoing due diligence of HFs. Perform quantitative and qualitative credit assessment, setting internal ratings and recommending credit limits
+ Initial margin calculation: Determine initial margin (IM) and evaluate transactional risks associated with OTC and exchange traded derivatives, securities financing and structured trades
+ Trade approval: Hold delegated approval authority to approve trading floor request (OTC derivatives) or to make recommendations to higher authority levels.
+ Relationship management: Build strong working relationship with external HF clients, internal business partners including Sales, Structuring & Trading, Risk counterparts, Legal and Audit Function
+ Risk monitoring: Undertake regular exposure analysis including internal stress testing and IM back testing. Monitoring of performance and AUM flow data received from HFs
+ Trading documentation: Liaise with Legal and client in negotiating ISDA, CSA, GMRA etc.
+ Portfolio reviews: Preparation of portfolio reports and reviews, including analysis of OTC and F&O exposures, any counterparties of concern and other pertinent risk issues.
+ Candidate will be responsible for underwriting credit lines to support hedge fund client traded products.
**Required Qualifications:**
+ 2+ years of prior hedge fund (Reg Fund or Financial Institution) risk management and/or hedge fund due diligence experience.
+ Proficient with Microsoft Office.
+ General knowledge of Hedge Funds, their strategies and financial derivatives.
+ Candidate will have significant exposure to Global Markets personnel including Trading / Structuring / Sales, as well various support partners.
+ Candidate must be comfortable working on transactions in a fast-paced capital markets/trading environment.
+ Ability to thrive in a fast-paced environment, consistently meet deadlines, and demonstrate strong quantitative and analytical skills
**Desired Qualifications:**
+ Bachelor's Degree
+ Masters Degree
+ CFA Charter Holder
**Skills:**
+ Attention to Detail
+ Client Management
+ Decision Making
+ Underwriting
+ Credit Documentation Requirements
+ Critical Thinking
+ Portfolio Management
+ Problem Solving
+ Written Communications
+ Financial Analysis
+ Negotiation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Building Engineer Helper - Union
New York, NY job
Assist in maintaining the integrity and efficient operation of building systems in all assigned buildings and perform a variety of client services in accordance to BXP's established operational and safety procedures. Essential Functions:
* Under the direction and supervision of a Building Engineer and/or Assistant Chief Engineer and/or Chief Engineer:
* Maintain, repair and ensure the efficient operation of all building systems. Building systems may include HVAC, pneumatic control, water treatment program, electrical, lighting, plumbing, energy management, fire protection, structural, hardware and keying.
* Perform maintenance on all equipment
* Perform tests and physical inspection of all fire suppression and alarm systems, providing technical support and cooperation to the Fire Safety Director and the Property Manager
* Test and maintain treatment program of all HVAC water systems
* Perform various services for clients
* Receive work assignments, plan work to be performed and obtain necessary tools, equipment and materials. Complete work/assignments and paperwork in a timely manner.
* Keep the shop, equipment rooms and common areas clean, organized and safe. Provide proper care to the assigned equipment, tools, and uniforms.
* Maintain a logbook on daily activities/events.
* Respond to client requests and complaints regarding building operations.
* Available for 1) various shifts, 2) to fill in for other personnel, and 3) to occasionally work extended hours, nights, weekends and holidays to ensure adequate building coverage and perform necessary repairs. Respond to after hours emergencies such as fire, flooding, severe weather (including snow and ice removal) power outage and other situations including clean-up activities.
* Promote and contribute toward overall effort in maintaining a high standard in the operation and appearance of the building(s) and grounds as well as positive client relations through daily work practices.
Non-Essential Functions:
* Perform other duties as assigned.
Requirements and Qualifications:
* Pursuant to the terms of the applicable Collective Bargaining Agreement:
* The Union shall have five (5) business days to supply qualified candidates for this position
* An individual selected to fill this position must become a member of the Union after the thirtieth day following employment
* A High School diploma or equivalent educational certification preferred.
* Possess basic mechanical aptitude.
* Exhibit a willingness to learn.
* Ability to work independently with limited supervision and as a productive member of a team.
* Ability to organize and coordinate responsibilities efficiently.
* Ability to handle multiple tasks.
* Ability to communicate effectively with coworkers, clients, and vendors.
* Basic computer skills necessary to operate computer for general day to day work.
* Ability to demonstrate exemplary client relations and provide excellent customer service.
Physical Requirements:
* Regularly required to stand, walk, reach and use arms to perform tasks as well as push and pull objects and grasp with hands.
* Regularly required to talk and hear and occasionally required to taste and smell.
* Frequently required to sit, stoop, crouch, kneel, crawl, balance, climb stairs and ladders, work at heights and in environments with temperature ranges while working outside and inside.
* Regularly required to lift and/or move up to 20 pounds, and occasionally required to lift/move 50+ pounds.
* Specific vision abilities include close vision, distance vision, color vision and depth perception.
* Involves movement between departments, buildings, and floors to facilitate work.
Internal and External Contacts:
* The position interacts extensively with clients, vendors, and contractors, as well as other employees within BXP.
Reporting Structure:
* Receive immediate supervision and direction from the Building Engineer, Assistant Chief Engineer, and/or Chief Engineer. In the absence of a supervising Engineer, the Property Manager will provide supervision, direction and assistance. Work performance is reviewed on a periodic basis.
Salary:
$40.07. This represents the current Union rate, and a total package includes Union benefits. Additional details will be provided during the hiring process.
BXP is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
Guard (FT)
Ridgewood Savings Bank job in Franklin Square, NY
is onsite in our Franklin Square branch in Nassau.
is $712-$867 per week.
Duties & Responsibilities:
Follow established opening and closing procedures ensuring that the premises are safe for arriving employees to enter when opening and all valuables, bank assets and customer information are secured at the end of the day. Ensure alarm system is activated during non-business hours for protection.
Inspect automated teller machines, (ATM's) to detect the installation of skimming devices.
Observe all activity and report to management any suspicious persons or activity that may be conducted inside or outside of the bank.
Maintain good customer relations by assisting them with their needs such as helping fill out various forms and directing them to the proper bank employee. Assist elderly or disabled customers by holding the door open for them.
Ensure that floors are kept free of trip and slip hazards, preventing customer falls or injury.
Assist management when needed in maintaining order if there is a person dissatisfied with service.
Help out when needed by performing other related duties that may be necessary from time to time at Management discretion.
Job Specifications:
A High School Diploma/GED required. A demonstrated knowledge of law enforcement is helpful but not necessary.
Active NYS Security Guard License preferred.
Incumbent should have the ability to stand for long periods of time.
Possess good customer service skills.
Must be willing and able to relocate to other branch offices on short notice.
Access to a personal vehicle and possession of a valid driver's license preferred, but not required.
Messenger/Maintenance
Ridgewood Savings Bank job in New Hyde Park, NY
is $712.87-$867.37 per week.
Duties and Responsibilities/Results:
Drive to New Hyde Park warehouse to pick up bank owned vehicle used to deliver interoffice mail.
Pick up and deliver documents, packages, and other items between offices, and vendors if needed. Pick-up supplies to be delivered requested by load sheet and ensure all items are accounted for and ensure items are delivered securely and confidentially when required.
Drive to the Main Office to pick up interoffice mail and any other supplies and marketing materials to ensure timely delivery to the branches.
Drive to each branch on the assigned route to deliver mail and pick up any outgoing mail from the branches.
Responds to adverse weather conditions (snow, rain) by ensuring that the banks surroundings are kept in a safe condition.
Receives deliveries and ensures that materials and supplies are properly inventoried.
Report any issues, delays, or traffic problems to supervisors.
Maintain cleanliness and basic maintenance of the delivery vehicle (if applicable).
Operate company-provided vehicles in a safe and legal manner.
Helps out when necessary by performing other related duties which may be necessary from time to time.
Job Specifications:
High School Diploma or General Equivalency Diploma required.
Good Writing and Communication Skills.
Comprehension of the English language (handling correspondence).
Basic PC skills required.
A knowledge of Excel and Word is beneficial but not required.
Ability to get along with others.
Valid NYS driver license.
Physical Requirements:
Must be able to lift to 50 lbs.
Lead ABL/Factoring Portfolio Manager
New York, NY job
About this role: Wells Fargo is seeking a Portfolio Manager in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The PM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.
In this role, you will:
* Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
* Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
* Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
* Partner with coverage teams within the context of individual deals and client relationships, to understand clients' businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
* Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
* Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
* Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product's or specialty's objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
* Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
* Be a key participant in large-scale planning related to a given product or specialty's business objectives
* Serve as a mentor for less experienced individuals
Required Qualifications:
* 5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience in Asset Based Lending and Factoring
* Microsoft Office: Excel, Word, PowerPoint
* Strong understanding of financial statements, collateral analysis, and loan structuring.
* Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
* Excellent interpersonal, communication, and negotiation skills.
* Strong understanding of commercial banking products and services.
* Ability to analyze client needs and develop tailored financial solutions.
Job Expectations:
* Travel: 10% of the time
* This position offers a hybrid work schedule
* Willingness to work on-site at stated location on the job opening.
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$167,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
30 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
CRE Property Inspector
Ridgewood Savings Bank job in Lake Success, NY
is $50,000-$80,000/Annually.
Duties and Responsibilities/Results:
Perform full interior and exterior inspections of commercial properties, including, but not limited to, multifamily, mixed-use, office, retail, and industrial properties.
Perform a thorough tour of the property (self-guided at times).
Provide sufficient photos of the property, neighborhood, and comparable properties.
Research public databases in order to identify open building violations, tax liens, water charges, etc., prior to inspection.
Interview tenants, owners, and property management to verify rent roll information, occupancy status, and identify and discuss the status of any open building violations and/or needed repairs.
Prepare property inspection reports to be retained as part of the loan file and effectively communicate any immediate areas of concern to Bank management.
Assists as needed by performing other related duties, which may be necessary from time to time.
Job Specifications:
High School Diploma or equivalent.
Minimum of 1-year professional Commercial Real Estate experience required.
Must have strong verbal and written communication skills.
Require attention to detail
Able to analyze information gathered in order to identify potential problems or discrepancies
Commercial real estate experience, property inspection, and/or property management experience is preferred.
Should have a strong computer background, including Internet search skills and demonstrated knowledge of Microsoft Word and Excel.
Strong communication and customer service skills.
Other requirements:
Must have a valid driver's license, access to a personal vehicle, and be willing and able to travel to various locations throughout the Metropolitan New York area.
Must have basic geographic knowledge of the New York Metropolitan Area.
Must be physically able to inspect all property types as required for job duties:
Performs work both indoors and outdoors and may be subject to weather extremes.
Walks, stands, and stoops for extended periods of time on flat surfaces as well as inclines, declines, uneven, narrow, slippery, natural or paved terrain, etc.
Climbs up and down stairs, ramps, and grades.
Staff Auditor-Fully Onsite (Lake Success, NY)
Ridgewood Savings Bank job in Lake Success, NY
is $60,837-$76,059/Annually.
The candidate selected will be required to work in our Lake Success office.
Job Specifications:
Bachelor degree in a financial or business related concentration.
A minimum of three (3) years experience in performing financial or operational audits, and/or completion of an audit certifications (CIA, CRMA) - preferred.
Demonstrated PC skills, including Word and Excel.
Demonstrated ability to build and maintain rapport with supervisors, peers, staff, and members of Senior Management.
Excellent verbal and written communications skills and interviewing techniques.
Preferred proficiency in the use of software applications utilized by the Bank.
Valid Driver's license and access to personal vehicle required.
Duties and Responsibilities Include:
Assist Management of the Bank by performing an independent and unbiased evaluation of the controls, systems and procedures of the area under review, through the preparation of narratives, development of audit programs (APG), interviews of Management and department staff, tests of data and examination of the control environment of the area under review.
Ensure that audits are relevant and current by reviewing information from various sources, such as written documentation in the department's permanent file, external publications and services, and interviews with members of Management of the audited area. Document and evaluate the narratives, for the levels of risk involved in each in order to determine if exposures to the Bank exist.
Assist in the preparation of audits assigned as the Project Leader (In-Charge), including the assignment of work to members of their audit team, and maintain accurate management of hours budgeted.
Monitor the work of the audit team members to ensure that narratives and Audit Programs are complete, well-organized, accurate, in a proper format to conform to accepted auditing standards, and completed in a timely manner.
Perform fieldwork in the form of testing and analysis of data to determine if reasonable conclusions can be made regarding the data under review.
Ensure that findings noted on audits for which they are the In-Charge, are relevant and properly communicated and understood by Management via meetings with the auditee on an on-going basis throughout the audit.
Prepare a report for Management, regarding the area being reviewed, which expresses an opinion of all fieldwork performed by members of the audit team.
Provide guidance, training, and coaching to Audit Department staff assigned to their audit team.
Provide assistance to external auditors performing audits of the Bank, as needed.
Assist the external auditors regarding confirmations by performing alternative procedures testing through review of customer's account histories, determining the nature of any discrepancies in customers' accounts and reporting back to the external auditors.
Assist as needed by performing other related duties that may be necessary from time to time.
Part-Time Universal Banker
Ridgewood Savings Bank job in New York, NY
Estimated starting salary is $22.17-$26.97 per hour.
The Part-Time Universal Banker role will provide savings bank services to new and existing customers in an efficient and reliable manner consistent with government regulations and bank policy and procedures
Skills Requirements:
Above average verbal and written communications skills preferred.
Basic math skills
Proficient with the use of a Personal Computer
Basic knowledge of Microsoft Office.
Education & Experience Requirements:
High School Diploma or G.E.D. equivalent.
Teller and or Customer Service experience required.
Duties and Responsibilities Include:
Promotes the sale of Bank products and services to customers through our internal sales process in order to maximize banking relationships.
Responds to customer requests by answering questions regarding service, products, and account information and processing requests for various banking services.
Processes the opening of accounts by collecting and verifying identification as required by the Customer Identification Program in accordance with BSA. Ensures customer receives appropriate disclosures in accordance with Regulation DD.
Processes transactions including the closing of accounts and executes changes following established procedures. Deters fraud by checking validity of all documentation received from customers, examining and collecting pedigree information, examining checks for endorsements. Verifies appropriate hold codes and other information such as dates, bank names, and the legitimacy and/or negotiability of all items received.
Orders ATM and Debit MasterCards for customers through core system, ensuring correct information for appropriate delivery and to mitigate risk.
Performs clerical tasks assigned by Branch Management Team and Head Teller including filing, locating account records, scanning of work, and updating account information on the core system.
Adheres to current shred procedures to be compliant with Regulation P.
Analyzes and rectifies customer concerns through satisfactory verbal and written communications by following established procedures.
Performs follow-up phone calls to customers to ensure exceptional level of service and all pending items received.
Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers.
Verifies accuracy of monetary transaction by employing basic math skills and utilization of a calculator.
Processes various customer transactions through effective use of the Bank's core operating system and cash dispenser.
Balances daily by counting cash, adding checks, listing transaction totals, and various ledger items. Additionally, identifies and corrects transaction errors when debits and credits do not balance.
Ensures regulatory compliance by applying bank policies and procedures when processing transactions.
Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlement in accordance with Regulation CC.
Sells currency as necessary to management in order to mitigate risk and be compliant with set cash limit.
Assists with training of new teller trainees, by demonstrating and teaching appropriate transaction processing, observing and correcting the trainees as they perform transactions, and assisting them in preparing to open their own teller box.