Financial Consultant - Rockville, MD
Rockville, MD job
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
2026 Risk Advisory Services Consultant
Columbia, MD job
JOB SUMMARYAs a Staff Consultant in Risk Advisory Services will offer internal audit, internal controls, compliance and risk management consulting. You will play a pivotal role in assisting the Senior Consultant in identifying, assessing, and mitigating risks within their organizations. You will work closely with the Senior Consultant to understand the client's unique business environments, operational processes, and regulatory requirements, offering tailored solutions to enhance their risk management practices. This position requires an understanding of risk management principles, strong analytical skills, and the ability to communicate concepts effectively.
Handles less complex tasks and projects within discipline/ function
Performing risk assessments developing work plans and project approaches, developing project budgets, establishing that quality objectives are met, and building teams to support the day-to-day execution of developed work plans
Performing assessments of business process and IT general controls
Utilizing communication and negotiation skills, effectively communicating ideas/issues with teams and clients
Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
Demonstrates advanced technical knowledge effectively through written and verbal communication
Follow regulations and professional ethics of state bodies appropriate to discipline, including the IIA, ISACA, GAO, AICPA etc
Assists management in planning and managing engagement activity and follows through to achieve results
Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Appropriately manages risk and ensures quality control procedures are being executed
Builds client relationships and maintains quality working relationship
Responds timely and accurately to internal team and client requests
Remains flexible to client requests and requirements
Seeks new ideas and better ways of accomplishing job and company goal
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
0 - 1 years of relevant experience
Bachelor's degree in accounting, finance, technology, computer sciences or equivalent experience
Responsible for completing the minimum CPE credit requirement
Preferred education and experience
Cumulative GPA of 3.0 or higher
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Internal audit, internal controls, compliance or risk management or other professional services environment
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyConfiguration Manager (TB-CM3-04.022123)
Fort Meade, MD job
CLEARANCE: TS/SCI with Polygraphs are required POSITION: Configuration Manager (Senior) LCAT: Configuration Manager, Level 3REQUISITION: TB-CM3-04.022123LOCATION: Ft. Meade, MarylandSEAT: Emerson JOB DESCRIPTION: The candidate must have Software Configuration Management experience with: GIT, JIRA, and CONFLUENCE. Analyzes system requirements and concept of operations documents, acquisition plans, and system descriptions to develop evaluation and test plans and procedures, prepare for and conduct the data collection and analysis, and report status and results. Supports the development of Government test and evaluation documentation e.g., Test & Evaluation (T&E) Strategy, Test & Evaluation Master Plan, Event Test Plans, Test Readiness Assessments, and T&E Reports. Works with other test organizations to support T&E program integration. Provides specialized T&E capabilities tailored to system functions, level, maturity, and performance area as assigned in the SOW. Configuration Manager, Level 3
CERTIFICATION: n/a EDUCATION + EXPERIENCE: • Master's Degree + 6 years CM in programs and contracts of similar scope, type, and complexity • Bachelor's Degree + 8 years as a CM in programs and contracts of similar scope, type, and complexity, OR • No Degree + 12 years as a CM in programs and contracts of similar scope, type, and complexity. • If assigned to a developmental program, one (1) year of experience using a source code control system for a developmental program of similar scope and complexity is required. NOTE: Degree or higher in computer science related discipline from an accredited college or university. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\
LABOR CATEGORY QUALIFICATIONSTABLE for Configuration Manager, Level 3 1. Assist in implementing hardware and software version control processes, policies and procedures2. Assist in the use of configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items3. Understand basic concepts, and assist in documenting hardware and software configuration management processes and procedures4. Implement hardware and software version control processes, policies and procedures5. Understand basic concepts, assist in maintaining and developing the environment for hardware and software product build, staging, testing and integration6. Assist in defining and implementing hardware and software configuration management processes and procedures; such as creating product build scripts and procedures, and integrating those scripts with the hardware and software build process7. Utilize configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items8. Maintain the CM environment for hardware and software product build, staging, testing and integration9. Develop hardware and software version control processes, policies and procedures and ensure that they are followed on hardware and software development projects10. Apply concepts and define and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process 11. Serve as an advisor to (or non-voting member of) Government Change Control Board (CCB)11. Ensure hardware and software version control processes, policies and procedures are followed on hardware and software development projects.12. Manage, maintain and develop the CM environment for hardware and software product build, staging, testing and integration13. Work independently and defines and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
Auto-ApplyProcessing Specialist 2
Rockville, MD job
Type: Long-term Contract, no end date. Pay: $22 Hours: Full-Time. Responsibilities
Receives and reviews electronic data, images, and videos for event processing and compares against client-specific business rules.
Provides quality assurance verification related to data, image, and video inputs and processes events in accordance with client contract requirements and standards prior to customer submission.
Reviews and verifies vehicle registered owner information prior to advancing evidence package into the customer work queue.
Sorts and categorizes data, images, and videos appropriately following guidance from client and management.
Reports any possible equipment defects, malfunctions, problems, or concerning trends to supervisor in a timely fashion.
Communicates important issues or concerns clearly and concisely with internal team members via email, phone and ticketing platforms.
Collaborates with cross-functional business units to ensure optimal program performance and results.
Supports training of new hires during onboarding and/or with new system updates and enhancements.
Maintains accurate and up-to-date process documentation and tracking.
Reviews and audits various processes and provides clear feedback for improvement.
Assists with special projects from leadership on an as-needed basis.
Performs other office-related duties as assigned.
Requirements:
High School Diploma or equivalent
Ability to pass a drug and background check.
Ability to clear extensive background check to review Personal Identifiable Information (PII).
Commitment to maintaining confidentiality and in securing important PII data.
Strong PC skills including basic proficiency in Word and Excel.
Strong attention to detail and proven track record in providing quality assurance.
Ability to communicate effectively in writing and verbally.
Level One Personnel is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.
Auto-ApplyInternal Audit Manager
Westminster, MD job
Join a mission-driven organization where your expertise in audit and leadership will directly contribute to the financial integrity and future of agriculture and rural communities.
Horizon Farm Credit is seeking an Internal Audit Manager to join our Audit team. In this role, you will lead internal audits and loan reviews to ensure compliance with federal regulations, internal policies, and sound business practices. You will manage the audit team, oversee audit engagements, and provide consulting advice to improve organizational processes. This is a high-impact role that supports Horizon's mission of serving agriculture and rural communities with excellence.
One position available, qualified candidate may work in any available Horizon Farm Credit branch location. To view locations, click here Locations | Horizon Farm Credit. Work from home opportunity available. Successful candidate may work from home with a minimum of three days per month working in the office.
Areas of Responsibility Include:
Oversees verification of compliance with internal control policies/procedures and federal regulations by examining records, reports, operating practices, and existing documentation for the Association's business processes.
Oversees evaluation of the design and operating effectiveness of internal controls/processes.
Provides support for audits and examinations conducted by external parties (e.g., External Auditor, AgFirst, or FCA).
Assesses and considers the potential for fraud while conducting internal audit and loan review activities.
Oversees preparation of risk assessments for auditable areas and generates Audit Testing Matrices (ATM).
Oversees development of detailed test procedures based on risk assessments. Oversees execution of test procedures.
Oversees analysis of transactions, records, reports, and existing documentation to determine the adequacy of controls and assess the effectiveness of processes and/or activities.
Assists in determination of whether the Association is operating in a safe and sound manner and is in compliance with federal regulations and internal policies/procedures.
Oversees preparation of supporting documentation and formal reports of all audits, including recommendations for correcting unsatisfactory conditions. Prepares exception trackers and verifies management's timely remediation of unsatisfactory conditions.
Reviews work of team members for quality, accuracy, and relevance. Coaches/develops members by sharing knowledge helping them team members attain relevant experience.
Scopes out audits and prepares planning documentation. Reviews planning and scoping procedures/documentation. Reviews audit reports and provides coaching notes to staff.
Provides consulting advice to the business for process improvements.
Recommends effective issue remediation plans for management.
Oversees remediation testing efforts.
Assists CAE in development of the audit plan.
Oversees Internal Credit Review. Attend Committee meetings to provide audit perspective and advice in a non-voting role.
Provides coaching and development to staff.
Review and provide guidance on risk assessments.
Assisting CAE with preparing Audit Committee and ELT documentation.
Assists the CAE in development and maintenance of an Internal Audit Quality Assurance and Improvement Program (QAIP).
Overseeing the accurate completion of Audit Board documentation on a timely basis.
Education
Bachelor's degree in Accounting, Finance, Management Information Systems, or Business Administration.
Experience
Generally, 5+ years of experience in internal/external audit or credit review, preferably with a Big 4 firm, large financial institution, or public accounting firm. Previous supervisory experience is preferred.
At least one certification is required - CIA, CPA, or CISA.
Preferred Skills
Experience with business processes, financial reporting, and information technology risks, processes and controls.
Extensive experience with Corporate Governance and Sarbanes Oxley (SOX) Act's regulations and requirements.
Advanced knowledge of financial reporting, IT risks and controls, and corporate governance.
Experience with testing ICFR/SOX controls and understanding of integrated audits.
Ability to create high quality deliverables using appropriate business and technical language.
Experience with audit tools such as AuditBoard, Workiva, ACL, IDEA, or other data analytics/mining software.
Knowledge of COSO framework, CoBIT and/or other leading business and information technology control frameworks.
Competency performing regulatory research and able to summarize relevant requirements.
Experience in conducting loan reviews preferred.
Excellent written and verbal communication skills.
Ability to identify regulatory compliance gaps within internal guidance (policies and procedures).
Ability to read situations and modify behavior to build quality relationships.
Ability to coach and develop staff and foster a collaborative team environment.
Adaptable and flexible to a changing work environment.
Regular, predictable, and reliable attendance is required.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401(k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Equal Opportunity Employer including veterans and individuals with disabilities.
Auto-ApplyCyberspace Intelligence Analyst
Maryland job
US Citizenship Required: Yes
Clearance: TS / SCI with Poly
Travel: Limited less than 10% of time.
Strategic Technologies Analytics Group (STAG) seeks a Cyberspace Intelligence Analyst to support a DOD customer. You will collaborate with analytical counterparts across the Intelligence and Operational Communities of Interest to develop a comprehensive intelligence picture of the Operational Environment and Key terrain. Our ideal candidate will leverage their cyberspace intelligence experience to conduct open / all-source research, network vulnerability analysis, and critical factor analysis in support of cyberspace operations. As a Subject Matter Expert, you will deliver analytical products such as Joint Intelligence Preparation of the Operational Environment, Target Systems Analysis, and System of Systems Analysis (orally, visually, and written formats) in accordance with established Department of Defense (DoD) policies, procedures, and requirements.
Job Description:
In this role, you will analyze highly complex and diverse mission areas requiring innovative solutions using various tools and databases. Additionally, you will conduct the following duties:
· Conduct analysis from all-source and open-source data to characterize the information environment and cyberspace operational environment characteristics in relation to the target space.
· Determine the organizational structure, doctrine, TTPs (Tools, Techniques, and Procedures), capabilities, communications, movement, and operational touchpoints to the telecommunications infrastructure.
· Execute target analysis and research to identify communication infrastructures.
· Conduct Operational research from various sources /metadata to identify, analyze, and characterize networks (logically and physically), telecommunications, and social networks to build a comprehensive intelligence picture.
· Support risk and vulnerability assessments at the network, system, and application levels.
· Analyze data to support the identification of new access development opportunities for follow-on collection requirements.
· Support Critical Factor Analysis techniques as a member of a team.
· Assist with the creation and development of exploitation strategies against targets of interest.
· Provide information recommendations to address gaps and seams in intelligence requirements.
· Deliver analytical products such as Joint Intelligence Preparation of the Operational Environment, Target Systems Analysis, and System of Systems Analysis (orally, visually, and written formats) to support our client's cyberspace operational requirements.
Basic Qualifications:
· TS/SCI clearance with Polygraph and be willing to pass an additional polygraph as required.
· Minimum 8 years of related experience.
· BA or BS degree in an IT-related field or 4 years of technical experience in lieu of a degree.
Preferred Qualifications:
· Excellent written and verbal communication skills with the ability to present complex technology in layman's terms.
· Self-motivated, creative, willing to work as a member of a team, who can organize and manage individual schedule.
· Knowledge of internet protocols, telecommunication technologies, and internet routing.
· Understanding of software applications, operating systems, and databases within the telecommunications architecture.
· Experience with All-Source Intelligence, Joint Targeting, and SIGINT
About Strategic Technologies Analytics Group (STAG): STAG is a premier solutions provider to the National Security and Defense communities around the world. We are a Veteran-Owned Emerging Small Business based in San Antonio, Texas. STAG provides multi-domain technology solutions coupled with the best professionals sourced from their respective fields of intelligence, cyber, electronic warfare, and special operations communities. Our team members serve at all levels of operations, from on-keyboard cyber warfare experts to national-level advisors on intelligence operations. STAG utilizes proven methodologies that produce high-quality innovative solutions addressing some of our Nation's most challenging problems.
EEO Statement
STAG is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, disability, political affiliation, personal appearance, family responsibilities, matriculation, and/or any other characteristic protected under federal, state, and/or local laws. STAG's policy regarding equal employment opportunity applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.
Senior Mortgage Underwriter
Annapolis, MD job
Shore United Bank is seeking a full-time Senior Mortgage Underwriter to join our team. This role involves assessing borrowers' financial positions to evaluate credit risk, managing loan applications to meet service level agreements, and ensuring compliance with regulatory requirements and bank standards. Additionally, the Senior Mortgage Underwriter will collaborate with internal teams, maintain certifications, and provide exceptional service while demonstrating expertise in agency products, income analysis, and mentoring peers.
Essential Functions Include:
Analyzes current financial position of borrowers to determine the degree of risk involved in extending credit. Makes decisions to approve, deny, or forward the loan request to a higher level for a decision.
Monitors work queue to ensure loan applications are reviewed and underwritten in an acceptable time period and meets the SLA's (service level agreements) set forth for each loan product type.
Collaborates with Sales, Operations, and Closing to provide exceptional internal and external customer service.
Has detailed understanding of Agency products FNMA/FHLMC/FHA/VA/USDA
Credit and collateral underwriting of FHA, VA, Conventional, VA SAR, CDA, USDA and Portfolio mortgage loans with a high degree of attention to detail.
Perform income analysis which includes reviewing self-employment income for those borrowers with Schedule C, 1065, 1120 and/or 1120S
Demonstrate ability to mentor peers in skill development
Develops, maintains, and demonstrates a working knowledge of bank mortgage loan standards, policies, procedures, and applicable state and federal government rules.
Underwrites all residential mortgage loans with compliance of Regulation Z-ATR and QM requirements.
Maintain certifications in FHA, VA, and USDA underwriting
Abide by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperate with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participate in required training sessions, including training for compliance with BSA/AML policies and procedures.
Location: Westgate Building - 200 Westgate Circle, Annapolis, MD 21401
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday.
Required Education and Experience:
High school diploma/GED equivalent.
Minimum of five years' experience underwriting mortgage loans.
Working Knowledge of AUS, DU and GUS.
Must currently have LAPP and DE certifications.
Bachelor's degree or equivalent experience in residential mortgage underwriting/credit preferred
Excellent working knowledge of all consumer and mortgage related regulatory requirements, including but not limited to: BSA, Reg B-ECOA, Reg C-HMDA, Dodd-Frank, Reg X-RESPA, Reg Z-TILA, SCRA, and UDAAP.
Mortgage Credit regulatory knowledge and training.
Compensation:
The pay range for this position is $45.00 to $57.50 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-ApplyPart Time Associate Banker Maryland West (20 Hours)
Rockville, MD job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Rockville,MD $22.50 - $27.60 / hour
Associate - Fraud Investigator
Baltimore, MD job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Cybersecurity Ops III position at Associate, which is part of the job family responsible for monitoring, detecting, and responding to security incidents to ensure the organization's systems and data are protected from actual and potential threats or breaches.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Technology works as a strategic partner with Morgan Stanley business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modeling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses-and to our own.
Role Profile:
We're seeking someone to join our Fraud Investigations team as a Fraud Investigator whose responsibility is to perform risk mitigation and fraud review for instances that may be monetary or non-monetary impacts to our Morgan Stanley Wealth Management Clients. This includes full investiga=tions, root cause analysis, risk mitigation and working with various stakeholders in the effort.
As part of the Cyber Data Risk and Resilience organization, Fraud is a global organization responsible for assessing, mitigating, and preventing fraudulent activities across multiple product lines and services in order to protect the firm and its clients.
In an effort to protect our Wealth Management client assets, provide a safe and secure banking environment, and to minimize financial losses to the Firm from systematic security risk, the Non Card Fraud Investigations Team is tasked with intake, resolution, and reporting of confirmed fraud and suspicious activity claims. The team is seeking a teammate responsible for incident management, regulatory reporting, and assessment of fraudulent activity.
What you'll do in the role:
Investigations and resolution of external fraud reported claims.
Ensuring timeliness with reporting standards and regulatory requirements
Efficiently manage caseload conducting timely outreach to clients and conducting interviews to understand the fact pattern where necessary
Proactively identify recovery efforts from reported fraud transactions to recuperate losses
Collaborates with Fraud Strategy on re-occurring fraud themes and assist on proposed decisions and action to be taken as a result of any fraud investigation
Ability to describe basic fraud and case resolution decisions in clear and understandable language to internal clients
Demonstrate ability to build and maintain strong working relationships with internal and external clients and act as a liaison in a professional manner with internal business units
Prepare and document review findings in a concise, understandable manner for written communication to the appropriate parties
Adheres to departmental and corporate policies to ensure guidelines are followed and executed in accordance with management's expectations.
What you'll bring to the role:
4+ year Experience in a financial crime and fraud role.
Superior analytical, critical thinking and decision-making skills utilizing data extraction
Understanding of payment fraud, fraud schemes, common scams, and conducting payment fraud investigations.
Superior time management and organizational skills to balance investigative efforts with client outreach and timely follow up to gather details
The ability to research and respond to various methods of Debit card related fraud
Preform research regarding fraudulent authorizations and take actionable steps to recovery fraudulent transactions and mitigate reputational and financial risk.
Ensure proper case documentation and reporting
Knowledge of BSA/AML requirements, suspicious activity reports, and other applicable regulations
Excellent written and verbal communication skills
Detail oriented with the ability and desire to work in a team environment
Desired Skills:
Previous financial crime working experience
Understanding of financial services industry products and processes
Understanding of fraud and security issues within the banking and finance industry
Previous experience working within a client service/hospitality based role
The candidate must also be proficient working with Excel, Access, Business and PowerPoint
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $65,000 and $135,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTraining Course Developer/Instructor - Technical PROFORMA
Maryland job
ABOUT US: Ascensus Global, Inc. (formerly MultiLingual Solutions, Inc.) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) with more than 21 years of successful experience providing professional language services, foreign language and cultural training, and analysis support to a broad client base consisting of more than 40 U.S. military and intelligence customers, as well as over 2,000 civilian government, commercial and non-profit organizations in various fields. With ISO 9001:2015 and 17100:2015 certifications, AGI provides services in more than 100 languages, employing innovative technologies and methodologies and applying best practices from both the Government and commercial arenas to advance each customer's unique communication and operational objectives throughout the U.S. and across the globe.
POSITION SUMMARY: AGI is actively seeking Training Curse Developers/Instructors for an upcoming effort supporting a government customer. The Technical PROFORMA Intelligence Course Developer-Instructor is responsible for course development and instruction on technical PROFORMA signals analysis (PSA) of machine generated, formatted data communications found in military command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR), civil, industrial, commercial, and personal applications conveying information derived from sensors and/or control systems. This position is pending contract award.
Requirements
SECURITY CLEARANCE: TS/SCI with polygraph is required.
QUALIFICATIONS: Optimally, a preferred (optional) PROFORMA Training Course Developer-Instructor will have 2 or more years of technical teaching experience and/or technical curriculum development (e.g., military courses, academia or industry classroom (faculty/adjunct), On-the-job (OJT) instruction).
For candidates without a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 8 or more years of technical PSA experience (within the past 10 years) is required.
For candidates with a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 4 or more years of technical PSA experience (within the past 10 years) is required.
PREFERRED QUALIFICATIONS:
n/a
WORK ENVIRONMENT:
8-hour shifts or as required by the customer.
PAY RANGE:
Pay Range: $80,000 - $130,000 a year
Ascensus Global (AGI) pay range and level are general guidelines for this job. Several factors, including education, geographic location, contract labor categories, experience, knowledge, skills, and abilities, or market data, determine the final salary.
BENEFITS:
Our benefits package includes health and welfare options (medical, dental, vision, and health savings account), short-and long-term disability, company-paid life insurance, additional voluntary coverage, a 401(k) plan with company match, paid time off, and holiday pay.
AGI is committed to equal employment opportunity without regard to race, color, ethnicity, national origin, sex, pregnancy, marital status, sexual orientation, gender identity, age, religion, disability, military/veteran status, or any other characteristic or condition protected by federal, state, or local laws. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination regardless of their physical/mental disability or veteran status.
Credit Resolution Officer
Westminster, MD job
Are you looking for a new opportunity with the ability to work in a collaborative team environment, that provides a great work/life balance, and the chance to make a difference?
Overview: Horizon Farm Credit is recruiting for a Credit Resolution Officer to join our team. We have one position available, and the qualified candidate will work in either the Mechanicsburg, PA, Westminster, MD, Denton, MD, or Winchester, VA branch location. The hours of operations are typically, Monday to Friday from 8 a.m. to 4:30 p.m. This position is eligible for a hybrid work schedule after 6 months of successful employment. This is a great opportunity to make a difference in agriculture and rural communities.
Position Description: In this position, you will work directly with Ag Relationship Managers, Customers, Credit Analysts, Regional Credit Officers, Special Assets, and Regional Management to return a loan to a viable financial position through restructuring, borrower counseling, creative credit packages and/or resolution of distressed accounts if needed. You will assist with the prevention of loans entering special classification and the reduction of non-earning assets through restructuring, borrower counseling, and resolution of distressed and delinquent accounts.
Areas of Responsibility:
Will act as a key influencer with Customers and Ag Relationship Managers and work with Credit Analysts and Management in assigned regions to address customer situations in or approaching the need to refer to the Special Assets team.
Establishing and maintaining sound credit and loan administration/pricing, along with credit quality goals.
Establishing appropriate loan terms and conditions to manage the loan risks for a variety of loans.
Serve as a specialized resource focused on the retention and improvement of distressed and/or assigned accounts not assigned to the Special Assets team.
Monitors assigned accounts.
Partners with the Special Assets Team Lead and aligns with key credit strategies with Regional Sales Team.
Analyzes credit/operation of assigned customers.
Provide Ag Relationship Managers support through coaching, coordinating, and delivering both individual and group training as needed and as directed by Leadership.
Provide key insights, counsel, and direction on assigned to relevant accounts, and supporting communications as needed, to best position the Ag Relationship Managers as the primary contact with the customer.
REQUIREMENTS
Bachelor's degree in Business Administration, Agriculture Economics, Finance, or related field.
Generally, at least 8 years of lending/credit analysis experience.
Ability to perform a greater level of activities, and independently handle complex credits.
Proficient in accessing loan applications and making informed credit decisions.
Highly skilled in selling, negotiating, and identifying customer needs.
Excellent negotiation skills and the ability to probe for customer needs.
Ability to analyze and develop solutions to complex problems.
Excellent interpersonal, communication, and organizational skills.
Excellent skills in judgment, decisiveness, and analysis and ability to appropriately respond and react quickly as situations dictate.
Adaptable and flexible to a changing work environment.
Prolonged periods sitting at a desk and working on a computer.
Regular, predictable, and reliable attendance is required.
Complies with the Association's Standards of Conduct Policy.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference in agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401 (k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Salary Range: $75,400 - $90,000, depending on experience.
Equal Opportunity Employer including veterans and individuals with disabilities.
Auto-ApplyBank Teller
Cambridge, MD job
Shore United Bank is seeking a Branch Banking Specialist II (Universal Banker) to join our team. A Branch Banking Specialist II is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including efficient and accurate transaction processing. The Specialist is skilled in customer conversations, asking questions to determine the best solutions to meet the financial needs of our customers.
Essential Functions Include:
Assists clients with transactions, performing operational duties and processing work while maintaining audit standards, security, and control functions to protect the Bank from loss.
Promotes timely and courteous service by ensuring questions are answered, providing friendly and accurate service, making proper referrals as necessary, meeting customer needs and expectations, uphold and meet customer service guidelines
Establishes new banking relationships through conversations based on their financial needs.
Provides account servicing and maintenance to include address changes, ATM card disputes, online banking setup and reset of passwords.
Recommends bank products and services to customers by having beneficial conversations during daily transactions.
Opens new consumer and business accounts including CDs, IRAs, and safe deposit boxes
Adheres to compliance with regulations and Branch operational policies and procedures, conducting branch security checks of alarm and video systems, and completing required reports according to established policies, procedures, and regulations accurately and timely.
Assists sales platform with daily pre-shift huddles, branch incentive contests and weekly referral goals.
Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, Branch Lenders.
Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
Location: Cambridge Branch - 424 Dorchester Ave., Cambridge, MD 21613
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday, with rotating Saturdays (Closed Sundays.)
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
1 year experience cash handling with high level of accuracy.
1 year experience as a bank teller.
Compensation:
The pay range for this position is $19.00 to $23.00 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-ApplyMM - Systems Architect, Subject Matter Expert (MAR-SME5-05.070125)
Annapolis, MD job
SECURITY CLEARANCE: TS/SCI with both Polygraphs are required POSITION: Systems ArchitectLCAT: Subject Matter Expert, Level 5 (SME) REQUISITION: MAR-SME5-05.070125LOCATION: Ft. Meade, Maryland JOB DESCRIPTION: CSG is searching for a Subject Matter Expert to join an effort supporting: Desktop and Enclave Services (DES). NOTICE: CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat is required.
In general, DES organization provides development, delivery, and sustainment of physical and virtual non-corporate enterprise personal desktop computing solutions.
DES supports requirements such as modern hardware and software solutions, delivery, operating system and application software patching, packaging and updates, and hardware testing and baseline approvals for VDI, Trusted Thin Client (TTC), thick clients, thin clients, laptops, and other mobile devices for enclave, customer-specific, and High Value Assets (HVA). Services span the early preparations for deployment, implementation during deployment, and follow-up actions after deployments have concluded. • DES is part of the Enterprise Infrastructure Services (EIS) organization. • EIS is in the process of designing, developing and implementing major changes to the IT architecture and infrastructure, and these changes apply to the entire enterprise.
• DES is one of many EIS organizations that will participate in supporting transformation and modernization. At present DES supports a subset of numbering organizations which have requirements that cannot be fulfilled by standard corporate solutions.
TTO: The Desktop Application Services Section consists of three Teams: 1. Specialized Desktop Solutions, 2. Specialized VDI Solutions, 3. and TTC. TTO: Enterprise Directory Services performs development and sustainment of Directory and Security services for both on-prem and cloud services. It provides the implementation of emerging technologies, cloud integration, Active Directory and Identity consolidation, and the architecture and adoption of cloud services from cloud providers, such as Microsoft Azure, Amazon, IBM, Google, and Oracle.
A Subject Matter Expert, System Architect, you shall be responsible for: REQUIRED: • Provide the bridge between Mission end users of the system to be delivered and those who are architecting engineering and/or developing the system. • Support the development, review, and analysis of Mission CONOPs, requirements, scenarios and use cases that accurately reflect end users' needs. • Assist in the development, organization, and articulation of Mission expectations to support test planning and operational evaluation activities. • Support information management transformation. • Maintain cognizance of all operational requirements, ensuring that the spirit of the requirements is preserved across programmatic and acquisition activities. • Articulate/whiteboard ideas to all levels of management. • Provide lifecycle sustainment support
QUALIFICATIONS:
• Experience with CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat required.
• NOTE: If assigned to Directory Services TTOs, experience with Active Directory, Identity Management, SCCM, DNS, Group Policy, Active Role Servers, Privileged Account Management (PAM) Services, and MS Exchange are required.
• NOTE: If assigned to Desktop & Enclave Services TTOs, understanding of the concepts of mission islands, Trusted Thin Client, and enhanced VDI (e.g., remote GPU and memory scaling) is required.
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Subject Matter Expert, Level 5 CERTIFICATION: IAT, Level 2 EDUCATION + EXPERIENCE: • Bachelor's Degree + 10 years of systems experience, OR • Associate's Degree + 15 years of systems experience, OR • No Degree + 20 years of systems experience. CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
Auto-ApplyInvestment Banking Associate - Industrials (Baltimore, MD)
Baltimore, MD job
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Position available for immediate hire.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Conducting due diligence
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Strong Microsoft Excel skills essential
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
Commercial Banker 3
Baltimore, MD job
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT14
Pay Range:
$122,252.00 - $203,762.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyIntern-Data Analysis, Preston MD-Summer 2026
Preston, MD job
Summary/Objective
Temporary part-time intern needed to perform data analytic duties for the bank's operations organization.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist department with special projects as assigned
Import, scrub, export, profile, verify, sort, group, combine and sample data
Develop analytical scripts for assigned project
Document results of analytical testing
Create visualization reports for results of analytical project
Skills/Abilities
Professional written and verbal communication skills
High level of professionalism
Highly organized with attention to detail
Ability to follow instructions and work independently on multiple tasks.
Computer experience required, with working knowledge of Microsoft Word, Excel, and Outlook
General knowledge of data analytic scripting preferred
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Limited local travel may be required for this position.
Education and Experience
Current undergraduate student, preferably majoring in data analytics or a related field.
This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $16.00 - $18.00 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyPart Time Associate Banker Maryland West (20 Hours)
Rockville, MD job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyFinancial Consultant - Bethesda, MD
Bethesda, MD job
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Training Course Developer/Instructor - TechFISINT
Maryland job
ABOUT US: Ascensus Global, Inc. (formerly MultiLingual Solutions, Inc.) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) with more than 21 years of successful experience providing professional language services, foreign language and cultural training, and analysis support to a broad client base consisting of more than 40 U.S. military and intelligence customers, as well as over 2,000 civilian government, commercial and non-profit organizations in various fields. With ISO 9001:2015 and 17100:2015 certifications, AGI provides services in more than 100 languages, employing innovative technologies and methodologies and applying best practices from both the Government and commercial arenas to advance each customer's unique communication and operational objectives throughout the U.S. and across the globe.
POSITION SUMMARY: AGI is actively seeking Training Curse Developers/Instructors for an upcoming effort supporting a government customer. The Technical Foreign Instrumentation Signals Intelligence (TechFISINT) Course Developer-Instructor is responsible for course development and instruction on the exploitation of developmental and fielded space and weapons systems to determine performance characteristics, capabilities, limitations, system vulnerabilities, and operations, as well as responsible for reporting of results of TechSIGINT-derived space and weapons to Intelligence Community (IC) customers in appropriate Technical Memorandums and models. This position is pending contract award.
Requirements
ESSENTIAL RESPONSIBILITIES:
Provide engineering analysis and technical support and resolving tasks to completion.
Process of data using mapping tools, algorithms, intelligence reports, and display tools.
Identify out-of-the-ordinary telemetry formats.
Analyze satellite and weapons systems to include satellite operations and basic satellite communications principles.
Conduct FISINT signals analysis using particular computer software and hardware.
Analyze of telemetry data to determine basic level of understanding of system performance characteristics, and capabilities.
Use FISINT terminology and documentation of cohesive analytic findings in accordance with SIGINT and Telemetry Beaconry Analysis reporting standards.
Develop of accurate signal chronologies and determination of relationships between related signals.
Maintain expertise in TechFISINT.
Solicit and receive course feedback from students and other people and timely incorporating appropriate feedback into courses and presentations.
Develop new TechFISINT courses, modules, and presentations while ensuring the accuracy and currency of existing ones.
Use good communication skills when working with others in the development, presentation, and updating of TechFISINT teaching and course material.
SECURITY CLEARANCE: TS/SCI with polygraph is required.
QUALIFICATIONS: Experience in some of all of the following: Python; MATLab; Microsoft Office; Radio Frequency/Antenna Knowledge; Software Defined Radio (SDR) framework; Signals Analysis; 2 or more years of technical teaching experience and/or technical curriculum development (e.g., military courses, academia or industry classroom (faculty/adjunct), On-the-job (OJT) instruction).
For candidates without a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 6 or more years of TechSIGINT collection, processing, and analysis experience (within the past 10 years), and digital signals processing experience.
For candidates with a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 4 or more years of TechSIGINT experience (within the past 10 years).
PREFERRED QUALIFICATIONS:
n/a
WORK ENVIRONMENT:
8-hour shifts or as required by the customer.
PAY RANGE:
Pay Range: $80,000 - $130,000 a year
Ascensus Global (AGI) pay range and level are general guidelines for this job. Several factors, including education, geographic location, contract labor categories, experience, knowledge, skills, and abilities, or market data, determine the final salary.
BENEFITS:
Our benefits package includes health and welfare options (medical, dental, vision, and health savings account), short-and long-term disability, company-paid life insurance, additional voluntary coverage, a 401(k) plan with company match, paid time off, and holiday pay.
AGI is committed to equal employment opportunity without regard to race, color, ethnicity, national origin, sex, pregnancy, marital status, sexual orientation, gender identity, age, religion, disability, military/veteran status, or any other characteristic or condition protected by federal, state, or local laws. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination regardless of their physical/mental disability or veteran status.
Mobile Bank Teller
Easton, MD job
Shore United Bank is seeking a Mobile Branch Banking Specialist II (Universal Banker/Bank Teller) to join our team. A Mobile Branch Banking Specialist II is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Mobile Branch Banking Specialist is responsible for providing exceptional customer service including efficient and accurate transaction processing. The Specialist is skilled in customer conversations, asking questions to determine the best solutions to meet the financial needs of our customers.
Location: Your work location will vary based on needs in the local region. This provides the opportunity to support multiple communities while serving as the go-to support for clients. This position will work a rotational schedule between branches in the Mid-Shore region based on branch needs: Easton, Cambridge, St. Michaels, Denton, Ridgely, Chester, Chestertown, Stevensville, and Centreville. Mileage reimbursement is included.
Essential Functions Include:
Assists clients with transactions, performing operational duties and processing work while maintaining audit standards, security, and control functions to protect the Bank from loss.
Promotes timely and courteous service by ensuring questions are answered, providing friendly and accurate service, making proper referrals as necessary, meeting customer needs and expectations, uphold and meet customer service guidelines
Establishes new banking relationships through conversations based on their financial needs.
Provides account servicing and maintenance to include address changes, ATM card disputes, online banking setup and reset of passwords.
Recommends bank products and services to customers by having beneficial conversations during daily transactions.
Opens new consumer and business accounts including CDs, IRAs, and safe deposit boxes
Adheres to compliance with regulations and Branch operational policies and procedures, conducting branch security checks of alarm and video systems, and completing required reports according to established policies, procedures, and regulations accurately and timely.
Assists sales platform with daily pre-shift huddles, branch incentive contests and weekly referral goals.
Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, Branch Lenders.
Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday, with rotating Saturdays (Closed Sundays.)
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
Compensation:
The pay range for this position is $21.00 to $23.00 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
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