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  • Sr. Counsel - Credit Cards and Unsecured Lending

    TD Bank 4.5company rating

    TD Bank job in Washington, DC

    Wilmington, Delaware, United States of America **Hours:** 40 **Pay Details:** $160,000 - $264,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Legal **Job Description:** **Department Overview:** As part of the Credit Card and Unsecured Lending Legal Team, the Senior Counsel is at the center of helping TD Bank provide banking and financial services that meet our customers' goals. You will provide oversight, legal advice, and support to TD's US Credit Cards and Unsecured Lending (CCUL) lines of business. You will use your expert judgement to provide solution-oriented legal guidance regarding the bank's consumer lending products, operations, and processes. You will provide end-to-end credit card product legal advisory support for product development, account originations, marketing, and servicing. You will be a trusted advisor to product owners and risk stakeholders. **Depth & Scope:** + May manage paralegal and administrative staff, assigning responsibilities and evaluating results + Provides leadership, coaching, counseling and guidance to staff + Supervises external counsel providing advice or other legal services of the Company + Works closely with General Counsel, department attorneys and external legal counsel on specific legal issues related to the Company's business + Gives practical support and assistance to contemporaries, junior attorneys and staff + Volunteers expert advice and experience + Verifies the information has been understood + Serves in one or more permanent or ad hoc practice groups or cross-practice teams of attorneys and staff + Assists in the management of expenditures for external counsel + Advises lines of business on best practices that help minimize legal and litigation risk + May assist General Counsel in developing and managing departmental budget for both internal and external legal spend + Anticipates client needs + Deals with complex legal issues + Clearly delivers difficult messages without jeopardizing client relationships + Gives pragmatic legal opinions with reasons and rationale + Provides advice in ambiguous situations; identifies and prevents future legal risks + Identifies and takes action on future opportunities + Resolves most situations where conflicts arise between the needs and desires of specific business units and the interests of the Company without requiring intervention of more senior attorneys + Demonstrates highest professional ethical and behavioral standards and complies with all applicable Bar Rules and Codes of Professional Responsibility, and corporate ethical and behavioral standards + Participates in special projects and performs additional duties as required **Education & Experience:** + Bachelors degree required + J.D. from an Accredited Law School required + 10+ Years of related experience + Strong knowledge of at least one area of law relating to banking/financial services operations and issues + Integrity and high moral standards + Strong negotiation and conflict resolution skills + Strong legal and analysis skills + Detail oriented + Must be able to apply legal knowledge to the business + Ability to exercise sound judgment + Strong interpersonal skills + Excellent oral and written communication skills + Strong teamwork and client skills + Highly motivated + Ability to provide difficult, complex and unwelcomed legal advice credibly and convincingly to management + Strong technology aptitude including i) proficiency with standard office software and ability to learn and apply new technologies in work environment and ii) capacity to understand current and emerging technologies in the industry and how they affect business objectives + Ability to identify problems and barriers, and effectively implement solutions to advance business strategy + Operates with creativity and innovation; seeks different perspectives and new ideas + Ability to work in a fast-paced environment and manage multiple deadlines and priorities + Understands the value of knowledge management , builds and supports systems and tools that efficiently connect people to the knowledge they need to do their job **Preferred Qualifications:** + Prior in-house experience at a nationally or state-chartered bank, consumer finance company, fintech company, payment processor or network, or large retailer with a consumer credit program or prior experience at a consumer financial regulator. + Prior experience advising on both product and regulatory legal considerations, as well as exposure to transactional issues, for private label, co-brand, and point-of-sale financing programs, such credit cards, installment lending, or buy-now pay-later products. + Detailed knowledge of and experience with the Truth-in-Lending Act (TILA) and Regulation Z, Equal Credit Opportunity Act (ECOA) and Regulation B, Unfair Deceptive and Abusive Acts and Practices (UDAAP), and other laws and regulations related to consumer credit. + Prior experience developing and updating template agreements, as well as advising on related business policies and procedures. + Familiarity with governance, risk, and compliance frameworks for large corporations, banks, or financial institutions, including a demonstrated ability to work closely with risk owners, compliance teams, other risk stakeholders, and internal and external counsel. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Occasional + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $160k-264k yearly 60d+ ago
  • Sr Risk Analyst Governance & Control (US)-2

    TD Bank 4.5company rating

    TD Bank job in Laurel, MD

    Hours: 40 Pay Details: $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Risk Management Job Description: The Senior Risk Analyst Governance and Control manages the development and monitors the enterprise risk governance frameworks. The Senior Risk Analyst Governance and Control also plays a key role in development and support of a policy management framework, ensuring consistent implementation across the organization and ensuring alignment with TDBG policies and procedures. This job acts as an expert on risk governance and advises business and corporate segments on industry practices and regulatory requirements. Depth & Scope: Contributes to the design and maintenance of a policy governance framework Leads and supports Sr. Mgr. in several Enterprise Risk Mgt (ERM) initiatives Analyzes differences in policy management approaches internally and identify leading practices for financial institutions Identifies good industry practice for formalization in Policy Framework Develops an implementation strategy and delivers appropriate implementation of Policy Framework activities across the organization Develops process for review and appropriate monitoring and reporting Acts as the subject matter expert in assessing risk and risk mitigation associated with the preparation and submission of financial reports to regulatory agencies, including financial statements, risk exposure, customer information, and transaction details Supports the development and maintenance of the Managerial Governance Framework Acts as a central expert regarding risk governance and consult with others and advise business and corporate segments regarding good industry practice Stays apprised of industry leading practices and applicable regulatory expectations Leads role in updating, and then managing, the maintenance of an Enterprise Risk Management Framework and updates and manages the related major risk identification process to maintain TD's risk inventory Provides ongoing governance training and education related to the frameworks to Risk Management and business partners Support of risk related mandates and charters Other activities related to the above and assigned to the position from time to time by the VP Governance and Control Education & Experience: 4 year degree 5+ years relevant industry or risk management experience and/or accreditation Strong knowledge of financial regulations and reporting standards, such as US GAAP. Working knowledge of COSO (The Committee of Sponsoring Organizations of the Treadway Commission) framework and internal controls programs. Leadership & management skills aligned to TDs expectations Conceptual and practical thinking and implementation skills Excellent verbal skills, both oral and written Confidence and ability to uphold standards and influence partners Process design and analysis skills Time management and multi-tasking skills Research, analysis and judgement skills Initiative and relationship building and facilitation skills Preferred: Proficient in Microsoft products - Excel, Word, Planner, Power Point …, Archer / Service Now and Tableau Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous #LI_AMCBCorporate #IN-AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $86.8k-139.4k yearly Auto-Apply 60d+ ago
  • Executive Assistant

    United Bank, Inc. 4.2company rating

    Washington, DC job

    The Executive Assistant is responsible for supporting the C-Suite and is primarily responsible for performing a variety of routine and complex administrative and analytical duties. This role will be a valuable resource to other members of the executive management team by supporting the management/oversight of business metrics and trends. RESPONSIBILITIES: * Responsibilities include contributing to corporate governance, mergers and acquisitions, and other activities; Acts as a focal point for Executive Office communications and occupies a key role in the administration of critical corporate matters. May at times communicate with the Board of Directors and other firm stakeholders. * Oversee day-to-day responsibilities of the Executive Office administrative support staff and ensure all projects and work are completed in an efficient manner that supports key initiatives and drives success. * Responsible for composing, maintaining, and reviewing presentation materials, reports, spreadsheets, agendas, and meeting minutes for a variety of Corporate and Holding Company level meetings. Must operate with a high degree of detail orientation as materials may be presented at the top level of the organization. * Prioritize, organize, and disseminate information going into and out of the Executive Office. May include managing their executive's email inbox, which can involve responding directly to queries and/or preparing a daily summation of the most important correspondences. * Supports large, cross-functional projects or initiatives. Assignments will often include confidential materials, and the position must act with the utmost discretion and professionalism. * Complete a broad variety of administrative duties to include calendar management, arranging travel, completing expense reports, and data entry. Will receive internal and external calls and emails and must be able to answer or direct question to appropriate party. * Represent the Company with a high level of professionalism and tact with all internal and external clients via email, calls, meetings, Bank and Market events. * Ability to create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement. * Proactively build and maintain strong professional relationships with all levels of staff, customers, and outside partners. * Work on special projects and other duties as business needs arise. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree required. * A minimum of five (5) years of professional working experience in the Banking or Finance industry is required. * Experience providing administrative support at the Executive or Director level is highly desired. * Proficiency in Microsoft Office Products (Word, Excel, PowerPoint) required * Very strong verbal and written communication skills * Demonstrated ability of high level of professionalism and confidentiality * Ability to anticipate manager or departmental needs. * Ability to provide strong customer service while protecting bank interests. * Ability to multi-task in a fast-paced environment and meet deadlines. * Ability to interact in a professional manner with all levels of staff including Executive Management and key bank clients. * Ability to travel up to 10%. KEY COMPETENCIES: * Professionalism * Detail Oriented * Self-Motivated * Accountability ESSENTIAL FUNCTIONS: * Standing and sitting for extended periods of time. * Must efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. * Ability to travel via automobile, train, or public transportation. In Washington, DC., the expected base pay salary range for this role is $69,283 - $114,317, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: M&A, Secretary, Administrative Assistant, Executive Assistant, Banking, Management, Administrative, Finance
    $69.3k-114.3k yearly 18d ago
  • Sales Associate Supervisor

    United Bank, Inc. 4.2company rating

    Annapolis, MD job

    The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coach sales associates to refer and sell Bank products and services. RESPONSIBILITIES: * Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards. * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards * Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate. * General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures. * Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits. * Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies. * Processes night depository, ATM, and mail deposits, if applicable. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Order and ship currency within compliance of branch cash limits. * Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits. * Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High School diploma or equivalent is required. * Minimum of one (1) years of professional working experience, preferably in a Banking environment. * Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field. * Prior supervisory experience is highly desired with demonstrated ability to lead staff members. * Ability to effectively demonstrate a sales-oriented professional demeanor. * Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus. * Ability to demonstrate excellent customer service and interpersonal skills. * Ability to interact effectively with customers in a confident, professional, mature, and courteous manner. * Proficiency in Microsoft Office Products required. * Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required. * Demonstrate problem solving ability, good analytical and math skills. * Organization skills and ability to multi-task in a fast-paced environment is essential. * Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Leadership Skills * Communications Skills Essential Functions: * Standing and sitting for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Annapolis Job Segment: Bank, Banking, Outside Sales, Information Security, Compliance, Finance, Sales, Technology, Legal
    $33k-38k yearly est. 52d ago
  • Chief of Staff

    United Bank, Inc. 4.2company rating

    Washington, DC job

    The Chief of Staff is responsible for supporting the Chief Executive Officer and/or Chief Operating Officer and is primarily responsible for performing a variety of routine and complex administrative and analytical duties. This role will be a valuable resource to other members of the executive management team by supporting the management of business metrics and trends. The position will be a key contributor to building out strategic initiatives. RESPONSIBILITIES: * Leads the coordination and execution of strategic initiatives under the direction of the CEO, COO, and/or other Executive Management Officers. * Responsibilities include corporate governance issues, mergers and acquisitions, and other activities; Acts as a focal point for Executive Office communications and occupies a key role in the administration of critical corporate matters. Will at times communicate with the UBSI Board of Directors and other firm stakeholders. * Oversees day-to-day responsibilities of the Executive Office administrative support staff and ensures all projects and work are completed in an efficient manner that supports key initiatives and drives success. * Supports and at times will oversee large, cross-functional projects or initiatives. Will be involved in driving decision-making processes, ensuring that projects stay on track and align with the company's strategic goals. * Leads strategic planning processes and ensures the alignment of ideas between the CEO and other leaders, assists in the creation and tracking of key performance indicators. * Prioritizes, organizes, and condenses information going into and out of the Executive Office. May include managing their executive's email inbox, which can involve responding directly to queries and/or preparing a daily summation of the most important correspondences. * Ability to create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement. * Conduct and coordinate various financial, product, market, operational and related research to support strategic and business planning within the organization. * Responsible for a wide range of activities including assisting with the financial forecasting and budgeting, analysis of financial/business metrics, delivery of various weekly/monthly/quarterly management reports, and development of new reporting capabilities (e.g. dashboards). * Responsible for composing, maintaining, and reviewing presentation materials, reports, spreadsheets, agendas, and meeting minutes for a variety of Corporate and Holding Company level meetings. Must operate with a high degree of detail orientation as materials will be presented at the top level of the organization. * Complete a broad variety of administrative duties to include calendar management, arranging travel, completing expense records and reports, and complex data entry. * Assignments will often include confidential material and the position must act with the utmost discretion and professionalism. * Provides high level support and participates extensively during M&A process. * Work on special projects and other duties as business needs arise. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree required; Advanced degree, such as an MBA or JD is highly desired. * Minimum of eight (8) years of related professional experience is required; Experience in banking or financial services is preferred. * Experience providing administrative support at the C-Suite level is highly desired. * Proven ability to solve urgent problems and exhibition of leadership capabilities required. * Strategic planning and corporate governance experience a plus. * Excellent verbal and written communication skills. * Demonstrated ability of high level of professionalism and confidentiality. * Ability to anticipate manager or departmental needs. * Ability to multi-task in a fast-paced environment and meet deadlines. * Ability to interact in a professional manner with all levels of staff including Executive Management and key bank clients. * Ability to travel up to 10%. KEY COMPETENCIES: * Leadership * Detail Oriented * Strategic Minded * Self Motivated ESSENTIAL FUNCTIONS: * Standing and sitting for extended periods of time. * Must efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. * Ability to travel via automobile, train, or public transportation. In Washington, DC., the expected base pay salary range for this role is $165,818 - $290,182, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: M&A, Bank, Banking, Administrative Assistant, Data Entry, Management, Finance, Administrative
    $165.8k-290.2k yearly 11d ago
  • Sales and Service Representative

    United Bank, Inc. 4.2company rating

    Bethesda, MD job

    The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management. RESPONSIBILITIES: * Keep up-to-date on Bank products and services to effectively provide financial solutions to customers * Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services * Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols * Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy * Adheres to cash differences/controllable losses policy * Maintain dual control on all vaults/safes containing cash/negotiables, if applicable * May serve as approval on branch transactions * As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours * Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures * Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required Qualifications * High School Diploma or equivalent required, bachelor's degree preferred * Minimum one (1) year customer service or related working experience required * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to demonstrate a sales oriented professional demeanor * Excellent verbal, written, and interpersonal skills * Very well organized and ability to deal with multiple priorities * Proficiency in Microsoft Office products * Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications * Ability to represent the Bank in a professional manner at all times * Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Excellent Customer Service Skills * Strong Communication Skills * Task Management * Professionalism * Sales aptitude demeanor Essential Functions: * Sitting and standing for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via airplane, automobile, bus and/or train Company Profile In Bethesda, MD, the expected base pay salary range for this role is $42,369 - $67,791, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry training, wellness initiatives, mentoring and leadership programs. Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Sales Rep, Customer Service Representative, Retail Sales, Finance, Sales, Customer Service, Retail
    $42.4k-67.8k yearly 51d ago
  • Security Engineer II

    Trustmark 4.6company rating

    Washington, DC job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information. You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs. **Responsibilities:** + Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data. + Conduct vulnerability assessments and penetration testing to identify and mitigate risks. + Develop and implement security policies, standards, and procedures. + Monitor security systems and respond to incidents promptly and effectively. + Stay up-to-date with the latest cybersecurity threats and trends. + Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business. + Provide technical guidance and support to internal stakeholders. **Qualifications:** + Bachelor's degree in Computer Science, Information Technology, or a related field or + 3-5 Years of network engineering or cyber engineering experience + Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001). + Proficiency in network security, systems security, application security, and data security. + Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM). + Excellent problem-solving and analytical skills. + Strong communication and interpersonal skills. + Ability to work independently and as part of a team. **Preferred Qualifications:** + Certifications such as CISSP, CISA, or CEH. + Experience with cloud security (e.g., AWS, Azure, GCP). + Knowledge of scripting and programming languages (e.g., Python, PowerShell). Brand: Trustmark Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $85k-109k yearly est. 60d+ ago
  • Chief Investment Officer

    United Bank, Inc. 4.2company rating

    Washington, DC job

    The Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the over-all philosophy and strategy of comprehensive Investment Management, culture, and risk appetite within Wealth Management. The CIO is the face and champion of the Investment Management approach to wealth clients, other internal bank clients, prospects and centers of influence. As the lead expert, the CIO attracts and retains new clients and assets under management. The CIO leads a team of professionals that have responsibilities including: all facets of implementing, managing and monitoring activities related to investment management, conducting securities and manager due diligence research, evaluating investment performance, working with external industry partners and maintaining positive investor relationships. The CIO also develops and maintains investment and risk management policies appropriate for the fiduciary asset management environment. RESPONSIBILITIES * Establishes and owns the vision, overall investment strategy and risk appetite in investment management, in coordination with internal senior level committees. * Leads the Investment Management Group and participates in various senior level committees. * Develops existing and new investment strategies based on company's philosophy and client profiles * Maintains expertise on current developments in financial markets and related global economics. * Participates in high-value client and prospect meetings. * Active and committed to conducting original research and publishing white papers. * Participates in the strategic planning and decision making for the group. * Maintains an investment culture dedicated to prudent fiduciary and risk management standards. * Oversees and guides all securities and investment manager due diligence and asset allocation and risk models. * Sources and vets specific private capital investments. * Oversees or manages all investment related projects and initiatives. Qualifications * Bachelor's degree required * MBA or advanced degree in Finance or related fields required * Chartered Financial Analyst (CFA) designation required and CFP, CIMA or other advanced accreditations highly desired in addition to the CFA. * Minimum of fifteen (15) years of direct experience in the industry or related industries required * Minimum of five (5) years' experience in leading teams required * Prior experience as CIO is highly desired. * Expert knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required * Demonstrated ability for business development * Exceptional written and verbal communication skills and presentation abilities * Ability to travel up to 25% KEY COMPETENCIES: * Business Development * Leadership * Strategic Planning * Thought Leadership * Investment Product Expertise Essential Functions * Sitting for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile In Washington, DC., the expected base pay salary range for this role is $204,218 to $357,382, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: CFA, Executive, Bank, Banking, Financial Analyst, Finance, Management
    $83k-112k yearly est. 60d+ ago
  • Counsel - Commercial Banking Services

    TD Bank 4.5company rating

    TD Bank job in Washington, DC

    Hours: 40 Pay Details: $140,000 - $231,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Legal Job Description: Department Overview: The CP&S Legal Team supports Corporate Products & Services within the Commercial Bank at TD Bank, advancing business transaction banking, including deposits, payments, commercial credit cards, treasury management, merchant services and commercial digital platforms for small business, commercial and government customers. As business counsel, we enable their business strategies while managing legal risks presented in day-to-day operations. The team works closely with senior leadership, product managers, relationship managers and sales officers, vendor management, compliance and risk partners, and operations and retail teams throughout the bank. Our legal support includes creating and updating product and service terms; supporting customer contracts and negotiations, business deposit account opening processes and channels, customer escalations, and issue remediation; reviewing processes, procedures, communications, and marketing materials; and sourcing legal advice from other teams internal to TD Legal and external law firms as needed. Depth & Scope: * Provides consistent and sound legal advice in a clear, concise and responsive manner by taking initiative to develop legal knowledge and skill; knowing relevant substantive law, identifying legal issues; knowing the business and its products, operations, strategy, risk appetite and regulatory environment; owning the role of interpreting legal requirements through a balanced understanding of the law and business context to formulate relevant legal theories; and identifying business issues and policies related to the legal requirements, describing legal issues and options to the client * Identifies conflict situations and brings more senior lawyers into the decision-making process as appropriate by identifying situations when actions that the business unit wants to take conflicts with TD's risk appetite and discusses with client how particular actions might be inconsistent * Effectively contributes to and/or leads negotiations and conflict resolutions by gathering supportive information in preparation for the negotiation, understanding the dynamics of the process and displaying an effective combination of firmness, tact, patience and respect in dealing with all parties involved Education & Experience: * Bachelors degree required * JD from accredited law school required * 5+ Years of related experience * Admission to appropriate State Bar in good standing and licensed to practice law in the State * Basic understanding of banking/financial services operations and issues * Ability to simplify, problem solve, multitask and work effectively against deadlines * Integrity and high moral standards * Strong negotiation and conflict resolution skills * Strong legal research and analysis skills * Detail oriented * Must be able to apply legal knowledge to the business * Ability to exercise sound judgment * Excellent oral and written communication skills * Strong teamwork and client skills * Highly motivated * May supervise administrative and paralegal staff and junior attorneys Preferred Qualifications: * Corporate/Finance legal experience in a law firm or in-house environment * Experience drafting and negotiating contracts, especially related to financial services or lending * Experience with customer agreements for financial and/or digital products and services * Familiarity with commercial or business banking preferred * Familiarity with laws, rules, and regulations applicable to payments or banking * Experience working in a regulated industry a plus Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $32k-38k yearly est. Auto-Apply 3d ago
  • Financial Advisor

    United Bank, Inc. 4.2company rating

    Annapolis, MD job

    The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers RESPONSIBILITIES: * Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment. * Meet with referred customers in bank setting or customers' homes or offices as requested * Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstances * Provide guidance to customers regarding the advantages and disadvantages of different financial products * Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation * Responsible for marketing, servicing and promoting the Bank's financial products in order to obtain new business * Identify and refer specific qualified clients to affiliated Wealth Management Group * Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners * Perform on-going self-education to remain product/solution fluent and maintain licensing capability. * Prepare reports and present as appropriate Qualifications * Series 7, Series 66, Life and Health licenses required * Proficiency in Microsoft Office products * Prior Sales experience in a bank environment is preferred * Excellent verbal and written communication skills * Ability to travel daily to generate business and/or meet with clients within given territory is required * High School diploma or equivalent required * College degree and advanced designations preferred KEY COMPETENCIES: * Sales and results driven * Relationship building * Account Management * Integrity * Ethical ESSENTIAL FUNCTIONS: * Sitting or standing for extended periods of time * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with customers and all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via train, bus, automobile, or airplane This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time. Company Profile The starting base salary range for this position is $50,000-$100,000. Once fully commissioned, individuals in this role have the potential to earn meaningfully higher compensation based on performance and productivity against commission plan parameters. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Annapolis Job Segment: Financial Advisor, Financial Planner, Financial Sales, Series 7, Banking, Finance, Sales
    $50k-100k yearly 60d+ ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    Washington, DC job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. **Key Accountabilities** + Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry. + Utilizes knowledge of industry/clients to recommend updates to product offerings. + Sales completed with little to no supervision. + Maintains an established network of contacts. + Demonstrates strong ability to identify and cultivate sales from new and/or existing clients. + Completes complex sales. + Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer. + Typically has established base of accounts and stable revenue responsibility. **Minimum Requirements** + Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must be able to model consultative sales skills to less experienced staff. + Capable of presenting to executive audience; appropriately assertive. + Knowledgeable in self-funded benefit plan designs for small - mid size businesses. + Demonstrated history of sales success Brand: Trustmark We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $97k-124k yearly est. 60d+ ago
  • Implementation Manager

    Trustmark 4.6company rating

    Washington, DC job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is seeking a dedicated **Implementation Manager** to join our team. Orchestrates and oversees the entire implementation process for new cases and re-enrollments. Key Accountabilities + Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion. + Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings. + Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners. + Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities. Minimum Requirements + Minimum of three year's insurance industry knowledge and/or experience in operations or account management. + Four year degree or equivalent. + Ability to travel up to 40% within assigned territory. + Strong project management skills. + Presenting and training experience. + Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs. + Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $69.8k-100.8k yearly 12d ago
  • Mortgage Originator

    M&T Bank 4.7company rating

    Timonium, MD job

    Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. **Primary Responsibilities:** + Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. + Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. + Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. + May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. + Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. + Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. + Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. + Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. **Scope of Responsibilities:** The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. **Education and Experience Required:** Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. **Education and Experience Preferred:** Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Timonium, Maryland, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $39k-64k yearly est. 4d ago
  • Institutional Services Advisor

    United Bank, Inc. 4.2company rating

    Washington, DC job

    The Institutional Service Advisor's primary role is to serve as the relationship manager for a diverse group of clients. This position requires a broad and deep understanding of sophisticated investment management practices and 401(k) retirement plans. The Institutional Services Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals. The ideal candidate will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. RESPONSIBILITIES: * Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate. * Ability to discuss investment performance, economic, and financial market trends with clients and prospects. * Meet with clients on a quarterly basis, or as needed, to review investment manager and portfolio performance and present appropriate recommendations. * Responsible for leading client meetings for investment reviews, plan reviews, participant education/enrollment, updating plan documents, etc. * Assist in coordinating retirement plan service provider search, selection and monitoring, including recordkeepers, investment fund managers and third-party administrators as necessary. * Develop leads and referrals from current clients and outside contacts; solicit requests for proposal where appropriate. * Responsible for preparing and executing a business development plan. * Prepare and present sales materials to prospective clients. * Implement financial services and products offered through the Investment Management platform; recommend changes when necessary. * Maintain internal contact management database and monitor the frequency of client and prospect contact * Foster open communication with other Bank departments. * Provide strategic input to the Wealth Management department and management as necessary. Qualifications * Bachelor's degree required * Minimum of five (5) years of sales, investment, and portfolio management experience required * Minimum of three (3) years of wealth management experience required * Demonstrated experience in effective account/relationship management required * Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP) * Strong, successful track record that consistently meets or exceeds goals * Ability to foster teamwork and motivate colleagues required * Client-centered focus with excellent strategic thinking ability and consultative skills * Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required * Excellent verbal and written communication and interpersonal skills required * Enthusiastic, positive energy demeanor * Ability to accommodate work outside normal business hours required * Ability to travel as client or business needs required KEY COMPETENCIES: * Account management * Relationship building * Industry knowledge & Expertise * Presentation skills * Entrepreneurial spirit ESSENTIAL FUNCTIONS: * Sitting/standing for extended periods of time * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components * Ability to converse and exchange information with all levels of staff within organization * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile, and/or bus Our Total Rewards Package In Washington, D.C., the expected base pay salary range for this role is $111,709-$237,491, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Relationship Manager, Banking, Pre-Sales, Bank, RFP, Customer Service, Finance, Sales
    $42k-63k yearly est. 60d+ ago
  • Regulatory Issue Manager

    TD Bank 4.5company rating

    TD Bank job in Washington, DC

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Financial Crimes & Fraud Mgmt **Job Description:** The Regulatory Issue Manager is an individual contributor in the Financial Crimes Management organization. The ideal candidate provides guidance, thought leadership, and subject matter expertise in the areas of KYC/AML, insider threat, and fraud and claims. This role provides support for end-to-end regulatory issue management to include regulatory and audit response management, remediation plan development and execution, evidence collection and maintenance. Day to day activities include review and feedback of written materials, project plans, status reports, process maps, controls, and executive level presentations. Successful candidates are self-directed and able to balance competing priorities within established timelines. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required + Oversees a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity + Work focus time horizon is generally medium to long term with moderate to high focus on strategic planning + Requires expert process management knowledge and the risk profile for team processes supported + Leads teams with multiple points of internal and external contact (may include direct contact with Customers) + May manage over a diverse geographic jurisdiction + Oversees management of team requiring workforce to decision on acceptable level of risk- Moderate to High risk potential (loss/reputational) for functional area + Acts as highest point of team escalation for resolution and provides direction to resolve issues or escalate + Involves regular contact with cross-functional teams across TD or external contacts and/or customers **Education & Experience:** + Undergraduate degree required + 7+ years relevant experience + Advanced knowledge of the business goals/objectives being supported and the full suite of policies, programs, processes and systems + Knowledge of current and emerging competitor and market trends + Ability to contribute to strategic direction of the function and provide advice to senior leadership + Skilled in preparing and managing budgets and resource allocation + Advanced ability to lead, plan, implement and evaluate program/project activities to ensure completion of initiatives + Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills + Knowledge of risk management environment, standards and regulations + Skilled in mentoring, coaching and performance management + Ability to exercise sound judgement in making decisions + Ability to communicate effectively in both oral and written form + Ability to work collaboratively and build relationships across teams and functions + Skilled in using software tools, methods and techniques + Skilled in using computer applications including MS Office + Ability to analyze, organize and prioritize work while meeting multiple deadlines + Ability to work successfully as a member of a team and independently + Ability to handle confidential information with discretion **Preferred Qualifications:** **The successful candidate will articulate their abilities in** + Regulatory experience ( **especially OCC, CFPB, Federal Reserve, or OSFI** ) + Experience with **end-to-end Issue Management Lifecycle** + Financial Crimes related regulatory experience preferred. Includes but not limited to KYC/AML, fraud and claims, insider threat, Reg E, and BSA) + Understanding of Risk and Control Frameworks + Root Cause Analysis Proficiency + Cross Functional Collaboration Skills + Analytical and Critical Thinking Capabilities + Project Management Experience preferred. + Understanding of Regulatory Expectations and Audit Processes + Ability to Translate Complex Problems into Clear Documentation + Data Interpretation & Reporting Skills **Customer Accountabilities:** + Manages a group of Fraud professionals providing operational support to partners + Manages team during operational special initiatives like onboarding, QA etc. + Acts as key liaison with partners and external groups and provides subject matter expertise at the department level + Key escalation point for significant risk/exceptions + Monitors service and control standards against, overall business/department objectives + Develops and maintains effective working relationships with internal and external partners for the purposes of delivering optimal customer service + Coaches to ensure operational problems are handled appropriately, and participates in the negotiation and resolution of complex and/or escalated issues where necessary **Shareholder Accountabilities:** + Contributes to the development of the business plan and operationalizes the plan and delivers on assigned service or functionality + Works closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverages TD's operating model to maximize efficiency, effectiveness and scale + Monitors and communicates to Senior Management the effectiveness of strategies, programs, and practices related to own area of expertise + Sets the standards for operations and manageability across the business/function ensuring services are built from the ground up + Proactively identifies key business opportunities, researches and recommends enhancements/modifications, develops strategies to achieve recommendations + Ensures department operates in compliance with applicable internal and external requirements + Manages overall budget, revenue and expenditures, meets business objectives while increasing efficiency and effectiveness + Ensures appropriate reporting and escalation of issues based on risk profile + Ensures employees are knowledgeable of and comply with Bank and industry codes of conduct + Leads relationships with business lines/corporate and/or control functions to ensure alignment with enterprise and/or regulatory requirements + Leads or contributes to cross-functional/enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains knowledge of end-to-end processes and internal/external partners and regulatory requirements **Employee/Team Accountabilities:** + Responsible for management of the overall team providing both leadership and guidance + Sets targets and objectives for the team, and delivers results + Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered + Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees + Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner + Manages employees in compliance with all human resources policies, procedures and guidelines of conduct + Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams + Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes + Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives + Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $91k-136.2k yearly 4d ago
  • Retail Banker I PT 20 (Tenleytown)

    TD Bank 4.5company rating

    TD Bank job in Washington, DC

    Washington, District of Columbia, United States of America **Hours:** 20 **Pay Details:** $24.25 - $32.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk + Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral + Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, errors and problems, escalating when necessary + Builds working relationships with customers and explains detailed and/or complicated information. + Requires full proficiency gained through job related training to perform a range of activities + Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise + Engages in conversations with customers about loan products, facilitates the application intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or GED + 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred. + Teller experience preferred + Must be able to complete teller training upon hire to take customer transactions + Demonstrated ability to engage in customer conversations while educating them on products and services preferred + Demonstrated organization skills to handle multiple tasks in a fast-paced environment + Excellent communication skills with ability to be concise, clear and consistent + Demonstrated ability to schedule and prioritize work + Demonstrated ability to work independently and within deadlines + Sound judgment in decision making and effective problem solving + Proficient in Microsoft Office + Notary License (Preferred) **Customer Accountabilities:** + Delivers Legendary experience by helping customers, building relationships, and delivering service and advice + Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations + Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money + Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution + Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately + Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs + May act as a point of escalation for Customer questions or concerns + May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures + Considers the impact of decisions on the well-being of TD, its Customers and stakeholders + Acts as a brand champion both internally and externally + Recognizes transaction needs and educates clients on self-service channels including digital options + Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time **Shareholder Accountabilities:** + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Participates in the Stores daily operations to ensure alignment with TD's risk framework + Understands and applies operating policies and procedures + Supports the timely and accurate completion of business processes and procedures + Escalates non-standard or high-risk transactions/activities as necessary + Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations + Ensures necessary due diligence to support the accuracy of all customer transactions/activities + Knowledgeable of and complies with Bank Code of Conduct + Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location + Executes with excellence by adhering to all risk and control policies/procedures **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit + Participates in personal performance management and development activities + Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally + Utilizes feedback through coaching sessions to demonstrate stronger performance + Establishes relationships with partner bankers to make effective referrals to them + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team + Collaborates with team members in contributing to the success of the team and organization + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills + Positively embraces change + Adheres and participates in TD's Shared Commitments and code of conduct expectations + Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience **OCC Language:** + This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 + Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 + Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 + Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $24.3-32.5 hourly 25d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    Washington, DC job

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Case Underwriter to join the organization. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes. **Key Accountabilities** + Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium. + Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk. + Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases. + Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions. + Understands non-standard broker arrangements and enrollment company strengths and weaknesses. + Identifies elements of a successful enrollment and makes recommendations that will create value. + Works with reinsurer on cases that require facultative review. **Minimum Requirements** + Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $61,412.00 - $88,706.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $61.4k-88.7k yearly 45d ago
  • Branch Manager II

    United Bank, Inc. 4.2company rating

    Washington, DC job

    This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $25,000,000-75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures * Ensures that dual control is in place for all vaults/safes containing cash/negotiables * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash; * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned * May be responsible for managing more than one Branch * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience; * Minimum of five (5) years experience a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills; * Strong planning and organizational skills; * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Branch Manager, Bank, Banking, Marketing Manager, Outside Sales, Management, Finance, Marketing, Sales
    $44k-59k yearly est. 16d ago
  • Banking Associate PT (20 Hrs.) (Laurel)

    TD Bank 4.5company rating

    TD Bank job in Laurel, MD

    Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & Scope: * Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services * Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations * Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer * Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience * Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert * Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking * Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization Education & Experience: * High school diploma or GED * 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred * Demonstrated Customer Service skills preferred * Ability to work during operating hours to include evenings, weekends and holidays as scheduled * Teller experience preferred * Required to complete Teller training and part 1 of platform training upon hire * Strong organization skills to handle multiple tasks in a fast-paced environment * Excellent communication skills with ability to be concise, clear and consistent * Demonstrated effective problem-solving skills * Demonstrated ability to schedule and prioritize work * Demonstrated ability to work independently and within deadlines * Sound judgment in decision making and problem solving * Proficient in Microsoft Office * Notary License preferred Customer Accountabilities: * Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers * Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral * Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings * Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert * Understands and supports the Bank's customer service strategy * Considers the impact of decisions on the well-being of TD, its customers and stakeholders * Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers * Ensures tasks are performed within established policy and procedures * Successfully completes all required job specific, compliance-related training * Understands, utilizes and follows compliance/risk and control programs * Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans * Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities: * Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer * Accurately processes cash/deposit/withdrawal transactions and other account servicing requests * Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address * Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents * Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions * Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR * Follows policy and procedure for Customer Authentication * Acts as Dual Control agent when required * Follows all required open/close procedures Employee/Team Accountabilities: * Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of * the team * Be an active participant in personal performance and development activities * Acts as a brand champion both internally and externally * Collaborates with team members in contributing to the success of the team and organization * Partners as a team player * Actively seeks opportunities to improve delivery of work with high attention to quality standards * Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills * Positively embraces change * Adheres and participates in TD's Shared Commitments * Models quality service at every Customer interaction * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience * May train and act as a mentor to newer colleagues Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $22-27.8 hourly Auto-Apply 4d ago
  • 2026 Community Branch Management Program - Greater Washington

    M&T Bank 4.7company rating

    Silver Spring, MD job

    The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Customer Centric world of the Consumer Bank. During this 1-year program, Branch Management Trainees engage in a variety of Core Training sessions which includes classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that arise. Branch Trainees will also have On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Primary Responsibilities:** + **Community Branch Management Program** **Core Training** - Branch Management Trainees will complete a one-year training program while creating and adding value to the Retail and Consumer Bank. Trainees will participate in training throughout the one-year program to learn banking, basic financial skills, effective communication and coaching practices, and advanced leadership/interpersonal skills. Throughout this time, trainees will develop a solid understanding of banking functions, processes, and operations by engaging with customers to identify financial needs across all product and service lines, resolving complex service issues, and completing accurate and timely processing of various types of transactions. Trainees will also collaborate with local small business leaders to grow community partnerships as well as taking an active role in coaching and developing their team to achieve their individual career goals. + **On-the-Job Training** - The fundamental skills taught in core training are combined with OTJ training based on individual needs of the branch and Market. Job specific training will cover departmental risk policies, procedures, systems, and financial products. Upon completion of the CBMP, Branch Management Trainees will have basic skills necessary to become entry-level professionals and/or managers in their assigned branch, based on individual performance. + **Branch Network Training** - Branch Trainees will learn numerous functions relating to operations, service, and sales in preparation for a Branch Leadership position. This will include: + Exposure opportunities to master communication and personal interaction skills, detailed product knowledge, maintaining operational efficiencies, sales skills, and achievement of sales goals. + Playing a key role in the Customer Experience, Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC), customer information profile (CIP) and branch operations). + Learning all product and service lines to be able to engage with customers to identify financial needs, resolve service issues, and complete accurate and timely processing of teller transactions. + Learning to collaborate with local small business leaders to grow your community partnerships as well as how to coach and develop a team to achieve their individual, personal, and career goals. + **Other Assigned Duties:** + Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** The Community Branch Management Program (CBMP) is an accelerated leadership development program designed to provide participants with a deep dive into the Consumer Bank. During this 1-year program, Branch Management Trainees engage in various of Core Training sessions and On-the-Job (OJT) responsibilities which will vary by market and are assigned by the mentoring manager. **Managerial/Supervisory Responsibilities:** N/A **Education and Experience Required:** Bachelor's (or MS/MBA) candidates with: + Minimum Cumulative GPA 3.0 + Customer facing/retail work experience + Outstanding written and verbal communication skills + Strong interpersonal skills + Demonstrated presentation skills + Proven leadership abilities + Demonstrated analytical & computer skills + Work visa sponsorship not offered for this role M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $29.57 - $43.99 per hour. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above encompasses all geographic locations. The pay rate specific to your location will fall within this range and is available from your recruiter. **Location** Silver Spring, Maryland, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
    $29.6-44 hourly 58d ago

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