TD Bank jobs in Wilmington, DE - 340 jobs

Data Steward I- Data Governance
TD Bank 4.5
TD Bank job in Wilmington, DE
Greenville, South Carolina, United States of America **Hours:** 40 **Pay Details:** $72,280 - $117,520 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:** Data & Analytics **Job Description:** The Data Steward I provides data governance expertise and manages and / or executes data governance activities for a business or function. The role executes on business data strategy and deliverables in alignment with Data Policy, Standards and Strategy. The role also provides reporting, analysis, and assessments to support data governance within their business area or function. Appointed as a Data Steward for their business. **Depth & Scope:** + Subject matter expert level professional role requiring in-depth knowledge / expertise with respect to data governance and data asset risk management for a given business line and working knowledge of broader related areas + Analyzes current and emerging data related risks in day-to-day activities, operations, products and services within the Business, to ensure activities are within TD's Risk Appetite and policies + Governs and manages data under their stewardship, acting as a focal point for data governance within the Line of Business + Ensures their Line of Business (LOB) adheres to data related policies, standards and meets requirements set out by the Enterprise Data and Information Management Policy and Standards + Creates, designs, implements, and maintains LOB-specific processes, templates, and appropriate mitigating controls, to support enterprise data policy and standards and ensure effective management and control of LOB data + Ensures data-related activities are compliant with applicable laws and regulations + Provides 1st line oversight of LOB data management activities, including metadata and data quality management, data retention and disposition within BAU processes, projects, programs and change initiatives + Escalates data risks and issues and analyzes and provides advice to business owners in developing and implementing action plans for data risk mitigation and issue resolution + Works in partnership with control partners (i.e., Technology Risk Management, Legal, Privacy, Office of the Chief Data Officer (OCDO), LOB First Line of Defense partners, etc.) to protect the Bank's data assets + Creates and delivers training programs and tools, and provides advice, to ensure the governance and oversight of data + Helps define the Line of Business data strategy + Promotes a strong data risk management culture + Acts as a subject matter expert within their own area of specialty or a resource for others + Leads projects of moderately to complex risks and resource requirements; may lead end-to-end processes or functional programs + Contributes to setting standards within area of expertise + Solves complex problems requiring analysis of multiple variables, including consultation with multiple stakeholders + Uses advanced methods to contribute to new solutions and recommend standards against which others will operate + Impacts a range of functional programs and operations across own and related teams + Analyzes guidelines, standards, policies and results of analysis to inform decision making at senior levels + Builds stakeholder alignment in leading projects and activities; may provide process and subject matter advice at senior levels + Works independently as the senior technical lead and guides others within area of expertise + Analyzes and leads problem resolution for complex issues at all levels + Participates in project meetings/working sessions to provide advice on data governance requirements + Independently completes data impact assessments and provides direct input to project teams in how to appropriately safeguard and manage data. + Performs data quality analysis and assessment for critical business data and reports breaches through risk escalation forums. + Analyzes key business processes for the appropriate level of data controls, and advises on additional/revised controls if applicable. + Analyzes and documents metadata to support adherence to internal requirements and external regulatory requirements + Manages data risk across lifecycle of data element (production, movement and consumption) i.e., pRCSA review and approval + Establishes and maintains thought leadership of data driven considerations within the LOB as well as other 1B functions + Influences business to continuously review for emerging risks and provides advice on possible regulatory implications of risks and issues. + Proficiency in working across stakeholder teams to reach consensus on various topics in support of sound data management practices. + Analyzes business processes that are causing data quality issues and determines root cause for issues and business processes to prevent future issues. + Determines appropriate rules to evaluate the data quality at a data element level. + Works directly with senior members of project teams to confirm data governance requirements are delivered. Makes calculated compromises in support of projects to meet delivery dates while also delivering optimal data governance. + Provides input in how data management policies are operationalized within the line of business. + Analyzes key business processes for robustness of data controls and advises on changes/enhancements. + Advises on issues/challenges that should be taken into account within future business objectives. + Performs in-depth root cause analysis for data quality issues on behalf of management and stakeholder teams. **Education & Experience:** + Undergraduate degree or technical certificate + 5+years of relevant experience + Proficient knowledge of data governance/data management practices, enterprise data policy, standards &strategy + Proficient knowledge of M&A due diligence process, LOB data strategy, data risk management, and data life cycle management + Knowledge of current and emerging competitor and market trends + Skill in using analytical software tools, data analysis methods and reporting techniques + Skill in mentoring/coaching others + Skill in using computer applications including MS Office + Ability to communicate effectively in both oral and written form + Ability to work collaboratively and build relationships + Ability to work successfully as a member of a team and independently + Ability to exercise sound judgement in making decisions + Ability to analyze, organize and prioritize work while meeting multiple deadlines + Ability to handle confidential information with discretion **Preferred Qualifications:** + Experience with Data governance surrounding projects & data issues, governance control, and risk + Operational Risk experience + Familiarity with KPI's and metrics + Excellent attention to detail + Strong organizational and time management skills + Strong communication skills (written and verbal) **Customer Accountabilities:** + Provides guidance to the Business on identification of critical data and critical data elements + Provides guidance and oversight on the business' metadata management and data quality tasks + Provides guidance and oversight on the business' data retention and disposition tasks + Partners with technology and architecture stakeholders to drive effective data activities for business + Acts as a SME and/or research and analyze data issues, remediate and implement changes in various data councils and other forums on behalf of their business + Provides specialized data governance / management advice / support to management / leadership and respective teams for area(s) of specialization with industry, external and internal, enterprise and business awareness; understands trends, identifies issues and opportunities and provides recommended action to management + Leads on the implementation of initiatives in support of the overall data policies, standards, and strategy + Manages a set data governance work activity requiring coordination across multiple areas + Supports / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides data governance expertise and/or input to projects/initiatives as a representative for area of specialization, and where necessary participate in identifying, designing and testing solutions and supporting implementation activities + Participates in Segment Data Council meetings + Supports the identification of business data owners and business data SMEs for the LOB + Facilitates socialization and training of the LOB data governance and data management community on data policies, procedures, tools, and templates **Shareholder Accountabilities:** + Supports the stewardship of data in accordance with the Enterprise Data Policy, Standards and Strategy + Adheres to enterprise frameworks or methodologies that relate to activities for respective business area(s) + Ensures respective programs / policies / practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities + Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Conducts internal and external research projects; support the development / delivery of presentations / communications to management or broader audience + Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs / policies / practices + Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exists + Leads / facilitates and/or implements actions / remediation plans to address performance / risk /governance issues + Actively manages relationships within and across various business lines, corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit + Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + 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 team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. + Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. + 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 **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.
$72.3k-117.5k yearly 30d ago

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Banking Associate PT- 20hrs (Wilmington Shipley)
TD Bank 4.5
TD Bank job in Wilmington, DE
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 17d ago
Senior Web Application Penetration Tester
M&T Bank 4.7
Wilmington, DE job
_This role offers a hybrid work schedule at our Wilmington, DE Tech Hub._ Searches for application weaknesses that are exploitable, and partners with technology, cybersecurity, and risk teams to remediate any found weaknesses. Collaborates with technology teams when implementing new applications to help the team identify weaknesses before an attacker does. **Primary Responsibilities:** + Complete penetration testing (primarily Grey & White Box testing) of web applications, Application Programming Interfaces (APIs), hardware, and mobile. + Define testing methods to meet the scope and goals of assigned penetration tests. + Gather intelligence to better understand how target works and its potential vulnerabilities. + Understand breach and attack simulation solutions and work with the team to validate controls effectiveness. + Document and formally report testing initiative findings. + Maintain tools and scripts used in penetration testing and red team processes. + Effectively educate and train Cybersecurity teams on new tactics, techniques, and procedures to ensure technology applications and services are not at risk of compromise or will leak information. + Collaborate across Cybersecurity and Technology teams to leverage intelligence sources, identify new threats, improve tool usage and workflow, and mature monitoring and response capabilities. + Identify areas of opportunities in daily tasks to advance penetration testing skills and regularly learn new tactics, techniques, procedures to assess risk and implement and validate controls as necessary. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain, and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. + 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:** + Engages in regular interaction with middle management within Internal Audit, Compliance, Risk Management, and Technology. + Determines and develops approach to solutions. Work is evaluated upon completion to ensure objectives have been met. Work is accomplished with periodic check-ins for alignment and limited direction. + Basic knowledge of all penetration testing and red team tools. + Strong knowledge of networking and network protocols. + Intermediate working knowledge of operating systems and scripting and/or coding. **Manager Responsibilities:** No supervisory responsibilities. **Education and Experience Required:** + Bachelor's degree and a minimum of 3 years' relevant work experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience. + Intermediate working knowledge of penetration testing and red team tools to be able to simulate attacker tactics, techniques, and procedures + Strong knowledge of networking and network protocols + Intermediate working knowledge of operating systems and scripting and/or coding **Education and Experience Preferred:** + Bachelor's degree in an applicable discipline such as Computer Science, Cybersecurity, or Information Technology + Strong understanding of information security concepts (both technical and organizational requirements) + Highly ethical and expected to maintain a level of professionalism at all times + Intermediate working knowledge in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of commercial and bring-your-own (BYO) products + Prior experience with and demonstrable aptitude for quickly learning new technical skills + Experience training others to ensure they have basic knowledge of and ability to use function-specific tools and systems + Ability to analyze and draw conclusions based on quantitative data from multiple sources + Penetration testing-specific or Cybersecurity domain-related industry-recognized certification \#Hybrid #LI-JB3 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Wilmington, Delaware, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$106.7k-177.9k yearly 8d ago
Client Success Executive
The Vanguard Group 4.6
Malvern, PA job
What's the scope of the Full-Service Relationship Representative (Client Success Executive) role? What experience would be gained from it? Serving full-service clients under $200M. Building deep relationships with decision makers within client organizations to foster loyalty and demonstrate Vanguard's value proposition. Working with consultants associated with Key Account consultant firms and partnering with CEG representatives on consultant relationship development Delivering strategies to increase impact for plan participant success and plan sponsor client loyalty and satisfaction. Developing deep knowledge of Vanguard full-service recordkeeping offer. Understand client relationship financials and ongoing relationship viability. Establishing a broad network across the IIG business What does the ideal candidate look like? An individual who thrives in this role demonstrates determination and is highly collaborative. A highly organized and resourceful problem solver who navigates ambiguity using conceptual thinking skills. Strong relationship management, professional presence, communication, and collaboration skills with internal and external partners to achieve key outcomes (e.g., client loyalty and satisfaction, profitability, etc.) Ability to deepen and strengthen client relationships retaining existing client relationships. To effectively position Vanguard and our investment products and services. FINRA 6 and 63 licenses (or ability to obtain within 90 days of hire) Responsibilities Consults with clients to evaluate needs. Research resolutions for client issues and supports strategies for process improvement. Leverages relationship management skills to build relationships with clients. Supports recordkeeping strategy to identify areas for process improvement. Identifies and resolves client inquiries related to products or services. Builds internal relationships to collaboratively resolve client issues. Facilitates the creation of solutions across internal teams to address client inquiries and improve the client's overall experience with Vanguard's services. Uses technical knowledge of Vanguard funds, products, and services to proactively identify opportunities to strengthen the client relationship. Participates in team projects and performs other duties as assigned. Qualifications Minimum of three years related work experience. Two years experience in Client Services, Relationship Management and/or Vanguard Workplace Solutions preferred. Undergraduate degree or equivalent combination of training and experience. This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Experience with the Vanguard recordkeeping offer and process required. Client travel is required and expected for this role. Sponsorship Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$81k-172k yearly est. Auto-Apply 8d ago
Events Marketing Specialist, Personal Investor and Advice & Wealth Management (AWM) Marketing
The Vanguard Group 4.6
Malvern, PA job
The Events team within Personal Investor & AWM Marketing is seeking an experienced events specialist to execute marketing strategies in support of broader business objectives. The Specialist will play an active role in our invitation strategy and provide creative insights to support and refine our distribution plan. In addition, the Events Marketing Specialist will be a key contributor throughout the planning and execution of webcasts and in-person events, delivering meaningful, insight-driven experiences for clients and prospects. This position will be instrumental in bringing marketing strategies to life and ensuring that Vanguard's events are client-centric, compliant, and aligned with business priorities. As a key partner to marketing and business stakeholders, the Events Marketing Specialist provides creative input and supports content development for live and digital events. The ideal candidate combines storytelling skills with operational expertise, ensuring every event reflects Vanguard's brand integrity, regulatory standards, and commitment to client engagement. This position reports to the Head of Events & Seismic. Responsibilities: Partner with Personal Investor & AWM business teams to execute webcast and event strategies from start to finish, including distribution and channel optimization, creative development, and content alignment. Develop cohesive communications plans for events that support business objectives and enhance client experience. Manage planning workflows in Adobe Workfront, ensuring timely input of project details and creative requests. Collaborate with creative teams to produce clear, engaging, and compliant client-facing content. Track and analyze event performance metrics, leveraging insights to recommend improvements and inform future strategies. Coordinate logistics with Media Services and Corporate Event Planning teams to deliver seamless experiences for executives and business partners. Support special projects and flex into additional communications strategy work as needed. What It Takes Growth Mindset: Ability to adapt to changing priorities and thrive in dynamic environments. Collaboration: Strong interpersonal skills and proven ability to work effectively with cross-functional teams. Technical Expertise: Experience with webcast platforms and event technology (e.g. Kaltura, Wistia) preferred. Experience: Minimum of five years of relevant work experience. Education: Bachelor's degree or equivalent combination of education, training, and experience. Nice to Have Proficiency with project management tools (e.g., Workfront). Familiarity with CRM systems and data management practices. Experience designing surveys and leveraging data to inform strategic decisions and recommendations. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$82k-102k yearly est. Auto-Apply 8d ago
2026 Executive Associate Program - Growth Marketing
M&T Bank 4.7
Wilmington, DE job
The Executive Associate Program is designed for 2nd year MBA students who seek to accelerate their career within M&T Bank. Program hires will undergo an immersive leadership experience designed to develop leadership competencies and strategic capabilities. Throughout the first year, the incoming cohort will be introduced to Program alumni, bank wide leadership, and collaborate with peers to drive change to support the vision and goals of the Bank. **Department Overview:** As an Executive Associate within the Growth Marketing team, you'll play a pivotal role in driving customer-centric and innovative marketing initiatives. You'll lead efforts that drive brand advocacy, cross-sell, and retention, while contributing to process improvements and operational efficiency across the marketing function. This role champions customer centricity, innovation, and strategic brand growth. This team guides the exploration and implementation of emerging technologies (such as generative AI) through the design and execution of pilot programs. Additionally, you may have the opportunity to evaluate existing partnerships to maximize value and lead initiatives to identify and cultivate new strategic alliances. As a core member of an Agile team, you will serve as a key stakeholder in cross-functional projects that shape the future of marketing at M&T Bank. Your responsibilities may also include: - Communicate campaign plans and strategies broadly to stakeholders: within the department and with key partners across the division, when necessary. Track and manage budget of marketing campaigns and projects. - Seek opportunities to 'test & learn' and broadly share/socialize results and areas for improvement and develop recommendations based upon campaign results. - Stay current on emerging trends in marketing, company products, and services with a focus on leveraging AI technologies to enhance customer engagement and efficiency. - As relevant, manage all aspects of the development and execution of each marketing and/or communication campaign project from conceptualization through execution and implementation - Align disparate teams around a common vision and core set of priorities for small- and large-scale client campaigns. Clearly defining campaign goals, objectives, theme, and message - Collaborate with a large team of partners while utilizing best practices of scrum and Kanban management to guide priorities. No prior scrum or Kanban experience required, just an eagerness to learn! - Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. **Scope of Responsibilities:** Perform project/management related assignments in field of expertise within the Executive Associate Program. **Supervisory/ Managerial Responsibilities:** None **Education and Experience Required:** Completed MBA from an accredited business school. Minimum two years professional, full time work experience. Demonstrated leadership potential, as evidenced through previous work experience, extracurricular activities, or community involvement Excellent communication and interpersonal skills, with the ability to collaborate effectively with individuals at all levels of the organization Strong analytical and problem-solving skills, with the ability to think strategically and critically analyze complex business challenges Strong project management skills and the ability to handle multiple priorities and deadlines Work visa sponsorship not offered for this role Ideal Qualifications: - Previous Marketing Experience - Exceptional PowerPoint skills, presentation skills - Demonstrated experience with generative AI tools - Strong written and oral communication skills - Strategy, prioritization, and relationship management skills. - Curious, flexible, dependable, and responsive in the face of many moving parts M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $100,000 - $171,000. 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** Wilmington, Delaware, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$100k-171k yearly 59d ago
Executive Speechwriter, Senior Specialist
The Vanguard Group 4.6
Malvern, PA job
We are seeking an experienced speechwriter to support Vanguard's chief executive officer in articulating a compelling vision, inspiring internal and external audiences, and advancing the company's reputation and leadership voice. The successful candidate will be an expert storyteller and researcher and will have experience working with C-suite leaders in the financial services industry. The executive writer will be able to translate complex ideas into clear, persuasive, authentic, and memorable narratives tailored to a variety of audiences and formats. Responsibilities: Partner with the head of the Executive Office and the head of Executive Communications to maintain and evolve a distinctive executive voice with consistent messaging, tailored for channel and audience. Research, draft, and edit speeches, remarks, talking points, op-eds, and other materials for the CEO. Craft nuanced, persuasive communications that reflect the CEO's tone, priorities, and expert business insights. Build a library of reusable narratives, anecdotes, and data points that reinforce the CEO's leadership themes. Ensure all communications meet legal, regulatory, and reputational standards. Partners with Legal, Compliance, and Risk teams to proactively manage sensitive topics. Coach and mentor communications team members on executive-level storytelling, and stakeholder influence. Participate in special projects and perform other duties as assigned. Qualifications: Minimum 10 years of experience in executive communications, public affairs, journalism, or strategic messaging. Prior experience in an executive speechwriting role. Exceptional writing and editing skills, with the ability to capture and executive voices. Ability to develop a variety of compelling content under tight deadlines. Excellent judgment and experience providing communications advice and counsel to senior executive leaders. Experience navigating matrixed organizations. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$84k-115k yearly est. Auto-Apply 17d ago
UX Content Strategist, Specialist
The Vanguard Group 4.6
Malvern, PA job
In this role you'll: Support strategic planning & intake and facilitate resourcing of creative talent. Lead complex, ambiguous content strategy discovery and development for large-scale initiatives. Develop and deliver clear content strategies that translate goals and insights to optimize user experience and drive strong, data-informed outcomes. Help support and set site-wide systems governance through standardized templates, modules, and components to shape broader site efficiency and consistency. Core Responsibilities 1. Creates in-depth, compelling communications and positioning on a range of subjects, including Vanguard funds, products, and services; financial markets; the economy; regulatory matters; portfolio construction and theory, and internal communication topics. Exercises decision making authority and interacts with user experience test subjects. 2. Displays versatility and demonstrates understanding of user experience principles in producing clear communications through a wide range of styles and channels, including responsive web pages, campaigns, ads, emails, presentations, blogs, videos, letters, articles, videos, and social media channels. Partners with user experience team to set up tests, measure effectiveness, solve problems, and create communication content that meets user experience goals. 3. Expertly presents and "sells" content and design solutions to senior management, project teams, partners, and stakeholders. Ensures the success of the strategy. Participates in discussions on user-centered design principles, visual design, user behavior, interactions, and Vanguard's brand. 4. Plans communication content in consideration of universal design principles and tags content to interface with a wide variety of technologies. 5. Provides creative direction and guidance on messaging and/or content strategy across mediums, working closely and collaboratively with designers, developers, marketing managers, and business leaders. Leads the creation of new approaches or processes with a 1-3 year outlook. 6. Serves as a mentor to less experienced strategists by sharing subject matter expertise, advocating for content best practices, and providing specific feedback on their content strategy direction. 7. Participates in special projects and performs other duties as assigned. Qualifications • Five years related work experience. Two years in user experience, digital marketing, or similar preferred. • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. • Experience with FIGMA/FIGJAM or Miro. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$82k-110k yearly est. Auto-Apply 9d ago
Inbound Sales Consultant - PA
The Vanguard Group 4.6
Malvern, PA job
Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$74k-84k yearly Auto-Apply 7d ago
Senior Commercial Real Estate Relationship Manager
M&T Bank 4.7
Wilmington, DE job
Originate, underwrite, negotiate, close and service commercial real estate loans of large dollar amount and high complexity. **Primary Responsibilities:** + Provide a high level of customer service to an existing customer base, + attending to the needs of commercial finance clients seeking loans, prospecting, underwriting and originating new loans. + Participate in the management of the existing portfolio based on departmental objectives. + Restructure adversely-graded loans and foreclose problem loans, performing activities designed to preserve the loan principal, gather interest as possible and prevent the loan from being charged-off. + Call on potential and existing customers to develop new business and increase existing business. + Perform special projects such as recruiting, due diligence, and acquired portfolio absorption. **Scope of Responsibilities:** The position has extensive contact with customers, extending credit and providing Bank services. Communication with attorneys to coordinate closing, service existing credits, and work out problem loans. **Education and Experience Required:** Bachelors degree or equivalent in work experience. Seven (7) to ten (10) years commercial real estate lending experience. Working knowledge of personal computers and software utilized by department. Excellent written and verbal communication skills with an orientation toward customer service. Ability to interact with all levels of personnel. Credit analysis skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $136,000.00 - $226,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Wilmington, Delaware, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$73k-95k yearly est. 60d+ ago
Senior Process Improvement Analyst
The Vanguard Group 4.6
Malvern, PA job
Join Vanguard's Enterprise Investment Service Division and lead complex or large process improvement initiatives using process improvement methodology (e.g., Lean, Agile, etc.) to develop, identify, analyze, and improve existing business processes. You will also apply functional expertise to improve business and client results and support the business Senior Management by aiding in the analysis of business strategic initiatives and supporting the business with competitive research and serving as a coach to leadership. Responsibilities: Develops and applies process definition, improvement and design methodologies to identify, analyze and improve business processes to improve quality, reduce costs, increase efficiencies/productivity, increase customer satisfaction, etc. Leverages technical expertise to coach other process improvement crew through initiatives. Concatenates process improvement data and uses key metrics to measure outcomes. Manages process improvement initiatives from inception through implementation ensuring deadlines are met. Defines scope and requirements, establishes timeline, and ensures timely completion of deliverables. Develops documentation to support analysis and improvement including business requirements, functional specifications, process maps, and gap/problem analyses. Develops and manages effective working relationships with internal clients (primarily senior leaders) and key stakeholders. Supports the development of training and/or change management materials and activities to support new processes and procedures. Coordinates follow-up meetings for project teams using process improvement tools to ensure work is completed and improvements are maintained. Plans and implements quality assurance and compliance processes. Participates in special projects and performs other duties as assigned. Qualifications: Minimum of five years' related work experience with progressive responsibility required. Undergraduate degree or an equivalent combination of training and experience required. Graduate degree preferred. Process improvement certification (i.e. McKinsey Lean training, Six Sigma certification) preferred. Ability to obtain certification within 1 year period required. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-103k yearly est. Auto-Apply 10d ago
Client Relationship Associate
The Vanguard Group 4.6
Malvern, PA job
About this job: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Relationship Associates fulfill our mission by helping our clients through life's biggest moments - from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for serving others, building your skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Relationship Associate! At Vanguard, we believe in supporting our “crew” personally through all life stages. Total potential compensation for this role is between $74,500 - 77,500 ($52,000 - 55,000 base salary based on licenses held plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon obtaining the required licensing and achieving performance standards. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate, you will: Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues. Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions to clients. Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience. What it takes: You don't have to be a financial expert to be an advocate for our clients! We welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. We have seen most success from individuals with: Strong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew.” Customer-facing and/or in-bound phone experience. A learner's mindset and an appetite for financial acumen. Undergraduate degree or equivalent combination of experience, preferred. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive professionally from the moment you join. Our training, development, culture, and benefits are designed with “crew” in mind. We will provide you with: Fully paid training, coaching, and continuous support needed to pass the SIE and FINRA Series 7 & 63 Access to learning and development resources to equip, and empower, you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners Hands-on coaching by purpose-driven leaders to help you excel in your current role, and prepare you for the next Acumen building on our products and services to equip you with the expertise necessary to have meaningful conversations with our clients Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. About Vanguard We are Vanguard. Together, we're changing the way the world invests. Because when you invest with courage, when you invest with clarity, and when you invest with care, you have the chance to get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$74.5k-77.5k yearly Auto-Apply 60d+ ago
Trade Operations Senior Support Specialist
TD Bank 4.5
TD Bank job in Exton, PA
Vienna, Virginia, United States of America **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:** TD Wealth **Job Description:** The Trade Operations Senior Support Specialist is responsible for the strategic and operational oversight of the trading desk, ensuring adherence to regulatory requirements, risk management practices, and timely execution of trading activities. This leadership role serves as a key point of escalation and governance, maintaining rigorous standards of compliance and operational excellence. **Depth & Scope:** + Provides oversight of trading rules and system configurations in the Pershing Platform to ensure accurate and compliant trade processing + Manages and oversees regulatory reporting requirements, including but not limited to CAT, CAIS, TRACE, and other mandated reporting obligations. + Ensures adequate staffing levels and resource allocation to handle live trading orders efficiently and meet service level standards + Supervises and participates in the review and release of flagged live orders, acting as a dual control for higher-risk transactions to mitigate operational and market risk + Reviews and grants approvals for trade exceptions and non-standard transactions + Maintains oversight of key risk metrics and escalate issues as necessary to senior management + Leads the development, maintenance, and enhancement of policies, procedures, and desk-level controls to comply with regulatory and firm requirements + Acts as the regulatory change management lead, assessing and implementing required changes to processes, systems, and reporting in response to new or amended regulations + Partners with Compliance, Risk, Technology, and other business units to ensure trading activities align with internal standards and external regulatory expectations + Provides guidance, training, and mentorship to trading support staff to promote a culture of risk awareness and operational excellence + Assists in identifying, investigating and resolving trade errors by coordinating with advisors and support teams, helping to minimize financial exposure and prevent reoccurrence **Education & Experience:** + An undergraduate degree in a relevant field is preferred however candidates with significant directly related professional experience will also be considered. + 5+ years industry experience + Series 7 and 24 **OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to _investigate_ the good character, business reputation, qualifications and experience of an applicant for registration _before_ applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to _verify_ the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, 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 - Occasional + Sitting - Continuous + Standing - Occasional + 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 - Never + Climbing - Never + Reaching overhead - Occasional + 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.
$86.8k-139.4k yearly 60d+ ago
Internal Audit - Business Management Specialist
TD Bank 4.5
TD Bank job in Wilmington, DE
Mount Laurel, New Jersey, United States of America **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:** Business Management, Strategy & Support **Job Description:** The Control Remediation and Quality Assurance (CRQA) function was established to provide guidance on the activities associated with the end-to-end (E2E) regulatory issue remediation lifecycle. The Remediation lifecycle includes Management checkpoints that have been created at key milestones to manage quality throughout the remediation process. Each Gate includes defined criteria inclusive of remediation testing that must be adhered to by the issue owners and other key stakeholders as part of the formal review, challenge, and approval process. The Control Remediation Quality Assurance Practice/Methodology & Testing Business Management Specialist supports in maintaining methodology of the end-to-end MRA remediation program. As a member of the Testing Center of Excellence within CRQA this role provides regulatory remediation testing standards for the 1B/2B testing teams and through a QA process, ensures testing meets these standards. Through this process they will play an important role in ensuring the successful remediation of regulatory findings and increase the likelihood of passing Internal Audit and Regulator validation. Key responsibilities include: + Maintain the Practice/Methodology and Testing CoE in coordination with the Head of CRQA Review, Challenge, Methodology & Testing + Creates and maintains Testing standards for the first and second line testing teams to follow + Conduct testing quality assurance over first and second line testing teams; ensuring consistency and quality of the testing teams' work + Partners with the CRQA Review and Challenge Coordinator Lead and Advisors + Provide guidance for testing that needs to be performed through identification of best practices and lessons learned + Provides thematic testing result outcomes and modify testing methodology as needed through engagement with stakeholders and other key partners + Drives efficiency and effectiveness, through scale up and analytics of testing activities **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scopes of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end to end **Education & Experience:** + Undergraduate degree + 7+ years relevant experience **Preferred Qualifications:** + Preferably experience with third line or controls/remediation testing teams + Experience establishing and implementing effective Regulatory policies, strategies and plans that effectively support the financial environment + Highly organized, with demonstrated ability to develop, analyze, improve and apply complex policies, processes and procedures + Solid understanding of Regulatory environment and its role in the business + Effective negotiation and influencing skills + Advanced communication and presentation skills + Can demonstrate work independently and be an individual contributor **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **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.
$86.8k-139.4k yearly 60d+ ago
Teller Manager - Media PA (Full Time)
TD Bank 4.5
TD Bank job in Media, PA
Media, Pennsylvania, United States of America **Hours:** 40 **Pay Details:** $24.00 - $33.50 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 Teller Manager leads a team of service colleagues promoting a positive customer and colleague experience and provides day-to-day team leadership, and work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining compliance and regulatory guidelines. The role will lead, coach and develop colleagues toward achieving overall store results to include operational excellence, store advice and referral goals, and personal development objectives. **Depth & Scope:** + Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines + Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership + Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems + Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk + Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries. + Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety + Engages Customers, assesses needs, responds by providing service(s) or guidance + Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term + Coaches Teller team on financial transactions, customer experience, effective referral opportunities + Plans, organizes and coordinates the activities for own area and resolves operational issues + Manages team requiring workforce to decision on acceptable level of risk - specifically low risk potential (loss/reputational) transactions and/or requests + Provides decision making authority of issues managed generally limited to non-standard issues or exceptions + Provides leadership on day to-day issues on the Teller line, determining the most appropriate course of action for resolution, or escalates as required + Leads by example and coaches Teller team on achieving individual performance metrics + Partners with Store Leadership to achieve both store and individual performance metrics + Ensures accurate use of all equipment by staff **Education & Experience:** + Undergraduate degree preferred and/or + 2+ years of relevant experience + Excellent organization, interpersonal and communication skills + Sound judgment in decision making and problem solving + Demonstrated knowledge of Banking Compliance Regulations **Customer Accountabilities:** + Shared accountability with Store Leaders for Lobby Leadership + Acts as a contributor in achieving an overall Legendary Customer experience in the Store + Leads, coaches, and proactively models exceptional service at every customer interaction in the lobby and on the frontline + Responsible for maintaining optimal colleague scheduling to ensure customer demands and compliance requirements are met + Supports and coaches frontline colleagues on effective customer complaint resolution + Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements + Leads the execution of the Store LEI plan/objectives; supports the execution of the Store advice plan/objectives + Leads and coaches frontline team on advice giving strategies and overall product and services acumen + Leads and coaches on advice delivery to improve the customer experience and overall profitability of the Bank + Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs + Ownership/oversight of simple to complex daily Store administrative duties + Decisions more advanced teller transactions as well as processes teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures **Shareholder Accountabilities:** + Manages the service team promoting a positive customer and colleague experience + Leads and develops a team of service colleagues, provides coaching on delivering effective customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall customer experience + Responsible for cash control of the store. Leads and enforces proper cash control procedures to bolster security and eliminate fraud and cash loss + Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers senior service team to act as a point of escalation for customer concerns, and takes personal ownership when concerns cannot be managed at junior levels + Contributes to the execution and achievement of the team and the Store's customer experience targets by coaching/modeling appropriate attributes and behaviors + May assist Regional Operational Officers in audits and various operational reviews **Employee/Team Accountabilities:** + Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues + Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner + Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding customer interactions, products and services, etc.) + Manages colleagues in compliance of all policies, procedures and guidelines + Supports, mentors and coaches team members in their professional development + Creates and fosters a cohesive team and promotes a strong colleague experience + 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 + Onboards team members to ensure a positive experience and proficiency in role + Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes + Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives + 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 champion 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 - Frequent Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Continuous Sitting - Occasional Standing - Continuous 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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$24-33.5 hourly 60d+ ago
Strategic Sourcing Manager II
TD Bank 4.5
TD Bank job in Cherry Hill, NJ
Toronto, Ontario, Canada **Hours:** 37.5 **Line of Business:** Procurement & Sourcing **Pay Details:** $91,200 - $136,800 CAD 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. **Job Description:** **CUSTOMER** + Act as liaison with business / executives and provide sourcing expertise and recommendations to business partners to optimize Sourcing strategies to enable TD and business specific objectives and goals in support of the Payments portfolio + Within category specialty, support business partners by contributing to governance programs and management programs + Manage category and strategic sourcing strategies and initiatives that support TD and business partner needs and objectives as well as help to mitigate risks to the organization + Present research findings and make recommendations to management that support category and business partner strategies + Leads supplier negotiations to maximize total cost of ownership in a given category and work with business partners **SHAREHOLDER** + Adhere to enterprise frameworks or methodologies that relate to sourcing activities for our business area + Ensure respective sourcing programs/policies/practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities + Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate + Ensure business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Conduct internal and external research projects; support the development/ delivery of presentations / communications to management or broader audience + Conduct meaningful sourcing analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices + Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist + Lead / facilitate and/or implement actions / remediation plans to address performance / risk /governance issues + Actively manage relationships within and across various business lines, corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keep current on emerging issues, trends, and evolving regulatory requirements and assess potential impacts + Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite **EMPLOYEE / TEAM** + Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Provide thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit + Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques + Participate in personal performance management and development activities, including cross training within own team + Keep 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 + Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. + Lead, motivate and develop relationships with internal and external business partners / stakeholders to develop productive working relationships. + Contribute to a fair, positive and equitable environment that supports a diverse workforce + Act as a brand ambassador for your business area/function and the bank, both internally and/or externally **BREADTH & DEPTH** + Highly seasoned professional role requiring substantial knowledge of Sourcing and procurement and/or knowledge of broader related areas + Manage a portfolio of Payments-related sourcing engagements across a range of complexity and risk levels + Integrates knowledge of the enterprise sub-function's or business line's overarching strategy in developing solutions across multiple functions or operations + Lead multiple priorities simultaneously, adjusting the approach based on business urgency and engagement scope + Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services + Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists in Payments that require judgement and commercial awareness + Independently manages end-to-end functional programs + Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions + Uses sophisticated analytical thought to exercise judgement and identify solutions + Impacts the achievement of sub-function or business line objectives within the area they are accountable for + Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders + Works autonomously as the lead and guides others within area of expertise + Generally, reports to a Senior Manager or above **EXPERIENCE AND / OR EDUCATION** + Post-Secondary Education and / or + 7+ years of related experience **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 a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. 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. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. **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** Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. We look forward to hearing from you! **Language Requirement (Quebec only):** Sans Objet Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$91.2k-136.8k yearly 44d ago
CVP, SAP Collections and Disbursements (FSCD) Functional Lead
New York Life Insurance 4.5
Philadelphia, PA job
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of being there when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Preferred location is Philadelphia and hybrid / 3 days onsite schedule. A remote work arrangement may be considered for well-qualified candidates. Role Overview: The SAP Collections and Disbursements (FSCD) Specialist is accountable and responsible for implementation and maintaining SAP FSCD and S/4 HANA systems. The SAP FSCD Specialist responsible for Project integration of varying sizes and delivering projects within program expectations, on time through improved productivity, performance. The SAP FSCD Specialist demonstrates leadership competencies by engaging with Cross-functional teams to manage project delivery lifecycle, from Conception, blueprint, realization to go-live and support. The SAP FSCD Specialist support large, complex projects, working with distributed teams together to focus on execution and delivery. What You'll Do: Responsible for defining, planning, tracking, and managing SAP FSCD projects successfully by identifying key resources and providing direction to meet defined objectives. Lead and support S/4 HANA Finance pursuits and engage with all Development initiatives Supervise and coach junior colleagues and manage parts of project engagements SAP FSCD specialists deliver the technology and services to help meet business performance goals and improve processes Promote and foster collaboration and knowledge sharing between Business & Technology teams Participate in project planning activities and manage the execution of enhancements & multiple parallel Projects Manage relationship with project stakeholders, keeping them informed of progress and issues in order to manage expectations on all the project deliverables. What You'll Bring: Skills and Experience: 7-10 years of SAP FS‑CD and S/4HANA Finance experience, with deep functional expertise and full lifecycle implementations across Collections, Disbursements, payments, clearing, and business partner processes. Strong ability to translate business requirements into SAP FS‑CD functional designs and partner effectively with technical teams (ABAP, integration, banking interfaces). Proficiency in configuring FS‑CD components (business partners, policies, dunning, disbursements, workflows, payment programs, reconciliation, reporting). Experience developing and managing interfaces with external banking systems (ACH, wire, check processing, positive pay). Strong understanding of S/4HANA capabilities and SAP Finance best practices. 5+ years working in complex, multi‑module SAP environments, with strong integration experience across FI and related Finance components. Ability to work across cross‑functional teams, facilitate workshops, and drive clarity in complex delivery environments. Familiarity with Agile/SAFe delivery methodologies and use of tools/accelerators to streamline implementation. Strong analytical abilities, problem‑solving skills, and capability to design scalable finance solutions. Excellent communication skills with the ability to engage both technical and business stakeholders. Skills & Competencies Bachelor's degree in Information Technologies, Computer Science, Business, and/or equivalent experience. Master's degree Information Technologies, Computer Science, Business preferred Deep functional knowledge in the areas of finance within the financial services industry. Proven analytical skills and systematic problem solving. #LI-SV1 #LI-HYBRID #LI-REMOTE Pay Transparency Salary range: $125,000 - $185,000 (Philadelphia) Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Job Requisition ID: 93056 #GBS
$125k-185k yearly 5d ago
Mortgage Loan Officer- East Coast US
TD Bank 4.5
TD Bank job in Wilmington, DE
Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $11.54 - $15.50 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 Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. Pay Range- $11.54 per hour depending on established local minimum wage plus commission. **Depth & Scope:** + Meets with Prospects identified directly as well as referred by realtors, developers, attorneys and other external and internal referral sources + Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs + Guides Customers through the mortgage application process + Explains information required and other aspects of the loan process to Customers + Ensures applications are completed accurately and contain required information and supporting documentation + Manages Customers expectations regarding processing times and closing dates + Sells and originates residential mortgage loans according to established policies and procedures and applicable legal and regulatory guidelines + Generates referrals for mortgage sales opportunities and sales of other Company business line products + Develops plan to achieve sales goals with assistance from sales management + Enters information into mortgage loan system so that loans will appear accurately in the pipeline + Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes + Sends application and other required information to underwriting area + Underwrites loans using point-of-sale underwriting systems within scope of authority + Communicates loan decisions directly to Customers and explains any additional information needed + Submits application materials and other required information to processing area to clear any conditions, finalizes the loan commitment, and prepares for closing + Communicates regularly with Customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned + Attends closings as needed + Develops knowledge of current industry practices and trends by learning from more experienced sales personnel and by attending continuing education training and seminars, including but not limited to the full array of Company products and services as well as mortgage laws and regulations + Develops knowledge of policies, procedures, rules and regulations related to retail mortgage products + Participates in homebuyers' seminars, home shows, brokers' meetings and other home financing workshops + Recommends changes to products, programs and/or pricing + Ensures TD Bank maintains successful audits and exams within all areas + Deals with complex mortgage needs **Education & Experience:** + Bachelors degree or progressive work experience in addition to experience below + 2+ Years of mortgage origination experience + Proven Sales ability + Developing knowledge of mortgage industry, products, lending practices and regulatory guidelines + Maintains the highest level of sales ability and negotiation skills + Self-directed, ability to plan own activities to achieve sales goals + Strong time management skills + Excellent communication skills, both verbal and written + PC skills, including ability to learn mortgage origination and automated underwriting systems **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 - 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.
$11.5-15.5 hourly 17d ago
Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area
TD Bank 4.5
TD Bank job in Exton, PA
Marlton, New Jersey, United States of America **Hours:** 40 **Pay Details:** $115,440 - $173,160 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:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives of this job include hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs in an assigned market/territory. Responsibilities include recruiting, hiring, training, coaching and mentoring Financial Advisors. The FAM will be the principal over the activity of his/her FAs, with responsibility for suitability, knowledge of products & platform, ultimate review of the business activity. The FAM will be responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which the Financial Advisors (FAs) cover. This job is responsible for implementing plans and programs that create opportunities for their team and partners acquire new clients and deepen business with existing clients. **Depth & Scope:** + Direct supervision of Financial Advisors (FAs) + Responsible for hiring, on-boarding and managing and directing the efforts and performance of FAs in an assigned geographic region(s)/territory(s) from licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales and Wealth & brokerage referrals. + Directly responsible for assuring FAs in the designated territory comply with all regulatory guidelines with respect to the Mass Affluent and TDPCW offering. + Increases Mass Affluent product sales productivity and referral productivity through active coaching, planning with Retail Bank leadership including RMPs and RMMs. + Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals + Territory management: work with Wealth and Retail leadership to align Store coverage to best meet the needs of territory; support and measure Store success; realign coverage as necessary. + Develops strong relationships with Wealth, TD Bank Retail and other internal/external business partners. Leverages these networks to provide product training and sales ideas to improve sales and revenue within assigned territory(s). + Responsible for supporting / completing most complex product sales suitability and client meetings. Serves as sales and product and platform expert resource for team. + Executes high impact activities and ongoing sales / Mass Affluent product training, coaching and provides sales support related project coordination. + Leads implementation of marketing programs. + Lead the assessment of the performance of FAs within the assigned region/territory market. + Provides insights to local competitive intelligence and market share analysis. + Team with business development executive to launch campaigns that effectively generate leads and opportunities. + Participates in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market. + Directly accountable for team delivering financial plan proposals along with sales volumes, assets and revenue growth within assigned territory(s). + Monitors, manages and approves expenditures, and prepares monthly financial statements and administrative reports. + Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met + Extensive travel within territory(s) required. **Education & Experience:** + Bachelor's degree or equivalent experience + 7 - 10+ years related experience + Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24 + Excellent communication skills. + Proven managerial skills. + Previous sales/leadership experience + Demonstrated attention to detail and effective project management skills. + Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook). + Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry. + Ability to travel within assigned Market; about 75% of time + Driver's License required **OCC Language:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to _investigate_ the good character, business reputation, qualifications and experience of an applicant for registration _before_ applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to _verify_ the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. + Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Continuous + 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.
$46k-76k yearly est. 30d ago
Banking Associate/Camden (NJ)/Bilingual Spanish preferred (20hrs)
TD Bank 4.5
TD Bank job in Camden, NJ
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 16d ago

TD Bank jobs in Wilmington, DE - 340 jobs

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Financial Advisor Manager - Philly / South Jersey / Delaware Valley Area

Banking Associate/Camden (NJ)/Bilingual Spanish preferred (20hrs)

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