Tower Research Capital is a leading quantitative trading firm founded in 1998. Tower has built its business on a high-performance platform and independent trading teams. We have a 25+ year track record of innovation and a reputation for discovering unique market opportunities.
Tower is home to some of the world's best systematic trading and engineering talent. We empower portfolio managers to build their teams and strategies independently while providing the economies of scale that come from a large, global organization.
Engineers thrive at Tower while developing electronic trading infrastructure at a world class level. Our engineers solve challenging problems in the realms of low-latency programming, FPGA technology, hardware acceleration and machine learning. Our ongoing investment in top engineering talent and technology ensures our platform remains unmatched in terms of functionality, scalability and performance.
At Tower, every employee plays a role in our success. Our Business Support teams are essential to building and maintaining the platform that powers everything we do - combining market access, data, compute, and research infrastructure with risk management, compliance, and a full suite of business services. Our Business Support teams enable our trading and engineering teams to perform at their best.
At Tower, employees will find a stimulating, results-oriented environment where highly intelligent and motivated colleagues inspire each other to reach their greatest potential.
We are seeking a talented and experienced Production Trader to join a Market Making team focusing on futures, ETFs and stocks in a fully automatised, low latency environment.
Responsibilities
Ensuring the systems operate smoothly: run and monitor the trading systems
Managing book sizes and various risks
In charge of pricing of ETFs, EFPs, BTICs
Proposing enhancements to the strategies/systems: working in conjunction with IT and Quants.
Qualifications
Masters or PhD degree in Mathematics, Statistics, Computer Science or equivalent STEM degree
3-7 years experience in the financial industry (experience in quantitative trading is preferred but not a requirement)
A strong background in STEM
Proficiency in back-testing, simulation, and statistical techniques (auto-regression, auto-correlation and Principal Component Analysis)
Solid data-mining and analysis skills, including experience dealing with a large amount of data/tick data
Familiarity with signal generation and statistical models
Strong programming skills in Python
Working knowledge of Linux and familiarity with SQL
Strong communication and collaboration skills, with the ability to work effectively as part of a team
The ability to manage multiple tasks in a fast-paced environment
Anticipated New York annual base salary range $120,000-200,000, plus eligible for discretionary bonus
Benefits
Tower's headquarters are in the historic Equitable Building, right in the heart of NYC's Financial District and our impact is global, with over a dozen offices around the world.
At Tower, we believe work should be both challenging and enjoyable. That is why we foster a culture where smart, driven people thrive - without the egos. Our open concept workplace, casual dress code, and well-stocked kitchens reflect the value we place on a friendly, collaborative environment where everyone is respected, and great ideas win.
Our benefits include:
Generous paid time off policies
Savings plans and other financial wellness tools available in each region
Hybrid working opportunities
Free breakfast, lunch, and snacks daily
In-office wellness experiences and reimbursement for select wellness expenses (e.g., gym, personal training and more)
Company-sponsored sports teams and fitness events (JPM Corporate Challenge, Cycle for Survival, Wall Street Rides FAR and more)
Volunteer opportunities and charitable giving
Social events, happy hours, treats, and celebrations throughout the year
Workshops and continuous learning opportunities
At Tower, you'll find a collaborative and welcoming culture, a diverse team and a workplace that values both performance and enjoyment. No unnecessary hierarchy. No ego. Just great people doing great work - together.
Tower Research Capital is an equal opportunity employer.
$120k-200k yearly Auto-Apply 14d ago
Looking for a job?
Let Zippia find it for you.
eFX Quant Trader
U.S. Bank 4.6
Trader job in Day, NY
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
We are seeking a highly skilled Electronic FX Trader to join our trading team. The ideal candidate will manage and optimize electronic foreign exchange (FX) trading strategies across major and emerging market currencies. This role requires strong quantitative skills, deep market knowledge, and proficiency in electronic trading platforms and algorithmic execution.
Key Responsibilities
Market Making & Execution:
Provide liquidity and execute trades in G10 and EM currencies via electronic platforms.
Responsible for price construction of trades through various electronic channels.
Risk Management:
Manage real-time risk exposures within defined limits.
Monitor and optimize algorithmic execution strategies to minimize market impact and transaction costs.
Own and
Ensure compliance with internal risk policies and regulatory requirements.
Strategy Development:
Enhance pricing models and execution algorithms.
Ability to process large amounts of data, optimize/ extract predictive value and articulate this into alpha research while collaborating with team to develop signals.
Analyze market microstructure and implement improvements to trading strategies.
Client Interaction:
Support sales teams with pricing and execution for client flows.
Technology & Innovation:
Work closely with technology teams to improve platform functionality and performance.
Stay ahead of industry trends in electronic trading and FX market structure.
Qualifications
Bachelor's in Finance, Economics, Mathematics, Computer Science, or related field.
5+ years of experience in electronic FX trading.
Strong understanding of FX market dynamics, liquidity, and electronic execution.
Proficiency in multi dealer trading platforms and ECN's.
Excellent analytical, problem-solving, and communication skills.
Preferred Skills
Master's in Finance, Economics, Mathematics, Computer Science, or related field.
Solid programming or scripting skills (Python, C++, or Java) a plus.
Strong data analysis and data management skills.
Experience developing and/or implementing client and internal facing algorithms.
Experience making markets via voice for large FX spot tickets.
Familiarity with FIX protocol.
Knowledge of regulatory frameworks (MiFID II, Dodd-Frank, Global Code).
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$170.3k-200.3k yearly Auto-Apply 9d ago
New/Developing US Equity Trader NYC
Kershner Trading Group
Trader job in Day, NY
Kershner Trading and SMB Capital are excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program.
We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry.
What is your career path? New traders will spend two years training and trading,developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our systems training coach, Rick Martin, and build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX.
This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic"
One Good Trade
. SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications.
We are looking for individuals with the following characteristics:
-Passion for the Markets
-Demonstrable History of Success
-Entrepreneurial
-Focused
-Emotionally Disciplined
-Great Teammate
-Coachable
$103k-176k yearly est. 60d+ ago
Senior PM / Trader / Quant
Tanius Technology
Trader job in Day, NY
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and test new trading systems. Your role will include using the latest machine learning techniques to analyze mountains of market data and apply them to new and existing trading models.
As a researcher you will work closely with traders and developers to analyze market data and trading strategies, and develop new ways to approach the market.
You need to have a working skillset in programming, preferably python, with some exposure to C/C++ or other compiled languages. On the statistics side, you will need a working knowledge of statistics and linear algebra.
For this senior role, we are expecting a track record of performance on large projects / trades.
Tanius maintains a large suite of tools to enable fast, iteratable research, including very large on premise clusters for optimization and fitting as well as a suite of programmatic apis to our custom tick database and fitting systems. Whatever research you are doing, we'll be able to help scale it quickly.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
$122k-208k yearly est. Auto-Apply 60d+ ago
ETF Sales Trader
Hudson Valley Trading Co 3.2
Trader job in Day, NY
Hudson River Trading (HRT) is seeking an ETF Sales Trader to join our Business Development team in New York City. This role will support HRT's Americas ETF business and help manage relationships with external market participants, exchanges, and broker-dealers.
This role provides exposure to a wide variety of trading across multiple asset classes and involves close collaboration with many teams across HRT. We're looking for an enthusiastic learner with a keen interest in trading, technology, and a desire to make an immediate and tangible impact. The ideal candidate will be able to apply their ETF subject matter expertise to help guide the continued development of HRT's trading platform.
Responsibilities
Manage daily execution workflows, including trades occurring on and off RFQ platforms
Establish and deepen relationships with key participants in the US ETF ecosystem, including broker/dealers and ETF issuers
Ensure efficient execution of ETF block orders via RFQ platforms, voice, and working orders
Support automated and directed order flow
Collaborate with various HRT teams to expand the firm's presence in ETFs and identify potential new opportunities
Develop tools and reports to support ongoing coverage and communication with external partners and market participants
Represent HRT at industry conferences, seminars, and client meetings
Qualifications
3+ years of experience in ETF sales trading, capital markets, or related execution roles
Deep understanding of ETF market mechanics, creation/redemption, US equity structure, and relevant regulations
Proficiency with Python, Excel, and/or Unix command line is highly preferred
FINRA Series 7, 57, 63, or willingness to obtain through HRT
Excellent written and verbal communication skills and strong interpersonal abilities
Strong work ethic and a desire to see complex projects through from concept to completion
Meticulous attention to detail
Keen interest in technology and trading is mandatory
The estimated base salary range for this position is 150,000 to 250,000 USD per year (or local equivalent). The base pay offered may vary depending on multiple individualized factors, including location, job-related knowledge, skills, and experience. This role will also be eligible for discretionary performance-based bonuses and a competitive benefits package.
Culture
Hudson River Trading (HRT) brings a scientific approach to trading financial products. We have built one of the world's most sophisticated computing environments for research and development. Our researchers are at the forefront of innovation in the world of algorithmic trading.
At HRT we welcome a variety of expertise: mathematics and computer science, physics and engineering, media and tech. We're a community of self-starters who are motivated by the excitement of being at the cutting edge of automation in every part of our organization-from trading, to business operations, to recruiting and beyond. We value openness and transparency, and celebrate great ideas from HRT veterans and new hires alike. At HRT we're friends and colleagues - whether we are sharing a meal, playing the latest board game, or writing elegant code. We embrace a culture of togetherness that extends far beyond the walls of our office.
Feel like you belong at HRT? Our goal is to find the best people and bring them together to do great work in a place where everyone is valued. HRT is proud of our diverse staff; we have offices all over the globe and benefit from our varied and unique perspectives. HRT is an equal opportunity employer; so whoever you are we'd love to get to know you.
Please be advised: Use of AI tools during interviews or assessments is strictly prohibited, unless otherwise instructed or agreed upon. We employ various methods to evaluate the authenticity of candidate responses. If we determine that AI assistance was used during any stage of the hiring process, we reserve the right to immediately disqualify your candidacy or rescind any job offers extended.
$124k-215k yearly est. Auto-Apply 1d ago
Main Banker
Saratoga Harness Racing, Inc.
Trader job in Saratoga Springs, NY
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
$61k-135k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Clifton Park - Clifton Park, NY
JPMC
Trader job in Clifton Park, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$61k-136k yearly est. Auto-Apply 60d+ ago
MAIN BANKER
Saratoga Casino Hotel 3.6
Trader job in Saratoga Springs, NY
Job Description
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
$40k-58k yearly est. 20d ago
Financial Services Representative State Farm Agent Team Member
Amy Aldrich-State Farm Agent
Trader job in Schenectady, NY
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Ability to work in a team environment
Ability to assess customer needs and conduct effective interviews
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$44k-81k yearly est. 13d ago
Business Banker
Capital Bank 4.5
Trader job in Albany, NY
Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets.
Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled.
Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities.
Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable;
Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups;
Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate.
Manages the implementation of successful sales processes for new products and services, as applicable.
Coordinates and increases sales of applicable products across all affected company units.
Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly.
Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position.
Conforms to General Performance Expectations as identified for all employees.
Provides high level technical assistance and product support to Business clients.
Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients.
Complete proposals for complex requests for services.
Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information.
Conforms to General Performance Expectations as identified for all employees.
Qualifications/Requirements
BA or BS degree in accounting, finance, business administration or related field of study preferred
Thorough knowledge of the features and benefits of all products and services
Minimum of five years in a related position required
Proficient interpersonal, communication skills and sales skills
Proficient reading, writing, grammar and math skills required
Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort
Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems
Ability to travel; Valid Driver's License required
Salary Range $74,900 to $113,420 Annually
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
$74.9k-113.4k yearly Auto-Apply 51d ago
Financial Service Representative (FSR)
Sidney Federal Credit Union
Trader job in Amsterdam, NY
Job Description
Here at SFCU we define our culture as one of
GROWTH
.
Growing
our member,
growing
our employee, and
growing
our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support, you will have the opportunity to build relationships with both members and potential members. Through engagement, you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals.
Position Summary:
The Financial Service Representative handles more complex member service functions, offering in-depth financial education, and acting as a trusted resource for specialized account and loan needs. This individual consistently meets or exceeds current performance expectations, maintains a strong sales performance and actively engages in business development. The FSR is qualified to open/manage consumer and business accounts. Also, respond to a wide range of consumer lending inquiries, including home and business loan applications. This role is critical to ensuring exceptional member service, operational consistency, and team support.
Pay Range: $22.30 - $27.87 per hour
Key Responsibilities:
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance.
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans.
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements.
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services.
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions.
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues.
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement.
Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success.
Perform other related duties as assigned to support member needs and overall business objectives.
Qualifications:
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance.
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans.
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements.
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services.
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions.
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues.
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement.
Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success.
Perform other related duties as assigned to support member needs and overall business objectives.
Physical Requirements:
Ability to remain in a stationary position for extended periods.
Frequent standing, sitting, walking, and use of office equipment.
May occasionally need to lift up to 25 pounds.
Work Schedule:
Full-time position with availability during all branch hours, including Saturdays.
May be required to open or close the branch.
Flexibility to travel to alternate branches when business needs arise.
Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
.
Job Posted by ApplicantPro
$22.3-27.9 hourly 7d ago
Relationship Banker - Capital Central Region #2
Broadview Federal Credit Union 4.1
Trader job in Altamont, NY
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
This role will support the branches within our Capital Central Region which includes our Guilderland, Wolf Road, Altamont, Central Avenue and our Headquarters Branch locations.
WHAT YOU'LL DO
Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals
Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
Build new relationships through Community/Foundation involvement and existing member referrals
Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
Demonstrate vigilance in detecting and reporting fraud or irregular activities
Ensure compliance with all applicable policies, procedures, and regulatory guidelines
Achievement of goals and objectives provided by management
LET'S TALK IF YOU
Have an Associate degree preferred, or combination of equivalent education and experience
Have one to two years of branch banking experience
Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
Are Proficient in Microsoft Word and Excel
Have the ability to multi-task to meet or exceed minimum performance standards
Have effective verbal, written and listening communication skills
Have strong interpersonal skills
Have the flexibility to work out of any location at any time, as business needs dictate
Have the ability to lift at least 10 pounds and stand for long periods of time
TO THRIVE AT BROADVIEW YOU NEED
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
To be able to operate in a rapidly changing dynamic environment.
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.
Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
$22.8-24.8 hourly Auto-Apply 12d ago
Relationship Banker - Eliot Ave - Middle Village, NY
Jpmorganchase 4.8
Trader job in Middleburgh, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Securitization Credit Structuring works with our origination team, across various asset classes for existing and prospective clients. The Associate will be expected to manage and monitor a sizeable portfolio, providing strategic direction in framing client opportunities to drive our client business forward. Will work closely with the origination team and other product and risk management partners, utilizing one's expertise to ensure the continued success of our product offerings. Additionally, the Associate will be expected to support our Sponsor team by creating various credit applications utilizing commitment letters, fee letters, and credit agreements, within given deadlines.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
Work closely with origination team and review program documents, deal structure, and complete credit applications.
Respond to various customer requests, explain deal mechanics to our back office, and assist our risk and credit teams as questions arise.
Prepare credit applications on new transactions and renewals, outlining rationale, structure, terms and conditions, and returns, as well as other requested or required forms or information needed
As part of credit application process, prepare as needed/required:
- Front Sheets, Collateral and Guarantee Registrations, etc.
- Coordinate/manage compliance requirements (Conflict of Interest, External Legal Waivers, KYC, etc.).
- Ensure all related internal policies and procedures are followed, including sector/industry risk limits.
- Work seamlessly with Credit Risk, Covenant Compliance, Portfolio Management, and other areas.
Engage with the Customer, Agent Bank, Bank Participants, and Operations to ensure seamless deal execution for the Client.
As part of first line of defense, act as a credit steward monitoring client performance trends/market movements in coordination with the Credit Risk department, and action as needed.
Act as the Agent on various securitization deals; set up wires, review co-lender invoices, disseminate servicer reports and other reporting to our co-lenders, and respond to lender and client questions.
Produce monthly income and usage reports which are shared with our reporting team (COO).
Create various monthly and quarterly reports (ex: Deferred Purchase Price, SPE Checklist, Risk Weight Modification, CRI, etc.).
Assist with regulatory related requests/meetings/presentations, as needed.
Assist with audit related requests/meetings/presentations, as needed.
The expected base salary ranges from $87K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-Onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
$87k-125k yearly Auto-Apply 8d ago
Strategic Finance Associate
F&I Express 4.0
Trader job in Day, NY
Welcome to Fi. We're a passionate team from Square, Google, TikTok, Peloton, Uber, and more working to transform the human-pet relationship. Our mission? Develop cutting-edge technology to revolutionize what it means to be a pet parent. The pet industry remains firmly stuck in the past and we are here to change that. Fi is leveraging our team's talent and expertise to improve the lives of millions of pets in the U.S. Real-time location tracking, activity, sleep and behavior monitoring - and that's just the beginning.
The most exciting aspect of our work? Bridging the communication gap between pets and humans. Imagine a world where everyone knows how their pet feels in real time and how to keep their best friend in good shape. That's the future we're building at Fi.
If you're someone who thrives in innovative, collaborative work environments and feels strongly about helping pets live longer, better lives, Fi could be the perfect fit. Join us in our pursuit of the “impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together.
Fi is looking for a Strategic Finance Associate!
Fi is looking for a Strategic Finance Associate to deliver strategic and analytical insight, support investor communications, and drive ROI-positive initiatives as the company scales. You'll work closely with Fi's leadership team to equip the business with the models, data, and financial rigor needed to guide decision-making and evaluate new opportunities. This role offers real ownership and visibility, with the chance to apply deep financial analysis, sound judgment, and creativity to meaningful problems inside a fast-growing, investor-backed company.What You'll Do:
Own and maintain Fi's sales forecasts, financial models, and unit economics to support high-stakes decision-making
Partner with the Data team to define, analyze, and report core business KPIs and key drivers of consumer behavior
Prepare clear, decision-ready reporting for leadership and investors
Work closely with Accounting to ensure financial accuracy, alignment, and clarity across the business
Partner with the executive team on strategic initiatives, capital allocation decisions, and scaling efforts, bringing financial rigor to the company's highest-impact opportunities
What You'll Bring:
1-3 years of experience in investment banking, consulting, venture capital, private equity, or a similarly rigorous analytical environment
Strong financial modeling skills, including three-statement models, forecasting, and unit economics; advanced Excel fluency required
Working knowledge of ROI, LTV/CAC, GAAP, and modern analytics tools such as Tableau or SQL; VBA a plus
Structured, forward-looking thinker who can balance multiple priorities, bring clarity to complex situations, and translate messy data into sound decisions
Comfortable working cross-functionally and synthesizing inputs from across the business into a coherent financial narrative
Empathetic, collaborative partner who values diverse perspectives and supports teammates through strong analytical and organizational skills
Strong belief in measurement and accountability as the foundation for influence and impact
Why You'll Love Us:
Time to Recharge: Enjoy flexible PTO to take the breaks you need.
Top-Notch Health Coverage: We've got your back (and teeth and eyes) with full medical, dental, and vision insurance.
Wellness Perks: Free access to One Medical, Kindbody, and Talkspace to keep you feeling your best.
Dog-Friendly Office: Bring your pup to work - they're part of the team, too.
Give Back to the Pups: Make tails wag with a $500 annual donation to a dog charity of your choice through our BarkBack Program.
Free Fi Membership: Your furry best friend(s) get all the benefits of a Fi collar, on us!
Love for Friends + Family: Share the Fi magic with loved ones through our gifting program.
Fi is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fi makes hiring decisions based solely on qualifications, merit, and our needs at the time.
$81k-134k yearly est. Auto-Apply 4d ago
Relationship Banker - Capital Central Region #1
State Employees Federal Credit Union 3.3
Trader job in Albany, NY
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
This role will be assigned to our Arbor Hill Branch; however, you will support the branches within our Capital Central Region which includes all of our Downtown Albany Branch locations as well as our Cohoes and Latham Branches.
WHAT YOU'LL DO
* Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals
* Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
* Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
* Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
* Build new relationships through Community/Foundation involvement and existing member referrals
* Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
* Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
* Demonstrate vigilance in detecting and reporting fraud or irregular activities
* Ensure compliance with all applicable policies, procedures, and regulatory guidelines
* Achievement of goals and objectives provided by management
LET'S TALK IF YOU
* Have an Associate degree preferred, or combination of equivalent education and experience
* Have one to two years of branch banking experience
* Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
* Are Proficient in Microsoft Word and Excel
* Have the ability to multi-task to meet or exceed minimum performance standards
* Have effective verbal, written and listening communication skills
* Have strong interpersonal skills
* Have the flexibility to work out of any location at any time, as business needs dictate
* Have the ability to lift at least 10 pounds and stand for long periods of time
TO THRIVE AT BROADVIEW YOU NEED
* Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
* To be able to operate in a rapidly changing dynamic environment.
* Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.
Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
$22.8-24.8 hourly Auto-Apply 27d ago
Relationship Banker - Capital Central Region #1
Broadview Fcu
Trader job in Albany, NY
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
This role will be assigned to our Arbor Hill Branch; however, you will support the branches within our Capital Central Region which includes all of our Downtown Albany Branch locations as well as our Cohoes and Latham Branches.
WHAT YOU'LL DO
Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals
Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
Build new relationships through Community/Foundation involvement and existing member referrals
Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
Demonstrate vigilance in detecting and reporting fraud or irregular activities
Ensure compliance with all applicable policies, procedures, and regulatory guidelines
Achievement of goals and objectives provided by management
LET'S TALK IF YOU
Have an Associate degree preferred, or combination of equivalent education and experience
Have one to two years of branch banking experience
Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
Are Proficient in Microsoft Word and Excel
Have the ability to multi-task to meet or exceed minimum performance standards
Have effective verbal, written and listening communication skills
Have strong interpersonal skills
Have the flexibility to work out of any location at any time, as business needs dictate
Have the ability to lift at least 10 pounds and stand for long periods of time
TO THRIVE AT BROADVIEW YOU NEED
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
To be able to operate in a rapidly changing dynamic environment.
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.
Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
$22.8-24.8 hourly Auto-Apply 29d ago
STRATEGIC FINANCE ASSOCIATE
Lindblad Expeditions 4.6
Trader job in Day, NY
WHO WE ARELindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world's most remote and pristine locations on our fleet of 20 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”.
The Strategic Finance Associate will be a key addition to our strategic finance team, responsible for owning budget, operational, and long-range models. The ideal candidate will have exceptional financial modeling and analytical skills, identifying data-driven insights to drive positive commercial outcomes. This individual will also have excellent interpersonal and communication skills, supporting senior executives in mission-critical operational and strategic decisions. As a Strategic Finance Associate you will be joining a small, collaborative and high-impact team with substantial visibility throughout the organization.
ESSENTIAL DUTIES:· Develop and maintain comprehensive financial and operating models for budgeting, forecasting, and long-range financial planning.· Develop and maintain financial models for various business units and strategic initiatives.· Model potential financial outcomes under different operational, economic, and strategic scenarios to inform decision making.· Drive the monthly financial reporting process. Conduct detailed variance analysis with a focus on going beyond the numbers to understand underlying trends and identify opportunities for improvement.· Partner with business units with analyses of business performance, providing data-driven insights to support budgeting, business planning, and financial and operational improvements.· Provide analytical support for the evaluation of potential investments, mergers, and acquisitions.· Prepare monthly, quarterly, and annual presentations for executive leadership and the board on financial results, budgets, forecasts, long-range planning and strategic initiatives.· Continuously improve financial processes and systems to enhance efficiency and accuracy QUALIFICATIONS · 2-5 years of experience in financial planning and analysis, corporate finance, management consulting, investment banking or a similar role.· Exceptional, demonstrable analytical skills and strong attention to detail· Deep understanding of how to use operational and financial data to build forecasts and financial analyses· Ability to break down complex financial data and identify key insights· Effective communicator who can distill conclusions into actionable commercial insight for senior management and other stakeholders· Proficiency in Microsoft Office (Excel, Word, PowerPoint), and/or other presentation applications and financial database and data visualization applications· Knowledge of accounting principles and financial statement analysis· Bachelor's degree in finance, accounting, or a related field, or comparable professional experience Preferred Qualifications· Excellent communication and interpersonal skills.· Ability to work independently and collaboratively in a fast-paced environment.· Proactive in identifying issues and developing effective solutions· Natural curiosity around business results and insights while consistently identifying ways to improve
DISCLAIMER STATEMENTThis job description is intended only to describe the general nature and level of work being performed by an incumbent in this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills or abilities required of persons so classified or assigned.Communication Skills Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor. PHYSICAL DEMANDS While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms.
COMPENSATION STATEMENT
Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living.
For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant's location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong.
Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.
$39k-58k yearly est. Auto-Apply 7d ago
Business Banker (LO)
W.F. Young 3.5
Trader job in Day, NY
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Experience mentoring and peer-coaching others
Job Expectations:
This position is not eligible for Visa sponsorship.
This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: 3rd Ave/42 St- 666 3rd Ave., NEW YORK, NY 10017
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$30.77 - $45.67
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
21 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$105k-141k yearly est. Auto-Apply 7d ago
Relationship Banker
Nbtbancorp
Trader job in Middleburgh, NY
Pay Range: $18.50 - $23.42The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.
Education and Experience:
High School Diploma or Equivalent
Minimum one year experience in related banking positions preferred
Previous customer service, sales and consumer lending experience preferred
Skills and Abilities:
Proficient reading, writing, communication and mathematical skills
Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
Ability to identify and analyze situations and/or information using certain criteria and being able to resolve issues and problems
Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
Proficient computer skills
Unique Job Characteristics and Requirements:
Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)
Tasks Performed:
45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.
Physical Requirements:
Communicate effectively with internal and/or external customers
Stationary 50% of time
Move about within or between locations
Bend, Twist, Crouch, Squat
Move Objects to Maximum 20 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
The average trader in Amsterdam, NY earns between $76,000 and $195,000 annually. This compares to the national average trader range of $56,000 to $144,000.