Senior PM / Trader / Quant
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.
Auto-ApplyMain Banker
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
Auto-ApplySenior Programmatic Trader
Trader job in Day, NY
We are seeking a highly motivated and detail orientated Senior Programmatic Trader to join the team. This candidate will play a critical role in the D/Cipher team, responsible for campaign management across industry leading platforms, with our proprietary intent targeting tool D/Cipher. The ideal candidate will have a strong background in programmatic and be confident in optimizing towards both performance and branding KPIs.
This is a hybrid role with three days per week onsite at our NY office.
Responsibilities:
Campaign Management
Manage a portfolio of clients and ensure that they are performing towards KPI's and pacing consistently to goal throughout the campaign
Manage campaigns confidently across industry leading trading platforms
Innovate and find new ways to improve campaign performance
Data Analysis
Utilize DSP and client reporting to identify opportunities to improve campaign performance
Adjust DSP parameters including bids, frequency, recency, and bid multipliers in accordance with data to improve outcomes on campaigns
Maintain a track of discrepancies, using both DSP & client reporting, along with reporting available in Tableau
Collaboration and Communication
Work with the team to follow existing best practices, and make recommendations for new best practices on campaigns
Work with DSP partners to troubleshoot issues on campaigns as they arise
Maintain clear, consistent lines of communication with the commercial team on campaign performance
Experience:
5+ years of experience trading programmatic campaigns
3+ years of experience of optimizing towards CPA & ROAS KPIs
Experience and certifications across industry leading DSP's, with experience in either The Trade Desk, Amazon and Adtheorent essential
Experience working with internal commercial departments to holistically grow partnerships through performance, communication and strategic recommendations
Demonstrated mathematical and analytical skills with the ability to communicate and present across a broad range of audiences
Systematic approach to problem solving with affinity for proactive and real time troubleshooting
A can-do attitude to provide energy, drive and enthusiasm
It is the policy of Dotdash Meredith to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodation for qualified individuals with disabilities. Accommodation requests can be made by emailing *********************.
The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: **********************************
It is the policy of People Inc. to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities. Accommodation requests can be made by emailing *************.
The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: **********************************
Pay Range
Salary: New York: $120,000.00 - $140,000.00
The pay range above represents the anticipated low and high end of the pay range for this position and may change in the future. Actual pay may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of People Inc's total compensation package for employees. Other compensation may include annual bonuses, and short- and long-term incentives. In addition, People Inc. provides to employees (and their eligible family members) a variety of benefits, including medical, dental, vision, prescription drug coverage, unlimited paid time off (PTO), adoption or surrogate assistance, donation matching, tuition reimbursement, basic life insurance, basic accidental death & dismemberment, supplemental life insurance, supplemental accident insurance, commuter benefits, short term and long term disability, health savings and flexible spending accounts, family care benefits, a generous 401K savings plan with a company match program, 10-12 paid holidays annually, and generous paid parental leave (birthing and non-birthing parents), all of which may vary depending on the specific nature of your employment with People Inc. and your work location. We also offer voluntary benefits such as pet insurance, accident, critical and hospital indemnity health insurance coverage, life and disability insurance.
#NMG#
Auto-ApplyFinance Associate
Trader job in Albany, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
Private Client Banker - Clifton Park - Clifton Park, NY
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: ****************************************************************
Auto-ApplyMAIN BANKER
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
Programmatic Trader
Trader job in Day, NY
We're excited to add a Programmatic Trader to our D/Cipher team. Reporting to D/Cipher's Head of Trading, this individual will be responsible for executing, managing, and optimizing digital media campaigns across various platforms to ensure maximum performance and ROI. We're looking for a strategic thinker with a deep understanding of digital advertising technologies, data analytics, and market trends in order to help our clients achieve their business objectives using the most modern and performant cookieless technology in the market.
This is a hybrid role with three days per week onsite at our NY office.
Responsibilities:
Manage a portfolio of clients and ensure they are all pacing optimally towards agreed upon KPIs
Work across multiple technology platforms including DSPs, Internal BI, Ad Servers, etc.
Provide availability, pricing, and strategy recommendations for new campaigns and find creative solutions to solve our clients advertising goals
Leverage data, analysis, and trading expertise to deliver campaign ahead of pace and maintain performance
Balance portfolio growth objectives with margin/profitability objectives across a variety of campaign types
Own end-to-end campaign and performance monitoring
Analyze and report out on data to enhance buying decisions, resulting in overachievement vs. client- stated KPIs and internal profit objectives
Maintain clear, consistent lines of communication with commercial teams on product/capabilities positioning
Experience:
3+ years of experience trading programmatic campaigns
Certifications and experience across industry leading DSP's - TTD, Dv360, Xandr, Amazon, Stackadapt, Pulsepoint
Commercial experience - clear evidence of servicing clients to a high standard in addition to working within internal commercial departments to holistically grow partnerships through delivery of performance, insight, and relationship
Demonstrated mathematical and analytical skills with the ability to communicate and present across a broad range of audiences
Demonstrated track record of working with large datasets in excel files and internal BI tools
Systematic approach to problem solving with affinity for proactive and real time troubleshooting
A can do attitude to provide energy, drive and enthusiasm
It is the policy of People Inc. to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities. Accommodation requests can be made by emailing *************.
The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: **********************************
Pay Range
:
The pay range above represents the anticipated low and high end of the pay range for this position and may change in the future. Actual pay may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of People Inc's total compensation package for employees. Other compensation may include annual bonuses, and short- and long-term incentives. In addition, People Inc. provides to employees (and their eligible family members) a variety of benefits, including medical, dental, vision, prescription drug coverage, unlimited paid time off (PTO), adoption or surrogate assistance, donation matching, tuition reimbursement, basic life insurance, basic accidental death & dismemberment, supplemental life insurance, supplemental accident insurance, commuter benefits, short term and long term disability, health savings and flexible spending accounts, family care benefits, a generous 401K savings plan with a company match program, 10-12 paid holidays annually, and generous paid parental leave (birthing and non-birthing parents), all of which may vary depending on the specific nature of your employment with People Inc. and your work location. We also offer voluntary benefits such as pet insurance, accident, critical and hospital indemnity health insurance coverage, life and disability insurance.
#NMG#
Auto-ApplyInvestment & Corporate Banking | Infrastructure & Project Finance | Digital Infrastructure - Vice President
Trader job in Day, NY
Mizuho's Project Finance platform is a global business and consistently top ranked in the Americas. Based in NY, the team provides a broad range of financial advisory, debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: oil & gas, renewables, conventional power, transmission, data centers, and transportation for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status.
Role Summary:
Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Digital Infrastructure sector
Lead efforts to prepare and develop client marketing materials with support from Analyst and Associates and oversight by Senior Bankers
Cultivate relationships with top-tier and emerging developers active across the Digital Infrastructure sector
Work closely with internal partners across Capital Markets, including Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc.
Mentor, develop and train Analysts and Associates across the platform to expand team capabilities
Duties and Responsibilities:
Independently perform the above functions. The role will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, originating new business opportunities, reviewing and negotiating legal documentation, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. Origination and execution of transactions and client service are of greatest importance.
Specific duties include:
Develop and implement business plans. Work alongside senior bankers to manage client relationships, including proposals, pitches and mandates
Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities, comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings
Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required to accomplish the above
Ability to prioritize responsibilities across multiple transactions and proactively manage junior staff and deal team accordingly
Perform execution of arranger, agent and financial advisory work
Lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation
Cross-sell other Mizuho financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory
Contribute to the development and execution of the group's overall business plan
Stay abreast of industry trends and current market conditions and collaborate with the Team Leader to establish a business strategy for Digital Infrastructure client accounts
Support marketing and origination of new transactions by prospecting for new clients, preparing pitch books or other marketing materials and attending client meetings with senior colleagues
Delegate and review the work of junior members of the team and provide guidance and feedback
Attend bank meetings, industry events, conferences, and seminars
Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices
Perform other duties as required or assigned
Requirements:
MBA, MS or LLM degrees with a strong quantitative background, or other relevant work experience
7+ years' experience in Project Finance and 5+ years' credit experience in a commercial bank
Existing client relationships with top and mid-tier sponsors
Established relationships with other project finance banks working in the region as well as ECA's, multi-laterals and development banks
Excellent communication and presentation skills
Strong analytical skills
Advanced skills in Excel, Word and PowerPoint
The expected base salary ranges from $250K - $275k. 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.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
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.
Business Banker
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.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Trader job in Glenville, NY
Responsive recruiter Replies within 24 hours Benefits:
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. Compensación: $4,000.00 - $6,000.00 per month
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Amy Aldrich - State Farm Agent!
About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, y Renters Insurance.
Our office is located in Glenville, NY .
I have been a State Farm agent since 2008.
Our agency has received awards including: Ambassador Travel, Legion of Honor, y Bronze Tablet
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Services Representative
Trader job in Clifton Park, NY
Full-time Description
Financial Service Representative
DEPARTMENT: Branch
REPORTS TO: Branch Manager
SUPERVISES: None
GRADE: 8
RANGE :$19-$21/HR.
FLSA: Non Exempt
POSITION SUMMARY:
Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties.
MAJOR DUTIES & RESPONSIBILITIES:
• Assists Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity.
• Performs overrides and teller duties as needed.
• Assists with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing
• Familiar with retail banking regulations and responsibilities relating to each
• Strong knowledge of banking products both personal and business, to effectively assist customers' needs in opening accounts and required documentation.
• Services customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals
• Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary
• Maximizes selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment, Merchant Services and Commercial loan referrals
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees
• Maintains the highest level of confidentiality with all information obtained
• Contributes to the fulfillment of the branch to meet the bank's objectives and goals
• Actively participate in training programs to maintain and acquire additional knowledge and skills
• Assists Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports
• Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry
• Acquire New York State Notary Licensing
• Other duties as assigned
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPLIANCE STATEMENTS:
EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER
Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability, or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
BANK SECRECY ACT (BSA)
Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.
Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.
All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.
The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment.
Requirements
EDUCATION & EXPERIENCE:
• High School diploma or equivalent
• 2 years cash handling experience, prior banking experience preferred
• Good interpersonal, communication and computer skills
• Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank
• Detailed oriented, strong organizational skills and high degree of accuracy
Salary Description $19-$21
Relationship Banker - Capital Central Region #2
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 be assigned to our Central Avenue Branches; however, you will support the branches within our Capital Central Region which includes our Headquarters, Wolf Road, Guilderland, and our Altamont 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 **********************************
Auto-ApplyRelationship Banker - Capital Central Region #1
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 One Commerce 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 **********************************
Auto-ApplyRelationship Banker - Capital East Region #2
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 SUNY Albany Campus; however, you will support the Patroon Creek location and the Capital East Region, including our Glenmont Branch, Western Ave. Branch and Vista (Slingerlands) Branch.
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 **********************************
Auto-ApplySenior Relationship Banker - Wynantskill
Trader job in Wynantskill, NY
TITLE: Senior Relationship Banker
REPORTS TO: Branch Manager
CLASSIFICATION: Full Time, Non Exempt
PAY GRADE: NE 35 ($21.00 - $32.60 per hour)
AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm
Position Summary:
The Senior Relationship Banker's primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement.
Essential Job Functions:
Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services.
Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs.
Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs.
Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate.
Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration.
Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up.
Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management.
Demonstrates vigilance in detecting and reporting fraudulent or irregular activities.
Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals.
Coaches, counsels, trains and develops branch staff in all aspects of their work.
In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision.
Education & Experience:
A high school graduate or GED required or current high school student anticipating graduation.
Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred.
Minimum of 2 years of proven sales experience required.
Previous supervisory and or training experience preferred.
Ability to obtain NMLS license within 6 months of obtaining position.
Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.)
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Auto-ApplyFinancial Service Representative (FSR)
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
Strategic Finance Associate
Trader job in Day, NY
GlossGenius is building an ecosystem enabling entrepreneurs to succeed. We empower small business owners to focus on being creators, not admins, by offering a range of business management tools, including booking and scheduling, marketing, analytics, payment processing, and much more.
Over 100,000 small business owners have chosen to rely on GlossGenius every day to run their entire set of business operations. Joining its powerful, intuitive platform with its vibrant, distinguished brand, GlossGenius is the ideal combination of a fintech, SMB software, and consumer company all in one.
About the Role
GlossGenius is looking for a Strategic Finance Associate to support financial and strategic analysis, forecasting and budgeting, and management and investor reporting while displaying curiosity, proactivity, and accountability. You will partner closely with executives and business leaders across the organization to evaluate strategic business decisions and drive financially informed decision-making practices.
You will report to the Finance Lead. You must be commutable to our NYC headquarters. We default to being in-office 3-4 days per week with required attendance on Tuesdays and Thursdays.
What You'll Do
Act as a strategic thought partner to executives and department heads, leading the creation of financial and operational data-driven analyses with impactful insights and recommendations
Track, analyze, and forecast key business/financial KPIs with the aim of uncovering trends and assessing current/future business risks and opportunities
Help lead the quarterly and annual financial forecast and budget planning processes, working in close partnership with executives and department leaders
Prepare management and investor reporting, including materials for Board of Directors meetings
Develop and maintain comprehensive financial and operating models for the entire company and individual areas of our business
Perform research and develop frameworks to support the executive team in defining short and long-term strategy and objectives
Identify and drive initiatives to continuously improve, automate, and scale forecasting, reporting, procurement, and capital allocation tools and systems
What We're Looking For
3+ years of experience in strategic finance, FP&A, private equity, venture capital, investment banking, management consulting, public markets investing, or equity research
Strong analytical skills and deep experience building integrated financial models
Excellent communication and interpersonal skills, with the ability to develop and maintain business partner relationships at all levels within the organization
Exceptional attention to detail
Proficiency in SQL is a plus
Benefits & Perks
Flexible PTO
Competitive health & dental insurance options, with premiums partially covered by GG
Fertility and adoption benefits via Carrot and Kindbody
Generous, fully-paid parental leave policy
401k benefit - employees are eligible to contribute starting day 1 of employment
Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses
Pre-tax commuter benefits
Dependent Care FSA
Home office stipend
Team Bonding: As a distributed team, being able to build meaningful bonds both virtually and in person is incredibly important to us! We are constantly evaluating how we accomplish this and currently, teams are given opportunities to gather in person throughout the year.
The starting base salary for this role in New York is between $100,000-$130,000 plus target equity and benefits. The base salary offered is dependent upon many factors including skills, experience, location, and education. The base pay range is subject to change and may be modified in the future.
Additionally, this role is currently eligible to participate in GlossGenius's equity plan as well as a range of health & wellbeing, retirement savings, and other benefits within our total rewards offering.
At GlossGenius, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. GlossGenius is proud to be an Equal Opportunity and Affirmative Action Employer.
Personal Information: Notice at Collection for Employees and Applicants
Agency Submissions
If a resume or applicant is submitted to GlossGenius by a third party without a signed search agreement in place, it will become the property of GlossGenius and no fee will be paid, irrespective of whether the candidate is hired.
Auto-ApplyMilitary: Boots to Banking - Personal Banker, Manhattan, NY
Trader job in Day, NY
Why Wells Fargo:
Boots to Banking
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 Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Military experience researching and assessing questions, processes, and procedures to make recommendations on solutions
Military experience with tracking information in multiple computer systems with high level of accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Proficient with proactively sourcing, acquiring, building, and maintaining strong relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
Manhattan, New York
Pay Range:
This job profile is eligible for a 10% pay differential.
New York, New York Pay Range: $23.00 - $31.00 Hourly
#BootstoBankingProgram
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$23.00 - $31.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
23 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplySenior Programmatic Trader
Trader job in Day, NY
We are seeking a highly motivated and detail orientated Senior Programmatic Trader to join the team. This candidate will play a critical role in the D/Cipher team, responsible for campaign management across industry leading platforms, with our proprietary intent targeting tool D/Cipher. The ideal candidate will have a strong background in programmatic and be confident in optimizing towards both performance and branding KPIs.
This is a hybrid role with three days per week onsite at our NY office.
Responsibilities:
Campaign Management
Manage a portfolio of clients and ensure that they are performing towards KPI's and pacing consistently to goal throughout the campaign
Manage campaigns confidently across industry leading trading platforms
Innovate and find new ways to improve campaign performance
Data Analysis
Utilize DSP and client reporting to identify opportunities to improve campaign performance
Adjust DSP parameters including bids, frequency, recency, and bid multipliers in accordance with data to improve outcomes on campaigns
Maintain a track of discrepancies, using both DSP & client reporting, along with reporting available in Tableau
Collaboration and Communication
Work with the team to follow existing best practices, and make recommendations for new best practices on campaigns
Work with DSP partners to troubleshoot issues on campaigns as they arise
Maintain clear, consistent lines of communication with the commercial team on campaign performance
Experience:
5+ years of experience trading programmatic campaigns
3+ years of experience of optimizing towards CPA & ROAS KPIs
Experience and certifications across industry leading DSP's, with experience in either The Trade Desk, Amazon and Adtheorent essential
Experience working with internal commercial departments to holistically grow partnerships through performance, communication and strategic recommendations
Demonstrated mathematical and analytical skills with the ability to communicate and present across a broad range of audiences
Systematic approach to problem solving with affinity for proactive and real time troubleshooting
A can-do attitude to provide energy, drive and enthusiasm
It is the policy of Dotdash Meredith to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodation for qualified individuals with disabilities. Accommodation requests can be made by emailing *********************.
The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: **********************************
It is the policy of People Inc. to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities. Accommodation requests can be made by emailing *************.
The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: **********************************
Pay Range
Salary: New York: $120,000.00 - $140,000.00
The pay range above represents the anticipated low and high end of the pay range for this position and may change in the future. Actual pay may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of People Inc's total compensation package for employees. Other compensation may include annual bonuses, and short- and long-term incentives. In addition, People Inc. provides to employees (and their eligible family members) a variety of benefits, including medical, dental, vision, prescription drug coverage, unlimited paid time off (PTO), adoption or surrogate assistance, donation matching, tuition reimbursement, basic life insurance, basic accidental death & dismemberment, supplemental life insurance, supplemental accident insurance, commuter benefits, short term and long term disability, health savings and flexible spending accounts, family care benefits, a generous 401K savings plan with a company match program, 10-12 paid holidays annually, and generous paid parental leave (birthing and non-birthing parents), all of which may vary depending on the specific nature of your employment with People Inc. and your work location. We also offer voluntary benefits such as pet insurance, accident, critical and hospital indemnity health insurance coverage, life and disability insurance.
#NMG#
Auto-Apply