Managing Director Relationship Management Verticals & Regional - Non for Profit
Webster Bank Group 4.6
Webster Bank Group job in New York, NY
and how to change your settings.Managing Director Relationship Management Verticals & Regional - Non for Profit page is loaded## Managing Director Relationship Management Verticals & Regional - Non for Profitlocations: NY WP Hamiltontime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R25\_0000001092If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!A Managing Director Relationship Manager is an Experienced banker who can manage and develop a portfolio of relationships with the defined Not for Profit Segment, providing loan, deposit, treasury management solutions.Working as part of the Not-for-Profit Team, the successful Managing Director will work with Team Management to ensure retention and deepening of existing relationships and acquisition of new relationship in accordance with the Team's and Bank's short- and long-term strategies.The Managing Director will contribute to the team's growth and profitability with an extensive focus on portfolio management, business development and client cross sell activities for the relationship team, by maintaining high quality loans/Deposits through the strong relationships and support of the underwriting, portfolio administration and cash management functions.Responsibilities:* Develop/maintain extensive network of business contacts, community leaders, executive management clients, prospect opportunities and referral sources, in order to generate revenue.* Maximize team profitability through the maintenance of high-quality loan portfolio, responsible for relationship review and overall relationship profitability.* Support Team Leader/Senior Managing Director with growing/retaining relationship for targeted client group by coordinating and supporting all aspects of relationship; ensure appropriate resources are dedicated to facilitating successful outcome.* Develop and deliver effective proposals for presentation to existing and potential clients.* Exercise credit judgment consistent with the department goals; monitor and evaluate credit worthiness of clients.* Lead team interaction with operations and product group; plan and manage implementation process of new products with client to ensure smooth transition.* Responsible for negotiating loans according to established guidelines.Educations, Skills & Experience:* For this position, you must have at least 10+ years of Commercial Banking experience managing middle market banking relationships.* Candidates with advanced degrees (Associates, Bachelor's, and/or Master's) preferred, yet a High School diploma or GED is required. Candidates with some combination of coursework and experience, or else extensive related professional experience, are eligible for consideration.* Knowledge of banking regulations, lending policies, procedures and techniques and well demonstrated understanding of loan risk factors a plus.* Knowledge of credit and financial analysis techniques and accounting is a plus.* Exceptional business development skills.#LI-RS1*The estimated salary range for this position is $175,000.00 to $225.00.00. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.*All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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$213k-320k yearly est. 1d ago
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Senior Director, Equipment Finance & Leasing
Webster Bank 4.6
Webster Bank job in Paramus, NJ
A leading financial institution is seeking an experienced professional to solicit lease and loan transactions with responsibilities including direct customer engagement and documentation management. Applicants should have a Bachelor's degree and 7+ years of experience in a related field. Competitive salary between $110,000 and $130,000, along with incentive compensation, is offered for the right candidate.
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$110k-130k yearly 1d ago
Financial Consultant - Investment Services
Flushing Financial Corporation 4.3
New York, NY job
Posted Tuesday, November 4, 2025 at 5:00 AM
Flushing Bank - Financial Consultant - Investment Services
Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
We are seeking a motivated & ambitious Financial Consultant to join our team!
The Financial Consultant strives to understand their client's goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives.
Strong communication skills and the ability to operate in a team setting are a must.
Requirements:
NASD Licenses (ex: series 7, 63 and 65 or 66)
New York State Insurance License
High School Diploma/G.E.D- Bachelors Degree preferred
NASD/FINRA background record check - Satisfactory
2 or more years of Banking or Brokerage industry experience preferred
Must be able to adapt to working in multiple locations
Position Overview:
Provide sound financial advice to customers by evaluating their financial condition, needs and future goals. Must keep abreast of procedures and maintains a current knowledge of products and services offered. Must meet sales goals as established by management.
Responsibilities:
Develop sales leads through prospecting and branch interaction
Coach and mentor branch staff on sales techniques
Profile customers and prospects and assess their financial needs
Make suitable recommendations
Expand customer and industry relationships through networking events and opportunities
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$83k-112k yearly est. 5d ago
Operational Risk Lead, Business Banking
Keycorp 4.4
New York, NY job
A leading financial institution is seeking an Operational Risk Officer in New York, NY. This role involves overseeing the operational risk management for Business Banking, providing guidance on risk policies, and fostering a risk-aware culture. The ideal candidate will need to have at least 5 years of relevant experience and possess strong communication and leadership skills. Responsibilities include risk assessments, training staff, and ensuring compliance with regulatory standards. This position offers an opportunity to play a key role in the organization's risk management efforts.
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$88k-112k yearly est. 2d ago
Senior AML Operations & SQL Analytics Lead
Keycorp 4.4
New York, NY job
A leading financial services firm is seeking a Senior Operations Consultant to join their Anti-Money Laundering Operations Support team. This role requires a strong background in AML technology and operations, a degree in a related field, and 5-7 years of experience. Responsibilities include implementing strategic improvements, developing performance metrics, and providing support for AML programs. A hybrid work model allows for flexibility in workspaces, blending home and office environments. Competitive salary range of $71,000 to $122,000 is offered, alongside incentives based on performance.
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$71k-122k yearly 3d ago
Senior Operations Consultant, AML Support and SQL Analytics
Keycorp 4.4
New York, NY job
**Location:**4910 Tiedeman Road, Brooklyn Ohio**Job Description**This is a Hybrid position.The Anti-Money Laundering (AML) Operations Support team (AMLOS) is a support group within Financial Crimes Risk Management (FCRM) that is responsible for providing support and subject matter expertise for AML,customer due diligence, and sanctions screening processes and applications. AMLOS owns the RM DataValidation Program which includes data quality, completeness, and validation for the financial crimes compliancemodel inventory (AML, OFAC). AMLOS partners with AML Operations, Financial Crimes Modeling & Analytics (FCMA), and Financial Crimes Reporting & Intelligence (FCRI) to help execute Key's AML Compliance Program. AMLOS must develop and maintain knowledge of AML regulations and apply that knowledge to the support of AML systems and processes.**JOB BRIEF (PURPOSE)**The Senior Operations Consultant operates with a high degree of autonomy and brings deep expertise in operational processes and supporting technologies. Guided by leadership, this role is responsible for owning and driving key operational workflows and ensuring the effective use of associated technology platforms.Success in this role requires a strong understanding of system interdependencies, process flows, and data pipelines. This enables the consultant to support both technical and business teams, enhance oversight of system operations, and ensure alignment between technical functionality and business requirements-especially when resolving issues that impact business operations.This individual serves as a critical resource for understanding data structures across supported applications and must be capable of writing ad-hoc queries to fulfill data requests from business and compliance partners. Responsibilities also include supporting Governance, Risk & Compliance (GRC) testing and findings, Anti-Money Laundering (AML) model validation, report development, and contributing to the enhancement of the Data Mart and implementation of controls to ensure data integrity.**ESSENTIAL JOB RESPONSIBILITIES**The responsibilities of the Senior Operations Consultant are:* Leads, identifies, and implements strategic improvement concepts that generate measurable benefits across the organization (e.g. revenue, expense, client experience, etc.).* Develop reporting and metrics to measure performance and effectiveness of operational processes.* Demonstrate and maintain expertise of industry trends and practices in operational area, Risk Management, Compliance, and Operations.* Ability to analyze, identify and recommend appropriate solutions to complex system problems. Analysis includes operational impact, root cause analysis, cross application impact, and arrival at solutions that can be translated and communicated clearly to end users and key stakeholders.* Use project management skills to lead and drive the completion of various tasks, including application changes, upgrades, issue remediation plans, 2nd and 3rd line of defense exams, etc.* Assist in developing reporting and metrics to measure the effectiveness of models, system performance, and AML Operations processes.* Support solutions for business critical operational or technology issues including operational impact, root cause analysis, cross business impact, and arrival at solutions; leads and recommends solutions for operational or technology issues; translate and communicate clearly to end users and key stakeholders.* Interpret findings from data mining processes and communicate findings to senior leadership.* Partner, communicate, and negotiate with stakeholder groups to ensure workload is effectively prioritized, planned, and tracked to completion.* Serve as a "trusted advisor" who develops and maintains strong relationships with both internal and external stakeholders (LOB partners, technology, compliance, vendors, etc.) in order to influence business decisions.* Demonstrate and maintain knowledge of industry trends and practices in AML Technology, Risk Management, Compliance, and Operations.**EXPECTED COMPETENCIES**The expected competencies of the Operations Consultant are:* **Communication:** Solid written and verbal communication skills; organizes material for brevity, persuasiveness, and impact; Effectively communicates key points to respective stakeholders, with the right amount of detail; Proactively shares information beyond those at the table who may have a need to know; Comfortable in situations where conflict is present; Demonstrated presentation development and delivery skills; Ability to create presentations that include the right data/information and tell the right story* **Partnering / Influencing:** Proven relationship building ability; Strong interpersonal skills; Can lead the conversation with business partners; Sought out to by business partners and team members; May coach and develop relationship building skills in others; Developing comfort with influencing and consulting typically with mid-level leaders* **Business Acumen:** Understands assigned LOB strategy; Knows our industry, competition, and competitive environment; Possesses intellectual curiosity; Understands key drivers of financial results and business impact; Developing understanding of how business works* **Critical Thinking / Problem Solving:** Leverages critical thinking and business acumen to provide solutions to increasingly more complex problems; Ties work with understanding of impacts / intersections with other business partners / LOB; Aware of potential pitfalls with each recommended solution; thoroughly vets and thinks through options before making a decision**REQUIRED QUALIFICATIONS*** Degree in MIS, Business, or related field* Minimum of 5-7 years of experience in in AML technology, operations, compliance, or audit roles (OR 7+ years of experience in progressively more responsible technology or risk management roles)* Strong background in AML technology (Oracle FCCM or Actimize ActOne preferred), operations, or risk management.* Experience interfacing with stakeholders in lines-of-business, risk management, audit, and regulatory discussions.* Ability to develop and maintain metrics around service levels, quality, and key indicators to continuously enhance effectiveness and sustain program stability.* Strong understanding of documentation standards and needs related to procedures, testing plans and results, report writing, recommendations, etc.* Proficient in: + Advanced Microsoft Excel / PowerPoint + Advanced SQL query writing/coding including complex joins + Intermediate/advanced with SAS + Analytical programming languages + Report and process automation* Knowledge or Skill in: + Source systems + Process flow + Project management + Navigation of data warehouse and/or data supply chain**JOB LOCATION**Brooklyn, OH/Buffalo, NY/Albany, NYKey has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. If located near a KeyBank location, the position in the future may work partially from a Key facility. If not located near a Key facility, team will consider remote workers.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.Please click for a list of benefits
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$71k-122k yearly 3d ago
Treasury Management Client Onboarding Specialist III
Provident Bank 4.7
Woodbridge, NJ job
As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager.
KEY RESPONSIBILITIES:
Coordinates the implementation of treasury management services
Ensures all documentation and setup parameters, including testing are completed accurately and timely.
Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary.
Completes client walk through and training process for product/service implementation.
Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes.
Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities.
Monitors incoming inquiries from clients and branches
Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers.
Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing.
Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures.
Completes ACH Annual reviews for borrowers and non-borrowers.
Examines and monitors RDC client activities and risk ratings and makes recommendations
Reviews RDC processing exceptions including deposit limits review.
Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services.
MINIMUM QUALIFICATIONS:
High School Diploma or GED required.
Minimum of 5 years related experience.
Ability to work in a fast-paced environment,
Knowledge of applicable banking and privacy laws and regulations and policies.
Possess excellent oral and written communications skills.
Ability to prioritize multiple responsibilities and complete them on time.
Ability to work in a team environment to instruct peers and assume a leadership role.
Computer literacy with PC and windows programs.
Ability to perform detailed mathematic operations with the use of a calculator.
Ability to work a flexible schedule to accommodate support hours at the helpdesk.
Ability to define problems, collects data, establish facts and draw valid conclusions.
Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions.
Ability to shift attention quickly and accurately from one matter to another.
PREFERRED QUALIFICATIONS:
Associate or bachelor's degree
Prior supervisory or team leader responsibilities.
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$29.59 - $36.97 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
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$29.6-37 hourly 36d ago
Premier Banker - Chinatown - Bilingual Chinese/English Preferred
Flushing Savings Bank 4.3
New York, NY job
Job Title: Premier Banker Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Bilingual Chinese/English speaker preferred. Hiring Range: $50,000 - $70,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
The Premier Banker is expected to deliver a superior branch experience by welcoming customers to the branch and making their banking needs your top priority. The Premier Banker is engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects, while seizing opportunities to promote, explain, recommend and cross-sell bank products and services. The Premier Banker will ensure the customer's financial needs are met by conducting a thorough financial needs assessment and recommending appropriate solutions that fulfill the customers immediate and future needs. This position is part of a team of professional individuals with a shared focus on delivering a world class customer service experience. The Premier Banker will be responsible for acquisition and portfolio management of a 'Premier' client base. May be asked to perform duties as the officer in charge when Branch Manager is not present.
Supervision Received:
Reports to the Branch ManagerMajor Duties and Responsibilities:
Meet or exceed all financial objectives pertaining to individual goals and branch team goals. Individual targets will include an Investment/Insurance revenue goal as well as expectations for Premier Checking growth.
Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions and refer to business partners when necessary. Identify clients with higher levels of investable assets and offer Premier checking as the best in class banking package.
As a designated Premier banker, will manage a portfolio of clients with expectations of retaining and deepening their relationship and establishing a vibrant referral network.
Leverage licenses and investment basic knowledge to recommend investment and insurance solutions. Perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
Encourage automated transaction handling to customers by "hip to hip" demonstration. If automation is not possible, accept and process deposits, payments, checks for cashing and other transactions via manual processing, according to established procedures and standards for performance.
Handle servicing of customer accounts and resolve issues efficiently and effectively, with the highest of customer service standards. The customer needs to be in the center of everything we do in the branch.
May be the officer in charge when BM is not available, taking lead on all sales initiatives and insuring an exceptional client branch experience.
Adhere to compliance and operations risk controls in accordance with the company and regulatory standards, policies and practices. Be able to efficiently and effectively access operational policies and procedures. Perform operational responsibilities as designated by management.
Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards
Employees may be required to participate in the opening of safe deposit boxes due to nonpayment of rent or for other reasons. The Bank does not control or monitor the contents of the safe deposit box, and the Bank is not responsible for materials, photos, or other items which may be found in such box. Employees may find themselves presented with offensive, objectionable or unlawful materials, photos or other items in connection with the opening of safe deposit boxes. An employee who encounters any such item should consult with a supervisor regarding appropriate handling.
Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.
Other duties as assigned.
Requirements
Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
5+ years of experience in a financial institution or comparable experience in a selling environment.
The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals and dreams.
Highly driven to grow one's own personal capabilities by actively participating in opportunities to expand knowledge, influencing, leadership and interpersonal skills.
Strong interpersonal skills effective communication skills leading to strong client service and sales skills.
A track record of working effectively in a team environment and building relationships with colleagues.
Knowledge of financial institution operations and procedures. Requires a working knowledge of laws and regulations pertaining to financial institution and the ability to interpret and understand laws and regulations.
Ability to apply strong analytical skills in reviewing data received from business partners.
Ability to work independently and collaboratively with internal business partners demonstrating a working knowledge of major business functions.
Effective communication skills including oral and written skills. Requires the ability to work with all levels of management and staff.
Working knowledge of Windows, Microsoft Word, and Excel and multiple computer and software systems. Technology proficient for providing on line and mobile banking demonstrations and understands how social media plays in to today's financial world.
Travel to branches and departments within the five boroughs, Nassau and Suffolk counties, as well as to local companies to deliver BAW on sites
Securities & Health/Life licensing is preferred, but not required.
A high level of trustworthiness, character, professionalism, confidentiality, and honesty in dealing with colleagues and customers.
Hours: 40This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.EOE, including disability/veterans.
$50k-70k yearly 60d+ ago
Loan Servicing Administrator
Flushing Savings Bank 4.3
Uniondale, NY job
Description of Work: Responsibilities include day-to-day administration and management of the BB commercial loan portfolio. This includes processing payments, handling borrower inquiries, maintaining accurate loan records and ensuring compliance with all loan terms.
Major Duties and Responsibilities:
Responsible for the input and extraction of data from the Miser/PCFS Loan systems plus:
Boarding new Loans; including review of boarding/closing documents to ensure accuracy.
Process and accurately apply loan payments, advances, and payoffs.
Perform file maintenance and update the loan system data with the new information.
Modifications/Rate changes on Syndicated loans.
Prepare satisfaction and lien releases.
Respond to SBA Guidehouse regarding inquiries and matters on SBA loans.
Monitor and follow up on delinquent accounts. Responsible for generating daily, weekly and monthly activity reports from the loan systems.
Ensure compliance with all regulations, policies, and procedures. Perform additional accountabilities as required.
Minimum Qualification:
5 years of business experience and a college degree
2+ years of servicing Participation/Agented loans
Knowledge, Skills, and Abilities:
Strong verbal communication and writing skills.
Problem-solving and analytical abilities.
Ability to multitask and adhere to deadlines.
Must have strong organization skills.
Strong time management skills
Must possess basic computer skills, working knowledge of Word, Excel
Extensive knowledge of bank products, commercial and consumer loan requirements
Pay Range $60,000.00 - $70,000.00
Hours: 37.50This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including Disabled & Veterans
$60k-70k yearly 60d+ ago
Operational Risk Officer - Business Banking
Keycorp 4.4
New York, NY job
**Location:**4900 Tiedeman Road, Brooklyn OhioThe Operational Risk Officer position resides in the 2nd Line of Defense within KeyCorp's Operational Risk Management group and will be responsible for executing risk oversight activities for Business Banking and various assigned operational and enterprise risk programs, projects and activities. The ideal candidate will promote a risk culture that encourages acknowledgement and recognition of operational risks and places a high priority on risk management.As subject matter expert, provide advice, consultation services and training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy, and procedure development. Perform oversight activities and assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite through its business activities. The position is responsible for ensuring operational risk program management consistent with KeyCorp's Operational Risk Policy. The position has responsibility for oversight of LOB Operational Risk programs and policies, which includes providing highly specialized guidance and oversight on current and emerging legal, regulatory, and operational risk issues, monitoring and measuring operational risk performance, and reviewing and challenging of strategy (initiative, products, third parties, clients), control design, implementation, testing, and remediation for assigned LOBs.This position is an individual contributor and reports to the Consumer Line of Business Operational Risk Oversight Director.**ESSENTIAL JOB FUNCTIONS** - Work directly with the lines of business (LOBs) to identify and assess risks, review and challenge risk assessments, provide input over controls and testing, advise on and monitor remediation activities and create reporting, ensuring line of business alignment within the Operational Risk program and framework. - Responsible for primary execution of Operational Risk oversight and help guide and influence implementation of operational policies and/or procedures to mitigate risk within appetite. - Responsible for assisting with the ongoing development and implementation of the Major Line of Business (LOB) Operational Risk teams strategic plan to accomplish its Annual Operational Risk objectives, to include among others: the development and implementation of Operational risk policies and procedures; assessment, monitoring and testing; establishment of line of business accountability and escalation and reporting processes. - Responsible for ongoing development and implementation of operational risk management topics, including such things as being the subject matter expert on operational risk activities associated with risks, controls, testing, remediation and reporting. -Actively participate in broad risk management oversight of assigned LOB.Provide direction and deliver training to line of business personnel, Risk Management staff and others on Operational Risk best practices and other relevant industry best practices. - Monitor and assess new or amended legal and regulatory requirements as they relate to Business Banking.- Responsible for review and challenge of LOB policies and procedures to ensure that they are consistent with current applicable rules, regulations, laws and are effective in mitigating related risks. - Work with the LOB to ensure the ongoing development and enhancement of risk assessments, testing, monitoring and associated plans. - Provide authoritative and consultative advice and support to management utilizing independence yet providing pro-business solutions.- Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities. - Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the business areas and assisting them in responding to such changes. - Accountable for ensuring that line of business policies and procedures are consistent with current applicable banking and securities rules, regulations, and laws. - Respond to internal and external audits, exams and requests for information and provide review & challenge of any line of business responses to internal and external audits. Assist in the evaluation of audit and examination findings and implementation of corrective action and needed responses. - Assist in the response to ongoing regulatory and legal inquiries and investigations. - Develop and maintain positive working relationships with internal clients, staff, peers, other risk partners, and LOB senior management. - Maintain relationships with industry peers and regulatory bodies. - Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential operational risk impact, and necessary correction action. - Acts as Operational Risk Subject Matter Expert on any assigned Subcommittees and/or Working Groups. - Provide leadership and/or support on special projects, as assigned. - Proactively works with assigned business unit management to identify and assess the operational risks associated with business activities, ensuring alignment with the Corporate Operational Risk Framework, including: • Advising LOBs on operational risks and controls and key risk indicators. • Advising LOBs on operational risks related to new products and/or services and business initiatives. • Advising LOBs on operational risks related to outsourced third party activities. • Providing reporting to executives LOB partners on a periodic basis - Conducts review and challenge activities and escalation, including independent testing as required. - Manage 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes. - Other duties as assigned **REQUIRED QUALIFICATIONS** - Bachelor's degree in business, finance, or economics or commensurate experience is required. - Minimum 5 years industry experience, ideally within Operational Risk, Enterprise Risk, or line of business risk functions.- Proven ability to work collaboratively and productively across the organization- Outstanding active listening skills- Ability to effectively manage competing priorities within a fast-paced environment, including supporting client workflows and transactions while ensuring sound business practices are applied to mitigate risk within appetite- Demonstrated ability to work with internal and external auditors and regulators.- Ability to effectively communication and influence at all levels of the organization- Ability to think strategically coupled with the ability to drive to execution- Ability to foster and encourage collaboration between multiple risk disciplines- Ability to view risk holistically within a dynamic, fast paced team environment- In-depth practical knowledge of internal controls, risk assessments and operational and compliance processes, and applicable techniques for implementation of regulatory, compliance and legal requirements and operational processes. - Strong leadership and relationship management skills including the ability to lead up and across the organization - Proven ability to have, maintain, and establish strong contacts within the industry so as to be aware of current industry issues and practices**PREFFERED QUALIFICATIONS** - MBA, Law Degree or other relevant advanced education- Current and practical knowledge of the various processes involved in Front and Back Office operations relating to the Business
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$49k-68k yearly est. 2d ago
Director, TPRM Program Governance
Webster Bank Group 4.6
Webster Bank Group job in Jericho, NY
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
The Third-Party Risk Management (TPRM) Program Governance Lead is responsible for overseeing the governance, structure, and ongoing development of the bank's third-party risk management framework. This role ensures that the TPRM program aligns with regulatory expectations, internal risk appetite, and strategic business objectives. The individual will play a critical role in policy oversight, risk reporting, regulatory engagement, control assurance, and continuous program enhancements.
Key Responsibilities
Program Governance Management
Maintain and enhance the TPRM governance framework, including policies, standards, procedures, and control documentation.
Lead or support strategic initiatives to mature the TPRM program, including tool implementations, workflow automation, and integration with other risk disciplines (e.g., Information Security, Compliance, Legal).
Work with initiative leaders and other project owners to ensure timely, accurate updates are captured and communicated to the team, Risk Partners and Leadership.
Support leadership in ensuring third-party oversight is effectively implemented bank wide.
Develop and maintain program dashboards, KPIs/KRIs, and executive reporting for senior leadership and Board-level risk committees.
Track program compliance, exceptions, and issues to inform risk-based decision-making.
Perform control testing and assurance activities across key TPRM lifecycle processes (e.g., due diligence, risk assessments, ongoing monitoring).
Identify program gaps or inconsistencies and drive remediation plans.
Ensure consensus and appropriate sign-off is obtained for any new, enhancement/changes to the program.
Ensure communication plan is developed and executed by project/initiatives leader to ensure awareness and transparency.
Review of any required training materials to support release of projects/initiatives.
Policies and Procedures Management
Conduct annual refresh of TPRM Policy and Charter.
Ensure any changes to the program are captured in the appropriate procedures and posted to the appropriate repository.
Conduct procedure review based on importance to the program.
TPRM Committee Leader
Set agenda/action(s) for Committee including date/time attendees, presenters, etc.
Ensure annual Third-Party reviews for Critical and High Third Parties.
Work with Relationship managers to develop annual update presentations.
Capture meeting minutes and publish de-brief/takeaways.
Obtain sign-off from stakeholders.
Contract Worker Support (when applicable)
Manage contract workers to support program initiatives.
Work with Contractor Third Party to on/off-board worker.
Set deliverables and ensure execution on requirements.
Regulatory Relations, Legal and Audit Liaison
Work with Risk Partners to ensure TPRM program is harmonized with Risk Partners.
Create communication plans to ensure transparency and understanding.
Coordinate responses to internal audits, regulatory exams, and compliance testing related to third-party risk.
Monitor relevant regulatory changes (e.g., OCC, FRB, FDIC, CFPB, NYDFS) and ensure TPRM program alignment.
Requirements
Bachelor's degree or 7+ years work experience equivalent in Third-Party Risk, Enterprise Risk, or governance roles
Strong understanding of regulatory frameworks and risk management standards
Experience with GRC platforms (e.g. Process Unity, Archer, Coupa, ServiceNow)
Six Sigma Training/Certification
MS Office suite
Ability to prioritize work to meet deadlines and work both independently and within a team structure
Relevant certifications (e.g. CTPRP, CRVPM, CRISA, CISA) are a plus
Other projects and initiatives as assigned
This role has a hybrid work schedule and can be based in our NY (NYC, White Plains, Jericho) and CT (Southington, Stamford).
The estimated base salary range for this position is $130,000 USD to $150,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-RK1
#LI-HYBRID
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
$130k-150k yearly Auto-Apply 60d+ ago
Loan Processor II
Provident Bank 4.7
Woodbridge, NJ job
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under direct supervision, this position performs all daily functions associated with processing a consumer/residential loan application. Should be able to perform many of the duties listed below since it is at the intermediate level of loan coordinator.
KEY RESPONSIBILITIES:
Performs automated processing functions and obtains credit information for new loan applications including the preparation of all necessary disclosures in compliance with regulatory guidelines and timeframes.
Review loan applications for accuracy, completeness and conformity to loan programs
Make corrections if necessary
Verify rate/add points, fees, etc.
Review credit report/complete red flag checklist
Manage E-Consent, Loan Prospector (LPA),
Disclose Loan Estimate and Intent to Proceed
Order Appraisal/AVM
Process Credit Card
Send out requests for VOEs, Tax Transcripts
Order Fraud reports
Electronically manage all incoming loan documentation, telephone inquiries, problem solving
Interact as needed with branch/bank staff questions and perform various tasks/projects as requested by management.
Prepare/send out document check list (“needs” letter) to borrowers
Calculate income and complete income worksheets
Review assets needed for down payment and closing costs
Review/analyze income and assets
Request/review contract for sale of subject property (purchases only)
Update information in LOS based on documentation provided by the borrowers
Assign loan to underwriter for final review/decision
Consumer Loans: read and analyze AVMs
Assists in daily department routine including telephone inquiry and problem solving with customers, relationship managers and branches with questions or concerns. Performs various tasks, projects as requested.
Performs automated processing functions and obtains credit information for loan pre-qualifications and applications including the preparation of all necessary disclosures in compliance with regulatory guidelines and timeframes
Orders credit reports, Verifications of Employment (VOEs), tax transcripts and appraisals
Processes credit application fee payments.
Tracks and organizes all loan documentation in a timely manner. Inputs application data into system and establishes files. Prepares correspondence relative to completion of file including requests for further documentation and communicates this information with the borrower(s) and mortgage representatives.
Performs other duties as needed.
MINIMUM QUALIFICATIONS:
High school diploma or GED
2-5 years of related experience
General knowledge of regulatory requirements for residential/consumer loan originations
Computer Literacy: Windows/Excel/Loan Origination Systems
Knowledge of residential loan processes and qualifications for credit worthiness.
Ability to organize work and complete tasks on time.
Ability to deal with customers and mortgage representatives in a courteous and efficient manner.
Good interpersonal, oral and written communication skills.
Must be sensitive to regulatory timeframes
Computer literacy: Ability to use PC; Windows, Excel, Loan Prospector and loan origination system (such as Encompass) software programs on a daily basis.
Licensing Requirement (SAFE Act)
This position requires registration with the Nationwide Multistate Licensing System and Registry (NMLS) in compliance with the SAFE Act. Candidates must be eligible to register and maintain active status upon hire.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$19.38 - $24.26 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$19.4-24.3 hourly 51d ago
Treasury Management Support Specialist
First Busey Corporation 4.5
Plainfield, NJ job
The Treasury Management Support Specialist will work with Treasury Management Executives, Commercial Relationship Managers, Commercial Loan Coordinators, Retail and customers to provide support for commercial deposit and treasury management services.
This role is located in Leawood, KS or Plainfield, IL.
Duties & Responsibilities
* Provide direct support to customers and associates responding to general and technical inquiries related to treasury management services/systems and commercial deposit account inquiries via phone or email.
* Provide training, for all cash management services, including but not limited to, ACH processing, online wires, commercial online banking, bill pay, sweep accounts, positive pay, , Integrated Payables and Remote Deposit Capture.
* Complete system maintenance for existing treasury management products and services.
* Prepare customer documents to establish or maintain treasury management services and commercial deposit accounts.
* Maintain knowledge of regulations surrounding treasury services.
* Assist commercial customer who have experienced fraud on their account.
* Provide specialized line of business support.
* Identify and resolve issues within assigned responsibility, elevating urgent matters to management.
* Other special projects as directed.
Education & Experience
* Knowledge of:
* Strong oral and written communication skills
* Advanced knowledge of the line of business policies, procedures and products
* Operational workflows and secure file transmissions
* Ability to:
* Multi-task and work independently
* Solve problems independently while applying logic and discretion
* Adapt to change and respond to all requests in a professional manner
* Desire to suggest new approaches to existing procedures within established options to gain efficiencies in department tasks
* Analyze and solve problems for which there are not always precedents
* Maintain visual attention and mental concentration for extended periods of time
* Possess the ability to understand and process multiple types of inquiries in a professional, fast-paced, and high traffic environment
* Education and Training:
* High school diploma or equivalent required; college degree preferred.
* 2 years of customer service experience preferred
* Previous banking or finance and customer service experience preferred.
* Previous experience in roles identifying customer needs to expand relationships.
* Requires knowledge of Microsoft Office, Excel and Adobe Acrobat.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $20 - $26/ hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$20-26 hourly Auto-Apply 3d ago
IT Change Management Analyst
Provident Bank 4.7
Woodbridge, NJ job
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION SUMMARY:
The Technology Change Management Analyst is responsible for adhering to the change management standard and procedures. This person assesses the impact of the change, manages risks, minimizes service disruptions, coordinates with IT and business stakeholders and ensures effective communications and training for the Technology Change Management users. The Technology Change Management Analyst ensures all changes to production systems are compliant with the change management process to maintain a secure and stable operating environment. The Technology Change Management Analyst assists the Technology Change Management Manager.
KEY RESPONSIBILITIES:
Assist with implementing Technology Change Management standard and procedures to provide for a well-structured process and ensure that changes are communicated in a timely manner across the enterprise.
Assist Change Advisory Board (CAB) meetings as needed.
Monitor and support Requests for Change (RFCs) through the change lifecycle. Work with various clients and analyzes and assesses RFCs to ensure readiness for implementation and completion.
Utilize the Technology Change Management system to monitor, track and report changes and create Technology Change Management dashboards.
Involvement with the development and testing enhancements in the ServiceNow Technology Change Management module.
Assist in internal and external Technology Change Management audits.
MINIMUM QUALIFICATIONS:
Bachelor's degree in areas such as Information Technology, Business Administration, and/or Finance from an accredited institution.
Minimum 7 years of experience in Process Automation.
Minimum of 3 years of Technology Change Management experience.
3-5 years of strong understanding of IT systems, the change life cycle and infrastructure technologies experience.
Experience implementing and managing technology changes.
Experience reading and understanding data, to demonstrate how technology changes impact the organization and the operations.
PREFERRED QUALIFICATIONS:
ITIL Certification and/or Project Management Professional Certification preferred
Knowledge of principles and methodologies of Technology Change Management preferred.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
HAZARDS:
The hazards are mainly those present in a normal office setting and those present in commuting by car. Occasionally, they may be exposed to those conditions present in public forums and meeting places.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$65,200 - $93,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$65.2k-93.2k yearly 42d ago
FVP, Customer Experience Director
Provident Bank 4.7
Iselin, NJ job
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The person in this role will have a passion for creating, coaching and driving excellent customer experiences and proficiency in collecting, analyzing, and synthesizing information to produce actionable outcomes for a best-in-class customer experience. The incumbent will oversee the day-to-day activities of the CX department. They will have a proven track record as a recognized customer experience leader and will drive thought leadership and a customer centric culture.
KEY RESPONSIBILITIES:
Constantly exploring new tools and techniques in the industry to help cross functional teams understand customer behavior across journeys
Manage relationship with journey analytics partners and define scope and strategy that's aligned with organizational strategic goals
Develop use cases to help showcase journey analytics capabilities to current and potential partners
Share learnings and capabilities with broader analytics community and advocate use of journey analytics data and tools in defining customer engagement and growth strategies across platforms
Develop programs, processes and tools to increase engagement between our customers and their solutions
Leads customer experience team, responsibilities and outcomes
Maintain current knowledge of major customer business processes at Provident, including evolving plans, while including needs for customer information. Participate in customer process journey mapping and other CX transformational initiatives.
Ensure gaps in customer satisfaction are identified and analyzed by CX team, with results and opportunities for improvement communicated effectively.
Identify, develop and deliver opportunities to develop advisory solutions to address customer problems and identify commercialization opportunities for the business lines.
Constantly evaluate opportunities to add critical customer behavior data to journey views to better understand customer needs and pain points
Track and maintain improvements made for customers as an outcome of above processes
Serve as an empowered representative for CX leadership in various meetings, and committees as appropriate.
Stay up to date on the latest CX trends and find opportunities to implement with organization
Participate in customer process journey mapping and other CX transformational initiatives
Design customer facing and employee facing materials to ensure brand, tone and messaging consistency.
Support partner teams with process flows and brand aligned scripting
Review documents, letters and website content to ensure customer centric messaging
Act as change agent and thought leader by capturing and sharing customer experience best practices across the organization.
Partner with customers to understand their views and insights, utilizing VOC feedback
Build a network of relationships internally and externally, with key partners and customers to stay current on issues impacting sales or growth
MINIMUM QUALIFICATIONS:
10 years + in Customer Experience, field with demonstrated hands-on experience in consumer and commercial markets.
Experience with insurance and wealth a bonus
Strategic thinker
Strong command of CX processes and CX data and analytics
Sound understanding of end-to-end customer journeys
Experience with tools and reporting structures of CX
Experience with CX listening software
Self-starter, self-motivated
Strong ability to multi-task
Adaptable to a highly changing environment
Familiarity with banking regulations
Excellent written and verbal communication skills
Ability to drive collaboration with cross-functional teams
EDUCATION
BA/BS degree or relevant experience
WORKING CONDITIONS:
Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$103,000 - $147,200 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
#LI-Hybrid
$103k-147.2k yearly 60d+ ago
Universal Banker - Garden City
Flushing Savings Bank 4.3
Garden City, NY job
Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects.
Major Duties and Responsibilities:
Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary.
Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions.
Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required.
Perform operational responsibilities as designated by management.
Other duties as assigned.
Requirements
Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
A minimum of 2 years experience in a financial institution or comparable experience in a retail environment.
The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations.
Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world.
Polished interpersonal communication and client service and sales skills.
Ability to apply strong analytical skills in reviewing data received from business partners.
Effective communication skills including oral and written skills.
The ability to work with all levels of management and staff.
A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers.
Securities and Life & Health Licensing a plus, but not required.
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.
$47k-58k yearly 60d+ ago
Credit Specialist
Provident Bank 4.7
Iselin, NJ job
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION SUMMARY:
The Credit Specialist, in coordination with the Director of Credit Training & Support, is responsible for managing departmental underwriting assignments, monitoring workflow of team members, co-managing special assignments, training and review of Credit Analyst 1 (CA1) completed work. Additional responsibilities include occasionally underwriting a CRE or C&I loan transaction.
KEY RESPONSIBILITIES:
Manage the overall workflow of incoming credit underwriting requests from Credit Underwriting, assign to CA1 team members, and monitor for timely completion.
Provide guidance to and assist in the training of CA1 team members in partnership with the Director of Credit Training & Support.
Review and provide commentary on assignments completed by CA1 team members prior to submission back to Credit Underwriting. Provide feedback regarding CA1 team members to the Director of Credit Training & Support as needed.
Co-manage special team projects with the Director of Credit Training & Support.
As needed, based on volume and complexity, analyze and underwrite CRE and C&I loans for Credit Underwriting.
MINIMUM QUALIFICATIONS:
Bachelor's degree from an accredited four-year college, with accounting and finance courses of minimum 9 credits.
5 years of experience working in a financial environment analyzing business and personal financial statements and tax returns; preparation of cash flows, rental economics, and researching economic data and a variety of resources to determine overall financial strength and future viability of the relationship being analyzed. This should include compiling the researched data into a comprehensive analysis for rendering decisions.
Minimum 1 year experience in a bank, comparable training program or RMA credit training program desired.
Experience with and ability to work in a financial spreading system/loan underwriting system equivalent to Moody's CreditLens.
Intermediate proficiency using Microsoft Office programs Excel and Word.
WORKING CONDITIONS
Work is mainly performed in a normal office environment. Noise levels usually are moderate.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$73,600 - $105,100 annually
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
The Assistant Branch Manager (ABM) is responsible for the day-to-day operations of a retail branch office and provides supervisory oversight to a team in the achievement of branch objectives. The ABM supervises activities and monitors workflows to ensure operational excellence and compliance with policies, procedures and regulatory standards to mitigate risk to the Bank and its customers. The ABM will identify opportunities to expand existing relationships and develop new customer relationships directly or through collaborative partnerships with team members and business partners (i.e., Investment Services representative, Mortgage Services representatives and other partners). The ABM creates and fosters a cohesive and collaborative team environment and a customer-centric work environment. With support from the Branch Manager, the ABM will lead, direct and manage work schedules, assignments and performance for all branch employees.
The ABM will possess specific working knowledge of banking operations and services and demonstrates positive and professional conduct in dealing with customers, the public, and coworkers.
KEY RESPONSIBILITIES:
Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice, activities and/or solutions while maintaining compliance and regulatory guidelines.
Manage the Branch and have the ability to run the teller side, platform, and customer escalations.
With the assistance of the Branch Manager, directs activities in support of established branch sales goals and objectives. ABM coaches all team employees to develop and improve skills to foster a needs-based sales environment. Continually reviews and evaluates results in view of objectives, goals and performance standards, and adjust focus as necessary. Works in collaboration with all business partners to assist customers and prospects to understand their current and future financial goals. Recommendations must be documented by completion and submission of required referral forms.
In conjunction with the Branch Manager, monitors branch activities to ensure compliance with bank policies, procedures and regulatory guidelines. Maintains the operational integrity of the branch including but not limited to branch audits, routine and special reports, branch overdrafts, wire transfers, cash items, and teller differences/corrections, operating currency and coin levels. Participates in on-going training and development, pertaining to policy and procedure, regulatory compliance and skill enhancement for customer service and expansion of relationships.
Drive an exceptional customer experience validated by customer satisfaction surveys
Assists Branch Manager in meeting both short and long-term scheduling staffing requirements. Considers potential staffing concerns while managing PTO requests against staffing levels and makes recommendations for approval. Supports the branch accommodating all branch hours and events including evenings and weekends.
Performs special projects which may require research, investigation, analysis, report writing and making specific recommendations to the Branch Manager, Retail Operations and/or members of Senior Management.
Conduct ongoing performance management, coach, guide, and mentor direct reports on a regular basis.
Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees and addressing and resolving employee complaints and concerns
MINIMUM QUALIFICATIONS:
High School Diploma or GED
3 years related experience and/or training, in keeping with the key responsibilities of the role.
Strong leadership skills to support a team environment by recognizing and rewarding collaboration, cooperation and activities contributing to team success.
Present a professional and positive image, maintaining composure at all times and clearly communicate messages to colleagues and translate business priorities in a way that colleagues embrace and are able to execute.
Basic proficiency with computers, Microsoft Office Suite, internal CRM.
Utilization and/or familiarity of digital technologies and applications to maintain own capabilities as well as to coach team to keep pace with current and future business needs.
Awareness of trends in the local marketplace. Ability to react and respond quickly to changes identified.
Ability to (discuss, recommend, close) bank products and services based on customer needs
Highly organized, ability to focus on details. Ability to accurately complete assignments with competing deadlines and manage branch workflow. Critical thinking with a focus on detail in order to effectively problem solve and communicate.
Proven ability to meet sales targets and production goals and coach team members to the same.
Demonstrate flexibility, adaptability and initiative.
Provides exceptional customer service experience to both external and internal customers.
Demonstrate excellent communication skills. Actively listens and responds, both verbally and in writing, in an effective and appropriate manner.
Sound risk management skills
Language skills to mirror community needs within branch geography
May require travel between Customer sites, Provident Offices, or Branches
PREFERRED QUALIFICATIONS:
1-year related management experience (preferred).
Prior banking experience preferred.
LICENSES AND/OR CERTIFICATES:
Will be required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Life and Health Licenses to support investment program (preferred)
TRAVEL REQUIREMENTS:
Eg. May require travel between Customer sites, Provident Offices, or Branches
WORKING CONDITIONS:
Retail Banking Branch Areas
Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed.
Lifting from 5 to 25 lbs. (Coins)
Prolonged sitting/standing
Occasional bending or stooping (To retrieve coins from individual vault)
Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$27.58 - $34.46
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$27.6-34.5 hourly 51d ago
Loan Servicing Representative III (Commercial)
Provident Bank 4.7
Woodbridge, NJ job
How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience.
POSITION OVERVIEW:
Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments.
KEY RESPONSIBILITIES:
Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers.
Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention.
Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer.
Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted.
Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification.
Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted.
Trains new staff on Bank's policies and procedures needed to perform their respective job function.
Perform other duties as assigned by management.
MINIMUM QUALIFICATIONS:
5 - 7 years of related experience
High school diploma or GED
Interpretation of all loan documentation.
Ability to exchange information clearly and concisely and to present ideas and report facts.
Working knowledge of Horizon System, ACBS System, PC skills.
Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports.
Take ownership of workflow and resolve problems with minimal to no supervision.
Ability to multi-tasking is imperative.
Excellent communication and organizational skills.
Strong mathematical background required.
WORKING CONDITIONS
Work is typically performed in an office environment. Noise levels are usually moderate.
Prolonged sitting
Lifting from 5 to 10 lbs. (printer paper, storage boxes)
Occasional bending or overhead lifting (storing files or boxes)
The hazards are mainly those present in a normal office setting.
This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
Pay Details:
$22.26 - $27.79 hourly
Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
This role is incentive eligible based upon company, business, and/or individual goal achievement and performance.
Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.
$22.3-27.8 hourly 60d+ ago
Analyst, Consumer Loan Servicing
Webster Bank Group 4.6
Webster Bank Group job in Jericho, NY
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
Roles and responsibilities include having a strong knowledge and understanding of complex loan documents, ongoing servicing requirements, and the servicing systems. Consumer Loan Service Associate can handle a diverse workload while meeting all regulatory and bank requirements. Develops, communicates, implements processes and procedures with other business partners. Supports subsidiary teams and departments through training and serving as a source of knowledge.
Maintain systems and processes as needed to ensure loans are serviced in compliance with federal, state, agency. Use professional judgement as necessary.
Exceptional knowledge of consumer lending processes and documentation.
Experience in interpreting guidelines and regulations impacting servicing of mortgage loans.
Strong communication, organizational, analytical, and interpersonal skills.
Must be able to analyze and compile data and report findings to management.
Demonstrate a comprehensive knowledge of existing systems, processes, and objectives, and proactively identify opportunities for improvement and efficiencies
Review customer complaints and monitor for any potential trends that may a need for enhanced controls.
Loan payment processing transaction review/correction disbursement and other transactions
Responsible for booking of consumer loan on Core system
Skills:
Working Knowledge of Signature is preferred
Strong analytical skills, detail oriented
Time management and strong interpersonal skills
Effective problem-solving skills as well as oral and written communication skills
Self-Starter with ability to work well independently as well as with a Team
Proficient in Excel and working knowledge of Microsoft Office product suite.
Must be able to multi-task with frequent interruptions and be comfortable in a fast-paced, changing environment with the ability manage multiple projects to conclusion on time
Education :
Minimum of 4-7 years experience in Loan Operations/Servicing environment
College degree preferred but equivalent work experience acceptable
The estimated salary range for this position is $63,000 USD to $65,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.