Manager Commercial Loan Workout
Webster Bank job in Stamford, CT
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!
Job Summary:
Manager level workout professional with broad experience in managing a portfolio of adversely classified loans, with a focus on maximizing recovery and minimizing losses. Actively participate and lead such key processes (if requested) as Impairments, PAR, Key Credit Metrics and Watch and Worse for assigned portfolio. Knowledge of CRE and MM loan structures.
Key Responsibilities
Assist in the management of a portfolio of workout loans. Structures would include cash flow, CRE collateralized loans.
Evaluate credit file information and develop plan for resolution of loans to minimize exposure for the Bank.
Execute approved strategies in a timely manner, assessing success and revising proactively as needed during the workout process.
Follow bank policies to identify deteriorating credits, non-performing loans, prepare impairment analysis, recommend write downs and report to senior management on a timely basis. Participate in quarterly portfolio reviews and watch list reviews.
Coordinates with inside/outside legal counsel to protect Bank's security and collateral; negotiate waivers and forbearance agreements; and document transaction restructurings in conjunction with approved workout strategy.
Work effectively with internal partners and outside advisors as part of individual workout situations.
Maintain complete, accurate and current electronic loan files for all assigned loans.
Perform other duties as required and directed by the Senior Managing Director/CLW.
Experience
Knowledge of commercial lending practices, including loan structure, covenant and risk mitigate.
Knowledge of various loan structures, including cash flow, ABL, Equipment Finance and CRE.
Ability to work independently and determine appropriate prioritization aligned with organization goals.
Sound judgment & analytical skills with self-maintained focus.
Exceptional verbal and written communication skills with ability to interact using tact and diplomacy.
Excellent organization / time management skills.
Function effectively in a small team, recognizing all members are vital to the organization's success.
College Degree Preferred
Minimum 4 years' experience in commercial lending or workouts.
The estimated salary range for this position is $104,00USD to $110,000USD. 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.
Auto-ApplyCommercial Bank Rotational
Webster Bank job in Stamford, CT
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 Webster Bank Rotational Program is a two-year program designed to provide participants with progressively challenging work assignments in commercial banking. Program participants will acquire business unit and organizational knowledge, gain exposure to senior leadership, have access to a formal mentor, and accelerate their development at Webster through structured learning programs.
Locations: NYC, Stamford, Boston and Hartford, CT
Rotational Program Start Date: July 2026
This posting is for the Commercial track of the Webster Banking Rotational Program may consist of rotations in the areas of:
Portfolio Management - Commercial Real Estate, Sponsor and Specialty Finance, and Middle Market
Business Banking Risk/Underwriting
Commercial Restructure and Recovery
Capital Markets
Derivatives
Strategy and Analytics
Treasury Management
Education, Skills, and Experience Requirements for Rotational:
Recent bachelor's degree graduate from an accredited college or university in a related field with a desired GPA of 3.5 or higher. Concentration in Economics, Finance, Accounting, Business Administration or similar field preferred.
Interested in the banking and financial services industry.
Advanced Proficiency with Microsoft Excel, Word, and PowerPoint. Candidates should be able to create and use PivotTables, utilize the VLOOKUP function, and create graphs and charts in Excel. Candidates should be able to utilize PowerPoint to create presentations complete with analytical charts and graphics.
0-3 years of prior professional experience or equivalent.
Ability to interpret balance sheets and income statements - a plus.
Must demonstrate excellent written and oral communication skills.
Ability to task switch; strong attention to detail.
Strong analytical skills and decision-making abilities.
Must be a flexible, independent team player with a positive attitude and willingness to step-in and provide support as needed.
Effectively engage and communicate with colleagues while working remotely.
Ability to prioritize projects and tasks.
Day to day tasks may include performing testing, controls, and procedures on special projects.
Applicants may be required to complete a case study
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The estimated salary range for this position is $75,000.00 to $95,000.00. 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.
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyAVP Data Modeling and Anaytics
New City, NY job
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Analytics, Digital and Architecture (ADA) is a recently established function within Global Finance. ADA's aim is to be the pioneering force shaping the future of analytics, engineering, and innovation to empower insight and strategic decision making in Finance. ADA is a globally diverse team. The ADA Analytics team aims to ensure that Finance develops models, methodologies and other analytics that bring tangible benefit to the users, housed within a robust framework and compliant with regulatory rules.
As our AVP, Modeling and Analytics you will:
Manage the model life-cycle, while engaging with business and finance teams
Ensure that the models continue to be fit for purpose via establishing an effective model validation framework
Maintain documentation and control for models in line with internal policies and regulatory guidance
Onboard and maintain models on internal model execution platforms
Working with business partners to provide financial and technical analysis and recommendations regarding current and/or proposed PPNR models
Working with businesses, risk and finance teams to submit and validate data and analyze the consolidated results
Development/enhancement of models, methodologies and infrastructure across Finance predominantly related to forecasting, stress testing
You´ll likely have the following qualifications to succeed in this role:
Minimum qualifications:
Advanced (masters or PHD equivalent) degree in a quantitative (e.g. science, mathematics, engineering, econometric, financial engineering) field.
Experience in developing timeseries, regression models
Proficiency in Python with experience using libraries like NumPy, Polars, Scikit-learn, TensorFlow and PyTorch
Strong ability for problem solving and attention to detail
Strong communication, analytical, and presentation skills
Good to have:
5+ years of relevant work experience
Knowledge of bank stress testing and CCAR requirements
Experience building machine learning models
Commercial acumen - good knowledge of Banking products and its dynamics, conceptual soundness of related financial ratios, P&L and drivers
Ability to operate in a fast-paced environment and with all levels of internal and external management and government regulators
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
Loan Servicing Administrator
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
SMD Fiduciary Services
Webster Bank Group job in Stamford, CT
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!
This role provides strategic oversight and leadership for Webster Private Bank's Trust and Fiduciary Services. The position is responsible for ensuring the delivery of best-in-class trust and estate planning and administration services, managing a team of experienced professionals, and driving both revenue retention and growth through innovative and enhanced fiduciary offerings. The leader will serve as a subject matter expert (SME) on fiduciary matters, maintaining a strong risk and compliance culture while fostering cross-business collaboration to meet the sophisticated needs of high-net-worth clients.
Key Responsibilities
Strategic Leadership & Business Growth
Provide vision and direction for Webster Private Bank's fiduciary platform, ensuring alignment with the bank's overall private wealth strategy.
Drive revenue retention and new business development by enhancing existing fiduciary services and introducing innovative product offerings.
Partner with Private Bank leadership to fully integrate fiduciary products into the broader suite of private banking solutions, ensuring seamless delivery to clients and prospects.
Actively promote fiduciary services internally and externally, leveraging centers of influence, referral sources, and strategic partnerships to expand market reach.
Team Management & Development
Lead, mentor, and develop a high-performing team of trust and estate officers as well as support staff.
Establish clear performance goals, provide ongoing coaching, and foster a culture of accountability, collaboration, and professional growth.
Ensure that the team is equipped with up-to-date knowledge of industry trends, regulatory changes, and best practices in trust and estate planning.
Risk Management & Regulatory Compliance
Maintain a strong risk management and compliance framework in accordance with regulatory standards, internal policies, and fiduciary best practices.
Develop, review, and update policies, procedures, and controls to mitigate operational, legal, and reputational risk.
Serve as SME on fiduciary risk issues, providing guidance to senior management, relationship managers, and internal partners.
Client & Relationship Management
Manage select high-value or complex client relationships, ensuring the highest level of service and trust administration.
Provide expert guidance to clients, prospects, and their advisors on estate planning, trust structuring, and wealth transfer strategies.
Deliver educational content and thought leadership to internal teams and external stakeholders on fiduciary services and emerging trends.
Cross-Functional Collaboration
Partner with other lines of business-including investment management, lending, and private banking relationship teams-to identify opportunities and deliver holistic wealth solutions.
Act as an internal advocate for fiduciary services, ensuring broad awareness and alignment across the franchise.
Education, Skills & Experience
Bachelor's degree required; Master's degree, JD, or equivalent advanced credential strongly preferred.
20+ years of management experience, with proven success leading a Trust/Fiduciary team in a private banking or wealth management environment.
Professional designations such as CTFA and/or CFP strongly preferred.
Deep knowledge of fiduciary law, trust administration, estate planning strategies, and related regulatory requirements.
Exceptional communication, interpersonal, and relationship management skills, with the ability to influence at senior levels and engage with high-net-worth clients.
Strong organizational, presentation, and strategic planning capabilities, with demonstrated ability to drive business results.
Proven track record of fostering a culture of risk management, operational excellence, and regulatory compliance.
This role has a hybrid work schedule and can be based in our NYC, Jericho, Southington, Stamford, Rhode Island or Massachusetts.
The estimated base salary range for this position is $220,000 USD to $275,000 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.
Auto-ApplyFinancial Wellness Associate
Norwalk, CT job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma GED, or equivalent business experience (required)
Work Experience
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
Experienced in cash handling. (required)
General understanding of PC with Windows based applications and calculator. (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
Licenses and Certifications
Notary License (preferred)
Skills
Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
Strong work ethic and high level of integrity.
Excellent time management skills.
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
Educating clients on financial concepts, products, and services to empower them to make informed decisions.
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
Ability to gain market insight and spot trends to provide sound financial strategies.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $27.88 per hour. 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 incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyDirector, TPRM Program Governance
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.
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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.
Auto-ApplyTrust Officer
Tarrytown, NY job
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Trust Officer
Salary Range: $87,800 - $117,000 - $146,300 annually
Position Summary
The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role.
Primary Accountabilities
Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.
Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients' financial goals.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Meets with clients to ascertain their needs; also works with clients' families, beneficiaries, accountants, and/or attorneys.
Proactively reaches out to high-value prospects and clients to market trust and investment management services.
Cultivates business relationships with centers of influence to expand clientele.
Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities.
Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards.
Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
Represents the Bank in community organizations and activities to enhance the Bank's image.
Provides quality service in meeting customer needs, inquiries and problems.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree, with advanced degree JD or MBA preferred.
CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD.
3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and colleagues.
High degree of accuracy with attention to detail required.
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Ability to work independently and as part of a team.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
****************
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THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at
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THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Auto-ApplyUniversal Banker - Garden City
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.
Data Solutions Architect
Webster Bank job in Stamford, CT
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!
We are seeking a hands-on skilled and experienced Data Solutions Architect with a strong background in Data Modeling, Snowflake or other Databases, and Python. In this role, you will design, build, and implement scalable data solutions across the organization. The ideal candidate will have experience architecting data platforms, integrating complex data sets and optimizing performance for data-intensive applications. You will collaborate with cross-functional teams, including data engineers, analysts, and business stakeholders, to ensure that data architecture aligns with business goals.
What you will do
Design and architect data solutions that align with business objectives, using best practices in data modeling and architecture.
Develop and maintain conceptual, logical, and physical data models to support data platforms and analytics.
Implement data solutions using Snowflake, ensuring optimal performance, scalability, and security.
Develop and optimize data pipelines using Python and other relevant tools.
Work closely with data engineers and developers to implement and maintain the data architecture.
Collaborate with business stakeholders to understand data requirements and translate them into efficient andscalable solutions.
Perform data quality assurance, troubleshooting, and performance tuning on data platforms.
Ensure data governance and security policies are applied consistently across data environments.
Skills and Abilities
Business acumen to understand digital impacts and strategies.
Knowledge of Data modeling
Excellent understanding of application development methodologies and infrastructure and network architecture
Education Qualifications
Bachelor's Degree in Arts/Science (BA/BS) Computer Science required
Master's degree in Arts/Science (MA/MS) Engineering or related field preferred
Experience Qualifications
3-4 years experience in solutions or application architect required
3-4 years experience in Programming tools like Python and database platforms like Snowflake required
3-4 years experience in cloud, data, security, automation, and other critical areas through our partnerships with AWS, Microsoft, ServiceNow, ISC2 and more - preferred
The estimated salary range for this position is $130,000.00 to $145,000.00. 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.
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#LI-FO1
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyDevOps Manager
Webster Bank Group job in Stamford, CT
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 role involves working with Webster's data systems and tools to design, implement, configure, maintain hardware, software, and data pipelines for Finance Analytics (FAST). Ability to anticipate and resolve challenges, generate clear action plans and communicate results. The individual will collaborate closely with data scientists and analysts to build ML and statistical model pipelines, integrate tools, and manage infrastructure that supports production-ready data science solutions. A key part of this role involves effective communication with stakeholders-you should be able to clearly present technical solutions, infrastructure proposals, and deployment strategies to both technical and non-technical teams.
Job Summary:
The role involves working with Webster's data systems and tools to design, implement, configure, maintain hardware, software, and data pipelines for Finance Analytics (FAST). Ability to anticipate and resolve challenges, generate clear action plans and communicate results. The individual will collaborate closely with data scientists and analysts to build ML and statistical model pipelines, integrate tools, and manage infrastructure that supports production-ready data science solutions. A key part of this role involves effective communication with stakeholders-you should be able to clearly present technical solutions, infrastructure proposals, and deployment strategies to both technical and non-technical teams.
Primary responsibilities:
Develop expert knowledge and experience with Webster's data systems and tools.
Design, deploy, and maintain serverless infrastructure and model pipelines. Designing, building, and maintaining infrastructure.
Execute and support CECL Quarterly Production Process and Annual Refresh.
Build, automate, and monitor statistical and machine learning model workflows from development to production.
Analyze and organize systems and datasets to derive actionable insights and create efficient and low maintenance pipelines.
Develop data workflows to support data ingestion, wrangling, transformation, reporting and dashboarding.
Build and manage CI/CD pipelines to ensure reliable, secure, and repeatable deployments.
Collaborate across teams to analyze requirements and propose infrastructure or pipeline solutions.
Use Snowflake for data access and processing, including creating robust data pipelines and integrations.
Manage data science notebooks in production environments (e.g., SageMaker Studio,JupyterHub).
Use Git for version control and workflow management across codebases and projects.
Collaborate with cross-functional teams to understand data requirements and implement effective solutions.
Key Skills/Experience:
5+ years of experience working in data engineering and/or DevOps specializing in AI and Machine Learning deployment.
Experience working with complex data structures within a RDMS (Oracle, SQL).
Experience in core programming languages and data science packages (Python, Keras, Tensorflow, PyTorch, Pandas, Scikit-learn, Jupyter, etc.)
Experience working with complex data structures within a RDMS (Oracle, SQL).
Proficient in Python/SAS Programming Language.
Experience with traditional ML and deep learning techniques (CNNs, RNNs, LSTMs, GANs), model tuning, and validation of developed algorithms.
Familiarity with commercial & consumer banking products, operations, and processes, or risk & finance background/experience.
5+ years of experience leveraging cloud services and capabilities of computing platforms (e.g., AWS SageMaker, S3, EC2, Redshift, Athena, Glue, Lambda, etc. or Azure/GCP equivalent).
Experience in Reporting and Dashboarding tools (e.g.- Tableau, Qlik Sense).
Extensive experience with design, coding, and testing patterns as well as engineering software platforms and large-scale data infrastructures.
Experience in DevOps and leveraging CI/CD services: Airflow, GitLab, Terraform, Jenkins, etc.
Experience with Data Science project implementation.
Experience in documenting processes, scripts, memos clearly for internal knowledge sharing and audits
Strong analytical and problem-solving skills and ability to work in a collaborative team environment.
Excellent communication skills to convey complex technical concepts to non-technical stakeholders.
Ingenuity, analytical thinking, resourceful, persistent, pragmatic, motivated and socially intelligent.
Time management skills are needed to prioritize multiple tasks.
Desired Attributes:
Familiarity with Docker and Kubernetes for containerized deployments.
Experience with Terraform, AWS CDK, or other infrastructure-as-code tools.
Knowledge of ETL/ELT pipelines and orchestration tools.
Understanding of monitoring/logging best practices in cloud-based environments.
Familiarity with the SAS programming language.
Experience using Confluence for documentation and collaboration.
Knowledge of Tidal or other workflow automation and scheduling tools.
Experience in developing constructive relationships with a wide range of different stakeholders.
Experience in developing Machine Learning and Deep Learning models.
Ability to independently gather data from various sources and conduct research.
Ability to think “out of the box” and provide suggestions on ways to improve the process.
Education:
Bachelors, Masters' or Ph.D. degree in computer science, data science or other STEM fields (e.g., physics, math, engineering, etc.) Other degrees with a strong computer science and/or data science background also acceptable.
The estimated base salary range for this position is $110,000 USD to $125,000 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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# LI-HYBRID
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplySenior Associate, Commercial Loan Servicing
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!
Ability to deliver high quality professional service to internal and external customers, understanding all aspect of loan processing, ensuring requests are processed accurately within established credit guidelines and departmental procedures. Read and understand all commercial loan documents including notes, agreements, and understand how the data is set up on the required loan system. Perform completeness check to ensure system matches executed documents; ensure knowledge of the Commercial lending products and services, including an understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flow, etc. Process loan portfolio seamlessly and accurately and anticipates business needs.
What you will do
Processing advances, payments, checks and updating payment methods
Processing payoffs upon receipt of wire or check on loan system
Preparing payoff letters and calculating prepayment penalties in a timely manner
Processing escrow and insurance disbursements as received
Transferring funds from accounts and initiating wires
Processing funding sheets within the SLA expiration time
Responding to billing and payment inquiries
Ensures that financial transactions are accurately reflected on the bank's books which financially impact the Bank
Responding to client queries and working with external counsel on preparation of assignments
Monitors and clears exceptions in a timely fashion
Responds to Service Request and emails relating to commercial queries in a courteous manner and within established SLA's. Queries includes billing, loan maintenance, advance requests and payment processing
Participates in special projects and performs additional duties as required
Works under supervision of the loan servicing manager to service the commercial loan portfolio
Ensures that all suspense items are posted accurately and borrower received credit for their payment within the established SLA.
Handles client escalations with supervision.
Identifies and escalates opportunities for risk. Actively works to identify areas of process improvement.
Ensure compliance with all regulations, policies, and procedures.
Qualifications
For this position you will need at least 3 years of commercial servicing banking experience. Candidates with advanced degrees (Associate's, Bachelor's, and/or Masters) 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.
-Strong verbal and written communication skills.
-Strong interpersonal skills and team orientation.
-Excellent multi-tasking skills.
-Effective time management, organizational and prioritization skills.
-Working knowledge of Microsoft Office product suite and certifications as applicable to the position.
-Hybrid Schedule: O: 4 days a week
-Training for this role requires on site attendance.
The estimated salary range for this position is $27.00 USD to $30.00 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-SO1
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplySenior, Human Resources Business Partner
White Plains, NY job
As a Senior HR Business Partner, you'll play a key role in shaping strategies that drive both business success and employee growth. This position offers the opportunity to expand your influence and develop as a trusted advisor to organizational leaders.
In this role, you'll collaborate with leaders to design and implement HR strategies that align with business goals, focusing on critical areas such as Talent Acquisition, Training & Development, Talent Management, Performance Management, Employee Engagement, Employee Relations, and Change Management.
If you're passionate about building strong partnerships, fostering a culture of excellence, and growing your career while making a measurable impact, this is your chance to do it.
Responsibilities
Recruiting and Onboarding: Partner with business leaders, Finance teammates, and recruiters to develop the overall workforce plan. Participate in candidate interviews and selection for critical hires. Drive quality of hire and successful onboarding for assigned teams.
Training and Development: Ensure training plans are well-defined and executed for assigned business teams.
Talent Management: Support talent and leadership development activities within the enterprise framework. Assist in defining succession plans, improving bench strength and increasing talent mobility. Support STL-1 talent review on an annual basis.
Performance Management: Partner with managers to optimize the performance management cycle. Support and facilitate calibration sessions, ensure timely completion of reviews and alignment with organizational goals. Use data to track involvement and drive participation.
Employee Engagement: Help support LOB engagement strategies. Facilitate a culture of empowerment and achievement. Support execution of engagement surveys and action planning.
Compensation: Partner with business leaders and compensation and benefits partners to understand compensation strategies. Facilitate queries for new hires and existing employees.
Employee Relations: Address manager or employee concerns and manage less complex cases. Ensure effective use of Employee Relations Solutions Team.
Change Management: Support change initiatives and communicate changes to employees. Assist in developing communication plans and materials
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree or equivalent experience (preferred)
Experience Qualifications
5+ years Management, consulting, HR or similar field (required)
5+ years Limited to moderate experience in mergers and acquisitions, org design, leadership coaching, talent management, IC design/ redesign, and complex ER cases. (preferred)
Tactical Skills
Business Acumen: Able to understand and make effective decisions in the business world. Knowledgeable about financial management, strategy, market analysis, and more.
Relationship Builder: Able to establish strong personal and professional bonds.
Adaptable/Change Navigator: Able to effectively and swiftly adapt to changes in the environment. Proactive, flexible, and responsive in order to navigate and capitalize on change.
Consultative/Constructive Debate: Able to anticipate, recognize, and deal effectively with existing or potential conflicts at the individual, group, or situation level. Makes good-faith efforts to persuade others by leveraging active listening, probing, and strong, fact-based opposition.
Influencing: Able to influence even when holding a position contrary to the majority through collaborative assessments that persuasively influence decision makers.
Analytical Thinking: Uses data driven insights. Able to apply techniques and tools that promote effective analysis. Able to determine the root cause of problems and develop alternative solutions.
Risk Management: Knowledge of processes, tools and techniques for assessing and controlling exposure to risks of various kinds.
Execution Orientation: Able to regulate oneself to meet job demands, communicate effectively, and focus on concrete steps needed to achieve goals.
Communication: Understands the importance of insightful listening and communicating. Able to provide information and messages in a way that produces clarity and impact.
Strategic Mindset: Focuses on long-term goals and planning; anticipates future challenges and opportunities, makes decisions that align with bigger goals, and adapts plans as situations change.
Personal Skills
Influence
Practical Skills
Analytical Thinking
Business Acumen
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 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 here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/11/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyLead Teller
West Haverstraw, NY job
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting.
Acts as a resource to identify and resolve more complex client servicing issues.
Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker.
Assists clients in achieving their financial goals and objectives through the use of financial wellness tools.
Attends and participates in in-person morning huddles and end-of-day debriefs.
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures.
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
Supports the Branch Manager in onboarding and training new Tellers to the team.
Work on Saturdays as directed by management
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED, or equivalent business experience (required)
Work Experience
Minimum of 3 years demonstrated superior client relationship skills (required)
Minimum of 3 years' experience in cash handling (required)
Working knowledge of PC with Windows based applications and calculator (required)
Demonstrated ability to lead, motivate, and foster teamwork (required)
Demonstrated organizational skills while managing multiple tasks (required)
Licenses and Certifications
Notary License (preferred)
Skills
Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking).
Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction.
Excellent time management skills.
Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service
Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift
Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets.
Helping clients achieve their financial goals through education and the use of financial tools
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. 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 incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyPrivate Client Advisor
Brewster, NY job
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
Essential Functions
Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's of the Consumer Bank, where appropriate.
Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma or equivalent experience (required) or
Bachelor's Degree (preferred)
Licenses and Certifications
FINRA Security Industry Essentials (SIE) Upon Hire (required)
FINRA License S7 Upon Hire (required)
FINRA License S66 or S63 and 65 Upon Hire (required)
Certified Financial Planner (CFP) (preferred)
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment. ()
Skills
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space.
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
Strong client centric focus.
Proven ability to work as a collaborative team member.
Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This position is eligible to earn a base salary rate of $62,400 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyKey Private Bank Senior Portfolio Strategist
White Plains, NY job
JOB BRIEF
Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals.
ESSENTIAL JOB FUNCTIONS
Advisory
Responsible for overall portfolio construction and investment strategy needs of clients.
Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, and initiates portfolio construction changes consistent with investment strategy.
Maintains deep expertise in financial markets and related areas, including alternative investments and third party solutions, while also participating on or contributing to various investment meetings and committees.
Proactively engages with clients to ensure that our investment advice is fully meeting their needs by communicating changes in their portfolio, new ideas to supplement achievement of their goals, and important market events.
Actively engages with the relationship management team in relationship reviews and offers ideas and strategies to actualize client aspirations and further position Key as the client's trusted advisor.
Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated with all other client plans (tax, estate planning, retirement, etc.).
Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events and/or discussions that occur with the client.
Confers with clients' other internal and external advisors to provide advice relating to asset allocation and the execution of overall investment strategy.
Growth
This position is responsible for either meeting or exceeding assigned individual growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team growth goals.
Contributes to broadening and deepening client relationships to drive new revenue growth in support of individual book or market growth goals.
In conjunction with other members of the relationship team, meets and communicates with clients, prospective clients, and centers of influence, fostering business relationships to develop new business referrals and to enhance the Community Bank's image.
Participates in professional associations to demonstrate professional credibility and expand Center of Influence (COI) relationships.
Is well versed in, and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.
Shares intellectual capital with the Relationship Management Team as part of the pre-call and weekly sales meeting
Administration
For select relationships, implements investment portfolio changes to execute strategy.
Effectively utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, and administrative activities for all client portfolios to centralized teams.
Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
REQUIRED QUALIFICATIONS:
Undergraduate degree in a business-related field.
10 years' experience in the investment management field.
Excellent interpersonal and communications skills (both written and verbal).
Strong client focus.
Strong presentation skills.
Ability to work as part of a sales and client servicing team.
Experience and proven success in an open architecture environment.
Demonstrated track record of sales success.
Experience managing a high net worth book of business.
Ability to use: office equipment, Trust accounting system and portfolio management system.
COMPETENCIES/SKILLS
Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.
Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.
Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.
EQUIPMENT USED/PHYSICAL REQUIREMENTS
Office equipment, MS Office Suite
Trust accounting system and portfolio management system.
TRAINING REQUIRED
On the job and as required to maintain licenses and certifications
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 to $210,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/25/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyLicensed Private Client Banker
Cortlandt, NY job
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
Consistently attains individual activity, behavior, and outcome expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate morning huddles and end of day debriefs
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
High School Diploma , GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Experience Qualifications
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Tactical Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
Strong work ethic and high level of integrity
Excellent Time management skills
Personal Skills
Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement
Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. 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 incentive compensation subject to individual and company performance.
This position is eligible to earn a base hourly rate in the range of $25.00 to $37.50 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyManaging Director Relationship Management Middle Market Banking
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!
Job Description
The Managing Director is a seasoned, experienced banker that is viewed as a trusted advisor to clients and can manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. In this role, assistance is given to the Senior Managing Director with the management of the team's sales and service efforts to ensure retention and deepening of existing relationships and growth of new relationships. 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 through the support of 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.
Ensure compliance with all regulations, policies, and procedures.
Experience, Skills & Education:
For this position, you must have at least 8 years of experience managing commercial 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.
Ability to build and expand trusting relationships and partnerships.
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 $170,000.00 to $195,000.00. 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.
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyDirector, Information Risk
Webster Bank Group job in Stamford, CT
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!
Position Summary
The purpose of this 2nd line role is to mature our Risk Management practices and meet heightened regulatory expectations. This role will help ensure effective IT controls and management of Technology Risk, in accordance with our ‘Safe & Resilient Environment' focus area. This role will assist to develop and implement our second line review and challenge. They perform review of risks and controls, tracking of issues and acceptances, some testing of controls, reports on results, and supports the Second Line mandate to perform effective challenge, monitoring and oversight. The work done by this individual will be relied upon by ERM / IA / SOXPO, reducing the burden within IT.
Key Responsibilities
In collaboration with IT process owners, lead the identification of material risks associated with Webster Technology activities, and the establishment of necessary operating procedures and technical standards to mitigate these risks and comply with policies and standards.
Provide effective review and challenge and/or design, implementation, and execution of the Information Technology Risk Management framework/s and relevant controls.
Liaison between second line and third line. Support or review requirements for internal audits, external audits, and regulatory exams.
Coach, review and challenge process control designs, self-assessments (RCSA), input and track risk acceptances, and perform control testing. Provide guidance to and coordination with all constituencies. Identify enterprise trends, synergies, and opportunities for change.
Requirements
8+ years of experience in Risk or Audit functions, preferably in a banking environment
Bachelor's degree, advanced degree preferred
CISA, CRISC, CISSP or other auditing or risk management certification preferred
Strong risk management skills in field such as Enterprise or Operational Risk, Internal Audit, or Information Security Risk Management.
Ability to plainly describe risk concepts to first line operational personnel.
Synthesis of complex and potentially conflicting data into simple, actionable reporting.
Familiarity with technology, and an aptitude for learning emerging technologies and how regulatory requirements may evolve.
Able to build successful relationships with all levels of staff and management, ability to collaborate and communicate up/down and across the organization with internal/external partners.
Soft Skills
Problem Solving: Someone who is naturally curious, who can find creative solutions to effectively address auditor needs and implement in an impactful way
Adaptability: Need to be able to work in a dynamic environment with shifting priorities, must be detail oriented with a systems mindset, and have strong project management / organizational skills
Initiative: Make continuous progress on the things that matter without specific instructions; find more effective or efficient solutions to existing problems
Communication: Excellent oral and written communication skills, and able to translate complex technical terms into simple business language
Project Management: Able to lead multiple and/or complex projects and track status to completion, within given constraints
The estimated salary range for this position is $150,000 USD to $175,000 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.
Auto-ApplyUniversal Banker - Hauppauge
Hauppauge, 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.