Wegner CPAs jobs in Madison, WI - 15064 jobs

A leading financial institution is seeking a Vice President to join its Resolution Stress Testing team in New York. In this role, you'll develop the modeling strategy for markets businesses and work closely with various lines of business. You will lead the modeling efforts, engage with senior management, and enhance compliance with regulatory challenges. Candidates should have over 7 years of experience in model development and strong analytical skills. Ability to communicate effectively with stakeholders is essential. #J-18808-Ljbffr

A leading financial services firm is seeking an Analytics Director to drive data and analytics strategy within its Open Banking Analytics Team. This role involves overseeing analytics solutions that deliver business value, establishing best practices, and managing a high-performing team. The ideal candidate will have over 10 years of experience in advanced analytics and strong leadership skills, as well as proficiency in analytics tools and technologies. #J-18808-Ljbffr

Brooklyn, NY, United States and 1 more Job Information Job Identification 210676172 Job Category Firmwide Risk and Compliance Business Unit Corporate Sector Posting Date 01/02/2026, 04:20 PM Locations 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US 1111 Polaris Pkwy, Columbus, OH, 43240, US Job Schedule Full time Job Shift Day Job Description Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Global Financial Crimes Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Global Financial Crime Compliance Governance Director within the Compliance, Conduct and Operational Risk (CCOR) team, you will be tasked with the strategic development and oversight of the technology and governance programs for the Know Your Customer (KYC) team. Your responsibilities will include managing KYC and Customer Escalations, as well as the team's governance process, which encompasses committee, change management, and LOB oversight with a focus on LOB metrics. You will work closely with upstream teams and technology to streamline the management of regulatory changes and integrate information into the team's digital policy tool. Additionally, you will supervise the team's Regulatory Exams, Audits, and controls testing, and manage the technology that supports document maintenance. You will be instrumental in promoting innovation to scale the platform in line with the team's new regulation mapping process and creating synergies across the Customer Escalation Standard and KYC Governance program. Your role will also involve executing strategy, developing new strategic initiatives, managing the team's controls framework including CORE controls, providing direction on policy changes, offering advisory, and leading strategic firmwide KYC initiatives. Lastly, you will be expected to lead, mentor, and develop a team of professionals, fostering a culture of integrity, accountability, and excellence. Job Responsibilities Direct team governance processes, including committee management, change management, and oversight of Lines of Business (LOBs), with responsibility for LOB metrics. Manage teams responsible for making updates to policy requirements in accordance with change management and governance processes, as well as in partnership with LOB and Compliance stakeholders. Collaborate with LOBs on KYC-related matters, providing credible challenge as the Firm's KYC subject matter expert, particularly regarding the Global KYC Standard. Lead the firm's AML and Sanctions Risk Assessment Program, driving transformation initiatives. Administer the firm's Customer Escalation Standard and Terminated Party List. Coordinate the team's management of Regulatory Exams, Audits, and controls testing. Develop and maintain strong partnerships with senior business management and counterparts in Legal, Audit, Control, and Risk. Execute existing strategy and develop new strategic initiatives for the team. Manage the team's controls framework, including controls outlined within CORE Lead, mentor, and develop a team of professionals, promoting a culture of integrity, accountability, and excellence. Required qualifications, capabilities, and skills 10+ years AML/BSA/KYC Compliance or other related experience such as Risk management, Audit or similar Control-related experience that includes policy writing. Strong understanding of relevant statutory and regulatory AML/KYC requirements globally, with the ability to understand, interpret and apply complex regulatory requirements to business practices. Ability to establish credibility, strong partnerships and influence a broad stakeholder group which includes regulators, senior business leaders, control functions, and corporate partners globally. Possess strong written and oral executive-level communications skills. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Our Compliance teams work globally across all lines of business to advise internal stakeholders on the impact of regulatory requirements and how to balance these with the firm's needs. Their diverse mandate means they also provide input on new business strategies, product lines, policies, training, operational processes, risk mitigation and control. #J-18808-Ljbffr

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

We're looking for a senior software engineer with experience developing in early‑stage or high‑growth environments to join our team. As a foundational member of the engineering team, you'll collaborate directly with our founders to design, build, and test new product features from conception to roll out. Every week, you'll ship new functionality and have the agency and autonomy to undertake complex engineering problems. This is a unique opportunity for someone who wants to be on the ground floor of a generational platform redefining advertising and creator monetization on the web. If you are driven by impact at scale, we'd love to work with you! Qualifications You have 8+ years of experience building and scaling high‑quality, maintainable, products from the client to the server You are comfortable working across the stack, and you enjoy building features, as well as designing and scaling architecture You are a human‑centric product thinker who loves thinking about how technology can best be used to enhance people's lives You appreciate good design, and you get excited to translate that into functional experiences that people use every day Personal Attributes Nimble, hungry, humble, and adaptive to change You are excited to learn and grow in a fast‑paced environment A true problem‑solver and self‑starter, with incredible ambition and drive Competitive and highly motivated to exceed expectations What You'll Get The opportunity to build a generational business Competitive compensation package, including equity and competitive benefits (comprehensive healthcare - medical, dental, and vision; 401K plan; and other benefits) A collaborative, transparent, and engaging work environment The estimated base compensation for this role is between $150,000 & $225,000. Individual compensation is determined by skills, qualifications, and experience. In addition, this role is eligible for equity and competitive benefits. About Agentio Agentio is the first ad platform for creator content - we aim to transform the future of advertising. We believe that it should be as easy for brands to buy the most performant and efficient ad unit - starting with YouTube creator integrations - as buying Meta and Google ads. Before Agentio, this wasn't possible. We have just closed our $12M Series A, led by Benchmark (Nov 2024), with follow‑on investments from our Seed round co‑leads, Craft and AlleyCorp. We have raised $16.25M to date. We're ushering in the future of brand and creator partnerships by enabling authenticity and trust to be purchased at scale. We aim to shift a meaningful portion of the $600B digital ad spend market to creators - to enable them to create, build, and live off their work. This isn't possible without an ad platform that gives advertisers end‑to‑end automation, which reduces weeks‑long processes to seconds. We believe that Agentio can be The Trade Desk of the future, and so much more. We're looking for the world's best talent to help us achieve our incredible ambitions, be instrumental in creating a strong culture, and earn ownership in a generational company. Agentio does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Agentio. Agentio is an equal‑opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

A leading financial services firm is looking for an Alternative Investment Fund Controller to oversee accounting, reporting, and financial statements for alternative investment products. Key responsibilities include reviewing NAVs, ensuring regulatory compliance, and collaborating with various internal teams. The ideal candidate will have over 4 years of private equity or hedge fund accounting experience, possess a relevant Bachelor's degree, and exhibit strong analytical and interpersonal skills to navigate a dynamic work setting. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading global financial institution is seeking a Governance Director in Risk Management and Compliance to oversee KYC initiatives and manage compliance processes. The ideal candidate will have over 10 years of experience in AML/BSA/KYC Compliance, with capabilities in risk assessment and strong communication skills. This role requires leadership and strategic oversight of governance programs, aiming to enhance operational efficiency and compliance with regulatory standards. Competitive compensation and a comprehensive benefits package are offered. #J-18808-Ljbffr

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Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.* Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required* Manages a medium sized store and team (based on U.S. TD Bank store levelling criteria)* Oversees and leads a medium and/or complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results* Accountable for achieving both Store and individual performance metrics* Ability to manage multiple store locations and/or a diverse and complex customer base, if required* Acts as peer mentor to developing store managers* Requires deep expert knowledge of the business, banking and bank operations* Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps* Provides coaching, mentorship and guidance to others within area of expertise* Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational)* Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners* Originates loan applications, handles Conditions of Lending and conducts loan closings* Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)* Undergraduate degree or equivalent experience* 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required* 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies* 4+ years of proven leadership and coaching experience required* Small Business and Consumer lending experience required* Knowledge of Bank product lines and services as well as an understanding of Store operations and security* Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives* Strong financial analysis skills* Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers* Excellent verbal and written communication skills* Demonstrated ability to lead and motivate team members* Proficient with Microsoft Office suite* Notary License (preferred)* Manages the service and advice team promoting a positive customer and colleague experience* Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers* Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary* Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc.* Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs* Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives* Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance* Ensures overall colleague scheduling is optimal to meet customer demands* Provides ownership/oversight of complex daily operational/administrative duties* Creates store-specific strategies to grow the business* Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth* Partners with Specialists to grow and advise new and existing customers* Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio* Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses* Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals* Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations* Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services* Achieves business objective for Operational Excellence* Ensures necessary due diligence to support the accuracy of all customer transactions/activities* Follows and ensures colleagues understand and apply bank operating policies and procedures* Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary* Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts* Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite* Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct* Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues* Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement* Leads, coaches and develops store teammates to create a consistent legendary customer experience* Coaches teammates to provide the best advice to potential and existing TD Bank customers* Responsible for management of the overall team providing both leadership and guidance* Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives* Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers* Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and #J-18808-Ljbffr

A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities. #J-18808-Ljbffr

We're looking for a hands-on Cybersecurity Engineer to join our Cybersecurity team to strengthen the security posture of our applications, data, infrastructure, and processes. The role combines both hands-on technical expertise to uncover and remediate vulnerabilities and people skills to partner with various teams across the firm, guide teams to analyze the security implications of design decisions and guide them to build security into their applications from the ground up. The role will leverage your hands-on offensive background to identify threats and require you to dive deep into the technical details and help build tailored security solutions and develop creative approaches to complex challenges. This role will require practical threat modeling skills and the ability to translate security principles into concrete architectural improvements. The role also involves having conversations with system owners who understand their applications but may not recognize potential exploits, partnering with them to identify and help resolve vulnerabilities, and balancing tradeoffs between security controls and business requirements. As a member of the Cybersecurity team, you'll join a skilled group of programmers and security experts dedicated to keeping the firm safe. Our work covers a wide range of topics, from software engineering and DevOps to risk analysis, security governance, and cyber awareness. About You Offensive security background Can help build and implement secure solutions from the ground up Equally comfortable breaking down complex problems on a whiteboard and taking a hands-on approach to problem-solving and troubleshooting Skilled at evaluating security tradeoffs and making risk-based decisions An excellent communicator who thrives on talking to people and building relationships; a collaborative mindset is a must Ability to teach others and transfer knowledge about threat modeling Strong Linux background - you know your way around a terminal and are confident in your scripting ability Comfortable taking accountability and able to document your decision-making rationale Proficiency in any programming language is a plus Fluency in English required If you're a recruiting agency and want to partner with us, please reach out to **********************************.

Port Washington State Bank, a 15-time Top Workplace winner, is a community-minded bank where people build lasting careers. Whether you're exploring a new path or looking to grow your experience, this role is a great way to step into the banking field. We provide thorough training and a supportive team so you can succeed, even without prior banking experience. Get to know us by visiting careers. We are seeking a full-time (40 hour) Customer Service Representative I to join our team at the Cedarburg branch. As a CSR I, you'll greet customers, handle everyday transactions accurately, and share helpful information about our banking services. Along the way you'll develop transferable skills in cash handling, communication, and problem-solving that can serve you throughout your career. Key Responsibilities: * Deliver excellent customer service with a positive and helpful attitude * Process transactions accurately while maintaining security and compliance * Educate customers about banking products and services * Follow all bank policies, procedures, and regulatory requirements Previous cash handling or customer service experience is preferred, but enthusiasm and willingness to learn matters most. Scheduling will include rotating Saturdays from 9 to 12. Take the first step toward a rewarding career in banking, apply today and grow with us!

A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology. #J-18808-Ljbffr

The Residential Loan Originator will use their industry knowledge, marketing, and sales strengths to find prospects, generate leads, and convert application opportunities to loans. The Residential Loan Originator will develop long-term relationships with clients and referral partners. This position will also provide mortgage planning and financial counseling. The Residential Loan Originator will personally interview all loan applicants and ensure that reports and client documentation are accurate and done in a timely manner, along with abiding by all the ethical rules and regulatory guidelines in all aspects of the work. Additional responsibilities include, but are not limited to: Actively soliciting residential mortgage loans, spending a majority of the workday outside of the office performing this task. Informing prospective loan clients of the financial institution's underwriting guidelines and applicable government regulations. Completing each loan application and all pre-processing functions in a timely manner to permit the good faith estimate to be sent within the requested period. Screening loan requests based on financial institution policies and on types of loans offered by the institution. Networking through real estate association, realtors, attorneys, and prior customers. Researching new legislation and regulations that may affect the financial institution's residential lending policies and ensuring compliance with new rules. Answering incoming calls, scheduling appointments, and interviewing all loan applicants. Communicating complex approvals or denials to the borrower. Distributing market data, rate flyers and general loan information to the real estate community as directed by financial institution management. Providing excellent customer service to borrowers and potential borrowers. Taking residential mortgage loan applications and offering or negotiating terms of a mortgage loan. Cross-selling other bank products during the loan process. Requirements Education and Certification Qualifications Associate's or Bachelor's degree in Business or related field, or an equivalent combination of education and experience. Must be registered with the NMLS and adhere to the requirements of the SAFE Act. Valid driver's license required. Experience and Qualifications 3-5 years of experience in mortgage sales. Ability to work independently and as a team. Excellent verbal and written communications skills, along with organizational skills. Attention to detail and ability to meet deadlines. Strong analytical and problem-solving abilities. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Prolonged periods of standing. Ability to walk up and down stairs. Must be able to lift to 10 pounds at times. Must be willing to attend events outside of the office and on evenings and weekends. Position earns base salary + commission As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision

A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience. Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems. Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts. Assisting customers with ordering and issuing new debit cards and pin resets. Reviewing accounts for fraudulent activity and assisting customers with dispute claims. Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures. Assisting with vault proof at the end of the day including counting, selling, and buying cash. Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits. Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals. Engaging in customer outreach to support relationship development and service needs. Making customer calls as part of ongoing engagement and follow-up efforts. Researching and correcting cash on hand differences. Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit. Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. Requirements Education and Certification Qualifications: High school diploma or equivalent. Required to take internal training courses. Experience and Qualifications: 1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements: Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision

A top financial institution in New York is seeking an experienced Product Manager to drive product innovation in Merchant Services. You will lead the end-to-end product life cycle, develop strategies, and ensure top-tier client experiences. Ideal candidates have over 5 years in product management, particularly in payments, with strong analytical and stakeholder management skills. This role offers a competitive salary and the chance to impact customer satisfaction significantly. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr