As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Monroe, NY $22.50 - $27.88 / hour
most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York, NY $25.00 - $28.99 / hour
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Wappingers Falls, NY $22.50 - $27.88 / hour
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and
over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect
customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.
Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Ossining, NY $25.00 - $30.29 / hour
helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen
client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.
Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase.
Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York, NY $25.00 - $30.29 / hour
tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring.
At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking an Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 companies to emerging businesses Work as
part of a multi-disciplinary team helping to provide banking industry knowledge and experience Build and manage client relationships Manage teams of tax professionals and assistants working on client projects Advise clients and be responsible for delivering high quality tax service and advice Participate in and contribute to market and business activities external to the firm Qualifications: A minimum of one year of corporate tax experience in an accounting firm, corporation and/or law firm Bachelor's degree, J.
D. LL. M. in taxation, and/or Masters in Taxation (MST) from an accredited college/university Experience with corporate taxation, consolidations and partnerships Solid knowledge
of ASC 740 Excellent verbal and written communications skills and ability to articulate complex information Ability to handle multiple engagements and client service teams KPMG complies with all local/state regulations regarding displaying salary ranges.
If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle.
Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday.
Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at " Benefits & How We Work "Follow this link to obtain salary ranges by city outside of CA: www. kpmg. us/work-for-kpmg/pay-transparency. html/? id=M309B-6 KPMG LLP (the U. S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer.
KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, interaction, interactionual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e. g. to go to the client site). erp5z7ybl
members by identifying additional opportunities for members within retail banking, consumer lending, mortgage lending, and wealth management. The Digital Banker III will deliver stellar member experience and become a member advocate in a professional, courteous, and helpful manner while working to protect and help grow the Credit Union.
Responsibilities: Deliver a stellar member experience to all current and prospective members that engage with the Credit Union through the digital channel Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention,
and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions.
Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Provide support to our members via digital channels such as online account opening, online banking services and maintenance Perform all daily Personal Banker responsibilities, including but not limited to opening of consumer, Debit Card servicing, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, and stop payment requests.
Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following up with all current and prospective members to ensure a positive experiences Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to elevate member experiences Assist and brief leadership on member activity, member correspondence, and any other information as needed.
Perform lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Complete ATM processing transactions and ATM/ITM check review Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Achieves a minimum of " Satisfactory" rating on internal audits and examinations Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Essential Qualifications: Qualified candidates will have a High School Diploma or equivalency certification.
At a minimum, three (3) years of customer service experience, preferably in a banking environment. Cash handling preferred, supervisory experience required. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing.
Demonstrated skill in customer service and communication. Broad understanding of advancing technologies. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations, and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
Job Posted by Applicant Pro
value our employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Federal Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities : Deliver stellar member service levels to all current and prospective
members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SFCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible
for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, business, specialty titled accounts, such as Trusts, Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Serve as the liaison to cash vendors and courier services Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Provide digital branch support as well as member support regarding online banking service and maintenance.
Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.
Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
Job Posted by Applicant Pro
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities: Deliver stellar member service levels to all current and prospective
members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels all while delivering meaningful solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process all transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales
and service purposes Responsible for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, , specialty titled accounts, such as Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Provide digital branch support as well as member support regarding online banking service and maintenance. Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification.
Two (2) years of customer service, preferably in a banking environment. Supervisory experience and cash handling preferred. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Essential Qualifications: Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication.
Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations, and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status. Job Posted by Applicant Pro
a dynamic, growing bank that values the contributions of its staff? This position earns competitive pay. We also offer great benefits , including medical, dental, vision, a 401(k) plan with a company match, a pension plan, 10 paid holidays, paid time off (PTO), company-paid life insurance, voluntary insurances, and tuition reimbursement.
If this sounds like the right opportunity for you to leverage your skills, join our close-knit team today! ABOUT BALLSTON SPA NATIONAL BANK (BSNB) Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region, including Saratoga County, Albany County, and the North Country.
Thirteen full-service banking offices provide products and services geared towards meeting the needs of the markets we serve. Local decision-making, an extensive line of value-rich products, and friendly customer service have helped us to build a loyal customer base.
As a community-minded financial institution, we make giving back and volunteer work a priority. We also like to give back to our staff. We find ways throughout the year to thank them for their hard work. The success of each staff member, as well as the bank, is at the heart of how we work. Staff development is key to our success, and contributions by each individual are recognized and celebrated. Working with us is like working
with family. A DAY IN THE LIFE OF THE ELECTRONIC BANKING ASSOCIATE As an Electronic Banking Associate, you provide support by answering customer calls in regard to their accounts.
You will provide card management support including card activation, pin resets, and other associated changes. You will provide consumer online banking support including password resets and researching customer inquiries. You will perform duties in regards to wire transfers, provide Cash Management and Remote Deposit Capture support, as well as provide other support to the Customer Support Services department as needed. You are always friendly and patient, always providing the exceptional customer service for which we are known.
QUALIFICATIONS FOR THE ELECTRONIC BANKING ASSOCIATE High school diploma or GED required ; One year prior customer service experience required ; One year prior banking experience required ; Must have data entry/keyboard experience with a working knowledge of spreadsheet and word processing applications. BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. Job Posted by Applicant Pro
employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities : Deliver stellar member service levels to all current and prospective
members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible
for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, business, specialty titled accounts, such as Trusts, Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Serve as the liaison to cash vendors and courier services Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Provide digital branch support as well as member support regarding online banking service and maintenance.
Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.
Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union is an Equal Opportunity Employer.
All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status. Job Posted by Applicant Pro
our employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities : Deliver stellar member service levels to all current and prospective members
Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following
up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing basic membership accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, , and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers daily Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during periods of high volume Provide digital branch support as well as member support regarding online banking service and maintenance.
Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Essential Qualifications: Qualified candidates will have a High School Diploma or equivalent certification.
One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information.
Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
Job Posted by Applicant Pro
value our employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.
Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. This is a " FLOATING" position. Travel is required throughout Suffolk County
within our Branch network. Floating staff must be available flexible days including Saturdays. Responsibilities : Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SFCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently
process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, business, specialty titled accounts, such as Trusts, Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Serve as the liaison to cash vendors and courier services Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Provide digital branch support as well as member support regarding online banking service and maintenance.
Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.
Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification. At a minimum, 3 years of customer service experience, preferably in a banking environment.
Cash handling preferred, supervisory experience required. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!
We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
Job Posted by Applicant Pro
teams. Summer Analysts enjoy hands-on project experience, direct access to partners and are afforded the opportunity to participate in client meetings. Summer Analysts will also play an important research role, performing financial and strategic analysis on companies and industries relevant to our transaction work.
Overall, this program provides an opportunity to gain exposure to investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. RESPONSIBILITIES
Responsibilities will include generating industry research, creating financial analyses, developing contact databases, preparing marketing materials and other activities relating to execution of transactions.
DESIRED SKILLS Ideal candidates will have a strong GPA with coursework in the Business School or Economics. General requirements include: basic understanding of financial statements, strong writing skills and experience with Microsoft Office applications (Excel, Word, and Power Point). The candidate must be entrepreneurial and team oriented. A strong work ethic, a great attitude and a demonstrated interest in the finance profession are also critical. Please include SAT/ACT scores
on resume submission. About TM Capital Corp. Founded in 1989, TM Capital is the client-first investment banking team advising industry-leading companies across North America and around the world.
In everything we do, our professionals share a relentless commitment to engineering extraordinary outcomes with an unmatched standard of client care. Over the last three decades, we have completed nearly 450 transactions with a combined value of $30 billion. With offices in Atlanta, Boston and New York, our mission critical capabilities include: complex mergers and acquisitions; debt and equity financings; minority and majority recapitalizations; restructurings; and board advisory services.
TM Capital is also a member of Oaklins, the world's most experienced mid-market M&A advisor, with over 850 professionals and dedicated industry teams in more than 45 countries, having closed 1,700 transactions in the past five years. For more information, please visit . TM Capital is an Equal Opportunity Employer.
