them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helping 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 Educating 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.
Building relationships with clients by sharing product knowledge
and solutions and introducing them to our licensed bankers when an additional opportunity is identified. Assisting clients and the branch team by helping with new account openings when needed.
Performing branch operations which may include managing cash devices (e. g. cash vault, ATM, etc. ) while adhering to all bank policies and procedures. Required qualifications, capabilities and skills Minimum 6 months of customer service experience required High school diploma or GED equivalent required Preferred qualifications, capabilities and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment Cash handling experience
preferred Professional, thorough, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Excellent interpersonal communication skills, as well as strong attention to detail and time management Ability to quickly and accurately learn products, services, and procedures 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 White Plains, NY $25.00 - $28.99 / hour; Larchmont, NY $25.00 - $28.99 / hour; Harrison, NY $25.00 - $28.99 / hour; Mamaroneck, NY $25.00 - $28.99 / hour; Port Chester, NY $25.00 - $28.99 / hour; New Rochelle, NY $25.00 - $28.99 / hour; Rye, NY $25.00 - $28.99 / hour; Rye Brook, NY $25.00 - $28.99 / hour;
by working with various internal and external stakeholders, including clients, BCMA employees, Technology & Operations, Risk & Control. Develop and maintain client relationships focused on improving their digital journey including the preparation of client materials.
Perform digital delivery of BCMA content through Citi Velocity. Develop and deliver BCMA for Velocity, BCMA’s leading content portal for (BCMA) bankers and clients. Formulate a robust strategy around content creation and assimilation. Develop content curation for individual users, and specific industry groups. Measure and track content consumption. Work closely with BCMA content publishers, BCMA tech and ICG UX. Provide digital
delivery of a BCMA Client Centric Portal. Develop and deliver a Client Centric Dashboard that augments the client relationship it has with Citi online.
Provide a multi-facet approach that includes client research (per region, industry, and individual users) done in close partnership with ICG UX as well as with BCMA, TTS and Markets Tech. Deliver KYC and Onboarding. Develop and deliver an end-to-end digital UX including, but not limited to, a client facing front end. Operate Global Credit Facilities and Outstanding Dashboard. Drive adoption and further deliver future phases of current MVP. Handle workflow and productivity tooling that should help BCMA employees become more efficient and
build upon the digital mindset of our bankers and improve employee satisfaction (VOE, retention).
Drive adaptation of new technologies, including Blockchain for BCMA specific products and services. Partner with senior bankers to provide overall relationship management support. Support bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue. Stay abreast of market and industry trends, “best practices” and competitive landscape. Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
Work with Citi’s innovation programs and labs to establish new client experiences for new sources of revenue. Monitor developments in the fields of industrial technology, business, finance, and economic theory. Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting the delivery of digital platforms as they pertain to Citi clients. Propose and review business cases for new digital product propositions and enhancements. Create and present client presentations to pilot or test new digital offerings and internal presentations to senior management.
REQUIREMENTS: Bachelor’s degree, or foreign equivalent, in Finance, Business Economics, or a related field, and six (6) years of experience in the job offered or in a related occupation. Six (6) years of experience must include: Assisting clients in raising funds in the capital markets, and providing strategic advisory services for mergers, acquisitions, and other type of financial transactions; Cross-selling banking products and services to drive revenue, including cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital market efforts, share repurchase, and interest rate and equity derivatives; Analyzing public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses, using Microsoft Office, Fact Set, and Bamsec; Determining market and industry trends, “best practices”, and the competitive landscape using Equity Research, Fact Set, company filings and other public sources; Performing large global bank lending and internal bookings utilizing financial statements, financial modeling, risk rating models, and lending return models; Utilizing cross-region banking product knowledge, and experience managing local client relationships to articulate nuances of corporate treasury needs across different industries and regions; and Executing transactions by managing credit, legal and compliance and KYC risks to meet regulatory requirements, utilizing sound credit judgment and knowledge of credit products and processes.
40 hrs. /wk. Ten percent (10%) travel required, domestic and international. Applicants submit resumes at jobs. / or by email to Citigroup Recruiting Dept.
at xyz X@. Please reference Job ID# 23714984. EO Employer. Wage Range: $225,000.00 to $225,000.00 Job Family Group: Institutional Banking Job Family: Corporate Banking ------------------------------------------------- Job Family Group: ------------------------------------------------- Job Family: ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Salary Range: ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries (" Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the " EEO is the Law" poster.
View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career? Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular. Come and join our community! Brooklyn Ralph Avenue NY The Teller position is primarily responsible for the accurate processing of paying and receiving transactions while providing courteous, timely, and informative service to ensure that the customer feels completely
satisfied. Emphasis is placed on identifying clients’ needs and ensuring customers receive a positive impression of the organization. In this position, you will: Operations Effectively execute teller banking transactions in accordance with Popular’s policies and procedures and in adherence to legal and regulatory requirements Process payment and receipt of transactions for all product types and services accurately, courteously, and in accordance with established policies and procedures Reference the client by name in all transactions to provide personalized service Maintain minimum amount of cash in teller’s area and ensure cash is secured according to policies, security/safety measures Re-stock
and balance assigned cash drawer, ATM(s), cash recycler(s), vault(s) as required Assist in the processing of night depository bags and currency, and ATM settlements as required Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes backssment and audits Sales Work with branch manager and supervisor to attain or exceed individual goals Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate for their situation Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results Educate clients on self-service capabilities and encourage use of digital service channels/banking options (e.
g. smart ATM, online and mobile banking, online transfers, People Pay, Mobile Cash, Bill Pay, Digital Wallets, etc. ) Interact and work closely with the management team to stay abreast of any new developments and initiatives in the bank Best in Class Customer Experience Promote environment of ongoing customer feedback and continuous improvement Effectively respond to customers requesting to update or close their accounts, determining reason for dissatisfaction, and offer possible alternatives; process account maintenances in a compliant manner Attentively listen to the customer to address any questions or problems the client may have; proactively prevent and resolve any customer problems or issues Risk Management Support the management of compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, opening/closing procedures, ensuring all security procedures are strictly adhered Promote the branch's active involvement within the community and report all CRA related activities to supervisor Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors Maintain confidentiality of customer information and adhere to bank policies and procedures at all times To be considered, you will need: Minimum Required: High School Diploma or equivalent along with anticipation of continuing education towards degree combined with six months cash handling and or retail sales experience #LI-Onsite Salary Range Information Our base salary for this position located in New York City generally ranges between $20.00 and $22.00 hourly, depending on business need and on your qualifications and experience.
Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits. Base salary may vary if position is based in other geographic locations. Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary. If you have a disability and need assistance with the application process, please contact us at xyz X@.
This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide reasonable accommodations. Any other correspondence will not receive a response. As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances.
By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events. If you are a California resident, please click here to learn more about your privacy rights..
Latin America capabilities, new developments, solutions, and case studies to increase awareness and knowledge among the firm's bankers. Conduct comprehensive client analysis by using specific platforms and sources, including Fact Set, Coalition, Dealogic, SEC filings, and annual reports to identify business needs that can be met across multiple countries and multiple product areas in Latin America, including Wholesale Payments, Debt Capital Markets, Risk Management, and Asset Management.
Convert client analysis into concrete solutions; Build and develop coverage of Global Corporate Banking while specifically selecting clients and prospects. QUALIFICATIONS: Minimum education and experience
required: Bachelor's degree in Business Administration, Economics, Finance, Accounting, or related field of study plus 5 years of experience in the job offered or as Global Corporate Banking, Business Manager, Financial Analyst, Financial Advisor, or related occupation.
Skills Required: Requires experience in the following: cash management; trade and working capital; foreign exchange and interest rates; commodities; financing; Latin American macroeconomic variables including GDP, inflation, interest rates, foreign currency, and foreign direct investments; and Latin American corporate regulatory considerations regarding financial, investment, and treasury management. Job Location: 383
Madison Avenue, New York, NY 10179. This position requires up to 50% domestic and 10% international travel.
Telecommuting permitted up to 20% of the week. Full-Time. Salary: $185,000 - $225,000 per year. JPMorgan Chase & Co. 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 recognize that our people are our strength and the diverse talents and perspectives that 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.
(If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed. ) 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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 $185,000.00 - $225,000.00 / year
advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team. Assist in the execution of Citi’s Investment Banking business activities, leverage investment-banking knowledge to enhance M&A execution and capital raising capabilities.
Evaluate operations, business plans and financial and economic forecasts to produce strategic and financial analyses relating to the execution of mergers and acquisitions (M&A), leveraged buyouts, and debt and equity financing. Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions. Perform various valuation
methods including comparable companies, precedents, and DCF. Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
Prepare and review of materials used in the financing of clients, including investment memoranda, management presentations and pitch-books. Perform due diligence, research, analysis, and documentation of live transactions. Assist senior bankers on preparing plans for developing more business with clients based on the appropriateness of matching the bank’s product offering with clients’ needs. Prepare marketing materials that incorporate strong analytical content to support advisory recommendations. Review and
backss detailed financial statements, related reports, and drafts to prepare financial documentation relating to a range of sophisticated and complex investment banking transactions involving numerous parties.
Remote work may be permitted within a commutable distance from the worksite, in accordance with Citi policy. Requirements: Bachelor’s degree, in Business Administration, Finance or a related field, and two (2) years of experience in the job offered or in a related occupation. Two (2) years of experience must include: Evaluating current macroeconomic variables to be able to backss their impact on the business cycle of companies; Applying tools from microeconomics to the analysis of competitive decision making of companies, including Porter’s 5 forces, Supply and Demand models, Perfect Competition and Monopoly market structures, including different fixed, variable, marginal, opportunity cost, competitive and comparative advantage, taxes, price floors/ceilings and trade policy; Utilizing information in corporate financial statements and understanding the economic essence of important classes of complex business transactions; Analyzing companies’ accounting policies for transactions and determining how transactions can affect its primary financial statements because of proceeding with the transaction; Evaluating operations, business plans and financial and economic forecasts to produce strategic and financial analyses relating to the execution of mergers and acquisitions (M&A); Performing due diligence, research, and analysis; Preparing marketing materials that incorporate content sourced from various financial data platforms including Bloomberg, Fact Set, Pitch Book, Capital IQ and Mergermarket; and Analyzing and interpreting financial statements and credit rating analysis based on public rating agency methodologies including S&P and Moody’s.
In the alternative, employer will accept a Master’s degree in Business Administration, Finance, or a related field plus zero years of experience. Master’s degree coursework must include classes imparting each of the above special skills. 40 hrs. /wk. 5-10% domestic travel to Citi and Client sites. Applicants submit resumes at jobs. / or by email to Citigroup Recruiting Dept. at xyz X@. Please reference Job ID# 23716140. EO Employer. Wage Range: $200,000.00 - $225,000.00 Job Family Group: Institutional Banking Job Family: Investment Banking - Job Family Group: - Job Family: - Time Type: Full time - Primary Location: New York New York United States - Primary Location Salary Range: - Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries (" Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the " EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
+10% bilingual premium for bilingual positions Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a Branch environment and refer customers that may need guidance in identifying the right financial solutions.
This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL's success Accountabilities: Process customer transactions effectively, efficiently and accurately Meet transactions per FTE target Meet balance accuracy standards Participate in achieving team lead objectives. Participate
in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores. Ensure compliance with Audit/Operational controls Adhere to member focus processes and expectations Participate in coaching processes to improve proficiency in Member Focused behaviors Attend sales meetings, participate in sales activities to increase sales success Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
Qualifications: High School diploma or High School equivalency diploma required 6-12 months teller experience preferred Bilingual English/ Spanish speaking proficiency preferred Proficient
in PC applications Good verbal and written communications skills People and team oriented Prior sales experienced preferred Maintains a high degree of flexibility in support of branch needs Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion.
ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work!
#LI-KZ1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)PDN-9b020a8f-46cd-4ad9-878e-e63006aa9f14
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 Albany, NY $22.50 - $26.11 / hour
8:30-4:30p Mandatory paid training (20+ hours online ) before the new year.
Mandatory 8 hour paid training days on January 3rd, 4th and 5th. Friends and Family Live week January 8th-12th (mandatory 8a-5p) About Us: NYEFCU is a newly established financial institution dedicated to providing fair, affordable financial services to our community, parishes, and the underserved.
As we gear up for our grand opening on February 10th, we are seeking enthusiastic and customer-focused individuals to join our team as Tellers. Job Overview: As a Member Service Representative at New York Episcopal Federal Credit Union, you will be on the frontline of our mission to make a meaningful difference
in the lives of our members. You will play a crucial role in providing exceptional customer service, processing financial transactions accurately, and promoting our range of banking products.
Key Responsibilities: Customer Service: Greet and assist members in a friendly and professional manner. Address inquiries and resolve issues to ensure a positive customer experience. Transaction Processing: Conduct various financial transactions, including deposits, withdrawals, and transfers, with a high level of accuracy and efficiency. Product Promotion: Educate members about our checking, savings, and certificate products, promoting additional services that meet their financial needs. Cash Handling:
Handle and reconcile cash accurately, adhering to established policies and procedures.
Compliance: Ensure compliance with federal regulations and internal policies, maintaining a secure and controlled environment. Team Collaboration: Work collaboratively with other team members to achieve branch goals and contribute to the overall success of NYEFCU. Qualifications: High School Diploma or equivalent; relevant college coursework is a plus. Previous experience in a customer service or cash handling role is preferred. Strong communication and interpersonal skills. Attention to detail and accuracy in transaction processing. Basic understanding of financial products and services.
Ability to work in a fast-paced environment and adapt to changing priorities. How to Apply: Interested candidates are invited to submit their resume and a cover letter outlining their qualifications to include " Member Representative Application - NYEFCU" in the subject line. NYEFCU is an equal opportunity employer. We encourage individuals from diverse backgrounds to apply. Join us in building a stronger, more inclusive financial community at NYEFCU Job Type: Part-time Pay: $19.42 - $23.39 per hour Expected hours: No less than 16 per week Benefits: Health insurance Experience level: 1 year Physical setting: Office Schedule: 8 hour shift Day shift Every weekend Ability to Commute: New York, NY 10025 (Required) Ability to Relocate: New York, NY 10025: Relocate before starting work (Required) Work Location: In person
banking analysts, including overseeing their workstreams, coordinating their projects, and reviewing and correcting their work. Conduct thorough business and financial diligence on clients' potential buyout investments, existing portfolio companies, and exit strategies by building dynamic financial models (Merger models, Leveraged Buyout models, and Discounted Cash Flow analysis) including various pro forma capital structures, operating scenarios, and acquisition assumptions.
Advise financial sponsor and private-equity clients throughout the lifecycle of their investments, from target idea generation to deal execution and exit. Develop Confidential Information Memorandums, Lender Presentations
(Public Presentations and Private Supplements), Investment Teasers, Committee Documents and Sales Presentations. Maintain client relationships and negotiations with financial sponsor and private equity clients.
Assist Seniors Bankers in overseeing project management both externally with clients and internally with the firm and among deal teams, ensuring workstreams are on track to be delivered correctly and on time. Lead both onboarding and ongoing training of Investment Banking Analysts on the team. QUALIFICATIONS: Minimum education and experience required: Bachelor's degree in Economics, Business Analytics, Finance or related field of study plus 3 (three) years of experience in the
job offered or as Investment Banking Associate, Financial Analyst, or related occupation.
Skills Required: Requires experience in the following: financial analysis and interpretation of businesses' financial statements including Income Statements, Balance Sheets, Cash Flow Statements and Compliance Certificates; financial modeling including Merger models, Leveraged Buyout models, and Discounted Cash Flow analysis; experience running Investment Banking transactions throughout the full lifecycle of a private equity firms' ownership of a company; Mergers & Acquisitions, including buy-side advisory, sell-side advisory, and strategic alternatives processes; Debt Capital Markets, including raising leveraged loans and high yield bonds to finance Lever-aged Buyouts, and add-on M&A transactions; Equity Capital Markets, including raising equity capital through Initial Public Offerings and Follow-On Offerings; conducting due diligence and financial analysis for businesses across various industry coverage groups, including: consumer and retail, diversified industries, energy and power, financial institutions, healthcare, real estate and lodging, technology, and media and communications; Microsoft Excel; Microsoft Powerpoint; Microsoft Word; and Bloomberg.
Must be able to pass Series 63, Series 79 and SIE licensing examinations within 60 days of hire. Job Location: 383 Madison Avenue, New York, NY 10179. This position requires up to 10% domestic travel.. Full-Time. Salary: $200,000 - $225,000 per year. JPMorgan Chase & Co. 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 recognize that our people are our strength and the diverse talents and perspectives that 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. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed. ) 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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 $200,000.00 - $225,000.00 / year
better. If you join our team, we'll count on you to care for and guide our small business clients when they need us most - whether they're just starting out, expanding, or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients.
You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better. As part of the Bank of America team, Small Business Bankers have access to industry-leading products and services, award-winning platforms and client digital tools - all designed to meet the unique priorities
of our clients. As a Small Business Banker, you'll spend your time engaging with high value clients, focused on developing and maintaining profitable lending and deposit relationships with both new and existing small business clients.
Your role will be to build and deepen small business relationships, actively connect with clients and execute consistent follow-up routines to meet their needs. You'll consult with clients and prospects to understand both their business and life priorities, while working with various channel partners as part of one team that delivers exceptional client care focused on all aspects of the client's needs. From day one, you'll receive training from our award-winning
Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company. You'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients. --- The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time.
--- Has proven success in consultative sales in financial services or in business to business sales. --- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers. --- Is passionate about outside sales and enjoys spending time prospecting. --- Wants to enhance existing relationships and exceed sales goals. --- Is able to analyze financial conditions of clients and industry trends. --- Can understand and interpret financial statements and cash flow analysis. --- Has excellent communication skills and demonstrated leadership ability.
--- Enjoys partnering and negotiating with a team of bank employees to solve client issues. --- Demonstrated management of a client portfolio with focus on relationship development and deepening--- Thorough knowledge of small business financial products and services. --- Familiarity with CRM platforms and other banking systems--- Mandarin Language required Desired skills: --- Community leadership. --- Strong computer skills with an ability to multitask in a demanding environment. --- Undergraduate degree in business, finance or economics preferred or seven years' relevant work experience. Shift:1st shift (United States of America)Hours Per Week: 40
leadership abilities that are greatly valued in our organization. Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer Induction training and acclimation support in your first month on the job 12-months of program support, coaching and career development Networking opportunities with your Pathways colleagues Exposure to senior members Professional skills training throughout the year To ensure continuous development throughout the program, each candidate will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm.
Job Responsibilities
After initial training phase, build, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Work within risk parameters
that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase.
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed Required qualifications, capabilities, and skills Enlisted/Junior Officer background with 4+ years of Military experience 0-7 years of separation from military service Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience General business knowledge and understanding of core business products and services Strong communication skills with individuals at all levels, internally and externally.
Ability to build relationships with clients and internal partners Ability to travel occasionally for key business meetings and training 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 San Diego, CA $66,500.00 - $105,000.00 / year; Long Island City, NY $66,500.00 - $105,000.00 / year; Brooklyn, NY $66,500.00 - $105,000.00 / year; Sacramento, CA $64,480.00 - $97,000.00; San Francisco, CA $66,500.00 - $105,000.00 / year; Los Angeles, CA $64,480.00 - $97,000.00
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
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
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.
The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned
financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.
The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): Partners daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities Engages with clients in the lobby to assist, educate and train clients on how to conduct simple transactions through self-service technologies Leverages available resources, technologies, and processes (such as our Client Management Process and Building Relationships with Clients) to optimize the client experience and serve our clients with operational excellence and accuracy Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations You're a person who (required skills): Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for helping new and existing clients based on their needs. Has strong written and verbal communications skills. Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. Applies strong critical thinking and problem-solving skills to meet clients' needs.
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA). Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): An associate's degree or bachelor's degree in business, finance, or a related field.
Experience working in a financial center where goals were met or exceeded. Retail and/or sales experience in a salary plus incentive environment. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. Experience with financial information, spreadsheets and financial skills. Knowledge of banking products and services. Strong computer skills including MS applications and previous experience utilizing laptop technology. Shift:1st shift (United States of America)Hours Per Week: 40
