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US NY New York |
Bilingual Japanese-Client Services Rep-Corporate Banking |
Drum Associates | $0 - $50,000/Year | 7/29 |
| Details:Overall Purpose of Job: To fulfill the requirements of JCG customer base in terms of daily business activities that include execution of all types of transactions that were previously handled by the Credit Desk and Deposit Desk separately, and replying to inquiries from customers. Act as Marketing staff by gathering customer business information. Responsibilities: Receive and execute instruction from corporate accounts covering all types of products, associate forms/input, and coordinate customer inquiry/investigation, based on the CUSTOMER FIRST concept aiming to maximize internal /external customer’s satisfaction. Act as Marketing staff to obtain customers’ business information, customers’ needs, competing bank’s information etc. and feedback to the Account Officer to promote and enhance bank’s business. Provide suggestions to improve CSD operation. --- KAIZEN Contribute to achieve CSD target. Act as Client contact as to the Know Your Customer (KYC) compliance issues. General office duties : report preparation, filing etc. | ||||
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US NY New York |
Investment Banking Financial Analyst |
The Mergis Group | $70,000 - $90,000/Year | 7/29 |
| Details:Investment Banking Financial Analyst A leading international investment bank based in New York City, is searching for a strong 1-3 year accountant to join their financial analytics group. Ideally looking for someone out of public accounting, preferable experience around the financial services arena. Responsibilities: Prepare and analyze financial statements. Prepare financial statements of various entities including 2 holding companies, 3 registered broker-dealers, pension plan, 401K plan, life insurance and mortgage entities and work directly with auditors on financial statement audits. Responsible for providing monthly financial analysis of the balance sheet and P/L and discuss in detail with senior FA management. Work closely with head office group and Product Control to ensure proper account classification. If any, identify account mis-mappings and ensure that proper reclass journals are posted timely. Function as a control conduit to identify any material mis-statement or mis-classification of account balances. Prepare and submit various regulatory reports to external regulators. Work closely with Head Office reporting group, Product Control, Tax and Regulatory | ||||
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US NJ West Windsor |
TELLER BANKING REP I-West Windsor, NJ Area |
PNC | 7/28 | |
| Details:As an employee of PNC Financial Services Group, you become part of an organization committed to customers, employees, investors, and the communities in which we do business. PNC is an established, growing and successful financial services company, with businesses organized around retail and commercial banking, asset management, and funds processing. Our branches are concentrated in thirteen states and the District of Columbia; additional offices are located nationwide and internationally. We are growing in size and through recent acquisitions have become the fifth largest bank by deposits in the US. We are also growing in reputation, as a leader in areas such as work/life family culture, "green" building design, frontier technology, and strong corporate social responsibility.Tellers are the key element of any retail bank: the personal face of PNC to its retail customers. As a PNC Teller Banking Representative, you join an organization with the size of a 1,000 branch bank network, and with the small scale and manageability of your branch office. In your role, you'll gain the satisfaction of knowing that you are meeting customers' needs by providing personable, quick service. Your position will report to the Branch Manager.Each banking day will follow a typical rhythm, one that engages you while you are there, and one that also let's you leave your day at the office. There will be a regular set of prescribed procedures, but a variety of customer requests and transactions: check cashing, deposits, loan payments or withdrawals, and product explanations. You'll be counted upon for your accuracy and math skills, of course. But your tact, diplomacy, and communications skills will be equally important, with familiar customer faces or new ones. All the while, your position brings you the security and room-to-grow offered by a large company, and the neighborliness of a branch bank, where you'll know the customers by name, and work in a team-oriented environment.The successful candidate will have the following qualifications:High School Diploma or equivalent.At least 6 months of cash handling or retail service experience is required.Excellent interpersonal skills and professional manner.Ability to cross-sell products and services preferred.Prior experience in being evaluated by customers is preferred.Good verbal communication skills.Computer skills to include the ability to work in Windows based systems.Aptitude for mathematics.Ability to lift heavy coin as well as stand on feet for a long period of time.Ability to work evenings and weekends based on branch needs.Ability to communicate in another language is a plus.PNC is committed to offering you a comprehensive and competitive benefits package. We design our full time and part time benefits programs based on PNC's benefits philosophy to provide quality levels of coverage at affordable costs over the long term for both employees and PNC. We strive to balance the cost of providing competitive benefits with the need to cover employees with a wide range of protection during and after employment.Options you may be able to consider include:Medical and Dental CoverageLife InsurancePart Time BenefitsEducation AssistancePaid TrainingPaid VacationCompetitive PayShift Differential401(k)Flexible SchedulesGrowth OpportunityWork/Life BalancePNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SONo agency resumes. PNC will not pay fees to any unsolicited third party agency or firm for this posting. | ||||
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US NJ Teaneck |
Banking Center Manager |
The Provident Bank | 7/28 | |
| Details:POSITION SUMMARY The position generally assigned to branches managed by a Cluster Manager. The Banking Center Manager is responsible for leading a team of sales & service professionals to meet and exceed sales goals and service targets. The incumbent duties will include (but not limited to) directly working with customers to build relationships, identify and satisfy their needs through the sale of financial products & services, while running all aspects of an efficient and productive branch. This position will provide required reporting related to operations and control. Security of equipment and inspections, financial controls, collections and loss handling, as well as daily opening and closing procedures. In addition, the incumbent supplements platform sales and service responsibilities as required. MAJOR JOB RESPONSIBILITIES Achievement of branch goals including Deposits and Loans for both consumer and business. Effectively grow and retain the wallet share of existing customer and business customers through their staff and themselves individually. New business development as directed by the Cluster Manager. Translate branch sales goals into sales plan and oversee execution. Communicate, motivate, monitor and formally coach direct reports on a monthly basis as well as monitor indirect reports to attain sales, service and operational targets. Additional responsibilities relating to customer needs Monitor and control revenue and expense targets. Manage successful achievement of minimum standards for all branch staff. Participate in daily sales, service and operational activities of branch including qualitative tele-consulting activity and tracking/managing of results. Promote the professional growth of employees through planned development activities and experiences for succession advancement.Join and actively participate in external bank, community and civic events to extend name recognition and reputation of Bank. Hold daily huddles and a monthly staff meeting with line of business partners to promote open and clear communication of branch business plan. Manage Focus on Compliance expectations. SUPERVISORY RESPONSIBILITIESDirectly supervises Customer Service Supervisor, Teller Supervisor and all other platform staff. Indirectly supervises branch personnel through subordinate supervisors. Carries out supervisory responsibilities in accordance with the organization's policies. This includes interviewing, hiring, training and managing employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; and addressing and resolving employee complaints and conflicts. | ||||
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US NY New York |
Retail Banking Solutions Sales Specialist |
Datacard Group | 7/28 | |
| Details:Retail Banking Solutions Sales SpecialistREQ#2257Position may be based anywhere in the U.S.Founded in 1969, privately held Datacard Group is the world leader in secure ID and card personalization solutions. Our portfolio includes systems for high-volume card issuance, card delivery, secure ID issuance and passport production, plus extensive service and supply offerings. These best-selling systems and solutions are used to issue more than 7 million financial cards and identification documents each day. Datacard Group serves customers in 120+ countries and has implemented government identity programs in more than 65 countries worldwide.The Regional Retail Banking Solutions Sales Specialist person is a part of Datacard Financial Instant Issuance Center of Expertise and is responsible for the sale of the Datacard Secura Financial Instant Issuance solution. The Financial Instant Issuance Center of Expertise will team with the direct sales force or the indirect channel in the sale of the Financial Instant Issuance solution to named accounts or other accounts as periodically assigned. The FII COE will perform the accountabilities detailed below and other duties as assigned.Responsibilities: Work cooperatively with Account Manager (NAM or CAM) to participate in account planning as well as specific opportunity planning with regard to FII solutions, and work with Account Managers to execute against that plan Develop relationships with appropriate decision making channels within targeted accounts (pre-qualified by Account Manager) Act as region selling expert for the FII solution, partnering as COE function to bring competitive knowledge and solution industry expertise for Datacard’s FII solutions sale opportunities Work cooperatively with Account Manager (NAM or CAM) in the pursuit of defined opportunities Engage the Account Manager (NAM or CAM) in the sale of solutions: Direct selling; Forecasting orders through NAM/CAM, Partner to define a customer specific solution as well as business case analysis in cooperation with Technical Sales consultants Participate in defining FII proposal strategy and support the development of RFI and RFP responses Act as primary negotiator with regard to FII solution, in cooperation with NAM/CAM Participate in proposal development Work cooperatively with Technical Sales Consultants in the development of business impact modeling tools Develop and maintain a deep understanding of competitive offerings within marketplace Provide competitive account and market intelligence as well as voice of the customer information to product marketing and management, and help define market requirements to product marketing in support of future solution road mappingQualifications: Bachelors degree Minimum of 3 years selling experience within the card issuance industry Experience with complex solution sales (Hardware, Software, Service) Demonstrated understanding of Business Value Selling Experience working successfully within a Team Selling environment Demonstrated communication and presentation skills, including the ability to clearly communicate business and technical concepts Proficient with MS products: Excel, Power Point, Outlook Sales experience within the retail banking industry preferred Experience with branch automation software preferred Travel up to 75% - International travel is expected To apply for this position, please visit datacard.com and click on Career Opportunities to register and submit your resume. Datacard Group is an Equal Opportunity Affirmative Action Employer.NO AGENCIES | ||||
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US NY New York |
Global Banking Operations Risk Management - Director |
Morgan Stanley | 7/28 | |
| Details:Position Category: Risk ManagementPosition Title: Global Banking Operations Risk Management - DirectorJob Level: DirectorLocation: USA - NY - New YorkEducation Required: Bachelors DegreePosition Description:This role is for a Director supporting risk management efforts for Global Banking Operations (GBO). It is a high profile opportunity to aid in the development of the risk and control profile for Global Banking Operations, where the candidate will specifically work as part of a team directly responsible for identifying, measuring, monitoring, and controlling risk management items. The candidate will interface with bank management, various product line teams, cross-divisional teams, Information Technology, Legal and Compliance, among others. The role will involve building relationships and close coordination with risk experts in the Asia Pacific, European/Middle East/Africa (EMEA), and America’s Branch Operations teams.Skills Required: Ability to work independently, as well as in a team environment, within a fast paced environment. Can deal with ambiguity and bring focus with recommendations on solving tactical and strategic challenges. Ability to act assertively and with tact on complex and sensitive issues. Strong technology skills; excellent verbal and written communication skills. Broad experience with MS products, services, operations, and technology. Can identify key control points within a process, and then provide assessment of the preventative and detective controls. Has Interpersonal skills, freely develops networks, builds consensus, prioritizes effectively, and develops alliances across an organization. Broad experience with MS products, services, operations, and technology. Basic understanding of legal entities. Able to meet tight deadlines and has a deliver-focused approach. Highly motivated self-starter with multi-tasking abilities. Strong sense of ownership and accountability for commercial output, the control environment, and people development.Skills Desired: Previous Operations experience a plus In-depth understanding of technical risk and control environments, such as experiences in informational security and business continuity management. International experience and appreciation for jurisdictional differences. Interest in developing objectives and new processes to support them. Entrepreneurial spirit and flexibility – particularly in dealing with changing environments. | ||||
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US NY New York |
Banking & Capital Markets Audit Manager |
PricewaterhouseCoopers | 7/28 | |
| Details:Are you interested in the opportunity to work for an industry-leading company that services Fortune 500 companies, and will give you the experience and exposure you need to build your career? If you are, then PricewaterhouseCoopers (www.pwc.com/us) network of firms is the firm for you. PricewaterhouseCoopers LLP (PwC) is well placed to help clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the perspective of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 163,000 people in 151 countries across our network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice. At PwC, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients. Our Assurance practice collaborates with clients, so that the financial information they report to the investing public and other stakeholders is clear and reliable. When we fulfill our role as Assurance professionals, by standing firm on quality and integrity, we have a direct impact on how well the world's capital market system functions. The highly trained and educated Assurance teams go inside companies, and get to know those businesses. They ask questions, test assumptions, and provide assurance that the companies are reporting information on which investors and others can rely. Every assignment is an exciting opportunity to learn, to grow and to understand how businesses operate from all levels and perspectives. Our Assurance professionals are constantly challenged to learn more in order to provide our clients with the highest quality services. This learning takes place through interaction on the job with colleagues and clients, formal training programs, and the insights provided by mentors and coaches. PwC is all about our people, encouraging high performance and quality. Join us and we will help you implement a successful career strategy, as you explore the many career opportunities in PwC Assurance. PricewaterhouseCoopers (PwC) is the world's leading network of audit and assurance firms—our clients include almost half of the Fortune 500. Our leading edge audit approach focused on quality is designed to meet the needs of private companies to large organizations. The PwC audit is underpinned by our deep industry knowledge, wide international experience and global network of skilled professionals. As a member of our Core Audit Team, you will: > examine financial and accounting records, other documents, and tangible items such as plant and equipment o watching certain processes or procedures being performed > ask a range of questions – from formal written questions to informal oral questions – of a range of individuals at the organization > obtain written confirmations of a certain matters; for example, asking a debtor to confirm the amount of their debt with the organization > test some of the organization's internal controls > make judgments on significant estimates or assumptions that management made when they prepared the financial report Our auditors maintain independence from management and directors so that the tests and judgments are made objectively.Knowledge Preferred: Thorough knowledge of public accounting and audit practices, procedures and reporting standards. Extensive knowledge of SEC, U.S. GAAP, U.S. GAAS, IFRS procedures and standards. Proven experience advising Banking and Capital Market clients on technical accounting and general business issues. It will be expected that you are able to share, relate and communicate technical and business knowledge across clients without violating client confidentiality. Skills Preferred: Thorough experience implementing and providing expertise on technical standards, Banking and Capital Markets industry knowledge and audit best practices to develop an audit strategy. Minimum Years of Experience Necessary: 5 Minimum Degree(s) and Certification(s) Required: Bachelor's Degree in Accounting or related field Certified Public Accountant (CPA) or equivalent required | ||||
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US NY Long Island Queens |
WEB PROGRAMER- ON SITE: Busy, Banking company needs programer to |
7/27 | ||
| Details:WEB PROGRAMER- ON SITE: Busy, Banking company needs programer to develop, maintain and upgrade. Must be familiar with SQL.NET.ASP. Salary commensurate with experience. F/T, Bnfts. Middle Island. 631-924-3400 x-21 WEB ID ND16488764 Source - Newsday | ||||
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US CT Stamford |
Vice President, Private Banking and Brokerage Compensation |
AON | 7/27 | |
| Details:McLagan Partners, IncFor more than 40 years, McLagan Partners has specialized in providing consulting and customized performance and compensation reports to the financial services sector. The firm strives for excellence in everything it does and recognizes that the key to its success is the people who make up the organization.Vice President, Private Banking and Brokerage CompensationResponsibilitiesLead private banking and brokerage compensation surveys business and associated compensation consulting. Lead analyst team to collect survey and edit client survey submissions and produce survey reports. Manage all private banking and brokerage compensation relationships. Develop private banking compensation relationships to generate consulting engagements and lead analyst team to deliver insights to clients.Candidate should have 7 to 10 years of private banking or brokerage business experience and ideally experience as a management or compensation consultant. Bachelor degree required, MBA preferred.Technical Skills Proficient at Excel, Word and PowerPoint Ability to learn proprietary compensation applicationsPersonal Attributes Well organized and delivery-driven with good completion skills. Ability to work under pressure | ||||
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US NY New York |
Media Relations Analyst - Private Banking |
JPMorgan Chase | 7/27 | |
| Details:Assit in the day-to-day operations of the Press Office for the Global Private Banking unit. Based in New York, this individual would work across the domestic and international private banking businesses, J.P. Morgan Securities (formerly known as the Bear Stearns Private Client Services brokerage), and corporate media relations on a diverse array of projects ranging from internal communications work to client marketing initiatives to public relations outreach. The ideal candidate presents a unique mix of project management, analytical, and communication skills. Major Tasks, Key Responsibilities and Key Accountabilities: Provide administrative support for daily 8:00AM morning meetings. Perform daily news searches on J.P. Morgan's Private Bank and Private Wealth Management media placements. Develop and manage national and regional media coverage lists. Scan and distribute all major press clips internally in a timely manner. Draft press releases on local office new hires. Manage television press outreach for key national strategists and wealth advisors. Serve as lead project manager of summer and winter reading lists. | ||||
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US NY New York |
Executive Assistant-Global Banking — Health Care Group |
Citi | 7/26 | |
| Details:Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com. Citi Inc. and its subsidiaries ("Citi") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic. Business Overview: Citi's Institutional Clients Group is committed to advancing our client goals. Our diverse and talented staff in approximately 100 countries advises companies, governments and institutions on the best ways to realize their strategic objectives. We've been in many countries for 100 years and have helped to shape, develop and grow the economies and infrastructures in many of the locations where we have a presence. We create solutions for and provide the broadest possible capital market access to thousands of issuers and investor clients. And no institution better executes the increasingly complex payment and cash management solutions required in today's global economy. To provide our clients with best-in-class products, services and execution, our businesses are organized into six groups: Global Banking, Global Markets, Citi Alternative Investments, Citi Private Bank, Citi Investment Research & Analysis and Global Transaction Services. This structure enables us to leverage our product breadth and geographic scope, and effectively align our resources with our clients' needs. This position is within the Global Banking division supporting a Managing Director plus a combination of other bankers, associates, analysts in the Health Care franchise. Summary: This position will provide support to two MDs (listed above) plus 2 Associates within Power Group in Global Banking. Duties are complex and confidential requiring the highest level of discretion and independent judgment. Employees within this role will have continuous contact/communication with high levels of internal management as well as senior management with external firms. Responsibilities: Provides administrative support to a senior-level executive Handle incoming calls, respond to inquiries, clarify company policies and procedures Maintain frequently changing calendars through Outlook Coordinate all aspects of executive level appointments, meetings, receptions and conference calls Prepares and reviews materials and correspondence for meetings Assist with creation/modification of presentations, spreadsheets, and other various documents Coordinate frequent travel arrangements - both international and domestic Prepare, reconcile, and track expense reports through T&E system Organize and secure highly confidential company and employee information Assist in ad-hoc reports special projects as needed Serve as back up support for other managers or administrative staff when required | ||||
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US NJ Jersey City |
Banking Compliance Analyst |
Kelly Financial Resources | 7/26 | |
| Details:Banking Compliance Analyst - Jersey City, Immediate Opportunity 3 to 6 month contract position The right candidate should have: . Knowledge of the laws applicable to money laundering, to include the BSA, The Patriot Act, U.S. Treasury AML guidelines, OFAC requirements and Suspicious Activity Reporting requirements. . The candidate should be knowledgeable of high value payment products and services. . The candidate must have strong writing, analytical and communication skills and be able to multi-task and complete projects on time. Should be a self-starter and organized and have the ability to work independently. . The candidate must have strong research skills, advanced skill in the use of Microsoft Word, Excel, Access, PowerPoint, Outlook and experience with on-line research systems. . Minimum of 5 years experience in reviewing and approving Know-Your-Customer files for complex banking products, performing analysis of customer information/transactions, and preparing SARs. . Knowledge of non-US geographies and language. Description Job Description: Conduct focused reviews of high risk client activity and geographies. Responsible for the appropriate collection and analysis of documents to assist in identifying unusual transaction patterns. Conduct research over available Bank systems, the Internet and Databases consistent with the resolution of investigations. Interface with responsible global Relationship Managers RM and to understand standard business practices in local jurisdictions, possible areas of concern and resolution of potentially suspicious matters. Document and report the review findings, ensure RM awareness of conclusions and prepare reports of findings for Compliance and Business management. Prepare Suspicious Activity Reports SARs and recommend relationship retention or termination, and track account closures as required. Responsible for communicating with internal and external entities to include senior managers, members of the sales team and other AML monitoring units to ensure findings are incorporated in all aspects of the GTS AML control program. Pay rate $30.00 an hour Education: Must be have a 4 year degree This is an excellent opportunity for the right candidate! Qualified candidates please ''Apply Now'' with the link. Or, refer a friend and click on the ''E-mail this Job'' link below. You may also apply online at www.KellyFinance.com and forward a MS Word copy of your resume to KS419C@kellyservices.com with Audit in the subject line.Kelly Financial Resources, a business unit of Kelly Services, specializes in the placement of accounting and finance professionals in contract, contract-to-hire, and direct placement employment opportunities across all industries. To satisfy our client needs, our experienced staff identifies and employs top-notch talent in the industry. | ||||
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US NY NEW YORK |
Chief Financial Controller Banking$190k |
Robert Half Finance & Accounting U.S. | $0 - $190,000/Year | 7/25 |
| Details:Classification: Full-timeCompensation: Pay up to $190000 per yearSmall but rapidly growing Foreign Bank New York, NY seeks Senior Vice President and Chief Financial Controller. IMMEDIATE HIRE***ResponsibilitiesThe primary responsibilities of the Senior Vice President and Chief Financial Controller are: Develop and manage the finance and accounting systems, records and reporting function and expense management for New York Branch. Establish the annual budgeting process and be responsible for budgeting and forecasting as well as financial planning and analysis. Develop and maintain general ledger and records, tax function, accounts payable and receivable function, and expense management function. Develop policies and procedures relating to financial management, such as setting annual expense and revenue targets, financial budgeting and accounting. Oversee the regulatory and statutory reporting function of the Branch. Participate in the development and tests on financial systems and as the key user, provide feedback to improve the systems functionality.Communicate, coordinate, cooperate and liaison with Head Office as necessary and appropriate.Base salary to $190,000 plus bonus. IMMEDIATE HIRE***Please contact: Rocco J. TufoTelephone: 212-983-1800Attach resume: Founded in 1948, Robert Half Finance & Accounting is the world's first and largest specialized financial recruitment service. We specialize in placing experienced professionals in all areas of accounting, finance, credit and collections, bookkeeping, payroll, audit and taxation. For more than 60 years, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates. Our parent company, Robert Half International (NYSE: RHI), was the first company in the staffing industry to be added to the S&P 500. We are consistently named to FORTUNE® magazine's "World's Most Admired Companies" list and the Forbes Platinum List, and were recently added to The Forbes Global 2000 listing of the world's largest companies. Robert Half Finance & Accounting is an Equal Opportunity Employer. | ||||
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US NY New York |
Executive Assistant - Managing Director-Investment Banking |
Segue Search | 7/23 | |
| Details:Executive Assistant - Managing Director-Investment Banking This is a great spot offering lots of project work for an experienced EA who can handle a busy desk. Responsiblities include heavy international and domestic travel, calendar management, preparing PowerPoint presentations and working with compliance related activities such as FINRA registrations. Please send your resume in complete confidence to | ||||
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US NJ Tinton Falls, Monmouth |
Credit Analyst III Govt Banking- Tinton Falls NJ |
TD Bank, NA | 7/23 | |
| Details:Description Performs independent analysis of Government Banking loan requests. Succinctly summarizes underlying risk, while noting any deviations from the Commercial Loan Policy as appropriate. Underwrites municipalities and boards of education for varied products such as BANs, TANs, leases and ACHs. ?4 year college degree two semesters accounting preferred , or equivalent combination of course work and work experience. ?3-5 years commercial credit/lending experience required. ?Developed knowledge of credit and financial analysis techniques. Must be able to spread financial statements such that all key information required for decision-making is present despite differences in statement presentation.?Must understand varied public finance financial statement presentations and account nomenclatures.?Demonstrated ability to independently gather, consolidate, analyze, and summarize data to provide well-considered recommendations for all levels of commercial credit relationships. ?Ability to identify and quantify subtle business risks specifically related to government entities and must be able to identify key drivers of risk and focus discussions accordingly. ?Strong time management skills and the ability to successfully work on multiple analytical assignments without loss in quality. ?Strong written and oral communications skills with the ability to engage in successful analytical conversation and accurately and precisely document analysis and recommendations. ?Strong self-confidence at all levels of conversation with the ability to assertively defend analytical decisions. ?Developed PC skills including demonstrated proficiency and capability in word processing, spreadsheet software, and internal systems. ?Ability to maintain the confidentiality of credit and customer information. ?Good interpersonal skills and a team orientation. ?Ability to coach, train, and lead staff in credit and financial analysis techniques. ?Demonstrated ability to successfully act independently, weighing competing priorities according to business needs. | ||||
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US NJ Howell |
Personal Banking Representative - |
Sovereign Bank | 7/20 | |
| Details:WHAT YOU WILL DO:Sovereign Bank is seeking sales-driven, customer service-oriented individuals to provide proactive and efficient service, exceed customers’ expectations and help grow and maintain profitable customer relationships. Recognize opportunities to promote Sovereign Bank products and services to meet the financial needs of individuals and small business customers in the communities we serve Daily goal is to create, develop, retain and strengthen life-long relationships with our customers by identifying their needs and providing products and services that fit each segment of their lifestyle Demonstrate an in-depth knowledge on a variety of deposit products such as checking accounts, money market accounts, certificates of deposits, along with a variety of loan products for the individual or small business customer Meet and exceed personal sales goals and actively participate in all branch sales and marketing activities Sovereign Bank Team Members receive: Competitive Pay Medical, Dental and Vision Plans 401(k) Plan with company match Tuition Reimbursement Program Incentive Bonus Programs * WHEN SEARCHING OR APPLYING TO THIS JOB, PLEASE REFERENCE JOB ID #: 40874 | ||||
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US NJ Fairfield |
Small Business Banking Lender III |
Capital One | 7/19 | |
| Details:Summary: Underwrites and approves loan requests with an MPE of up to $5 million. Maintains a minimum of $250,000 in commercial loan authority for secured and unsecured loans. May lead a team of Small Business Lenders I and II by providing feedback regarding the quality and completeness of credit approval memos and ensuring the team provides outstanding customer service to business bankers, branch sales force, and LAD. Responsibilities: Underwrites and approves, conditions, or declines new loan requests and renewals up to the limit of his/her commercial loan authority in accordance with Capital One Bank loan policy and portfolio performance objectives OR underwrites and then recommends approval on loan requests that are in excess of his/her commercial loan authority. These requests are submitted to either a BBC Underwriting Manager or Credit Officer for final approval. May Provide Small Business Lenders I and II with feedback regarding the quality and completeness of credit approval memos, loan structure, policy knowledge, and credit scoring. May be a Point person for his/her assigned group of Small Business lenders. Responsible for all issues related to loan production and for ensuring that his/her assigned group of Small Business Lenders provides outstanding customer service. Can act as back up for BBC Product Delivery Managers (underwriting managers). Takes part in underwriting training for the BBC. | ||||
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US NY New York |
Executive Assistant - Investment Banking Group |
Locke Careers | 7/16 | |
| Details:As an executive assistant, you will become a member of a very prestigious Investment Banking group and will provide administrative support to all levels of the Investment Banking teams from Analysts to Managing Directors.Main Responsibilities Manage Investment Banking Division (IBD) Business Planning Group (BPG) Group Head’s day-to-day activities Manage administrative needs of the BPG group Handle highly confidential Firm financial information with an elevated level of discretion. Handle highly confidential internal information related to expense management and human resource issues. Significant interaction with senior level management Examine, prioritize and delegate Global Head’s incoming email and respond or delegate to the appropriate party. Produce letters, memoranda, presentations, reports, etc. as necessary; proofread documents for appropriate grammar, punctuation and spelling. Answer, screen and route all phone calls. Arrange domestic and international travel itineraries. Process and track expense reports and reimbursements Perform ad hoc projects/research for both business and personal, as needed Hours: approx 8:30/9 AM - 6PM Salary: $68K + Paid OT + Bonus | ||||
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US NY New York |
C++ front office investment banking developer - 10-J716 |
GMS Advisors | $90,000 - $130,000/Year | 7/16 |
| Details:My client is a leading financial services company. | ||||
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US NY New York |
Investment Banking Recruiter |
Adecco Direct Hire | 7/16 | |
| Details:Investment Banking Consultants-------------------------------------------------------------------------------Reply to: see below Date: 2008-10-16, 4:55PM EDTWe are searching for indivduals with outstanding records of professional, scholastic, and extracurricular, achievement, who are interested in a career in executive search within the investment banking world. Our client is a niche Executive Search firm focusing on recruitment within the "front" and "middle" office of select Investment Banks and Institutional Investors. Through market and product knowledge, our client builds long term relationships with its clients and candidates, offering a truly value added recruitment practice. Our client has considerable experience providing both search and contingency services focusing on Portfolio, Risk and Investment Management. We have extensive experience of both search and recruitment within these markets with a proven track record on delivery for our clients. An increase in the complexity of the trading environment, especially within the Capital Markets has led to far greater demands on the modern finance professional, our client's intention is to react to changes in the structure of their clients; in particular with the growing demand for highly skilled personnel within their niche area. They have identified that opportunities in risk management have transformed over the last business cycle. Investment banks have seen a dramatic increase in quantitative requirements within their risk teams and this is coupled with a tightening of regulatory requirements placed upon them by various National and International government bodies. Accurate calculation and adherence to financial controls can save their clients from excessive expenditure in these areas. The Investment Management world has also developed dramatically. Most noticeably, the new generation of buy side managers have become significantly more aligned with traditional proprietary trading desks resulting in a dramatic increase in their use of capital market instruments. These are markets which our client knows and understands allowing them to rapidly deliver the right solutions for their clients Our client will consider applications from motivated, focused, ambitious individuals with strong academic backgrounds. In return for your commitment, you shall receive: . Structured Career Progression . Performance Based Remuneration . Travel Opportunities . High Level of Client Exposure Base plus commission. Rick Pernod 212 497-5735 Location: NYC | ||||
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US NJ Jersey City |
Compliance Associate - Trading / Reporting & Investment Banking |
Hudson Securities, Inc. | 7/15 | |
| Details:Growing firm seeks Compliance Associate with expertise in trading and reporting reviews, including market making surveillance for wholesale, institutional, and retail trades as well as investment banking experience pursuant to PIPEs, IPOs, and Secondary Offerings. The candidate should have experience in ensuring a firm's compliance with FINRA and SEC rules and regulations as well as providing documentation for FINRA and SEC exams.This role also requires experience with reviewing Brass exception reports for best execution, manning, Reg NMS, OATS, ACT reporting, limit order display, 605 and 606 Reports, Reg SHO, and clearly erroneous trade reporting, as well as experience with blue sheet requests. An understanding of Regulation "M" is additionally required.Hudson Securities, Inc. is a full-service brokerage firm dedicated to providing customized investment solutions to asset managers, institutions, and hedge funds in the U.S. and abroad. Our execution expertise and market making capabilities span over 15,000 U.S. and foreign securities including equities, equity derivatives, and ADR's. We provide investment banking, corporate finance, and advisory services to U.S. and non-U.S. based micro-, small-, and mid-cap issuers, and our growing equity research platform focuses on micro- to mid-cap companies listed in the U.S.A successful candidate will be professional, detail-oriented, organized and have good communication skills. | ||||
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US NY New York |
Application Support Analyst (Banking Systems) |
The Horizon Group | $90,000 - $125,000/Year | 7/13 |
| Details:Our client, a major international bank, is currently adding to their technology staff and is currently seeking an Application Support Analyst for their midtown NYC location. Responsibilities include: Analyze and troubleshoot application/code related issues and their impact on the following business lines: Securities lending Fixed Income Trading Back Office Operations 2. Also support business applications in Equity, Finance, Credit Risk, FX and Loan Service. 3. Develop small application "fixes" and enhancements (SQL scripting). 4. Support MQ series for multiple trading system applications. 5. Lead new version release procedures and adhere to company change management protocol. 6. Work with cross-functional IT teams to resolve application issues. | ||||
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US NY New York |
Managing Director Municipal Bond Sales - Private Banking |
Talent Force | $175,000 - $200,000/Year | 7/12 |
| Details:Managing Director, Municipal Bond Sales - Private BankingTalent Force Services is in the business of identifying and evaluating the strongest private banking professionals throughout the country.We are utilized by a select group of companies to isolate those private banking professionals who clearly stand out amongst their peers.We are currently looking for a Managing Director level candidate with experience in municipal bond sales. Individual should have strong municipal bond sector and experience in a capital markets sales setting. Market knowledge, successful experience in dealing with clients, and ability to partner effectively all key requirements. In addition, ability to think on your feet and make good judgment decisions with limited or incomplete information is key. Fast paced environment and high volumes create need to multitask and balance both internal and external relationships. | ||||
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US NY New York |
Compliance-Banking |
Trandon Associates, Inc. | $55,000 - $95,000/Year | 7/12 |
| Details:Compliance-Banking Major Bank located in New York City is currently seeking several qualified individuals to join their expanding Compliance Department. Responsibilities consist of the following: Manage employees in the Compliance Department. Responsible for the overall direction, coordination, and evaluation of this department. Assist with the development of the Bank’s Annual Compliance Plan to schedule the activities of the Compliance Department. Perform an annual risk assessment of the Bank’s exposure to BSA/OFAC/Patriot Act risk, including an assessment of the risk inherent in the range of the Bank’s products and services. Ensure the following is done for the Regional Compliance Officer’s review and disposals: Perform a monthly risk-based review (through various BSA/AML monitoring systems) of transactions and accounts to identify those that are possibly suspicious. Assist in the development of data filters to establish reasonable objective risk scoring criteria based on the annual risk assessment. Perform enhanced due diligence for those transactions and accounts identified as possibly suspicious or otherwise referred from staff or other sources. Review questionable or potentially suspicious patterns of behavior over and above the identification of items automatically flagged or reported from other sources. Track the disposition of each item subject to enhanced due diligence against its initial risk scoring and periodically assess the effectiveness of the risk scoring criteria. Review CTR filings before their transmission to the Internal Revenue Service or law enforcement agencies, if applicable. Obtain updated OFAC/various government lists and promptly distribute them to all relevant departments and branches. Coordinate BSA/OFAC/Patriot Act compliance training and ensure that all bank employees receive general training on BSA/OFAC/Patriot Act within 90 days of employment and periodically thereafter. Prepare monthly, quarterly, semiannual and annual BSA reports to the Board of Directors. | ||||
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US NJ New York City Area |
Sr. Business Analysts-Banking |
Morgan Clarke Enterprises | 7/10 | |
| Details:Hello Job Seekers:Listed below are four current exclusive openings with major financial institutions. Please review the job descriptions below. When you submit your resume, include 2 paragraphs with a brief explanation as to why you would be a good fit for the role, and where you have had similar experience. You may submit your resume online or directly to Hugh Wright (, Diane Katz () and Sharon McKown (). Please do not submit your resume if you do not have the qualifications associated with the job description. | ||||
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