recommendations of new and existing products and services (e. g. accounts, loans, and credit cards), sales referrals, cross-selling, up-selling in a results-driven environment and provide the great experience to every customer. Uses a strong knowledge in the products and services offered at the Bank to confidently educate customers about the features, benefits, and pricing so they are better informed with a deeper level of understanding.
Orders checks and makes changes to customer information in an accurate and timely manner according to the customer's request. Provides exceptional service in handling customers in person or over the telephone. Processes deposits, withdrawals, check cash,
loan payments and other transactions including but not limited to reject items and returned items. Involves supervisors if transactions are over authority limits or exceptionally complex.
Responsible for loss prevention in the processing all transactions and duties. Issues cashier's checks, bank checks, money orders and travelers checks. Keeps work station neat, clean and well stocked with supplies and brochure materials. Additional responsibilities as assigned by supervisors may include: Night & Mail Depository ATM balancing Safe Deposit Box Filing signature cards and documents May help with a variety of audits and verifications Input fund holds and stop payment request to core system
Address changes, CD renewals, etc. Branch back counter capture Miscellaneous tasks and duties associated with the operations of a retail banking branch Complies with the Bank's security program, including but not limited to: Reviews and complies with the End-User Computing Agreement Acquires good knowledge on functions and usage of computer systems as related to the assigned job functions.
Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. BSA, CRA, Fair Lending and other Compliance Responsibilities: Complies with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures.
Inputs customer information to EZ teller for various transactions. Reports any suspicious activities to Operations Manager/ BSA officers. Verifies customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account. Report matches with NCCT and OFAC to Operations Officer or Operations Manager for further instructions. Professional Skills: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
Ability to remain flexible in order to adapt to changes in the work environment. Ability to study and apply new information. Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills. Ability to work accurately with close attention to detail. Ability to maintain confidentiality of sensitive information. Ability to work with co-workers, customers, and outside agencies professionally and tactfully. Possess a work ethic that includes neatness, punctuality, and accuracy. Must exhibit a professional, businesslike appearance and demeanor.
Job Qualifications/Requirements Minimum Education Level: High School Diploma Experience: Some experience in retail sales and customer service functions a plus. Combination of Experience and Education can meet the job requirements: Yes English: Written: Fluent Verbal: Fluent Computer/Systems Knowledge Requirements: Basic to Intermediate Communication skills: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Ability to respond effectively to the most sensitive inquiries or customer complaints. Reasoning Skills: Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. The salary range for this full-time position is $16 Hourly - $19 Hourly + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, interactionual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
and noncredit products as appropriate. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing preferred Work Experience: 2 - 3 years Business Banking/Branch Management Experience with Intensive Business Focus3 - 7 years Commercial Lending Experience ESSENTIAL FUNCTIONS: Develop new and expand existing Business Banking loan
relationships Consistently achieve 8-12% year over year net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop 2-3 million in net balance sheet growth on an annual basis depending upon market conditions and regional budget assignment Develop partnerships with Branch Managers, Treasury Management Advisors and Trust and Investment Advisors to promote additional business opportunities and profitability for Northwest Call on potential or existing customers to develop new business as well as retain existing business with companies with revenues generally less than $7.5 million Interview applicants to develop information concerning their
financial needs and repayment ability in order to backss acceptable level of risk Participate with senior officers as needed Follow current loans to ensure complete compliance with terms Proactively keep abreast of industry trends25% of calls prospecting new clients and relationships Achieve and exceed budget goals as assigned by Region Actively participate in community affairs Encourage clients to maintain their personal banking at Northwest Manage Business Banking portfolio of both credit and noncredit clients.
Target portfolio $10 million in loan commitments Prepare electronic loan applications for submission to Credit Make loan presentations and recommendations to Credit, team leaders and senior line of business managers as required Partner with credit to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services Ensure risk ratings are appropriate based on your knowledge of the client As required, collect on delinquent accounts Analyze financial statements and related credit material to backss risk on a continuous basis Complete loan closings as required Provide credit information and references for internal review as requested Ensure all credit files include current financial statements, agency reports, etc.
Participate in continued sales and credit training Complete all required Compliance training in a timely basis Ensure compliance with all Regulatory requirements Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment KNOWLEDGE, SKILLS, AND ABILITIES: Ability to establish effective working relationships among team members and participate in solving problems and making decisions Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Knowledge of all cash management services Knowledge of credit, SBA (Express, SBA 7a, and SBA 504), and noncredit services and products The pay range for this position is generally $70,000 - $110,000 per year plus a structured incentive compensation plan.
Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional benefits are also available. #LI-Hybrid#LI-JB1Equal 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)
withdrawals, loan payments, transfers, check cashing, money orders, and placing stop payments, check, and credit card holds. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect.
The Community Banker is responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to audit controls, maintaining required logs, outgoing deposits, third party remittances and answering/directing telephone calls. Accountability for cash drawer and its contents at all times and reporting any discrepancies
to management. Maintaining a full understanding of all bank products and promotions. Performing account look ups, account activations and closures, overdraft privileges, check orders, and change requests.
Reviewing customer accounts to include alerts, messages, card activity, relationship, and history. Performing daily tasking including Card @One check in/out, night drop, monetary instrument logs, and settling cash advance machine. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. The Community Banker must be an example of the Bank’s Core Values, adhere to all banking policies and procedures, and must participate in bank sponsored community activities
and perform other incidental and related duties as required and assigned.
Job descriptions and duties may be modified when deemed appropriate by management. Knowledge and Skill Requirements Education and Certification Qualifications: High school diploma or equivalent. Experience and Qualifications: Excellent verbal and written communication skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location Position starts at $17.00 per hour.
Additionally, please complete the voluntary Affirmative Action/Equal Employment Opportunity Survey and submit it along with your resume. As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, interaction (including pregnancy, childbirth or related medical conditions), interactionual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
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bank regulatory practice group seeks excellent attorneys, with 3+ years' experience at a law firm or government agency (FRB or OCC) in advising financial institutions on how to navigate regulatory issues.
This is a superb leading practice that serves the needs of financial institutions, as well as private equity and other entities that invest in financial institutions, focusing on domestic and cross-border bank regulatory, transactions and examination matters.
If you're not just looking for a change of scenery but an exceptional opportunity to join a well-regarded practice, please do get in touch. Website Job Registration - Listing Pages If you are human, leave this field blank.
Our client's top ranked, bank regulatory practice group seeks excellent attorneys, with 3+ years' experience. Our client's top ranked, bank regulatory practice group seeks excellent attorneys, with 3+ years' experience.
Our client is looking to add an experienced associate with 2-4 years' M&A and Private Equity experience, particularly with private equity-backed companies, to join the firm's Private Equity Growth practice group within their Houston office. Our client is looking to add an experienced associate with 2-4 years' M&A and Private Equity experience, particularly with private equity-backed companies, to join the firm's Private Equity Growth practice group in their Washington, DC office. EA Licence No. -: -55867 Business Registration No. -: -66347630 #J-18808-Ljbffr
for: Handling functions that support all aspects of tax documentation review, validation and retention, including quality assurance of offshore teams in the processing and review of IRS Forms W-8/W-9 Supervising and executing customer outreach in aid of the collection, processing and retention of tax documentation Conducting daily IRS and/or state tax withholding analysis, including FATCA, NRA, and Backup, and depositing of sums due to the IRS Communicating with customers, front-office banking personnel and Tax SMEs as needed to research, resolve and provide solutions to tax documentation, withholding and/or reporting issues Assisting in all aspects of tax year-end reporting, including Form 1099/1042S,
as well as filing returns 945/1042/8966, including UAT testing of related software, programs and systems and submitting files to the IRS FIRE system Process B/C Notices, and other IRS Notices, including timely escalation to Corporate Tax where necessary Assist in making updates to written procedures and process maps For this role, HSBC targets a fixed pay range between $46,600 and $69,900.
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to
provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits.
Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a " bonus" ). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U. S. as HSBC will not engage in immigration sponsorship for this position.
A Bachelor's degree in a business curriculum is a plus but not essential 1-4 years' experience in a Tax, Compliance, Accounting, or Operations background Strong understanding of or willingness to learn and apply the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA, Chapter 3/4/61 and 1099/1042s reporting Excellent interpersonal and organizational skills Microsoft Office proficiency - intermediate to advanced Knowledge of Tax reporting software, such as 1099PRO; 1042SPRO considered a plus As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.
We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! #wayup All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, interaction, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, interactionual orientation, gender identity or expression or any other trait protected by applicable law.
Service Representative (CSR) and Teller, providing Branch Management with the ability to deliver quality customer service at an enhanced level. The Universal Banker opens new accounts, processes monetary transactions, explains to customers the products and services that Apple Bank has to offer, resolves customer issues and builds relationships with customers based on trust.
The Universal Banker recommends solutions based on customer needs, offering suitable bank products and services and will refer the customer to a licensed representative of ABS Associates of NY, Inc. when appropriate. This position acts as a full service, single point of contact at select branch locations. ESSENTIAL
DUTIES AND RESPONSIBILITIES Provides exceptional customer service by engaging clients in a friendly and professional manner. Handles all aspects of teller operations.
Processes transactions accurately, efficiently and in accordance with established policies and procedures. Establishes, retains, and deepens relationships with existing and potential customers to achieve team sales goals and provide quality customer service. Supports sales objectives and campaigns by recommending suitable bank products and services as well as making appropriate referrals to ABS Associates of NY, Inc. Maintains a detailed level of knowledge of banking products and services. Communicates all disclosures, rules
and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Meets all Teller and Customer Service Representative referral goals. Ensures accurate new account record keeping practices and performs corrective follow up on incomplete, incorrect, or outstanding signatures, social security numbers and identification in accordance with the Bank's CIP program. Proves daily transactions within a reasonable time frame; safeguards cash and negotiable instruments assigned. Complies with all audit, regulatory, and security procedures, adhering to the Bank's Code of Conduct. Performs additional duties as needed or requested.
Displays willingness to be cross-trained in other branch functions. Assists with the preparation and completion of reports. Assists with the opening and closing of vault, safe, and ATM machine. Assists with the training of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Maintains technical and professional knowledge by attending educational workshops. Ensures the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc. ) Works weekends and extended hours or at neighboring branch locations when needed.
SKILLS, EDUCATION, AND EXPERIENCE High School Diploma or GED required. Must have 1 year of experience each in the Teller and Universal Banker positions or prior banking experience required. Possesses detailed knowledge of the bank's products and services Showcases an ability to problem solve and provide solutions to customer issues. Exhibits an ability to present a confident and professional demeanor to customers. Displays excellent listening, communication (verbal & written) and interpersonal skills. Demonstrates strong organizational skills and must be accurate.
Self-motivated and ability to multitask effectively; detail oriented. Displays professional telephone skills. Displays sound judgment and discretion when utilizing confidential information. Possesses a strong work ethic, positive attitude, and computer skills. Apple Bank offers Medical/Dental, Vision, 401k and Tuition Reimbursement to full time employees. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
Candidates should possess deep knowledge of the industry, clients, their priorities and pain points. Should have experience proactively identifying complex/subtle problems and guiding the team or client to effective solutions, coordinate and develop cross consulting opportunities and complete CLIENT services solutions within the account.
Candidate will also be responsible to develop joint thought leadership with the ISU/accounts. Ability to focus aggressively on achieving revenue and margin, demonstrating control over the sales pipeline. Responsibilities: --- Drive high value client relationships --- Sell and deliver business transformational programs --- Integrate consulting skills to
CLIENT' sales and delivery --- Act as trusted advisor to the client and consulting partner of choice internally --- Build domain consulting-based solutions leveraging multiple CSI solution practices.
Bring together advisory and delivery capabilities of CLIENT --- Significantly increase the consulting wallet share in large key accounts; meet/exceed revenue targets --- Integrate into the account strategy and become a key component of leadership and driver of overall CLIENT revenue growth. --- Exhibit thought leadership to establish CLIENT brand in the client consulting space --- Apply industry domain experience to solve business issues. --- Leverage best practices from other client solutions
and delivery --- Create business access to non-IT executives --- Develop deep domain based Cx relationships that drive the client's strategic agenda --- Provide business ideas and innovation for strategic positioning of CLIENT --- Strengthen the consultative skills and leadership within an account --- Develop and leverage internal CLIENT Services relationships Candidate should possess a deep understanding in several functional banking domain areas including: Primary leadership in: --- Corporate Cards --- Acquisition --- Merchant Servicing --- Collections --- KYC --- On-Boarding Secondarily competent in: --- Treasury Services --- Commercial Lending --- Payments --- Mobile Banking --- Open Banking Required Candidate Attributes: --- Must be currently employed --- In current position, preferably for a top-tier consulting company, for 4 or more years --- Has worked in a top-tier consulting company, preferably the Big-X, for 8+ years o The following companies are considered " top-tier" Accenture, Capgemini, Clarkston, Deloitte, EY, IBM, KPMG, Oracle Consulting, Pw C and SAP --- Has served in a professional services consulting/advisory capacity for 10+ years --- Has experience in any of the following processes for 8+ years: o Customer Experience, Finance Transformation, Program Management or Strategy and Change --- Has experience in any of the following technology platforms for 8+ years: o SAP, SAP S/4 HANA, Oracle, Oracle Cloud, Salesforce or Microsoft --- Banking and financial services industry domain experience: 10 - 12+ years preferred --- Worked at fewer than 3 companies over the past 10 years Candidate Must Also Demonstrate the Following: --- Track record of annually generating multi-million dollars of consultative solution sales at Banking and Financial Services clients.
--- Verifiable list of senior executive contacts where the phrase 'senior executive' equates to an individual who can give the final say on consulting contracts leading to an annual consulting revenue stream of $10M+.
--- Experience with target account business development planning and execution (strategic planning, demand generation, opportunity identifications, opportunity pursuit, sales closure) within (Domain) in clients. Previously played " trusted advisor" role to client executives and where applicable, account teams. --- Hands-on experience performing demand generation activities including, but not limited to, attending social client gatherings, creating 'pitch' presentations, delivering pitches, and defining ROI.
Previous experience in all aspects of " running" a business, including: managing teams, managing to metrics, effective financial management, identifying opportunities for internal collateral/offerings Develop and continuously maintain a $50M+ consulting pipeline of sales Develop and continuously maintain a $100M+ large deal pipeline of opportunities that leverage the BPO, ADM and other large CLIENT services. Lead the development, maintenance and implementation of CLIENT' consulting business advisory development strategy for select accounts.
Identify and convert opportunities for CLIENT services into delivered revenue streams across consulting and other CLIENT Practice units --- Oversee delivery engagements and handle the issues and follow-on opportunities resulting from this type of role. Develop innovative intellectual capital and thought leadership in (Domain) for senior client presentations and external publication. --- Manage all operational aspects of select accounts including but not limited to: account strategy, pipeline management, revenue forecasting, WON management/allocations, revenue/cost/GM management and remediation, unbilled and leakage, etc --- Demonstrated ability to expand client relationships up-line to " CX" level.
--- Aggressive analytic and problem solving excellence --- Past experience managing all aspects (sales, delivery and operations) for large clients, a business or line of business --- Superior written and oral communications skills. --- Dynamic time management under pressure and constantly changing priorities. --- Ability to overachieve against personal and team performance metrics in a highly matrixed multi-culture global operating model. Strong team player in achieving alignment without consensus
