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banking associate

<div>Work Location:
New York, New York, United States of America
Hours:
40
Pay Details:
$23.75 - $31.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal &amp; Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD&rsquo;s Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth &amp; Scope:
<ul><li>Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
</li><li>Delivers end-to-end advice customers expect: (1) building trust with educational content &amp; tools, (2) providing consultative support, and (3) advocating with proactive insights &amp; recommendations
</li><li>Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
</li><li>Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
</li><li>Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
</li><li>Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
</li><li>Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation &amp; management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
</li></ul>Education &amp; Experience:
<ul><li>High school diploma or GED
</li><li>1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
</li><li>Demonstrated Customer Service skills preferred
</li><li>Ability to work during operating hours to include evenings, weekends and holidays as scheduled
</li><li>Teller experience preferred
</li><li>Required to complete Teller training and part 1 of platform training upon hire
</li><li>Strong organization skills to handle multiple tasks in a fast-paced environment
</li><li>Excellent communication skills with ability to be concise, clear and consistent
</li><li>Demonstrated effective problem-solving skills
</li><li>Demonstrated ability to schedule and prioritize work
</li><li>Demonstrated ability to work independently and within deadlines
</li><li>Sound judgment in decision making and problem solving
</li><li>Proficient in Microsoft Office
</li><li>Notary License preferred
</li></ul>Customer Accountabilities:
<ul><li>Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
</li><li>Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
</li><li>Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
</li><li>Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
</li><li>Understands and supports the Bank's customer service strategy
</li><li>Considers the impact of decisions on the well-being of TD, its customers and stakeholders
</li><li>Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
</li><li>Ensures tasks are performed within established policy and procedures
</li><li>Successfully completes all required job specific, compliance-related training
</li><li>Understands, utilizes and follows compliance/risk and control programs
</li><li>Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
</li><li>Is knowledgeable of and complies with TD Code of Conduct
</li></ul>Shareholder Accountabilities:
<ul><li>Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
</li><li>Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
</li><li>Decisions &amp; processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
</li><li>Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
</li><li>Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
</li><li>Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
</li><li>Follows policy and procedure for Customer Authentication
</li><li>Acts as Dual Control agent when required
</li><li>Follows all required open/close procedures
</li></ul>Employee/Team Accountabilities:
<ul><li>Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
</li><li>the team
</li><li>Be an active participant in personal performance and development activities
</li><li>Acts as a brand champion both internally and externally
</li><li>Collaborates with team members in contributing to the success of the team and organization
</li><li>Partners as a team player
</li><li>Actively seeks opportunities to improve delivery of work with high attention to quality standards
</li><li>Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
</li><li>Positively embraces change
</li><li>Adheres and participates in TD's Shared Commitments
</li><li>Models quality service at every Customer interaction
</li><li>Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
</li><li>May train and act as a mentor to newer colleagues
</li></ul>Physical Requirements:
 
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
Domestic Travel &ndash; Occasional
 
International Travel &ndash; Never
 
Performing sedentary work &ndash; Frequent
 
Performing multiple tasks &ndash; Continuous
 
Operating standard office equipment - Continuous
 
Responding quickly to sounds &ndash; Continuous
 
Sitting &ndash; Frequent
 
Standing &ndash; Frequent
 
Walking &ndash; Frequent
 
Moving safely in confined spaces &ndash; Occasional
 
Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 
Lifting/Carrying (over 25 lbs.) &ndash; Occasional
 
Squatting &ndash; Occasional
 
Bending &ndash; Occasional
 
Kneeling &ndash; Occasional
 
Crawling - Occasional
 
Climbing &ndash; Occasional
 
Reaching overhead &ndash; Occasional
 
Reaching forward &ndash; Occasional
 
Pushing &ndash; Occasional
 
Pulling &ndash; Occasional
 
Twisting &ndash; Occasional
 
Concentrating for long periods of time &ndash; Continuous
 
Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 
Reading, writing and comprehending instructions &ndash; Continuous
 
Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package 
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Banking Associate (Rockefeller Center)

<div>Work Location:
New York, New York, United States of America
Hours:
30
Pay Details:
$23.75 - $31.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal &amp; Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD&rsquo;s Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth &amp; Scope:
<ul><li>Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
</li><li>Delivers end-to-end advice customers expect: (1) building trust with educational content &amp; tools, (2) providing consultative support, and (3) advocating with proactive insights &amp; recommendations
</li><li>Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
</li><li>Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
</li><li>Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
</li><li>Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
</li><li>Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation &amp; management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
</li></ul>Education &amp; Experience:
<ul><li>High school diploma or GED
</li><li>1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
</li><li>Demonstrated Customer Service skills preferred
</li><li>Ability to work during operating hours to include evenings, weekends and holidays as scheduled
</li><li>Teller experience preferred
</li><li>Required to complete Teller training and part 1 of platform training upon hire
</li><li>Strong organization skills to handle multiple tasks in a fast-paced environment
</li><li>Excellent communication skills with ability to be concise, clear and consistent
</li><li>Demonstrated effective problem-solving skills
</li><li>Demonstrated ability to schedule and prioritize work
</li><li>Demonstrated ability to work independently and within deadlines
</li><li>Sound judgment in decision making and problem solving
</li><li>Proficient in Microsoft Office
</li><li>Notary License preferred
</li></ul>Customer Accountabilities:
<ul><li>Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
</li><li>Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
</li><li>Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
</li><li>Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
</li><li>Understands and supports the Bank's customer service strategy
</li><li>Considers the impact of decisions on the well-being of TD, its customers and stakeholders
</li><li>Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
</li><li>Ensures tasks are performed within established policy and procedures
</li><li>Successfully completes all required job specific, compliance-related training
</li><li>Understands, utilizes and follows compliance/risk and control programs
</li><li>Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
</li><li>Is knowledgeable of and complies with TD Code of Conduct
</li></ul>Shareholder Accountabilities:
<ul><li>Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
</li><li>Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
</li><li>Decisions &amp; processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
</li><li>Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
</li><li>Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
</li><li>Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
</li><li>Follows policy and procedure for Customer Authentication
</li><li>Acts as Dual Control agent when required
</li><li>Follows all required open/close procedures
</li></ul>Employee/Team Accountabilities:
<ul><li>Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
</li><li>the team
</li><li>Be an active participant in personal performance and development activities
</li><li>Acts as a brand champion both internally and externally
</li><li>Collaborates with team members in contributing to the success of the team and organization
</li><li>Partners as a team player
</li><li>Actively seeks opportunities to improve delivery of work with high attention to quality standards
</li><li>Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
</li><li>Positively embraces change
</li><li>Adheres and participates in TD's Shared Commitments
</li><li>Models quality service at every Customer interaction
</li><li>Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
</li><li>May train and act as a mentor to newer colleagues
</li></ul>Physical Requirements:
 
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
Domestic Travel &ndash; Occasional
 
International Travel &ndash; Never
 
Performing sedentary work &ndash; Frequent
 
Performing multiple tasks &ndash; Continuous
 
Operating standard office equipment - Continuous
 
Responding quickly to sounds &ndash; Continuous
 
Sitting &ndash; Frequent
 
Standing &ndash; Frequent
 
Walking &ndash; Frequent
 
Moving safely in confined spaces &ndash; Occasional
 
Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 
Lifting/Carrying (over 25 lbs.) &ndash; Occasional
 
Squatting &ndash; Occasional
 
Bending &ndash; Occasional
 
Kneeling &ndash; Occasional
 
Crawling - Occasional
 
Climbing &ndash; Occasional
 
Reaching overhead &ndash; Occasional
 
Reaching forward &ndash; Occasional
 
Pushing &ndash; Occasional
 
Pulling &ndash; Occasional
 
Twisting &ndash; Occasional
 
Concentrating for long periods of time &ndash; Continuous
 
Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 
Reading, writing and comprehending instructions &ndash; Continuous
 
Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package 
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Banking Associate (43rd & 6th Ave.) PT 30 Hours

BankUnited

<div><div>SUMMARY: The primary goal of the Commercial - PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations.</div>
<div></div><div>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
<ul><li>Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base.</li>
<li>Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail.</li>
<li>Assists in the cross selling of bank products and services to the existing client base.</li>
<li>Pulls daily reports, including ODs, Significant Balance, and others as needed.</li>
<li>Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions.</li>
<li>Prepares sales presentations, packages, and folders for sales team.</li>
<li>Ships and receives documentation, statements, and other client correspondence.</li>
<li>Composes a variety of client letters using appropriate and professional business language and handles incoming mail.</li>
<li>Sets clients up with Internet Banking and other alternative delivery services.</li>
<li>Troubleshoots client issues as needed.</li>
<li>Prepares power-point presentations and excel spreadsheets as needed in support of managers.</li>
<li>Organizes and maintains a file system and files correspondence and other records.</li>
<li>Performs assignments with established directives involving knowledge and application of policies and procedures including STOPPED policy and Private Banking procedures. Uses independent judgment in actions taken.</li>
<li>Answers and screens telephone calls for Commercial Private Bankers and arranges conference calls if applicable.</li>
<li>Researches, compiles, stores and retrieves data for presentation of reports. May prepare statistical reports.</li>
<li>Coordinates and arranges meetings, prepares agendas reserves and prepares facilities and records and transcribes records of meetings.</li>
<li>Contributes to the team effort in order to accomplish results.</li>
<li>Analyzes facts and circumstances to conclude and make recommendations for solving administrative problems within the limits or accepted practice.</li>
<li>Upon demonstration of responsibility, attention to detail and prudence in decision-making, various levels of approval authority may be granted as needed to serve the needs of the department, including wire transfer approval authority, overdraft approval authority and others. Utilizes granted approval authority within the scope of Bank policy and procedure.</li>
<li>Assists Commercial Private Bankers and Commercial - PB Team Leader with various projects.</li>
<li>Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).</li>
<li>Adheres to Bank policies and procedures and completes required training.</li>
<li>Identifies and reports suspicious activity.</li>
</ul></div><div></div><div><div>EDUCATION</div>
<div> 
Bachelor's Degree in business related field preferred</div> 
<div>EXPERIENCE</div>
<div>(Based on level)</div>
<ul><li>Commercial Private Banking Support Associate I:
<ul><li>At least two years experience as Private Banking Assistant or equivalent experience preferred</li>
<li>Experience in bank customer service capacity, dealing with high net worth client base preferred</li>
</ul></li><li>Commercial Private Banking Support Associate II: 
<ul><li>4-6 Years experience as Private Banking Assistant or equivalent experience required
</li><li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li><li>Commercial Private Banking Support Associate III:
<ul><li>7-9 Years experience as Private Banking Assistant or equivalent experience required</li>
<li>Experience in bank customer service capacity, preferably dealing with high net worth client base required</li>
</ul></li></ul><div>CERTIFICATES, LICENSES, REGISTRATIONS</div>
<div><ul><li>Literate in Microsoft Outlook, Word, Excel and PowerPoint required</li>
</ul></div><div>ADDITIONAL INFORMATION</div>
<div><ul><li>Candidates residing in locations within BankUnited's footprint may be given preference.</li>
</ul></div></div>Requirements:
<div>Candidates residing in locations within BankUnited's footprint may be given preference.</div>
 
Compensation: $66,300 - $75,000 / year
 
Additional Details : Multiple Locations: NYC or Melville, New York</div>

Commercial - Private Banking Support Associate

Scotiabank

<div>
 
 Requisition ID:
 
 255969
 
 
 
 Salary Range:
 
 120,000.00 - 225,000.00
 
 
 
 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience.
 
 
 
 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
 
 
 
 Title: Analyst/Associate Investment Banking, Industrials - New York, NY
 
 
 
 
 Global Banking and Markets
 
 
 
 Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
 
 
 Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
 
 
 Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
 
 
 
 Overview
 
 
 
 The Industrials Investment Banking group at Scotiabank advises leading corporates and financial sponsors across a broad range of subsectors, including Automotive, Business &amp; Industrial Services, Capital Goods, and Building Products. The team focuses on building long‑term relationships with senior executives and private equity professionals, delivering a full suite of investment banking solutions across mergers &amp; acquisitions and equity and debt capital markets.
 
 
 This role is intended for a Senior Analyst or Junior Associate who will play a critical role in transaction execution and client delivery, while gaining meaningful exposure to senior bankers and clients.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Support the pitching and execution of M&amp;A, equity, and debt capital markets transactions, with increasing ownership over day‑to‑day workstreams
 </li>
 <li>
 Prepare and review detailed financial analyses and models, including DCFs, LBOs, merger models, and operating projections
 </li>
 <li>
 Develop high‑quality client materials such as pitch books, management presentations, and marketing documents
 </li>
 <li>
 Coordinate closely with internal product partners (e.g., Leveraged Finance, ECM, M&amp;A) to deliver integrated, multi‑product solutions
 </li>
 <li>
 Assist Associate Directors and Managing Directors on live mandates and client coverage initiatives
 </li>
 <li>
 Manage execution timelines and workstreams with limited oversight, ensuring accuracy, efficiency, and attention to detail
 </li>
 <li>
 Actively contribute to client coverage efforts, including industry research and relationship development
 </li>
 <li>
 Partner effectively with team members to support a collaborative, high‑performance team culture
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring
 
 
 
 <ul>
 <li>
 2&ndash;5+ years of relevant Investment Banking experience, ideally covering Industrials, or a related sector
 </li>
 <li>
 Bachelor&rsquo;s degree required; strong academic background in Finance, Accounting, Economics, Engineering, or a quantitative discipline preferred
 </li>
 <li>
 Demonstrated strength in financial analysis and modeling, including DCF, LBO, and merger analysis
 </li>
 <li>
 Strong accounting knowledge and understanding of valuation principles
 </li>
 <li>
 Experience using market data and research platforms such as FactSet, Bloomberg, and MergerMarket
 </li>
 <li>
 Exceptional attention to detail and ability to deliver high‑quality work under tight deadlines
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 <li>
 Proven ability to manage multiple workstreams simultaneously in a fast‑paced environment
 </li>
 <li>
 Team‑oriented mindset with a high degree of professionalism, integrity, and accountability
 </li>
 <li>
 Intellectual curiosity, strong work ethic, and a desire to continue developing as a banker
 </li>
 <li>
 Ability to obtain and maintain required FINRA registrations and licenses
 
 
 </li>
 </ul>
 
 Interested?
 
 
 
 At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.
 
 
 
 What's in it for you?
 
 
 
 Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
 
 
 Location(s): United States : New York : New York City
 
 
 Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
 
 
 At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
 
 
 Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
</div>

Analyst/Associate Investment Banking, Industrials - New York, NY

JPMorganChase

<div>JOB DESCRIPTION 
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group within Banks.
Job Summary
As an Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the &quot;full cycle&quot; of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities<ul><li>
Develop content for strategic meetings with clients regarding M&amp;A or capital market transactions</li><li>
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives</li><li>
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses</li><li>
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&amp;A transactions or pitch situations</li><li>
Provide leadership, mentorship and supervision to Associates and Analysts</li><li>
Participate in graduate recruiting
</li></ul>Required qualifications, capabilities, and skills<ul><li>
Prior work experience in an investment banking front office role.</li><li>
A well-rounded academic background from a top tier educational institution.</li><li>
Strong financial modelling skills</li><li>
Understands transaction cycle and the steps in the process and is execution oriented.</li><li>
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li><li>
Self-directed, highly motivated, and able to work independently</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Financial Institutions Group, Banks- Associate

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities 
<ul><li><div>Provide leverage to the Senior Banker on daily client priorities</div></li><li><div>
Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs</div></li><li><div>
Support the Senior Banker on client hierarchy and pipeline management</div></li><li><div>
Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities 
</div></li></ul>Required Qualifications, Capabilities, and Skills<ul><li>
Bachelor&rsquo;s Degree required</li><li>
Series 7 &amp; 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li><li>
Sales/origination experience</li><li>
Coachable professional with good business acumen
</li></ul>Preferred Qualifications, Capabilities, and Skills<ul><li>
MBA, JD, CFA, or CFP preferred</li><li>
Excellent communication skills</li><li>
Strong analytical and quantitative skills</li><li>
Ability to multi-task and manage priorities effectively</li><li>
Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Private Banker - Associate

Chatham Financial

<div>Job Description:
Overview:
We don&rsquo;t simply hire employees. We invest in them. When you work at Chatham, we empower you &mdash; offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.
The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.
In this role you will:
<ul><li>Support the execution of live transactions and client mandates
</li><li>Prepare presentation materials for clients and prospects
</li><li>Research various industries, companies and market trends
</li><li>Analyze financial statements and corporate SEC filings
</li><li>Manage internal proprietary databases to support internal and client decision making
</li><li>Assist in executing transactions, including due diligence and coordinating with external parties and client teams
</li><li>Other duties and projects as assigned
</li></ul>Your impact:
In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.
Contributors to your success:
Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and
<ul><li>Strong interpersonal, verbal, and written communication skills
</li><li>Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
</li><li>Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
</li><li>Superior analytical and technical capabilities
</li><li>Advanced proficiency in Microsoft Excel and PowerPoint
</li><li>Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
</li><li>Previous experience in credit or financial statement analysis
</li><li>The ability to work with large amounts of data and understand causal relationships
</li><li>Willingness to obtain, or have obtained, FINRA registration (Series 79)
</li></ul>For New York based candidates, the compensation range for the position is expected to be between $100,000 and $125,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than range listed, depending on applicant&rsquo;s skills, qualifications, and experience. Benefits include health insurance, life and disability insurance, 401k, EAP, paid holidays and paid time off.
About Chatham Financial:
Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight.
It&rsquo;s clear ahead.
Our commitment is to carry that light forward in every partnership, every solution, and every market we serve.
We help guide the way&mdash;giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.</div>

Analyst, Investment Banking

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