branch ambassador private banking college grad

Interaudi Bank

OverviewAre you eager to launch your career in banking? Interaudi Bank, a prestigious boutique private bank located in Midtown Manhattan, is seeking a Branch Ambassador to join our client-focused team. This exceptional entry-level opportunity offers structured, hands-on training across three core areas of the branch, including Customer Information Files (CIF) data entry, Front Desk Operations, and Teller Services.This position is ideal for a detail-oriented, service-driven professional seeking to build a long-term career in private banking. You will gain exposure to client onboarding, account maintenance, cash handling, and daily branch operations while working in a highly professional, relationship-driven environment.Key ResponsibilitiesFront Desk Agent<ul><li>Greet and assist clients and visitors</li><li>Manage and direct incoming phone calls</li><li>Support general branch administrative needs</li></ul>Customer Information Files (CIF) <ul><li>Enter new account data using Salesforce CRM and Bankmate</li><li>Process account changes</li><li>Close accounts as directed by Client Services</li></ul>Teller Services<ul><li>Process cash withdrawals, cash and check deposits</li><li>Perform daily cash reconciliations</li><li>Review and process mobile check deposits</li><li>Execute foreign currency transactions</li></ul>Qualifications<ul><li>Exceptional customer service and organizational skills</li><li>High level of discretion and confidentiality</li><li>Bachelor&rsquo;s degree required</li><li>Bilingual (Spanish, French, Arabic) preferred</li></ul>Why Interaudi<ul><li>Boutique private bank with 40+ years of history</li><li>Structured development within private banking</li><li>Hands-on training</li><li>People-first culture</li></ul>Compensation &amp; BenefitsThe base salary for this role is up to $60,000 commensurate with experience.Additional Benefits Include: <ul><li>Career advancement opportunities</li><li>Professional training &amp; development</li><li>Health, Vision, and Dental Insurance</li><li>Corporate events</li><li>401(k) plan</li></ul>About Us: Interaudi Bank, established in 1983 and celebrating over 40 years of service, provides a full range of personal and commercial banking products and services, as well as asset management through our subsidiary Ameraudi Asset Management. We offer top-tier, VIP service, to every single one of our clients. You&rsquo;ll be part of a privately-owned commercial bank headquartered in a historic townhouse right in the heart of Midtown Manhattan with a second branch located in Miami at Brickell City Centre. We deliver personalized banking services to a diverse clientele with business development strategies enabling us to reach customers globally.An Equal Opportunity Employer:Interaudi Bank is an equal opportunity employer and strongly supports diversity and inclusion in the workplace. Qualified applicants are considered for positions without regard to age, sex, gender identity, gender expression, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship status, disability, marital status, veteran status, military status, genetic information or any other legally recognized protected basis under federal, state, or local laws. Interaudi Bank also provides reasonable accommodations to qualified disabled individuals, to assist in the hiring process in the performance of essential job functions without imposing a hardship on the Company, as required by federal, state or local law. Interaudi Bank is also is committed to accommodating religious beliefs.Pay: Up to $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee assistance program</li><li>Health insurance</li><li>Health savings account</li><li>Paid sick time</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Language:<ul><li>French (Preferred)</li><li>Spanish (Preferred)</li><li>Arabic (Preferred)</li></ul>Ability to Commute:<ul><li>New York, NY 10022 (Required)</li></ul>Work Location: In person

Branch Ambassador - Private Banking (COLLEGE GRAD)

JPMorganChase

<div>JOB DESCRIPTION 
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities<ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul>Preferred qualifications, capabilities, and skills<ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul>
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We 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.
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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Private Client Banker - Broadway & 73rd - New York, NY

Private Client Banker - Garment Center - New York, NY

Private Client Banker - Broadway & 96th - New York, NY

Moelis & Company

<div>
 
 We are passionate about our business and our culture, and are seeking individuals with that same drive.
 
 
 
 
 Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process.
 
 
 
 Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
 
 
 Complete the
 
 Suited assessment here.
 
 
 
 To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
 
 
 
 Overview
 
 
 
 Moelis Private Capital Advisory (&ldquo;PCA&rdquo;) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm&rsquo;s leading financial sponsor franchise, sector expertise and M&amp;A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis &amp; Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.
 
 
 
 Position Description
 
 
 :
 
 
 
 The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.
 
 
 
 Responsibilities include:
 
 
 
 <ul>
 <li>
 Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
 </li>
 <li>
 Financial analysis and modeling including LBOs, continuation fund models, waterfalls
 </li>
 <li>
 Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
 </li>
 <li>
 Contribution in preparing responses to due diligence requests from potential secondary investors
 </li>
 <li>
 Communicate and collaborate regularly with Moelis&rsquo; industry and financial sponsor coverage team members
 </li>
 <li>
 Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
 </li>
 <li>
 Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
 </li>
 <li>
 Conduct secondary market research including identifying trends in the alternatives investment industries
 </li>
 <li>
 Conducting ad hoc industry research
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 :
 
 
 
 Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
 
 
 <ul>
 <li>
 Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
 </li>
 <li>
 Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
 </li>
 <li>
 Understanding of the private equity and secondaries industry
 </li>
 <li>
 Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
 </li>
 <li>
 A drive for results, and ability to perform well under pressure and against tight deadlines
 </li>
 <li>
 Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
 </li>
 <li>
 Strong multi-tasking skills
 </li>
 <li>
 Excellent analytical and presentation skills
 </li>
 <li>
 Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
 
 
 </li>
 </ul>
 
 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
 
 
 religion, color, sex (including pregnancy
 
 
 and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
 
 
 This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
 
</div>

Investment Banking Analyst, Private Capital Advisory - New York

BTIG

<div>
 
 
 Job Purpose:
 
 
 
 BTIG is seeking an Investment Banking Associate to join the Financial Institutions Group (FIG) in our New York office. Our investment banking practice at BTIG encompasses a wide variety of services, including public and private offerings, convertible debt offerings and M&amp;A advisory assignments. This position would require the ability to work on multiple projects simultaneously, with primary responsibilities for the day-to-day management of ongoing assignments, the development of materials for board level discussions, and new business generation.
 
 
 BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of &ldquo;bulge bracket&rdquo; investment banks.
 
 
 
 Duties &amp; Responsibilities:
 
 
 <ul>
 <li>
 Provide transaction support to senior bankers on a broad range of transactions including IPOs, secondary offerings, private placements, debt financings, and mergers &amp; acquisitions
 </li>
 <li>
 Manage several concurrent projects and work effectively as part of a team or individually
 </li>
 <li>
 Prepare client presentations
 </li>
 <li>
 Financial analysis and modeling
 </li>
 <li>
 Assist in preparation of company marketing and transactions materials
 </li>
 <li>
 Interact with clients during presentations and deal executions
 </li>
 </ul>
 
 
 Requirements &amp; Qualifications:
 
 
 <ul>
 <li>
 Must have 2+ years of FIG Investment Banking experience
 </li>
 <li>
 An undergraduate degree in finance or economics
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Ability to effectively manage multiple simultaneous project deadlines
 </li>
 <li>
 Proficiency in Excel and PowerPoint
 </li>
 <li>
 Familiarity with Capital IQ, Pitchbook, and Bloomberg
 </li>
 <li>
 Ability to work well in teams
 </li>
 <li>
 Excellent analytical, modeling, and interpersonal skills
 </li>
 <li>
 Solid work ethic and superior attention to detail
 </li>
 </ul>
 
 
 Important Notes:
 
 
 <ul>
 <li>
 Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
 </li>
 <li>
 No phone calls please, the applicant will be contacted within two weeks if successful
 </li>
 </ul>
 
 
 About BTIG:
 
 
 
 
 BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm&rsquo;s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
 
 &nbsp;
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
 
 
 
 Compensation:&nbsp;
 
 
 <ul>
 <li>
 BTIG offers a competitive compensation and&nbsp;benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
 </li>
 <li>
 The current estimated base salary range for this role is $120,000.00 - $140,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.&nbsp;
 </li>
 </ul>
 
 Disclaimer:&nbsp;https://www.btig.com/disclaimer.aspx.
 
 
 &nbsp;
 
</div>

Investment Banking, Senior Analyst, Financial Institutions Group

Sumitomo Mitsui Trust Bank Limited New York Branch

<div>
 
 
 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
 
 
 
 
 
 
 This is an entry-level credit analyst role for Assistant Officer level candidates.
 
 
 
 
 
 
 About the Bank
 
 
 
 
 Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
 
 
 
 
 
 
 
 Department Overview
 
 
 
 The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 
 
 
 
 
 
 Your Role Overview:
 
 
 
 Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 
 
 
 
 
 
 Your Duties and Responsibilities
 
 
 <ol>
 <li>
 Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
 </li>
 <li>
 Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
 </li>
 <li>
 Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
 </li>
 <li>
 Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
 </li>
 <li>
 Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
 </li>
 <li>
 May support deal structuring activities.
 </li>
 <li>
 Performs other duties and responsibilities as assigned by management.
 </li>
 </ol>
 
 
 
 
 
 Your Qualifications:
 
 
 <ol>
 <li>
 Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
 </li>
 <li>
 Good knowledge of finance and basic accounting.
 </li>
 <li>
 Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
 </li>
 <li>
 Basic knowledge of corporate finance transactions.
 </li>
 <li>
 Basic knowledge of loan markets.
 </li>
 <li>
 Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
 </li>
 <li>
 Excellent oral and written communication skills.
 </li>
 </ol>
 
 
 
 
 
 
 
 
 Why you should join SuMi Trust:
 
 
 
 
 SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
 
 
 <ul>
 <li>
 
 The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
 
 </li>
 <li>
 
 We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
 
 </li>
 </ul>
 
 Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 
 
 
 
 
 
 
 
 We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 
 
 
 
</div>

Credit Analyst - Specialty Finance

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