case manager

social media manager

office manager

account manager

brand marketing manager

business banking relationship manager

JPMorganChase

<div>JOB DESCRIPTION 
﻿If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities<ul>
<li>Acquire, manage, and retain a portfolio of 70 &ndash; 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000</li>
<li>Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses</li>
<li>Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio</li>
<li>Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed</li>
<li>Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships</li>
<li>Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs</li>
<li>Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience</li>
<li>General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market</li>
<li>Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners</li>
<li>Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently</li>
<li>Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients&rsquo; behalf and follow through with commitment</li>
<li>Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint</li></ul>
Preferred qualifications, capabilities, and skills<ul>
<li>Bachelor&rsquo;s degree in Finance or related field or equivalent work experience</li>
<li>Strong current business network</li></ul>
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>Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.</div></div>

Business Relationship Manager I -Officer

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:<ul><li>
Executes the bank's risk culture and strives for operational excellence</li><li>
Builds relationships with clients to meet financial needs</li><li>
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>
Manages financial center traffic, appointments, and outbound calls effectively</li><li>
Drives the client experience</li><li>
Manages cash responsibilities</li></ul>
Required Qualifications:<ul><li>
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Is confident in identifying solutions for new and existing clients based on their needs</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Has the ability to learn and adapt to new information and technology platforms</li><li>
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>
Efficiently manages time and capacity</li><li>
Focuses on results while acting in the best interest of the client</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Experience in financial services and knowledge of financial services industry, products and solutions</li><li>
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li><li>
Six months of cash handling experience</li><li>
Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance
</li></ul>Skills:<ul><li>
Adaptability</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Relationship Banker - Greater Buffalo Area

Relationship Banker - Batavia Area

<div>Job Description:<div>
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We&rsquo;re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! 
 
Job Description: 
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 
 
Responsibilities: 
<ul><li>Executes the bank's risk culture and strives for operational excellence</li><li>Builds relationships with clients to meet financial needs</li><li>Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li><li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li><li>Manages financial center traffic, appointments, and outbound calls effectively</li><li>Drives the client experience</li><li>Manages cash responsibilities</li></ul> 
Required Qualifications: 
<ul><li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.</li><li>Collaborates effectively to get things done, building and nurturing strong relationships.</li><li>Displays passion, commitment and drive to deliver an experience that improves our clients&rsquo; financial lives.</li><li>Is confident in identifying solutions for new and existing clients based on their needs.</li><li>Communicates effectively and confidently, and is comfortable engaging all clients.</li><li>Has the ability to learn and adapt to new information and technology platforms.</li><li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).</li><li>Applies strong critical thinking and problem-solving skills to meet clients&rsquo; needs.</li><li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.</li><li>Efficiently manages time and capacity.</li><li>Focuses on results, while acting in the best interest of the client.</li><li>Can be flexible to work weekends and/or extended hours as needed.</li></ul> 
Desired Qualifications: 
<ul><li>Experience in financial services and knowledge of financial services industry, products and solutions.</li><li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.</li><li>Six months of cash handling experience.</li><li>Bachelor's Degree or business-relevant Associate&rsquo;s Degree such as business management, business administration or finance
</li></ul> 
Skills: 
<ul><li>Adaptability</li><li>Business Acumen</li><li>Customer and Client Focus</li><li>Oral Communications</li><li>Problem Solving</li><li>Account Management</li><li>Client Experience Branding</li><li>Client Management</li><li>Client Solutions Advisory</li><li>Relationship Building</li><li>Business Development</li><li>Pipeline Management</li><li>Prospecting</li><li>Referral Identification</li><li>Referral Management</li></ul> 
Minimum Education Requirement: 
<ul><li>High School Diploma / GED / Secondary School or equivalent</li></ul></div>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Relationship Banker - Greater Newburgh Area

Relationship Banker - Tonawanda Area

Social Capital Resources

<div>
 
 
 Top-Tier Bank in Midtown, Manhattan is seeking an Underwriting &amp; Portfolio Analyst (Project Finance) for a long-term, temporary-to-permanent position!
 
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Assisting the Head of the Team and Portfolio Manager in managing the existing loan portfolio
 </li>
 <li>
 Support relationship managers in drafting credit applications, performing credit analysis, and conducting commercial due diligence
 </li>
 <li>
 Ensuring compliance, risk management, and internal controls
 </li>
 <li>
 Perform Know Your Customer (KYC) due diligence in compliance with bank requirements
 </li>
 <li>
 Function as a deal-closing coordinator and prepare necessary paperwork
 </li>
 <li>
 Assist relationship managers in credit analysis tasks
 </li>
 <li>
 Prepare KYC reviews and reports
 </li>
 <li>
 Assist portfolio manager in portfolio-level monitoring
 </li>
 <li>
 Assisting with Post Disbursement Management
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree
 </li>
 <li>
 Strong credit, financial analysis, quantitative, and analytical skills
 </li>
 <li>
 Experience in credit reasoning, credit writing, and financial modeling
 </li>
 <li>
 Experience in KYC due diligence and banking operations
 </li>
 <li>
 Prior banking experience, ideally in a commercial bank
 </li>
 <li>
 1-5 years experience with Project Finance
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 </ul>
</div>

Underwriting & Portfolio Analyst (Project Finance)

AmTrust Financial

<div>Overview:

The Senior Treasury Analyst reports to the Vice President of Treasury and provides reporting, analysis, and operational oversight across key Treasury functions including Global Bank Services, Liquidity &amp; Collateral Management, Bank Relationship Management, Credit Risk and FX. The role requires strong execution of daily treasury activities while upholding AmTrust&rsquo;s organizational mission, values, and standards. 
This position will be hybrid (Monday - Thursday in office, Friday remote) and can be worked in either our Jersey City, NJ or Manhattan (Financial District), NY office.<div> 
The expected salary range for this role is $80,000 - 95,000.</div><div></div><div> 
Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.</div>
Responsibilities:
<ul><li>Coordinate the opening, closing, and modification of bank accounts in accordance with internal controls and business requirements</li><li>Support funding &amp; liquidity plans across material entities by maintaining accurate source and use assumptions</li><li>Assist with ongoing communication and coordination with banking partners, including inquiries, service requests, fee reviews, and account maintenance</li><li>Support evaluation of banking services and maintain bank scorecard, wallet and relationship reviews for Management</li><li>Assist in monitoring collateral requirements and postings, maintain accurate supporting documentation and work directly with banking partners to facilitate collateral movements</li><li>Support execution and continued framework for FX and credit risk management</li><li>Execute daily cash management including cash positioning, cash activity and cash flow trend analysis</li><li>Leverage Kyriba TMS to enhance reporting accuracy, workflow efficiency and process automation</li><li>Identify &amp; recommend opportunities for process improvements and cost-saving opportunities, including AI-driven enhancements</li><li>Respond to inquiries and support daily treasury investigations, including audit requests</li><li>Ensure compliance with internal controls, policies and procedures and stay current on financial markets and banking regulations</li><li>Perform other functionally related duties as assigned</li></ul>
Qualifications:
<ul><li>Bachelor's degree in finance, accounting, business OR equivalent work experience.</li><li>Minimum 2-5 years of experience in treasury, banking, accounting, OR finance.</li><li>Advanced proficiency in Excel and PowerPoint.</li><li>Strong analytical, critical thinking AND financial modeling skills.</li><li>Effective written and verbal communication skills; demonstrated ability to build cross-functional relationships</li><li>Strong time management and organizational skills; able to work independently in a fast-paced environment.</li><li>Self-starter with attention to detail</li><li>Comfort using AI-enabled tools to support analysis, reporting, forecasting, and process automation</li></ul>
What We Offer:
<div>
AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical &amp; Dental Plans, Life Insurance, including eligible spouses &amp; children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.</div><div></div><div> 
AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.</div><div></div><div> 
AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.</div></div>

Senior Treasury Analyst

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