associate proposal analyst

branch ambassador - private banking (college grad) Jobs in New York

career coach

finance associate

portfolio analyst

relationship banker

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 - Tonawanda Area

<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 - Brooklyn NY 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

<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>
Bilingual Spanish Required</li><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 - Staten Island NY Area - Bilingual Spanish Required

Bar Harbor Bank & Trust

<div>Bar Harbor Bank &amp; Trust offers a competitive salary, medical/dental/vision/life insurance, paid holidays, 401(k) plan, paid time off, incentives, and continuing education benefits.

Bar Harbor Bank &amp; Trust is seeking an experienced retail banking professional to join our team as a full-time Personal Banker working 40 hours a week, based in our New London, NH location. The Personal Banker will represent the Bank in a courteous and professional manner while providing a customer experience in line with BHBT&rsquo;s sales and service standards.

Essential Duties and Responsibilities:
<ul>
<li>Processes a complete range of transactions and customer services with an emphasis on maximizing and deepening customer relationships through the identification of sales opportunities, including but not limited to services such as consumer lending and advanced online banking functionality.</li>
<li>Demonstrates ability to proficiently open and maintain all types of accounts with limited exceptions, fluent in clearing exceptions timely and independently.</li>
<li>Proven ability to identify qualified referral opportunities and effectively offers warm hand-off to business partners in all business lines.</li>
<li>Builds and maintains personal banking relationship with bank customers, consumer, and business.</li>
<li>Demonstrates the ability to build a network in the community by proactively interacting with customers and prospects at external networking and community events. Responsible for outbound calling activities to customers and prospects.</li>
<li>Effectively handles escalated customer situations and involves appropriate parties as needed.</li>
<li>Demonstrates the ability to proficiently discuss consumer loans with customers, input applications and close loans with limited exceptions, fluent in clearing exceptions timely and independently.</li>
<li>A consistent contributor towards meeting branch goals in deposits, loans, referrals, and other categories.</li>
</ul>
This position requires a candidate with the following knowledge, ability, and skills:
<ul>
<li>Minimum of a high school degree or the equivalent</li>
<li>Banking, retail and/or customer service experience is required</li>
<li>Self-motivated with a demonstrated aptitude and desire for customer service and sales achievement.</li>
<li>Decision-maker with well-developed interpersonal skills</li>
<li>Active listening and communication skills, verbal and written; proven ability to adapt tone and techniques to best suit the audience</li>
<li>Demonstrated ability to solve problems and acclimate quickly to changing priorities, multi-tasking</li>
<li>Honesty and integrity</li>
</ul>
AAP/EEO Statement:

Bar Harbor Bank &amp; Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. These are the requirements for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.</div>

Personal Banker - New London, NH

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 & 96th - New York, NY

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

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