Bank jobs in Massapequa, New York - Page 3Create job alerts

The Head Of Operations will report to the CIOO and serve as an integral member of the management team. The role directly manages the following back-office as well as middle-office functions; Sales Enablement, Cash Management, Deposit, Electronic Banking, Fraud, IRA, Customer Contact Center, Loan and

ADL is offering an opportunity for an Accounting Intern to assist with tasks such as bank reconciliations, preparing monthly financial statements, income tax returns, and participating in other special projects. We offer a paid, part-time internship aimed at equipping you with essential skills and r

Webster Commercial Loan Servicing Professional. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Read and understand all commercial loan documents including notes, agreements, and understand how the data is set up on the required loan syste

Roles and responsibilities include having a strong knowledge and understanding of complex loan documents, ongoing servicing requirements, and the servicing systems. Consumer Loan Service Associate can handle a diverse workload while meeting all regulatory and bank requirements. Maintain systems and

The Credit Products Analyst I is an entry-level role designed to develop foundational experience in commercial credit risk and lending. The Analyst will develop essential skills in financial statement analysis, risk assessment, and loan structuring while ensuring compliance with bank policies and re

Originates mortgage loans in an assigned non-bank territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales

Location: Hicksville, NY 11801.Job Summary: The Commercial Credit Analyst II builds upon foundational credit experience by taking on more complex underwriting and portfolio management responsibilities.This role plays a key part in supporting Credit Products Specialists in assessing credit risk, stru

This role supports Property Managers and Homeowners Associations ("HOAs") through deposit services by offering specialized accounts for managing dues, reserves, operating funds, rent collections, security deposits, and operating expenses while ensuring compliance with fiduciary and regulatory requir

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. Branch Banking-Client Consultant II-Licensed. Job Summary: The Branch Banking Client Consu

Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. Proactively identify opportunities for relationship ac

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. A FA will

The Market Supervision Manager partners closely with the Wealth Market Leader(s) and will be expected, on a delegated basis, to manage the day-to-day supervisory, compliance and operational aspects of the business in order to achieve our strategic objectives for the Market(s). Leadership, communicat

Acts as the subject matter expert in assessing risk and risk mitigation associated with the preparation and submission of financial reports to regulatory agencies, including financial statements, risk exposure, customer information, and transaction details. The Senior Risk Analyst Governance and Con

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. A FA will

CRE Senior Business Intelligence (BI) Manager leads the strategy, development, and delivery of advanced data analytics and business intelligence solutions that enhance decision-making across the Commercial Real Estate (CRE) portfolio and related business lines. CRE Senior Business Intelligence Manag

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

The CRE Credit Products Portfolio Manager I supports the underwriting, structuring, and management of commercial credit relationships. Credit Knowledge Development: Stay informed on market trends, credit policies, and risk mitigation techniques to strengthen expertise in commercial lending. CRE Cred

Account Executive (5+ years, B2B SaaS, Enterprise Sales). About Us: Docsumo is a Document AI software that helps enterprises automate document processing. We help enterprises convert documents such as invoices, ID cards & bank statements into actionable data.

Branch Banking Client Consultant I. A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them

As a Bank Finance Sales Lead, you will play a pivotal role in engaging with US customers in the banking and finance industry at the C-Suite level to enhance their bottom line. We are helping companies in the financial services industry to achieve speed, scalability, and cost-efficiency through digit

The execution of job responsibilities requires collaboration with other Bank functions including other Business Credit Center teams as well as Legal, Compliance, and Loan Operations. Decision loan requests in accordance with the bank's loan policies and procedures including formal and informal risk

Support the risk assessment and plan development process to determine audit coverage; Maintain ongoing awareness of current and proposed discretionary initiatives within assigned portfolios to utilize as input to resource allocation and to share with the audit team; Regularly interact with Senior, M

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Mer

Specialist is primarily responsible for cash reconciliation and quality control of all monies collected, including auditing of the Cash Management Specialists' daily cash reconciliations for accuracy. Manages cash management records, cash handling discrepancies, bank deposits, and reconciling the pa

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. The Branch Banking Client Consultant II - Licensed provides best in class experience by re

Proficiency in mortgage lending software (Encompass/Blend) and technology platforms such as Total Expert or a similar CRM is a plus. Senior Vice President of Mortgage Sales. In-depth knowledge of mortgage lending processes, regulations, and compliance requirements.

Tax Senior Manager - Private Client Services (PCS). Tax Senior Manager - Private Client Services (PCS). Senior Wealth Advisor - Huntington Village Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd Managing Director, Relationship Manager, Private Bank Melville, NY $100,000.

Excellent strategic thinking, project management, and time management skills, preferred. Epic Orders/LAB/Blood Bank/POCT (Point of care test). Implements or enhances systems, following the software and solution delivery lifecycle and hybrid project management methods.

The Financial Advisor (FA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receive the compl

Job Description Job Description & Responsibilities The Team Leader plays a crucial role in managing the operations of a Gregorys location. This individual is responsible for ensuring our standards of quality, service, and cleanliness are upheld every hour of every day. The General Assistant Store Leader will be the leader in charge when a Store Leader or Multi-Unit Leader is not present. The Team Leader will work a flexible schedule in conjunction with the other leaders to fully cover the needs of the business during all operating hours. This role will oversee and manage the following: * People Development * Ensure new hires/transfers are onboarded properly to the store and thoroughly acclimated in operational, service, and knowledge functions * Ensure teams are upholding our high standards, leading by example and educating each member of the team * Identify and work with high potential baristas that can be developed into our next great leaders * Operational Standards * Ensure all existing and new operational standards are being executed as prescribed * Assist with training teams on new menu and operational roll outs and ensure proper follow ups are held * Ensure all stores are upholding Department of Health standards and are always well prepared to handle an inspection at any time * Ensure quality standards are met by checking for taste, FIFO rotation, and visual appeal * Ensure stores are kept immaculately clean, organized, and well merchandised at all times * Service Standards * Work side by side with teams to lead by example in 5-star service * Coach teams to have a guest-first mentality at all times regardless of side-duty tasks that need to be completed * Proactively manage customer concerns/issues and coach teams on how to do the same * Become the “Mayor” of your store group and know a significant amount of customers on a first name basis that come into your store * Collect customer business cards/email addresses to build a database that you can promote grass-roots marketing efforts towards to drive loyal business * Minimize guest complaints and work with your SL/Multi-Unit to respond to all Yelp/Google/App/Email comments and go above and beyond for both positive and negative reviews * Facilities & Maintenance * Proactively clean, service, and maintain all equipment and fixtures in your stores * Hold monthly meetings with clear direction for deep cleaning tasks to be accomplished * Quickly react to any major plumbing, electrical, HVAC, equipment, or other facility concerns that can severely impact business * HR Management * Ensure you and your team are compliant with employee labor laws * Ensure changes to labor laws are thoroughly communicated with your teams * Proactively manage employee issues by having regular conversations with every employee on your team, ensuring they have been heard, and working with your SL/Multi-Unit to manage concerns * When necessary, work with your SL/Multi-Unit to deliver coaching conversations, warnings, and terminations with sufficient evidence and documentation that protects the business and the employee’s experience * Financial Performance * Closely manage each of your store’s controllable profit areas: sales, labor, and COGS * Work closely with your team and SL/Multi-Unit to build customer relationships and seek out revenue drivers outside of the 4-walls of the store * Work closely with your team to build an efficient schedule based on the needs of the business, using sales data to drive your decisions * Manage weekly payroll reconciliation ensuring hours and tip distribution are 100% accurate * Manage cash handling responsibilities including cash drawer counts, safe reconciliation, and bank deposits * Actively track inventory/waste levels and ordering activity to ensure your location has sufficient product for service without exceeding COGS targets * Ensure monthly inventory counts are completed and submitted accurately Additional Expectations * This is a hands-on role and a General Assistant Store Leader is expected to work alongside their teams to drive revenue, efficiency, and profitability. Setting and leading by example is what will drive your success * There is no set schedule for this role. A General Assistant Store Leader is expected to be flexible in their stores based on the needs of the business and the development of their people. This includes schedules of early mornings, nights, weekends, and holidays. * Regular communication with your SL/Multi-Unit is expected to keep him/her aware of the state of your businesses and the proactive solutions you are providing * Actively embody our company values and live them every day. * Attend company events and proactively encourage team members to attend as wellGregorys Coffee is a family-run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you.Gregorys Coffee is a family run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you. We use eVerify to confirm U.S. Employment eligibility.

Job Description Job Description & Responsibilities The Team Leader plays a crucial role in managing the operations of a Gregorys location. This individual is responsible for ensuring our standards of quality, service, and cleanliness are upheld every hour of every day. The General Assistant Store Leader will be the leader in charge when a Store Leader or Multi-Unit Leader is not present. The Team Leader will work a flexible schedule in conjunction with the other leaders to fully cover the needs of the business during all operating hours. This role will oversee and manage the following: * People Development * Ensure new hires/transfers are onboarded properly to the store and thoroughly acclimated in operational, service, and knowledge functions * Ensure teams are upholding our high standards, leading by example and educating each member of the team * Identify and work with high potential baristas that can be developed into our next great leaders * Operational Standards * Ensure all existing and new operational standards are being executed as prescribed * Assist with training teams on new menu and operational roll outs and ensure proper follow ups are held * Ensure all stores are upholding Department of Health standards and are always well prepared to handle an inspection at any time * Ensure quality standards are met by checking for taste, FIFO rotation, and visual appeal * Ensure stores are kept immaculately clean, organized, and well merchandised at all times * Service Standards * Work side by side with teams to lead by example in 5-star service * Coach teams to have a guest-first mentality at all times regardless of side-duty tasks that need to be completed * Proactively manage customer concerns/issues and coach teams on how to do the same * Become the “Mayor” of your store group and know a significant amount of customers on a first name basis that come into your store * Collect customer business cards/email addresses to build a database that you can promote grass-roots marketing efforts towards to drive loyal business * Minimize guest complaints and work with your SL/Multi-Unit to respond to all Yelp/Google/App/Email comments and go above and beyond for both positive and negative reviews * Facilities & Maintenance * Proactively clean, service, and maintain all equipment and fixtures in your stores * Hold monthly meetings with clear direction for deep cleaning tasks to be accomplished * Quickly react to any major plumbing, electrical, HVAC, equipment, or other facility concerns that can severely impact business * HR Management * Ensure you and your team are compliant with employee labor laws * Ensure changes to labor laws are thoroughly communicated with your teams * Proactively manage employee issues by having regular conversations with every employee on your team, ensuring they have been heard, and working with your SL/Multi-Unit to manage concerns * When necessary, work with your SL/Multi-Unit to deliver coaching conversations, warnings, and terminations with sufficient evidence and documentation that protects the business and the employee’s experience * Financial Performance * Closely manage each of your store’s controllable profit areas: sales, labor, and COGS * Work closely with your team and SL/Multi-Unit to build customer relationships and seek out revenue drivers outside of the 4-walls of the store * Work closely with your team to build an efficient schedule based on the needs of the business, using sales data to drive your decisions * Manage weekly payroll reconciliation ensuring hours and tip distribution are 100% accurate * Manage cash handling responsibilities including cash drawer counts, safe reconciliation, and bank deposits * Actively track inventory/waste levels and ordering activity to ensure your location has sufficient product for service without exceeding COGS targets * Ensure monthly inventory counts are completed and submitted accurately Additional Expectations * This is a hands-on role and a General Assistant Store Leader is expected to work alongside their teams to drive revenue, efficiency, and profitability. Setting and leading by example is what will drive your success * There is no set schedule for this role. A General Assistant Store Leader is expected to be flexible in their stores based on the needs of the business and the development of their people. This includes schedules of early mornings, nights, weekends, and holidays. * Regular communication with your SL/Multi-Unit is expected to keep him/her aware of the state of your businesses and the proactive solutions you are providing * Actively embody our company values and live them every day. * Attend company events and proactively encourage team members to attend as wellGregorys Coffee is a family-run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you.Gregorys Coffee is a family run company that puts people first. Joining our team means joining a community of baristas whose aim is to provide an amazing guest experience for anyone who walks through our doors. If you are interested in being part of a company that is focused on making everyday special for our guests and our team, Gregorys is the company for you. We use eVerify to confirm U.S. Employment eligibility.