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Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for 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 (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated real estate loan transactions. REF focuses on building and monitoring portfolio assets in the Real Estate product area. Your Role Overview: Responsible for portfolio monitoring, transaction management, supporting review & approval of construction draws, site visits, and market / submarket information for the New York Branch Real Estate Team. Your Duties and Responsibilities • Supports Credit Analysts and CRE Team with:, • Reviewing construction draws, • Amendments and waivers, • Monthly & quarterly asset management, • Lease approvals, • Visit project / property markets and job sites for due diligence and periodic monitoring purposes., • Monitor portfolio to ensure compliance with property reporting deadlines, financial covenants, and construction milestones., • Maintains monthly monitoring / asset management file for NY Branch’s CRE portfolio., • Supports market, submarket, and comp analysis for new and existing transactions., • Performs other duties and responsibilities as assigned by management. Your Qualifications • Bachelor's degree in Finance, Economics or relevant field with 2+ years of related experience., • 2+ years of banking experience is preferred., • General knowledge of banking principles and/or loan markets., • Excellent organization skills and detail oriented., • Good interpersonal skills for team-oriented environment., • Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent oral and written communication skills. 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. • 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. 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

Job Description Community Federal Saving Bank is seeking Settlement Analyst- Payment Solutions who will play a critical role in the day-to-day accounting operations functions related to payment solutions for a fintech sponsorship bank. This entry level position is responsible for ensuring the accuracy and integrity of daily money movement and reconciliation of customer accounts to support the payment solutions business. The ideal candidate will have a head for numbers, experience with MS Excel, excellent verbal, and written communication skills as well as strong analytical skills. This individual will need to demonstrate the ability to work proactively, independently, and be able to meet deadlines. Responsibilities: • Account reconciliation and auditing., • Daily support of Payment Solutions Department transaction processing., • Balance and support of clearing and reconciliation for program managers and Networks., • Create daily settlement procedures to facilitate account reconciling., • Work closely with the Settlement Services Department to reconcile program manager ACH transactions., • Work closely with major Networks to resolve any discrepancies related to daily settlements., • Reconcile program manager prefunding and settlements accounts., • Perform financial due diligence on prospects and clients as needed., • Support general ledger activity to ensure compliance with GAAP and company policies., • System Management: Maintaining knowledge and awareness of our current accounting systems, including receiving training on new and updated features.Knowledge, Skills, and Abilities:, • Organized and independent; a self-starter who is comfortable taking on significant responsibility, • Strong analytical and communication skills; you’re able to analyze a problem, pay attention to details, work through a solution, and discuss your analysis., • Working knowledge of US Generally Accepted Accounting Principles (GAAP)., • Excel – Intermediate Level (including proficiency with formulas, pivot tables and look-ups)., • Excellent written and verbal communication skills., • Strong organization skills and attention to detail., • Team player with a strong work ethic and positive attitude to ensure team meets deadlines.Education, Training, and Experience:, • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field., • 2+ years of experience in accounting and finance, experience in the fintech or banking sector a plus., • Ability to work in a complex, fast-paced environment., • Experience with payment processing systems, including ACH, card networks, and digital payment solutions a plus. Salary: $70,000K -$75,000K "Base salary range does not include performance-based bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description JOB SUMMARY: CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach. CFSB is seeking a Customer Service Representative performs duties such as opening new accounts, establishing direct deposit accounts, opening retirement accounts and assisting customers with inquiries concerning products offered. CSRs’ must be continuously aware of fraud, loss and check cashing guidelines as well as all security and transaction documentation requirements. Responsibilities: • Always provide excellent customer services to customers in a friendly and courteous manner., • Has sufficient knowledge about the banking products and services and respond to all inquiries accordingly., • Improve customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay., • Ensure that all the bank’s policies and procedures, code of conduct and regulatory guidelines are strictly complied with., • Inform and suggest new banking products to customers., • Provide information to customers on their account status and account balances., • Open new bank accounts according to laid down rules and guidelines., • Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction., • Provide assistance to all other members of staff in other departments of the bank by liaising with them through healthy interactions., • Perform maintenance on Dormant accounts as per Branch procedures., • Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction., • Ensure that customers’ confidential information is properly protected and only used for official purposes., • Effective listening skills demonstrated by the ability to listen to other people talk without interruptions, understand them and then propose solutions or make contributions based on the points made., • Strong communication skills characterized by excellent writing and speaking skills., • He/she must possess excellent multi-tasking skills and be able to function under pressure., • He/she must also have excellent negotiation skills and be able to influence people., • Ability to use the computer efficiently and also learn how to use new software., • Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times., • Must have a keen eye for detail and follow instructions to the letter. Education, Training, and Experience • High School Diploma or relevant work experience in Commercial Banking required Hourly Range: $20 - $23 / hour "Hourly range does not include performance-based bonus and/or other benefits, where applicable. Actual offer will vary based on skills and experience." About Community Federal Savings Bank (CFSB) Community Federal Savings Bank (CFSB) is a federally chartered bank founded in 2001 and headquartered in New York City. CFSB has focused on providing superior service and added value to clients though a solid understanding of relationship banking. We offer a full range of services, including loans, bill payments, card services, internet banking, and merchant processing. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Vice President 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 (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Responsible for business development, relationship management, transaction structuring, and document negotiation. This will include leading transactions., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • 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, which may include attending client meetings or performing site visits., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities as designated., • 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., • May be responsible for the development and training of credit analysts., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree or equivalent with 7-10 years of experience in lending or a bachelor’s degree or equivalent in business or economics with 7-10 years of related experience, CFA preferred., • Capable of executing client requests and meetings. Contributes to the development of more junior staff., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Strong knowledge of the bank, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Excellent presentation, communication and interpersonal skills. 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. • 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. 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

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ & Dallas, TX About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. What You Bring: • FINRA Series 7 & 63 licensed., • Bilingual (Chinese & English), • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications., • Demonstrated ability to build deep client relationships, identify growth opportunities, and drive long-term loyalty., • Skilled in trading products and delivering platform demonstrations. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better compa

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. City National Bank was f

City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. Cit

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. Cit

City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. City National Bank was f

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. Cit

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better compa

City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. Cit

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships

Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continu

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. Cit

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. Inc

Implement proprietary strategies and asset allocation for RBC Rochdale Financial Advisors and clients.Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.Partner with portfolio managers to recommend initial s

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. Con

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better compa

Specific experience and knowledge will be gained in: City National Bank client and lines of businesses. Inclusion and Equal Opportunity Employment: City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. The

A leading financial institution is seeking a motivated Investment Consultant to deepen partnerships with Independent Financial Advisors and manage high net worth client relationships.This remote position requires strong financial experience, excellent presentation skills, and a focus on sales.The id