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Job DescriptionPinwheel - Building the future of financial services in partnership with the biggest brands "I love my banking app!" said no one, ever. Pinwheel is on a mission to change that. We believe banks and financial service providers represent the greatest opportunity to build 10x better experiences, especially in the AI age. We're building the next generation of financial products alongside some of the biggest names in the market including Robinhood, DoorDash, Chime, Cash App, Credit Karma, American Express, Discover, Intuit, Acorns, Visa and more. If you're excited by the idea of having your work touch and impact the lives of hundreds of millions of consumers, Pinwheel is the place for you. If you get stoked about building products alongside the biggest brands in the world, Pinwheel is the place for you. If you want to join a scrappy, hustling team that is obsessed with defining the future of financial services, Pinwheel is the place for you! Pinwheel has raised $77M from top-tier investors such as Coatue, Notable, First Round, Upfront, Primary, American Express, Franklin Templeton, Indeed, Semper Virens and more. Who are we looking for? We're looking for a scrappy, high-performing dealmaker with a strong product mindset to join Pinwheel as we enter Phase 2 of our growth journey. In this role, you won't just be maintaining accounts—you'll be hunting for new opportunities, identifying key decision-makers at top financial institutions, credit unions, and fintechs, and driving revenue growth with precision and tenacity. Your deep understanding of our product and its technical capabilities will enable you to craft solutions that resonate with client needs. Your impact will be felt across the company as you help shape our sales strategy, mentor your teammates, and expand Pinwheel's enterprise footprint. If you thrive on building from the ground up, closing deals that matter, and connecting product innovation with business growth, this is your opportunity to make a real difference. • You are someone who is relentless in your pursuit of your goals and equally resourceful in achieving them, often finding the clever, non-obvious solution to any given problem, • You thrive in situations where the answer is unclear, things aren't working right, and the path to achieving success seems really hard because you take pride in overcoming hard things, • You are able to quickly synthesize a lot of information and data and come up with an action plan to direct yourself and those around you to success, • You regularly spend time figuring out how to improve yourself and your skills in your personal pursuit of greatness, however you define it, • Consistently meet or exceed your quarterly revenue targets as we scale throughout 2025., • Build and maintain a high-quality pipeline with opportunities valued at 3x your quota., • Break into both fintech disruptors, established financial institutions, and credit unions within your first six months., • Strategically plan and execute territory initiatives that drive growth and visibility., • Establish trusted partnerships with C-level executives and key decision-makers., • Deep-dive into our sales methodology and tech stack during your first 90 days., • Keep CRM records precise and up-to-date for clear visibility., • Stay sharp on industry trends and shifts in the competitive landscape., • Share insights with product and marketing teams to fuel smarter strategies., • Play a key role in shaping sales best practices as we continue to evolve.What experience, skills, and qualifications are necessary?, • 5+ years of experience in enterprise SaaS sales in fintech or banking with a consistent track record of exceeding quotas and driving strategic deals., • Experience leading and closing $80K+ ACV deals with executive stakeholders across business, product, legal, compliance, InfoSec, and marketing, • Demonstrated ability to lead cross-functional teams through complex sales cycles, including legal and InfoSec reviews., • Strong Customer Centricity and Product Thinker, • Proven experience in driving sales from zero to first transaction, • Experience using Salesforce, sales engagement platforms, structured sales methodologies (MEDDICC, Challenger, etc.), and new AI tools transforming the sales tech stack., • Comfortable working onsite 3 days/week at our NYC HQ Why join Pinwheel? Best time to join - Our company is small but well-funded, meaning you are joining at a time where you can impact and shape the company. Be a cultural builder - You will have an active hand in molding the company culture and being a part of the entrepreneurial journey. Build something revolutionary - Help build the products on the bleeding edge of financial services! Benefits included: • Great compensation & equity packages, • Full medical, dental, and vision benefits, • Life & short-term disability insurance, • Unlimited vacation, • Paid parental leave, • 401K for retirement planning, • Mentorship opportunities, • Free Citibike membership Base salary: $120,000 - $170,000 OTE (On-Target Earnings): $240,000 - $340,000 Diversity & Inclusion at Pinwheel At Pinwheel, we are committed to building an environment that is diverse and inclusive. We believe that having people across different backgrounds, experiences, abilities, and perspectives enables us not only to build the best financial products, but to help us realize the best versions of ourselves. Pinwheel is an equal opportunity employer, and we aim to be an open and supportive place to work.

Job DescriptionCompany Description Siri InfoSolutions, Inc. is a private equity consortium firm providing IT staffing services to Fortune 500 clients across the US. We believe that it’s an exceptional company - a company of people proud of the work they do and the solutions they provide. By understanding what drives our specialty industries, becoming involved in our communities on a professional and personal basis, following a disciplined process of identifying quality candidates, partnering with employers to understand their core business and their employment requirements, and delivering exceptional service, we achieve great results for all concerned. Professional Services: - Contract Staffing - Direct placements - Bench Sales - Application Development - Enterprise Resource Planning - Data Warehousing - Customer Relationship Management Siriinfo provides services to a wide spectrum of customers across verticals such as Banking, Financial Services, Healthcare, Human Resources, Telecom, Insurance, Hospitality, Retail & Distribution and Manufacturing. Serving multinational customers. Siri InfoSolutions reinforces its belief that the quality of our services can only be measured by the skills, performance and dedication of our employees. We will place only the very best candidates for our clients - candidates who are not only willing, but who possess the necessary skills to do the job effectively. Website Job Description Job Title: Internal Auditor Location: New York, NY Job Type: 6+ months possible extension Experience: 8 to 10 years of relevant experience. (AML & Regulatory K) Job description: • The specialist will assist with the following, • Be a point of contact for providing expert guidance on Reg K, • Advise teams on the interpretation and application of Reg K, • Provide training and knowledge transfer on Reg K, • Advise on Internal Audit’s approach to Reg K audit coverage, • Advanced understanding of Regulation K and International banking structures, • Experience with US regulatory bodies, • Advanced understanding of banking regulationAdditional Information All your information will be kept confidential according to EEO guidelines.

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 Senior Associate, Office of Foreign Assets Control (OFAC) Senior Analyst I with 4 to 6 years of banking and OFAC sanctions screening experience. Within the OFAC Team of the Financial Crimes Compliance (FCC) Unit, this role analyzes OFAC alerts yielded from CFSB’s full range of offered banking services including ACH settlement services, pre-paid card issuance, and retail banking for our general customer base and the various types of Money Services Businesses and FinTech companies serviced by CFSB. There are stratified designations within the Senior Associate, OFAC Senior Analyst I role which are assigned based on experience and skill (e.g., Senior OFAC Analyst I, Senior OFAC Analyst I). The Analyst suitable for this role will display a high degree of professionalism and integrity through their work and will possess a solid understanding of OFAC sanctions, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) regulations. Responsibilities: • Investigate escalations of sanctions screening of real-time and post-transactional alerts in the Bank’s automated sanctions screening solution for potential violations of OFAC and other governmental sanctions. Investigate potential matches and true positive hits; escalate for further review and approval as required by procedure., • Ability to assist in ancillary duties to ensure efficient identification and monitoring of sanctioned entities, including case tracking and assisting with quality control reviewing., • Conduct investigations to ensure that the OFAC work is handled in accordance with defined procedures that meet standards for both quality and timeliness., • Review daily manual reports for OFAC screening, documenting the reviews and reporting findings to management as necessary., • Review potential customer name matches and escalations from the bi-weekly Financial Crimes Enforcement Network’s (FinCEN’s) 314(a) list., • Succinctly and clearly summarize potential match escalations (including conducting additional research) accordingly and thoroughly document the resolution., • Interact with other departments/lines of business on resolution of issues (e.g., Operations Department, CFSB clients)., • Stay abreast of regulatory changes and AML related news, with an emphasis on OFAC sanctions-related developments. Ensure timely completion of all mandatory training requirements., • Effectively utilize and operate all tools and technology appropriate to the role., • Identify potential strategic process improvements and assist with implementation., • Assist other teams within Compliance on workflow and project when needed.Knowledge, Skills, and Abilities:, • Must possess a demonstrable knowledge of enterprise systems, network, security, and software administration and engineering within a hybrid cloud environment., • Experience with OFAC sanction screening of various customer types desired (e.g., Money Services Businesses such as money transmitters; pre-paid card programs; debit card programs: and retail banking customers)., • CAMS certification a plus (may be in-process at time of hire within specified timeframe of completion)., • Familiarity with OFAC screening within ACH and wire transfer transaction threads., • Expert level ability to obtain necessary information to classify an escalated OFAC hit as a “match” or “not a match” with minimal guidance and supervision. Ability to make accurate decisions supported by detailed documentation justifying decisions., • Strong research, analysis, communication, writing, and follow-up skills. Ability to identify, escalate and resolve a problem., • Ability to liaise between internal business lines and external vendors and clients, and to work well both independently and as part of a team., • Ability to work dependably and consistently under time constraints, and to manage time efficiently and effectively., • In-depth understanding of compliance and BSA/AML/OFAC regulatory requirements and implications., • Proficiency in standard Microsoft Suite programs., • Experience with CGI HotScan’s sanctions screening solution a plusEducation, Training, and Experience:, • Bachelor’s degree or evidence of directly related experience to the role. Master’s degree a plus., • Minimum of 4 to 6 years in an OFAC screening-specific role. Salary Range: $85,000 - $110,000 / year "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 Account Executive RTM Business Group Hybrid in NY, NJ, CT Full-time 51-200 employees · Market Research Originally posted September 2025; this is a 100% hybrid, full-time role Who We Are: RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc..Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. About the Role: RTM is looking for an ambitious Account Executive to join our team! The ideal candidate is excited by the opportunity of a full-cycle sales role. You will focus primarily on new business development for RTM by prospecting, closing and account management in a B2B selling environment. It has an uncapped earning potential. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work. Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc.. Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture. This role is hybrid in NY, NJ and CT with 2-3 days a week in the office. Responsibilities: • Drive sales process from end to end: lead prospecting, deal closing and account management for repeat and future business opportunities, • Grow, develop and manage a 7 figure book of business, • Research target market and identify leads through a variety of sources, • Qualify prospects against company criteria of an ideal customer profile, • Prospect leads through tailored, value-add outbound calls, emails and social outreach, • Conduct daily prospecting activities: ~60 personalized emails and ~30 cold calls, • Pitch to C-suite decision makers by consulting on their business challenges and demonstrating the value of our service, • Act as main point of contact for the client, draft and deliver proposals, • Onsite account management and rebooking, • Work directly with Sales Managers to manage pipeline from prospecting to closing, • Maintain, monitor and report key performance indicators to Sales Managers Skills and Qualifications, • 1-3 years of sales experience, • Ability to travel regularly to events, • Bachelor's degree, • 3 or more years of experience in B2B events, • Background in Sales, Customer Success, Marketing or B2B events, • Professional & interpersonal communication skills, • Passion for sales and professional development, • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy, • Must be proactive and have the ability to work under pressure, • Competency with technology and ability to learn new software and applicationsPreferred Qualifications, • Experience with HubSpot The Benefits of Working with RTM Business Group, • 15+ PTO Days, • Flexible/Hybrid work model (WFH and Remote opportunities), • Medical/dental/vision coverage, • We offer a 401k matching plan that will begin after 9 months of continuous full time employment, starting on the first of the month after eligibility, • Pre-tax commuter benefits, • Travel to major cities (all expenses paid), • Opportunity for vertical movement within the company Salary $55,000k - $75,000k base + bonuses/incentives/uncapped commission Year one total compensation expectations: $100,000k - $125,000k RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

Job Description ABOUT EXTEND Extend makes it easy for businesses to connect their credit cards and get instant access to powerful spend controls and expense workflows to save time, improve security and visibility, and better manage company spending. Our primary product is a spend and expense management platform that allows SMBs to create on-demand virtual cards, automate reconciliation, and manage employee expense reports. We have built the first virtual card platform of its kind, directly integrated with processors, networks, and the technology that supports banking across the industry. We offer several virtual card products including an app-as-a-service that banks can offer business customers with their existing credit cards, a suite of virtual card APIs for those looking to build custom payment solutions, and we also offer secure connectivity to key banking and payment services that enable 3rd-parties to integrate and embed payments into their software. Founded in 2017 by 3 industry experts with experience at Fortune 500 companies, including American Express and Capital One, Extend is headquartered in Manhattan and has recently raised $40m in venture capital from top fintech investors. With 65 passionate team members and exciting momentum, there’s never been a better time to join our team! For more information visit paywithextend.com ABOUT THE ROLE We’re looking for a strategic, execution-oriented Senior Product Marketing Manager to lead and scale our product go-to-market (GTM) strategy. In this role, you will be the driving force behind how we position, launch, and sell our products, especially as we scale our SaaS offering in expense management. You’ll partner cross-functionally to ensure our product roadmap is clearly translated into compelling messaging, GTM plans, and sales enablement assets that drive adoption and revenue. This is a high-impact leadership role for someone who thrives at the intersection of product, marketing, and sales—and who’s excited to turn strategy into results. This role is based out of our New York City office. You’ll report directly to the CMO and co-founder, working closely with teammates across product, design, sales, and customer support. WHAT YOU’LL DO • Lead lifecycle marketing from onboarding flows to upsell campaigns, crafting clear, compelling strategies and content for every stage of the customer journey to drive education, increase adoption, and enhance the overall product experience., • Develop differentiated positioning and messaging that resonates across key audiences, including SMBs and bank partners, and evolves with the market., • Drive end-to-end product and feature launches coordinating cross-functional efforts across Product, Marketing, and BD to ensure alignment and impact across all channels., • Build and maintain sales enablement materials such as pitch decks, one-pagers, feature release toolkits, and training content supporting both Extend’s and partners’ sales teams., • Conduct customer research to understand user needs, behaviors, and pain points, and turn insights into relevant messaging and effective go-to-market strategies., • Collaborate with Design, Brand, and Content teams to produce collateral, website content, and campaigns that clearly communicate value and differentiation., • Support co-marketing initiatives with partners to drive awareness and demand., • Partner with Product and Engineering to influence the roadmap and ensure developments align with marketing needs., • Lay the foundation for a scalable product marketing function by developing repeatable processes, mentoring teammates, and shaping future hiring needs. You’ve done this before: • You have 8+ years of experience in product marketing, primarily in B2B SaaS. Experience in fintech or payments is a plus, but not required., • You’ve launched SaaS products and features end-to-end, owning positioning, messaging, and go-to-market strategy while driving adoption across channels., • You have a strong grasp of lifecycle product marketing, including in-app messaging, onboarding flows, email campaigns, and upsell strategies that increase engagement and retention., • You’ve influenced product roadmaps by advocating for customer needs and marketing-driven capabilities, including features that support messaging, segmentation, and in-product education., • You know how to conduct customer research and competitive analysis to identify pain points, uncover use cases, and shape relevant, high-impact messaging., • You’ve built and scaled sales enablement resources, creating content like pitch decks, one-pagers, feature briefs, and objection-handling guides that help revenue teams succeed., • You’re a clear, confident writer who can translate technical concepts into crisp, benefit-led content across UX copy, landing pages, lifecycle comms, and more., • You can think big, influence senior stakeholders, and then roll up your sleeves to get things across the finish line., • Entrepreneurial and adaptable—you thrive in fast-paced, unstructured environments where you prioritize smartly, collaborate effectively, and move quickly without sacrificing quality., • Customer-obsessed—you’re always thinking about the buyer’s journey and how to improve it., • Collaborative—you build strong relationships across functions and lead through influence. You’ll help shape the future of Spend and Expense Management in a company that values autonomy, creativity, and collaboration. You’ll work alongside a talented, humble team with deep fintech roots, and have the opportunity to build a category-defining platform that powers the next wave of business payments. WHAT WE OFFER: • A competitive compensation package, • Equity for all–our success is your success, • Unlimited vacation–and we want you to use it, • 401K matching, • Flexible work options, • Comprehensive health coverage for you and your family, effective day one of employment, • Maternity and paternity leave benefits, • Reimbursement for gym memberships, • $5K referral bonus–bring your friends! To all recruitment agencies, Extend does not accept agency resumes. Please do not forward resumes to our jobs alias, Extend employees or any other company location. Extend is not responsible for any fees related to unsolicited resumes Extend is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, citizenship or immigration status, or any other status protected by law. Powered by JazzHR 78Y8neyVED

Job DescriptionAmalgamated Bank is seeking an ACH Administrator to perform all functions as it relates to the Bank’s ACH operations. This role will keep abreast of product upgrades, identify risk and exposure, develop control procedures, and serve as liaison between the Electronic Banking department, vendors, and other pertinent Bank departments. By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: • Download and process ACH Pension, payroll files utilizing various approved secure transmission programs while maintaining all levels of security for both the Bank and clients; schedule files to appropriate sending point utilizing various Bank approved software and complying with Federal Reserve and FIS ACH deadlines, • Enforces all Bank ACH security and operating procedures, reporting all violations to ACH Manager, • Research and resolve customer discrepancies and adjustment requests; modify incoming and outgoing files as per client’s request for deletions and reversals while maintaining all contractual and security procedures; contact and notify clients using appropriate electronic means regarding unprocessed and rejected items to insure proper update and maintenance of all payroll/pension participant records, • Follow-up with relationship managers and clients to resolve ACH origination funding issues, • Process holds, customer notes and special instructions, resolve errors and track, archive supporting documents, • Assist with ACH reporting requirements, • Review and research unposted/unprocessed item reports and take appropriate actions to correct /return items as necessary, • Receive, research and process customer’s requests to stop automatic debits, blocking accounts using applicable systems, • Research and process all reclamation requests, complying with regulatory deadlines. Affect offsetting entries, create tracking logs etc. to avoid duplications and streamline processing, • Prepare communication/reporting for originations/exceptions and reclamations items for affected parties to notify of status and resolution, • Communicate with customers and branch to resolve problems; follow up on outstanding issues or documents to ensure timely completion and resolution of all processes, • Cover wire transfer related tasks, • Monitor internet banking email and handle customer inquiries and support and enrollment, • Control and maintain all activity records, enforce departmental controls, and audit and security policies, • Research and respond to customer’s inquiries regarding Electronic Funds Transfer (EFT) timely, • Prepare reconciliations and settlements for origination activity, exceptions handling etc, • Maintain, backup and archive files for all processed items. Prepare electronic and document files for offsite storage keeping appropriate records noting retention period, • Maintain pre-authorized EFT files and prepare tickets, letters, and memos, as required, • Act as backup for all EBD functions, • Cross-train in all existing and future EBD functions, • Perform various related clerical duties as directed by manager Knowledge, Skills and Experience Requirements: • High School diploma or equivalent, • Good verbal, written and interpersonal communication skills, • Knowledge of ACH rules and procedures, • Thorough knowledge on MS Word, Excel and Access; excellent data entry skills, • Good mathematic and investigative skills Our job titles may span more than one career level. The starting base salary for this role is between $48,000.00 – $55,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionSalary: About Uphold Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit. The opportunity Uphold is seeking an experienced and detail-orientedAccounting Manager to join our dynamic Accounting team. This critical role will report directly to the VP, Head of Accounting, and will be responsible for overseeing key accounting functions, ensuring compliance with GAAP, and supporting month-end and year-end close processes. The ideal candidate is a CPA with strong technical accounting expertise, a proactive mindset, and a passion for process improvement within a fast-paced fintech environment. This is a unique opportunity to help scale financial operations at a mission-driven company building the future of on-chain finance. What youll be doing primarily • Perform month-end close activities, including review of journal entries and reconciliations for various balance sheet and income statement accounts., • Assist in preparation of month end and year end financials, • Perform financial statement analysis and document meaningful explanations for fluctuations., • Review financial statements to ensure transactions and consolidations are properly reflected and in accordance with GAAP., • Participate in streamlining and process improvement projects, enhancing the internal controls over accounting processes and systems., • Assist in implementing new accounting policies and procedures., • Prepare schedules and reports for management and external service providers., • Support external audit requirements related to specific areas of responsibility, including preparation of audit schedules., • Support management in completing special projects, ad-hoc reporting and analysis requests., • Support financial reporting and planning teams, as necessary. Core competencies • Customer Obsession: Designs audit practices that protect users and build long-term trust., • Bias for Action: Operates with urgency, especially when facing ambiguity or emerging risk., • Mission-Driven: Passion for crypto, financial democratization, and responsible innovation., • Owners Mentality: Acts like a founder accountable, cost-conscious, and proactive in solving issues., • Technical Fluency: Understands digital assets, blockchain architecture, and product engineering enough to audit complex crypto systems., • Data-Driven: Leverages data and metrics to inform risk decisions and audit focus., • Communication Excellence: Translates complex audit issues into actionable, business-relevant insights for technical and non-technical audiences., • Trust and Transparency: Embeds ethical thinking and compliance into every facet of the role. Required qualifications • BA/BS degree in Accounting or related field, • CPA/Chartered Accountant qualification required, • 7+ years of accounting experience, • Strong knowledge and application of GAAP and internal controls, • Ability to execute, follow-up, and ensure attention to detail, • Commitment to process improvement and the ability to think out-of the box, • Excellent time management skills, ability to prioritize and multitask, • High degree of dedication to improvement and strong sense of ownership, • Strong Excel is required Bonus if you have (Optional) • Public Company Audit experience, • NetSuite or similar product experience, • SEC Reporting experience, • Experience overseeing technical audits, • Fintech/SaaS experience Salary: $115,00 - $140,000 + DOE What we have to offer you • An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people that keep up innovating and challenging more each day., • An international team, in a cutting edge field, working on the most fascinating projects., • Growth and career opportunities, and the chance to be proactive and creative., • A flexible and enthusiastic work environment that offers you snacks, a lot of coffee and other great benefits., • Open and transparent culture - we get together on a weekly basis to share updates, strategic plans, and engage with each other informally over food and drinks., • Interesting events that keep you connected with the team and celebrate our success. Be part of a great company that is revolutionizing the financial services. Apply now! If this job isnt exactly what you are looking for, visit ourcareers pageto check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job DescriptionCompany Description Williams Lea, by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly. Job Description Schedule: Mon - Fri 12pm - 8:30pm This is a hybrid role with 2 days on-site, however, you must complete probationary period prior to approval. This schedule may subject to change based on business demands. The Senior Presentation Associate position is responsible for providing presentation services for our clients. Duties: • *Utilize appropriate logs and/or tracking software for all presentation work, • *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle, • *Perform work in presentation design, including, but not limited to creating and editing multi-page/multi-section documents using templates and style sheets for pitchbooks, graphs, charts, presentations and other print/design projects; intake and workflow coordination functions as needed, • *Perform printing and binding of presentations as needed, • *Use established procedures, standards and formats to edit, proof, create, or otherwise complete presentation requests to client satisfaction, • *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions, • *Communicate with team members, lead, supervisor or client on job or deadline concerns, • *Meet contracted deadlines for service delivery to our clients, • *Troubleshoot basic software or hardware problems, • Help to foster a proactive environment of continuous service enhancement and relationship building with the client, • *Perform Quality Assurance on own work and/or work of others, as requested, • Adhere to Williams Lea policies, in addition to client policies, • Use equipment and supplies in a cost efficient mannerQualifications, • Bachelor Degree or equivalent, • Minimum 3 years of experience with presentations preferably in a legal, banking or large corporate environment, • Skilled in the use MS Office software (Excel, PowerPoint, Visio as examples); strong keyboarding and typing skills, • Familiar with other software programs for editing and/or creating documents; specifically, Adobe PDF & Creative Suite (Illustrator, Photoshop as examples), • Strong attention to detail; able to work on multiple projects simultaneously, • Able to apply intermediate requisite knowledge of appropriate grammar, spelling, composition to work requests, • Must have good organizational skills, • Must have experience printing and binding presentations, • Must be able to meet deadlines and complete all projects in a timely manner, • Ability to handle sensitive and/or confidential documents and information, • Able to exercise good judgment to make decisions that conform to business needs and policy, • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level, • Ability to maintain professional composure when working with immediate deadlines, • Ability to work both independently and collaboratively as part of a team, • Ability to work in a fast paced environment, • Ability to communicate professionally both verbally and in writing, • Must be self-motivated with a positive attitude, • Proven customer service skills are required in order to create, maintain and enhance customer relationships Additional Information Pay: $34.00/hour Benefits: • Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug), • 401k Retirement Savings Plan Including Employer Match, • Paid Time Off (PTO), • Life Insurance, • Paid Parental Leave, • Short-term & Long-term Disability, • Healthcare & Dependent Care Flexible Spending Accounts, • Domestic Partner Coverage, • Commuter Benefits, • Legal Assistance, • Employee Assistance Program (EAP), • Access to on-site Gym and Café, • Company Provided Parking Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing. #GOC #LI-MY1 #LI-onsite #LI-hybrid All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job Description We are seeking a Commercial Mortgage Loan Officer Originator - HARD MONEY to become a part of our team! You will evaluate and authorize approval of real estate, residential and commercial loans. WE PROVIDE LEADS. MORTGAGE NMLS NOT REQUIRED FOR COMMERCIAL Responsibilities: • Advise borrowers on financial status and payment methods, • Guide customers through the loan application process, • File loan applications and supporting documents, • Develop referral networks to locate prospects for loans, • Previous experience in finance, banking, or other related fields, • Familiarity with financial and lending practices, • Ability to build rapport with clients, • Strong analytical and mathematical skills 70/30 split on leads provided. 30/70 split on self generated deals that are your own. This is commercial lending so loans avg from 1mm-50mm Back office support with pricing and structuring loans Capital Markets on the floor to price and structure loans Processor on the floor to close loans Sales Manager on the floor to guide and assist Monthly Draws available Nationwide coverage You DO NOT NEED A LICENSE / nmls We pay the next day after loan closes.. No taxes taken out. 1099 Company DescriptionMIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments. Why Join Us? At MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment. What We Offer: Dynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking. Unlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments. Flexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success. Prestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate. Who We're Looking For: We’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you. Take the Next Step Step into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment. Ready to elevate your career? Let’s connect.MIOYM Equities is a full-service private equity real estate investment firm, specializing in transforming distressed residential assets into lucrative opportunities. Our core expertise spans investments in residential properties that offer exceptional potential, including bank-foreclosed REO properties, servicing rights, and value-add residential developments.\r\n\r\nWhy Join Us?\r\nAt MIOYM Equities, we’re more than a company – we’re a team of passionate professionals reshaping the real estate landscape. With our headquarters in Westchester County, NY, and additional offices in Maryland, we are expanding rapidly and seeking ambitious individuals who thrive in an entrepreneurial, high-performance environment.\r\n\r\nWhat We Offer:\r\n\r\nDynamic Work Culture: Be part of a team that fosters innovation, collaboration, and out-of-the-box thinking.\r\nUnlimited Growth Potential: Your success is our priority. We provide the tools, training, and mentorship needed to excel in real estate sales and investments.\r\nFlexibility and Autonomy: We value self-starters who can take initiative and create opportunities. At MIOYM, you’ll have the freedom to chart your course and build lasting success.\r\nPrestige and Impact: Work on high-profile projects that shape communities while building a rewarding career in real estate.\r\nWho We're Looking For:\r\nWe’re seeking driven sales professionals who are passionate about real estate and eager to make an impact. If you’re motivated, goal-oriented, and thrive in a fast-paced, entrepreneurial setting, MIOYM Equities is the perfect fit for you.\r\n\r\nTake the Next Step\r\nStep into a role where your talents are recognized and rewarded. Join MIOYM Equities and be part of a team that’s redefining success in real estate investment.\r\n\r\nReady to elevate your career? Let’s connect.

Customer Service Representative. Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting direct Manager, Commercial Banking and Banking teams with the daily processing of customer information and requests. Passion for providing white glov

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR uzvBgPV6z3

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description Ten Lifestyle Group is seeking an experienced Account Director to lead strategic client partnerships in New York. This role is perfect for a commercially driven leader who excels in client strategy, team development, and cross-functional collaboration. You’ll be responsible for growing key accounts, building senior relationships, and mentoring a high-performing team of Account Managers—all while delivering exceptional service across banking and lifestyle sectors. Key Responsibilities Client Leadership & Strategic Growth • Own and expand senior relationships with key corporate clients across the region., • Lead strategic business reviews and data-driven conversations with C-suite stakeholders., • Understand client goals and position Ten’s services as a critical tool for customer retention and loyalty., • Directly manage and coach a team of Account Managers, supporting their professional development and performance goals., • Foster a collaborative, high-performing team culture aligned to Ten’s values., • Translate data insights into strategy—using performance metrics to identify opportunities and mitigate risks., • Lead contract renewals, RFP responses, and pricing discussions in partnership with Commercial and Legal., • Coordinate with internal teams across Service Delivery, Product, Marketing, and Legal to ensure smooth execution and account alignment. Experience & Knowledge • 5–10 years of senior-level account management, client partnership, or enterprise customer success., • Experience managing a team of Account Managers or equivalent client-facing professionals., • Strong track record of account growth, contract renewals, and strategic client influence., • Strong leadership presence with an ability to coach, develop, and motivate others., • Strategic thinker with a commercial mindset and solution-oriented approach., • Exceptional communication, presentation, and negotiation abilities., • Proficient in Microsoft Excel and PowerPoint; comfortable working with CRMs and data dashboards., • Competitive base salary + quarterly performance bonuses, • Comprehensive benefits: health, dental, vision, 401(k), paid leave, parental leave, tuition reimbursement, • Employee discounts, assistance programs, and access to global client networks, • Opportunities to partner with prestigious luxury brands and clients, • Clear advancement and recognition structures “Ten works with a small preferred supplier list of recruitment agencies only. Please note we are not accepting any further recruitment agencies at this time. Ten Group is not responsible for any fees related to unsolicited resumes.”

Job Description About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. SENIOR BANKER Department: Lyndhurst Reports To: Branch Relationship Manager Supervises: N/A Position Summary: Senior Banker conducts all retail financial transactions, cross-sells bank products, and services clients with the goal of providing exceptional customer service, financial support, and deepening community relationships. The right person for this role is technologically savvy and will have operational responsibilities including opening and closing the branch, lobby support and core system supervisory override authority. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. In addition to a comprehensive benefits package, this position is eligible for incentive pay based on the achievement of company and/or individual goals. Primary Responsibilities: • Consistently provide quality customer service by demonstrating our service/sales relationship building behaviors, • Ability to evaluate and identify financial needs and present appropriate products/services to meet these needs., • Opens new accounts and related products/services: debit card, direct deposit, etc., • Processes all financial transactions., • Serves as a point person to answer internal and external inquiries on the topic of bank products and services, transactions, and policies and procedures., • Possess the ability to identify customers’ financial needs and cross-selling bank products and services to meet those needs, while advising customers on promotional products and services., • Process incoming mail transactions and night deposits., • Engage in branch activities planned by Branch Management., • Practice behaviors that are focused on achieving individual and team goals., • Participates in business development efforts., • Assist branch management and/or conduct monthly audits, certifications, proofs, reconciliations, filing, scanning, and other duties as assigned as outlined in the Policy and Procedures., • Competently and confidently teach self-service options to customers., • Assist in other areas of the bank/branch as assigned. Minimum Job Requirements: • High school diploma or equivalent AND a minimum of 2 years of banking experience, • Retail experience with an emphasis on sales and customer service, • College degree preferred., • Effective communication, interpersonal skills, customer service and sales skills., • Must have the ability to work flexible hours and travel to various branch locations as staffing requires, for unspecified periods., • Bilingual in Spanish preferred Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary, • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment. Monday - Friday includes one late night and Saturday hours. 40 hours.

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appointments sch

The Enhanced Due Diligence ("EDD") Specialist is responsible for the execution of EDD on high-risk individuals and business for Piermont's direct customer and Banking-as-a-Service ("BaaS") line of business. Continuously monitor, assess, and report on the effectiveness of EDD controls, including the

The incumbent is responsible for promoting business for the Bank by overseeing the Banking Service function in delivering excellent customer services to existing and potential customers. Maintain and enhance good customer relationships by providing high quality banking services to customers in a fri

Job Description Position Summary: CFSB is seeking an experienced and visionary Head of AML Advisory who will also serve as the Bank’s Deputy BSA/AML Officer and lead the Bank’s AML advisory function, providing strategic oversight, governance support, and regulatory guidance. This role is central to ensuring enterprise-wide alignment with AML laws and regulations while partnering with senior management and business units to identify risks, set standards, and strengthen controls. The position requires deep subject matter expertise, strong leadership, and the ability to serve as a trusted advisor both internally and externally. The ideal candidate is a strategic and innovative financial crimes risk management leader with a deep understanding of the risk and control frameworks needed to sustainably manage the Bank’s compliance obligations across traditional banking and fintech innovations. Key Responsibilities: Strategic Advisory & Leadership • Partner directly with the Bank’s Chief AML Officer (CAMLO) to shape and execute the Bank’s AML strategy, ensuring alignment with enterprise risk appetite, business objectives, and regulatory expectations., • Act as Deputy AML Officer, serving as delegate for governance forums, certifications, and management reporting when the CAMLO is unavailable., • Lead periodic AML risk assessments and thematic program reviews, ensuring results are actionable and aligned to enterprise-wide financial crimes frameworks., • Support governance reporting to senior management and the Board of Directors, ensuring issues, risks, and trends are escalated appropriately., • Partner with the CAMLO as a key point of contact with regulators, auditors, and external stakeholders., • Monitor regulatory and industry developments (FinCEN advisories, FATF guidance, OCC expectations, emerging typologies) and advise management on impacts and required program changes., • Collaborate with Technology, Operations, and other control partners to assess gaps and drive enhancements to AML processes, systems, and controls., • Provide forward-looking guidance on emerging risks (FinTech partnerships, payments innovation, correspondent banking, BaaS offerings)., • Help drive continuous improvement of the Bank’s AML advisory framework, leveraging data, analytics, and benchmarking. Leadership & Culture • Mentor and provide guidance to AML staff, reinforcing a strong advisory and compliance culture., • Promote open communication, collaboration, and respect within the BSA/AML Department and across the organization., • Champion a culture of continuous improvement, accountability, and transparency in AML compliance. Knowledge, Skills, and Abilities: • Deep knowledge of AML/BSA regulations, including the Bank Secrecy Act, USA PATRIOT Act, FinCEN requirements, and global AML standards., • Proven ability to act as a trusted advisor and strategic partner to senior executives and regulators., • Excellent analytical, problem-solving, and critical thinking skills with a focus on risk management and program enhancement., • Exceptional communication and interpersonal skills, capable of translating complex AML matters into actionable recommendations., • Ability to foster a culture of compliance and continuous improvement within the organization while coordinating appropriate corrective actions where needed., • Bachelor’s degree in Finance, Law, Economics, Criminal Justice, or related field required; advanced degree or professional certification (e.g., CAMS, CFE, CRCM) strongly preferred., • Minimum of 12+ years of AML/BSA compliance experience, with at least 5 years in a senior advisory or leadership role., • Experience in Retail Banking, FinTechs, MSBs, international payments, and card products strongly preferred. Salary: $225,000 - $250,000 K / year "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 DescriptionSalary: $60,000 - $90,000 p/a Options Graduate and Placement Programme Location: New York Salary: Competitive Working for Options Developing and engaging our people is a strategic priority for our business. We are looking for talented individuals to join our team and contribute to Options future growth and success. We want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. Who are we? Options is the largest global financial technology company headquartered in Belfast. We are at the forefront of banking and trading infrastructure, serving clients globally with offices in New York, Chicago, Toronto, London, Cambridge, Paris, Hong Kong, Tokyo, Singapore, and Auckland. At Options, our services are woven into the hottest trends in global tech, including high-performance Networking, Cloud, Security, and AI (Artificial Intelligence). Why Options? * Global travel: We have offices in New York, Chicago, Toronto, London, Belfast, Dublin and across Asia. * Continuous career development opportunities: We provide professional skills development and technical training. * The chance to be a part of a self-sufficient, successful team: The Options team operates in a fast-paced environment with endless opportunities for innovation and forward-thinking. * Competitive salary: In addition to a competitive salary, Options reward employees with a range of bonus incentives and employee benefits. The Role The positions will be full-time, paid and based inNew Yorkinitially, although there will be opportunities to work from company offices in Auckland, Belfast,Hong Kong, Singaporeand London for successful candidates. We welcome applications from graduates from a broad range of disciplines including those with technical and engineering backgrounds, as well as science, business, mathematics, marketing and finance. We have a fresh new team expanding globally and we want to hear from candidates that are motivated, self-driven and have a passion to learn and develop their skills in the world of financial technology. At Options we are focused on creating a learning environment that enables you to develop and flourish in all aspects of your work. You own your career, you choose your own path, and we provide the opportunities to make it happen. Essential Criteria Strong research, writing and communication skills. Ability to work in a fast-paced and changeable working environment. Customer service experience (comfortable working with senior management and business owners). Exceptional organisational skills and strong attention to detail. Desire to travel and see the world. Ability to work independently and manage your own projects in a professional manner. Solid competency in the following: Word, PowerPoint and Excel. Candidates must have or be working towards an Undergraduate degree or have previous experience in a similar role. Desirable Criteria Previous start-up, technology or business experience. Degree level qualification or equivalent in related field. A passion for start-ups, innovation and financial technology. Strong interpersonal skills with client facing experience. Project management skills and proven ability to manage own workload. (In the case of applications for technical positions, examples of previous work are encouraged.) How to apply Please submit a CV and cover letter to the Options Graduate and Placement Programmeon the Options Career Page at your CV, please include a section on your Hobbies and Interests. On the covering letter please detail the role you are applying to, along with your availability. If you have any questions about this position, please contact .

Job Description Job Title: Office Services Associate - Hospitality Reports To: The Office Services Associate - Hospitality will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. SPS is seeking an Office Services Associate - Hospitality for a client, a leading global private equity firm. This Admin Assistant welcomes all visitors and colleagues alike as the first point of contact upon arrival. This hospitality-focused person understands they set the stage for the experience on the touchpoint journey. The ideal candidate should be organized, professional, and have a passion for service. As the first point of contact for visitors and callers, this individual will deliver a seamless, high-touch experience that reflects the firm's commitment to professionalism and exceptional hospitality. This role combines reception duties, hospitality, and light administrative support to ensure a world class experience for both employees and guests. Overall, this position continuously offers the highest level of service to all clients and SPS employees while maintaining a professional image of the company by providing prompt, courteous, and efficient service. Typical Work Schedule: Mondays to Fridays 8AM - 6PM What You Will Be Doing: • Greet and assist visitors, delivering an exceptional first impression., • Answer and route calls promptly and professionally, including confidential inquiries., • Oversee conference room scheduling, meeting preparation, and catering coordination., • Prepare and reset meeting spaces before and after events., • Maintain a clean, organized reception area and offer refreshments to guests., • Provide light administrative support to internal teams as needed., • 2-4 years of reception or hospitality experience, ideally in financial services or hospitality environments., • Exceptional customer service, communication, and interpersonal skills., • Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting., • Proficient in Microsoft Office Suite; comfortable learning new systems. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$30—$33 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job DescriptionCompany Description Williams Lea, by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries. We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly. Job Description Pay: $26.00/hr The Guest Services Manager delivers exceptional customer service for our clients by coordinating workflow in the Front of House operations for a premier law firm client of Williams Lea. The GSM will manage all workflow coordination of tasks and "own" the front of house area operations. This can include the Reception Desk and Concierge service as well as the 5 person Hospitality team service operations. Cross training in all services lines will be required; however, primary focus will be on seamless front of house operations. Candidate shall excel in white glove service mentality. This is an onsite client facing role. Workflow Coordinators will support other Williams Lea service lines as needed, including but not limited to reprographics (copy) and mail services in both physical and digital environments, intake, hospitality, facilities, audio/visual, reception. Job duties (* denotes an “essential function”) * *Coordinate workflow within the team, prioritizing jobs and delegating duties to associates. * *Assist the team in completing large or more complex jobs (i.e. large numbers of requests or high volumes of incoming/outgoing activities, expansive administrative support requests) * *Ensure team provides outstanding service to client, while building strong customer relationships. * *Immediately escalate any operational problems or issues to Lead, Supervisor or Manager. * *Produce required reports on schedule. * *Provide job intake services as prescribed by manager. * *Read, interpret and understand all requests (emails, phone, in-person, and forms). * *Communicate with manager and client on job or deadline issues. * *Conduct and direct quality assurance process to maintain efficient workflow and assure client satisfaction. * *Monitor workflow to ensure jobs are completed efficiently, accurately and within deadlines. * *Assess incoming requests selecting the best equipment and/or resources for successful completion * *Make sure team follows standard operating procedures at all times. * *Train new employees on policies and procedures. * Load copiers with paper and toner as needed. * Maintain all logs and reporting documentation as required. * Additional duties may include client or manager requests, such as setting-up conference rooms with audio/visual equipment and/or furniture configuration, mail and messenger services, food and beverage services, assist with reception coverage, manage multiple phone lines and/or visitor check-in. * Must be able to lift up to 50 lbs. on a regular basis. * Adhere to Williams Lea policies in addition to client site policies. * Use equipment and supplies in a cost-efficient manner. Qualifications * High school diploma or equivalent, College degree preferred. * Minimum of 5 years’ experience in Hospitality, Concierge, or Customer Service office environment, preferably in a legal, banking, large corporate environment or luxury hotel environment. * Demonstrates customer service skills needed to maintain effective working relationships with clients and team members through excellent, professional verbal and written communication skills. * Experience directing workflow in an organized manner to meet deadlines occurring quickly and simultaneously. * Intermediate computer skills required, generally using Microsoft Office. * Familiar with procedures supporting service line, such as mail, reprographics, or other administrative support services * Attention to detail with emphasis on accuracy and quality, deep experience with QC checks and balances. * Ability to handle sensitive and/or confidential documents and information. * Capable of demonstrating exemplary work ethics and professionalism at all times; maintains professional demeanor and composure at all customer service interactions. * Ability to make independent decisions and use problem-solving skills and in line with appropriate standards/procedures. * Excellent problem-solving skills, with the ability and understanding of when to escalate a problem to a supervisory level. * Must be able to interact effectively with multi-functional and diverse backgrounds in a fast-paced, team environment. * Must be self-motivated with positive can-do attitude. * Experience in the use of reprographics equipment, mail, phone and/or digital equipment is a plus but not required. Working conditions • Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site., • Ability to work overtime as needed., • Work is performed in a professional work environment., • Professional attire required., • Hazards include working with office machines (copiers, faxes, scanners, bindery equipment, paper cutters) and cleaning supplies and toner., • Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug), • 401k Retirement Savings Plan Including Employer Match, • Paid Time Off (PTO), • Life Insurance, • Paid Parental Leave, • Short-term & Long-term Disability, • Healthcare & Dependent Care Flexible Spending Accounts, • Domestic Partner Coverage, • Commuter Benefits, • Legal Assistance, • Employee Assistance Program (EAP), • Additional Employee Perks and Discounts Additional Information It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity of expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. Williams Lea is a drug-free workplace and performs pre-employment substance abuse testing. #LI-0925 #LI-onsite #GOC All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen. RRD is an Equal Opportunity Employer, including disability/veterans

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Care Navigation is a key strategic and operational leader at Charlie Health, responsible for overseeing all referral communications and optimizing care coordination across the client journey. This role bridges Growth and Operations, ensuring alignment between our referral strategy and care delivery functions. The Director will lead a high-performing team tasked with delivering exceptional service to referral partners (e.g., hospitals, outpatient providers, schools), maintaining strategic relationships, tracking treatment progress, and planning post-discharge transitions. In addition to day-to-day team leadership and partner communication, the Director will use data insights and cross-functional collaboration to improve operational workflows, drive strategy, and inform referral decisions. Success will be measured by client outcomes, referral partner retention, operational KPIs, and the ability to scale and adapt processes across new markets and programs. This is an exciting opportunity for a mission-driven leader who combines strategic acumen with operational rigor and a deep passion for mental healthcare access. Responsibilities • Team Leadership & Operational Oversight, • Lead, coach, and develop a high-performing team responsible for client communication, care coordination, and referral partner engagement., • Ensure optimal staffing levels, manage scheduling and capacity planning, and balance workload distribution across high-volume periods., • Monitor team performance against KPIs (e.g., referral volume, response time, time-to-discharge, partner satisfaction) and conduct regular 1:1s, team meetings, and performance reviews., • Build a culture of accountability and continuous improvement by providing real-time feedback, coaching underperformers, and recognizing high performers., • Translate organizational strategy into day-to-day operational plans by establishing repeatable workflows, SOPs, and performance expectations., • Partner with People Ops to support hiring, onboarding, and professional development of team members., • Referral Strategy & Communication, • Own the strategy for referral partner management, including segmentation, communication cadences, escalation protocols, and outreach frameworks., • Serve as the primary escalation point for complex or high-value referral partners to ensure consistent, white-glove service delivery., • Create and maintain referral reporting dashboards that track satisfaction, conversion, and follow-through to identify trends and inform engagement tactics., • Regularly meet with key partners to provide clinical updates, discuss discharge planning, and gather feedback on their experience., • Align referral strategy with national and regional growth goals, ensuring team workflows and bandwidth support new market expansion., • Care Coordination and Post-Discharge Planning, • Oversee the team's coordination of patient care throughout the client journey, including intake review, non-admission follow-up, in-program updates, and discharge planning., • Ensure discharge plans are timely, clinically appropriate, and clearly communicated to both clients and external partners., • Track referral outcomes to ensure follow-through on post-discharge placements and partner feedback loops., • Collaborate with Clinical and Utilization Management teams to ensure coordination is aligned with treatment progress and payer considerations., • Identify gaps in referral resources and proactively source or vet new partner organizations to ensure a robust post-care network., • Technology, • Work cross-functionally to implement technologies and processes that boost team productivity and/or improve the patient, partner, or employee experience, • Maintain a comprehensive database of trusted referral partners, • Create structured feedback loops with frontline staff to identify process friction and opportunities for automation or integration., • Ensure data integrity and consistency across tools used for referral tracking, communications, and performance reporting.Qualifications, • Bachelor's degree required, (Masters preferred), • 4+ years of experience in strategy, partnerships, referral management, operations, or customer service leadership, ideally in healthcare or a fast-paced client-facing environment., • Proven leadership skills with the ability to inspire teams, manage change, and drive performance across cross-functional teams., • Excellent communication and interpersonal skills, with the ability to interact effectively with customers, colleagues, and stakeholders at all levels., • Proven ability to drive measurable impact on key business KPIs, including efficiency, client satisfaction, and financial performance., • Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions., • Experience optimizing processes, implementing automation, and leveraging technology to enhance operational effectiveness., • Proficiency in relevant software applications and tools for data analysis, reporting, and customer relationship management.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $160,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $136,000 and $176,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role The Director of Care Delivery is a key strategic and operational leader at Charlie Health, responsible for overseeing all referral communications and optimizing care coordination across the client journey. This role bridges Growth and Operations, ensuring alignment between our referral strategy and care delivery functions. The Director will lead a high-performing team tasked with delivering exceptional service to referral partners (e.g., hospitals, outpatient providers, schools), maintaining strategic relationships, tracking treatment progress, and planning post-discharge transitions. In addition to day-to-day team leadership and partner communication, the Director will use data insights and cross-functional collaboration to improve operational workflows, drive strategy, and inform referral decisions. Success will be measured by client outcomes, referral partner retention, operational KPIs, and the ability to scale and adapt processes across new markets and programs. This is an exciting opportunity for a mission-driven leader who combines strategic acumen with operational rigor and a deep passion for mental healthcare access. Responsibilities • Team Leadership & Operational Oversight, • Lead, coach, and develop a high-performing team responsible for client communication, care coordination, and referral partner engagement., • Ensure optimal staffing levels, manage scheduling and capacity planning, and balance workload distribution across high-volume periods., • Monitor team performance against KPIs (e.g., referral volume, response time, time-to-discharge, partner satisfaction) and conduct regular 1:1s, team meetings, and performance reviews., • Build a culture of accountability and continuous improvement by providing real-time feedback, coaching underperformers, and recognizing high performers., • Translate organizational strategy into day-to-day operational plans by establishing repeatable workflows, SOPs, and performance expectations., • Partner with People Ops to support hiring, onboarding, and professional development of team members., • Referral Strategy & Communication, • Own the strategy for referral partner management, including segmentation, communication cadences, escalation protocols, and outreach frameworks., • Serve as the primary escalation point for complex or high-value referral partners to ensure consistent, white-glove service delivery., • Create and maintain referral reporting dashboards that track satisfaction, conversion, and follow-through to identify trends and inform engagement tactics., • Regularly meet with key partners to provide clinical updates, discuss discharge planning, and gather feedback on their experience., • Align referral strategy with national and regional growth goals, ensuring team workflows and bandwidth support new market expansion., • Care Coordination and Post-Discharge Planning, • Oversee the team's coordination of patient care throughout the client journey, including intake review, non-admission follow-up, in-program updates, and discharge planning., • Ensure discharge plans are timely, clinically appropriate, and clearly communicated to both clients and external partners., • Track referral outcomes to ensure follow-through on post-discharge placements and partner feedback loops., • Collaborate with Clinical and Utilization Management teams to ensure coordination is aligned with treatment progress and payer considerations., • Identify gaps in referral resources and proactively source or vet new partner organizations to ensure a robust post-care network., • Technology, • Work cross-functionally to implement technologies and processes that boost team productivity and/or improve the patient, partner, or employee experience, • Maintain a comprehensive database of trusted referral partners, • Create structured feedback loops with frontline staff to identify process friction and opportunities for automation or integration., • Ensure data integrity and consistency across tools used for referral tracking, communications, and performance reporting.Qualifications, • Bachelor's degree required, (Masters preferred), • 4+ years of experience in strategy, partnerships, referral management, operations, or customer service leadership, ideally in healthcare or a fast-paced client-facing environment., • Proven leadership skills with the ability to inspire teams, manage change, and drive performance across cross-functional teams., • Excellent communication and interpersonal skills, with the ability to interact effectively with customers, colleagues, and stakeholders at all levels., • Proven ability to drive measurable impact on key business KPIs, including efficiency, client satisfaction, and financial performance., • Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions., • Experience optimizing processes, implementing automation, and leveraging technology to enhance operational effectiveness., • Proficiency in relevant software applications and tools for data analysis, reporting, and customer relationship management.Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. The total target base compensation for this role will be between $123,000 and $160,000 per year at the commencement of employment. In addition to base compensation, this role also offers a performance bonus. The expected total cash compensation range, including potential bonus, will be between $136,000 and $176,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description Administrative Tax Clerk The Clerk provides exceptional expense/financial and office services, delivering operational functions in the following areas: receiving, processing, and verifying invoices, tracking and recording purchase orders, and processing payments, while serving as a backup to other front or back of office functions. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Duties and Responsibilities: Provides 5-star customer service to all employees (in all forms of communication). Does extensive preparation and tracking of all expense reports and reimbursements; understands and complies with all policies, guidelines, and procedures for expense processing; completes monthly reconciliations of principal's expense profile. Communicates sick days, vacation days, early departures, late arrivals, and changes to the schedule. Generates research reports and pulls company and client information using proprietary tools, , online tools, , etc. Arranges and facilitates extensive domestic, international, and multi-destination travel including flights, hotels, and cars in accordance with IBD policy, expense guidelines. Provides general administrative or office management tasks. Supports incoming correspondence; archiving of documents, records, and reports in accordance with firm policy; performs general administrative errands; liaises with Office Administration team to assist in dissemination of critical information. Processes check requests and expense reports on a regular basis. Accurately reviews, codes, and processes vendor invoices. Maintains a large number of vendor accounts while staying in compliance with company policies and procedures. Proactively seeks out additional work during downtime. Builds professional relationships with customers and other teams. Maintains professionalism and composure when interacting with all employees. Trains back-up and providing guidance on policies and procedures. Determines what additional support is needed when handling sensitive inquiries. Provides exceptional customer service to client. Provides reception or concierge (front of office) coverage or mail (back of office) coverage as needed. Competencies: Strong verbal and written communication skills. Excellent customer service skills. PC skills MS Office Suite experience. Ability to handle multiple tasks simultaneously. Good organizational skills. Possesses ability to work independently and capable of completing projects. Patient, calm, clear-thinking, poised, professional, and energetic. Qualifications and Education Requirements: High School Diploma (or equivalent) required. 2+ years prior work experience preferred. Ability to work assigned work hours determined by manager. Excellent organizational and time management skills. Analytical abilities and aptitude in problem-solving. Superb written and verbal communication skills. Current knowledge or ability to learn computer-based systems required for functions of position. Required to maintain an overall professional appearance and attitude. Adhere to all policies and procedures required. Physical Demands: Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of 60 lbs. Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Manual dexterity required for operating office machinery (phone, copy machines, binding equipment, etc.). Ability to lift or move 40 lbs. or greater frequently. Travel: None or Negligible Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Pay Range$26—$26 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. About the Role Sydecar is looking for a hands-on, process-oriented Director of Fund Accounting to lead our internal accounting professionals through a period of rapid growth. This person will be responsible for ensuring the timeliness and accuracy of deliverables, including financial reports, across thousands of SPVs and funds on our platform, while also improving how these functions scale through automation, documentation, and product partnership. You’ll work closely with our Customer Experience, Product, and Legal teams to shape and improve Sydecar users’ experiences. This role is a strong fit for someone who enjoys rolling up their sleeves and working cross-functionally to remove friction and improve outcomes. What You’ll Do Functional Ownership * Oversee all aspects of fund accounting for SPVs and funds across Sydecar’s platform. * Ensure timely preparation and delivery of financial statements, waterfall calculations, and capital account statements. * Own the integrity of fund data flowing through the general ledger and integrated systems. Team Leadership * Manage a team of fund accountants. * Set and monitor KPIs, manage resourcing across busy seasons, and coach the team to scale output rather than headcount. * Serve as an escalation point for complex accounting inquiries, both internally and from customers. Process Design & Product Enablement * Work with Product and Engineering to scope, test, and implement automated workflows for fund reporting. * Help define business rules and edge cases to translate operating agreements into scalable product logic. * Improve and standardize internal processes to maximize efficiency and limit opportunity for errors. * Oversee and delegate the design of internal SOPs to standardize accounting processes, improving accuracy and reducing cycle time. Cross-Functional Contribution * Collaborate with the Head of Customer Experience to improve service delivery and reporting transparency. * Support the Customer Experience team by creating documentation, performing trainings, and creating structured review processes. * Contribute to client-facing resources, including Help Center articles and onboarding guides. About You Experience * 10–15+ years in fund accounting roles for alternative investments. * Strong working knowledge of VC/PE structures and fund operations. * Demonstrated ability to manage cross-functional teams and execute through ambiguity. * Experience scaling systems and workflows at a fast-paced, tech-forward company. * CPA is a plus but not required. Skills * Expertise in GAAP and partnership accounting, including interpreting operating agreements. * Experience with general ledger software. * Excellent communication and documentation skills, with the ability to distill complexity for non-experts. * Ability to communicate clearly and effectively with software and systems engineers to ensure product design meets the complexity required for fund accounting and tax solutions. * Willingness to diligently prioritize multiple urgent/important projects and manage deadlines. Mindset * Operates with urgency but doesn’t sacrifice accuracy. * Comfortable navigating incomplete systems while building better ones. * Assertively advocates for best practices * Confident when influencing stakeholders while maintaining willingness to commit to an agreed path. * High accountability and a bias toward action. * Equally comfortable digging into the numbers or advising product specs. Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Ownership We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals. Excellence We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution. Humility We value feedback and recognize that growth comes from learning from each other and our experiences. Win Together We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $185K - $225K

Job DescriptionAbout Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. What You’ll Do * Take full ownership of your team’s pipeline, forecast, and performance — driving activity and momentum to exceed team revenue goals * Lead with data: uncover trends, optimize funnel efficiency, and implement process improvements that increase conversion and velocity * Guide and inspire a high-performing sales team through structured coaching, goal setting, and strategic support — ensuring individual and team quota attainment * Contribute directly to revenue by closing your own deals, while modeling best practices in sales execution and customer engagement * Collaborate closely with the your manager (Head of Sales) to continuously refine sales strategy, enablement, and team structure * Partner cross-functionally with operations, marketing, customer success, and product teams to align efforts, remove friction, and accelerate growth * Foster a culture of accountability, development, and continuous improvement through regular call listening and feedback Qualities you possess * A passion for both selling and coaching * Emotional intelligence: leadership focused on building trust, motivating teams, and leading with empathy * A strong grasp of sales metrics and reporting * An analytical mindset and a tilt toward data driven decision-making and performance optimization * Process orientation, and biases toward action and building for scale * A value for collaboration (you’ll be collaborating closely with functions like product, marketing, and business operations) Experiences you’ve had * Undergraduate degree from an accredited college or university * 5+ years of sales experience, including direct quota responsibility * At least 1 year managing SDRs or Account Executives * Proven success selling into alternative investments, capital markets, or financial services * Strong communicator with experience collaborating across marketing, product, and operations teams * Proficient operations of CRM platforms (e.g. HubSpot or Salesforce) * A track record of driving results through structured goal setting, coaching, and strategic leadership Sydecar’s values Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions. Ownership We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals. Excellence We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution. Humility We value feedback and recognize that growth comes from learning from each other and our experiences. Win Together We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners. Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages. Compensation Range: $200K - $230K

Job DescriptionCompany Information Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, real assets, and private equity. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities. Waterfall is headquartered in New York, with additional offices in London, and Dublin. As of June 1, 2025, Waterfall approximately $13.1 billion in assets under management. Job Description Waterfall Asset Management is searching for an infrastructure engineer with at least 5 years of experience. The individual will be primarily responsible for implementing and maintaining our cloud infrastructure as well as serve as a manager and escalation point for the helpdesk. We are a hybrid cloud environment across a private cloud, azure, and AWS. The infrastructure team provides foundational technology, engineering, security, and support systems that power the innovative services at the heart of Waterfall’s investment strategies. We’re looking for a highly motivated technologist driven to provide exemplary customer service in a global environment. The ideal candidate is a self-starter, possesses exceptional problem-solving skills, a collaborative mentality, and an ability to bring innovative ideas to life. The role offers great exposure to all aspects of technology as well as the many and varied areas of the hedge fund. Specific job responsibilities include: • Provide day to day systems administration and support, • Design and build performant, reliable, and scalable infrastructure in both Azure and AWS, • Working with development and application teams to deploy new technology, • Coordinate with an outsource technology support firm and co-manage 4 dedicated helpdesk support techs from this firm, • Work with additional external vendors as needed (compliance, off-site storage of backups, and business continuity), • Act as an escalation point to helpdesk to assist in issue resolution, • Retain all licenses, renewals, and upgrades from IT vendors, • Recommend and implement necessary upgrades to system infrastructure, • Manage and support market data and trading systems, • Maintain up to date documentation of procedures and site infrastructure, • Work with external vendors for compliance, off-site storage of backups, and business continuity, • Proven engineering and operations experience in a globally distributed hybrid technology infrastructure, • Strong project and resource management skills with the ability to juggle competing deadlines, • Deep understanding of enterprise infrastructure technology including storage, network, computing, virtualization, and containerization, • Excellent communication, analytical and troubleshooting skills, • In-depth knowledge of Microsoft servers, Active directory, group policy, identity platforms, Microsoft 365 and associated services, • Advanced working knowledge of DNS, DHCP, and other TCP/IP –related protocols, • PowerShell and Batch scripting to automate daily tasks, • Solid understanding of business continuity including disaster recovery and data backup technologies, • Capable of multitasking effectively and efficiently in a high-paced environment, • Preferred financial industry experience including familiarity with market vendor applications, • Capacity to work independently with moderate supervision, • Ability to be flexible and successfully respond to multiple work pressures Powered by JazzHR mKn9Cv7XEi

Job Description About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. Position Summary The Branch Relationship Manager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch. This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. This position is eligible for incentive pay based on achievement of company and/or individual goals. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Primary Responsibilities Manages Business Development, Customer Experience, Operational and Sales Activities • Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s), • Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market., • Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling., • Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture., • Manages and enhances client relationships through coaching and mentoring staff., • Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation., • Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs., • Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met., • Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles., • Communicates, reinforces, and monitors team behavioral standards., • Ensures follow-up activities are employed to maximize closing business. Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners • Maximize customer satisfaction by delivering “5 Star Customer Service”., • Represent the bank through active involvement in a local community organization., • Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars., • Engage customers to deepen relationships, gauge customer satisfaction., • Have expert understanding of Bank’s consumer and business products and services., • Understand and listen to our customers and deliver appropriate consumer and business solutions. Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency • Oversees the overall operational effectiveness of the branch., • Has expert knowledge of Bank’s policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same., • Supervises all related training, Human Resource and Employee Relation issues., • Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements., • Opens accounts in a platform environment., • Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements., • Oversees that the staff ensures the branch is opened and closed in compliance with procedures., • Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions., • Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy., • Provide factual and well documented employee performance appraisals., • Strong knowledge and understanding of Human Resource policies as put forth by the Bank., • Ability to perform all duties for all positions within the branch as necessary., • Assist in other areas of the bank/branch as assigned. Position Requirements • High school diploma or equivalent required. College degree preferred.., • 5 years of retail banking experience required, • Extensive knowledge of retail banking regulations and retail branch operations, • Demonstrates effective sales/service behaviors, • Must be mobile to meet the needs of the business, working flexible hours in various branch locations, • May be required to work extended hours, including weekends, • Strong leadership skills, • Ability to speak to others with poise and confidence, • Ability explain procedures, both written and verbal All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

Job DescriptionBenefits: • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off We appreciate our employees and in order to continue serving our customers at the highest level, we continue to strive to become "the place to work". We are looking for a Loan Documentation Specialist to assist LoanBud Business Lending Officers and borrowers process and close SBA and other commercial loans. Do you have banking, loan processing or loan review experience, do you enjoy helping people meet their financial goals, do you have attention to detail and excel in process workflow? This may be the perfect job for you, and we encourage you to apply! Compensation for this position is a salary plus commission. Wage placement based on qualifications and direct experience for this position. About LoanBud We Offer Great Benefits! We offer solid benefits, including medical, dental & vision and a generous 401(k) match. We take care of our employees! The wisest investment we make is in our employees. We support them with professional development resources and opportunities for advancement. At LoanBud, we believe in work-life balance. With an extensive holiday and PTO plan, there's always something to look forward to. We offer a supportive and flexible work environment. We treat our employees like humans, not robots. You deserve respect, empathy, and trust, and that's what you'll get as a member of our LoanBud team. Summary Of Job Duties Of This Position This position assists customers, lenders, and lending officers with the processing and closing of SBA and other commercial loans. Their responsibilities include interfacing with borrowers and referral partners from loan submission to funding, collecting and reviewing documentation per program requirements, coordinating and processing loans in accordance with lender guidelines, ordering and collecting 3rd party reports. Essential Duties And Responsibilities • Collaborates with internal staff including Business Lending Officers to process and close loans in a timely manner., • Reviews the loan file and prepares a list of items required to close and fund the loan., • Communicates the requirements and loan status clearly and concisely., • Prepares loans for submission in accordance with lender guidelines and requirements., • Calculates business and/or global debt service coverage ratios., • Opens Title and orders preliminary title reports as required; reviews title reports and make changes as necessary., • Reviews and accepts entity documentation such as articles, by-laws as well as partnership and LLC documents., • Ensures compliance and adherence to SBA Standard Operating Procedures (SOP) and lender credit policy., • Determines insurance requirements and obtains hazard/flood/liability insurance as required., • Reviews loan applications and determines initial eligibility., • Prepares and completes loan document requests; ensure that loans are documented correctly to ensure conformance with lender approvals and conditions., • Coordinates closings with borrowers, referral partners and business lending officers., • Maintains accurate pipeline reports; meets monthly loan closing and loans in pipeline goals., • Deadline Oriented the individual acts with a sense of urgency to prioritize and hit required deadlines., • Analytical - the individual synthesizes complex or diverse information., • Problem-solving - the individual identifies and resolves problems on time and gathers and analyzes information skillfully., • Communication - the individual speaks and writes clearly and persuasively in positive and negative situations, demonstrates excellence in telephone etiquette, customer service, and business communication skills., • Leadership - the individual inspires and motivates others to perform well, accepts feedback from others., • Quality management - the individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness, including the ability to proofread documents for accuracy., • Judgment - the individual displays willingness to make decisions, exhibits sound and accurate judgment, and makes timely decisions., • Planning/organizing - the individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans. Associates degree or higher Four years' experience in loan processing or four years of combined professional experience and education in a related field Knowledge of SBA loans or prior lending experience Proficient use and understanding of MS Office products (Word, Excel, Outlook) AAP/EEO Statement LoanBud values their employees and provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

Job DescriptionSalary: Competitive base salary Description: Account Executives will be responsible for developing new business by building relationships with key decision makers to end-user accounts such as Retail, Warehousing, Industrial, Class-A Offices, Banking, Healthcare, Hospitality, Multifamily, Senior Living, Commercial, and other related verticals. Responsibilities: • Identify and cultivate relationships with potential clients in the territory., • Actively prospect and generate leads to expand the client base., • You will collaborate with clients to understand their cleaning and janitorial service needs, ensuring we provide the best solutions. This collaborative approach is vital to our success, and we look forward to having you join our team., • Coordinate with internal teams, including operations and customer service, to ensure a smooth onboarding process for new clients., • Conduct site visits and provide pricing estimates., • Negotiate terms and conditions of contracts to ensure mutually beneficial agreements., • Ensure client satisfaction and address any concerns or issues promptly.

Assist customers with routine account related requests such as: opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others. Maint

Minimum of 5 years of banking experience which includes experience leading treasury management sales and customer service teams. Expertise of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight. Flagstar is an Equal Opportunity Employer.

Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities available in our New York and New Jersey locations. We are actively engaged in high-volume rapid retail growth to significantly increase our best-in-class customer service goals. We offer an innovative mix of financial products and services to help our customers get the cash they need, when they need it. We cash checks, pay bills and process money transfers for the best customers in the communities we serve. You will be part of an enthusiastic and motivated team of financial service professionals, working in a friendly environment with great opportunities and benefits where talented people can get ahead. We have a limited number of FULL TIME positions available. KEY RESPONSIBILITIES: • Provide superior customer service with new and future customers, • Process financial transactions, including cashing checks & issuing money orders, • Educate customers on all product offerings, • Open & close the store (along with our Security team), • Perform job according to our policies and procedures REQUIREMENTS: • Superior customer service skills, • Honesty, Enthusiasm, Accountability, Respect & Teamwork, • High School Diploma or GED, • Verifiable work history; two years cash handling experience in a retail or banking environment, • Able to commit to Full Time flexible hours, Monday – Friday with rotating weekends (Saturday & Sunday). Morning, afternoon and evening shifts will rotate each week, • Must pass Pre-Interview skills test, background check & fingerprinting PREFERRED QUALIFICATIONS: • Retail sales experience, • Banking experience, • Customer service experience, • Bilingual (English & Spanish, e.g.) COMPENSATION: • Highly competitive starting rate with three salary reviews in first 22 months, • Paid training from Day One, • Annual bonus eligibility BENEFITS: • Medical and Dental insurance, • Disability coverage, • Company-paid Life Insurance, AD&D, • Paid Time Off first year, • Bonus Eligibility, • COMPANY-MATCHED 401(K) PLAN, • Career opportunities (Store Manager, Regional Manager, Executive Staff) We are looking for talented people who are committed to their own success, and we only hire the best. If you want a career in the retail consumer finance industry with a successful company that offers highly competitive compensation, benefits and advancement opportunities we want to hear from you! Our people aren’t Average; They’re AWESOME! Your future is waiting! CFSC is an Equal Opportunity Employer

Job Description Overview Role: Cook Rate: $ 18 per hour Join Healthcare Services Group (HCSG) as a Cook, where you will play a vital role in preparing and cooking nutritious meals for residents in a long-term care facility. At HCSG, we are passionate about positively impacting the communities we serve. If you share our commitment to excellence and enhancing customer and resident experiences, join us and make a difference! Available Benefits For All Employees • Free Telemedicine*, • Free Prescription Discount Program, • Free Employee Assistance Programs, • Get paid when you need it with PNC EarnedIt, • Financial Wellness Support from PNC Workplace Banking, • Hands-on-Training & Support, • Career Development Click here for more benefits information or copy this link: *Not available in AR. Responsibilities • Prepare and cook meals according to planned menus and recipes., • Ensure food quality, taste, and presentation meet HCSG standards., • Adhere to food safety and sanitation guidelines; maintain a clean and orderly kitchen., • Assist with inventory management and ordering of supplies., • Interact positively with residents, staff, and guests, providing excellent customer service., • All other duties as assigned. Qualifications • High school diploma or equivalent., • Previous experience as a cook or in food preparation is preferred., • Ability to follow recipes and dietary restrictions., • Maintain a positive attitude and effectively communicate with building occupants, administration, and HCSG leadership to perform daily tasks., • Compliance with COVID-19 vaccination policies, • Must be able to lift/carry a maximum of 50 pounds, push/pull a maximum of 50 pounds, stand, sit, bend and walk for extended periods., • Must be able to perform routine, repetitive tasks continuously., • Must be able to work around food and cleaning products., • May be required to complete an approved sanitation and safety course., • Current ServSafe or Food Handler certification is required based on State / County law., • Residency within the service area required Ready to Join Us? If you're looking for a role where you can contribute to serving delicious meals and be part of a supportive and dedicated team, apply now and start making a difference at HCSG! HCSG is proud to be an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage employees to bring their authentic, original, and best selves to work for a culturally inclusive team. We offer equal employment opportunities (EEO) to all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, genetics, ethnicity, pregnancy status, gender identity, sexual orientation, marital status, political opinions or affiliations, veteran status, or other legally protected classes. HCSG also complies with applicable state and local laws and federal law requirements that govern nondiscrimination in every location where we operate.

Job Description Primary Job Title: AML Operations Officer Location: New York City Shift/Work Schedule: Monday to Friday, 8:00 AM – 5:00 PM (may be flexible) Employment Type: Contract (6 Months) Scope of Project AML Operations Officer will support the global name screening operations team to process over 1 million alerts. Responsibilities include reviewing alerts related to sanctions, PEPs, adverse media, MSPs, and other watch list sources. Job Description The AML Financial Crime Risk Investigation Support Officer II processes alerts and/or fraud cases to identify regulatory or policy violations contributing to AML, fraud, or Sanctions/ABAC financial crimes. The role ensures all necessary due diligence to support accuracy in activities and transactions. Primary Responsibilities * Review watchlist alerts to identify potential matches and clear false positives. * Analyze key demographics (name, date of birth, address) to disprove or escalate alerts per the decision matrix. * Document rationale for alert disposition; escalate matches to Analyst 1.2. Depth & Scope * Prioritize and manage workload to meet SLA targets. * Apply operating policies and procedures. * Ensure accuracy and compliance with internal and regulatory standards. * Escalate high-risk or non-standard activities. * Complete adjudications and investigations; report risk or process gaps. * Recommend improvements to productivity and efficiency. Customer Accountabilities * Review banking transactions to ensure regulatory compliance. * Forward unusual transactions for further investigation. * Conduct research activities and resolve discrepancies. * Support service delivery and process improvement initiatives. * Maintain confidentiality and adhere to Code of Conduct. Shareholder Accountabilities * Maintain confidentiality and escalate issues appropriately. * Identify and manage risks in line with policy and regulation. * Produce functional or enterprise-level documentation. * Maintain project records and provide management updates. * Execute standard practices and comply with guidelines. Employee/Team Accountabilities * Participate fully as a team member and promote a positive work environment. * Enhance and share knowledge/expertise across the team. * Support an inclusive and equitable workplace. * Serve as a brand champion internally and externally. Note: Responsibilities described are intended as a general overview and not an exhaustive list. Qualifications * Education: Undergraduate degree preferred (e.g., Criminal Justice or relevant field). * Experience: 1–2 years of prior AML experience required. Must-Have Skills * AML experience (1+ years). * Proven ability to manage high-volume alert queues. Soft Skills * Strong attention to detail. * Effective and quick decision-making skills. Nice-to-Have * Retail or teller banking experience. Disqualifiers * Short job tenures on résumés. Alternate Work Locations (AML Hub Sites) Also open to candidates near or in: * New York, NY * Charlotte, NC * Greenville, SC * Jacksonville, FL * Lewiston, ME * Wilmington, DE * Vienna, VA Benefits * Medical, Vision, and Dental Insurance Plans * 401k Retirement Fund About the Company A top 10 Canadian and North American bank offering comprehensive financial services, including retail, commercial, wealth management, and wholesale banking. The company is committed to helping clients thrive in a dynamic financial landscape. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients include Fortune 500 companies across banking, insurance, financial services, technology, life sciences, biotech, utilities, and retail industries in the U.S. and Canada. We look forward to helping you land your next great career opportunity! 25-24017: #gttic #gttjobs Company DescriptionGlobal Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure. We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

Job Summary As the Artificial Intelligence & Analytics East Coast Lead (AIA), you will leverage your strengths in sales, service, and marketing to drive business growth and enhance client satisfaction. With a hybrid work model and a focus on day shifts you will collaborate with cross-functional teams to deliver innovative solutions that align with our strategic goals. Your contributions will play a crucial role in advancing our company's mission and positively impacting society. Industry Required - Banking and Financial Services (B&FS) Required Locations: East Coast - New York / New Jersey Responsibilities • Lead the development and execution of AIA strategic plans to enhance performance and achieve business objectives., • Oversee the implementation of sales, service, and marketing initiatives to drive customer engagement and satisfaction., • Provide expert guidance on B&FS domain-specific challenges and opportunities to optimize business processes and success., • Collaborate with cross-functional teams to design and deliver innovative solutions that meet client needs., • Analyze market trends and customer feedback to inform strategic decision-making and improve service offerings., • Develop and maintain strong relationships with key stakeholders to ensure alignment with business goals., • Monitor and report on service line performance metrics to identify areas for improvement and drive continuous growth., • Ensure compliance with industry standards and regulations to maintain the highest level of service quality., • Facilitate knowledge sharing and best practices across teams to enhance organizational capabilities., • Support the development and implementation of training programs to upskill team members and improve service delivery., • Contribute to the development of marketing strategies that effectively communicate the value of our services., • Drive innovation by identifying and implementing new technologies and methodologies that enhance service delivery., • Possess extensive experience in sales, service and marketing domains with a proven track record of success., • Extensive experience with Hyperscalers: Azure, AWS, and / or GCP platforms with understanding of Data warehouse concepts like Cloud modernization, Enterprise data governance analytics and reporting., • Extensive experience with Snowflake, Databricks, Informatica and other leading Data Products, • Extensive experience with Data, Analytics & AI Solutions and Services (10+years preferred)., • Good exposure to market Generative AI Solutions, • Experienced communicating effectively with business stakeholders up to the C-Suite., • Experience with largescale consulting and program execution engagements in the AI & Data analytics space. Strong technical skills with ability to find technical solutions to business problems, and engage the potential customer with “consultative selling” is a must. * Knowledge of industry trends, customer pain points, potential opportunities in various areas like cloud, AI/ML, modern data architecture, data governance, IoT and intelligent automations are highly desirable. • Exhibit excellent communication and interpersonal skills to build and maintain stakeholder relationships with decision makers across IT and business teams., • Counsel account leadership and delivery leadership by highlighting risks and issues related to engagements Develop and implement Account Growth strategy and business plans that coordinate and integrate with the account teams larger growth plan * Show proficiency in developing and executing strategic plans that align with business objectives. • Display the ability to lead cross-functional teams and drive collaborative efforts., • Be adept at identifying opportunities for innovation and implementing new technologies., • Hold a bachelor's degree in a relevant field The annual salary for this position is between $200,000 - $215,000 depending on the experience and other qualifications of the successful candidate. This position is also eligible for Cognizant’s discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant’s applicable plans. Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: • Medical/Dental/Vision/Life Insurance, • Paid holidays plus Paid Time Off, • 401(k) plan and contributions, • Long-term/Short-term Disability, • Paid Parental Leave, • Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.

Job Description We’re looking for a Customer Service Representative to join a Private Banking support team at one of our preferred clients. In this role, you’ll be a key point of contact for both internal teams and external clients, ensuring high-quality service across account operations, cash management, and loan servicing. You’ll help manage daily service requests, resolve inquiries, and support key banking functions in a fast-paced, team-oriented environment. Key Responsibilities • Take ownership of client inquiries and assist with daily servicing needs across account maintenance, transactions, and internal banking support., • Use case management tools to track, prioritize, and resolve tasks in line with service level agreements., • Foster strong communication and coordination with business, operations, and internal banking teams to deliver a white-glove client experience., • Review reports and process wire transfers, overdraft approvals, and fund transfer requests (including fee waivers/modifications)., • Perform call-backs to authenticate client transaction requests and confirm account changes., • Support the KYC process and ensure compliance with internal guidelines and regulatory policies., • Communicate with clients and partners via phone, email, chat, or in-person to manage service requests and follow-ups., • Apply sound judgment and problem-solving skills to resolve service issues quickly and effectively., • Manage communication flow for client instructions, training schedules, internal projects, and updates., • Participate in internal projects and testing initiatives to enhance data integrity and client satisfaction., • May occasionally support teller functions as backup in some locations. Qualifications • 1–3 years of experience in the financial services industry or transferable customer service skills., • Proven passion for delivering high-touch, white-glove customer service., • Strong multitasking, time management, and prioritization abilities., • A self-starter who demonstrates integrity, accountability, and attention to detail., • Excellent written and verbal communication skills., • Bachelor’s degree or relevant professional experience., • Ability to collaborate effectively within a team and contribute to a supportive, high-performing workplace. This is an exciting opportunity for professionals looking to advance their careers in commercial banking while delivering top-tier client support. If you are a self-starter who thrives in a client-facing role, we encourage you to apply. Company DescriptionATRIA Consulting is a nationally certified women-owned small business (WBE, WSOB) that offers comprehensive Staffing and Recruiting services.ATRIA Consulting is a nationally certified women-owned small business (WBE, WSOB) that offers comprehensive Staffing and Recruiting services.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Excellent interpersonal - customer

Job DescriptionManhattan or Garden City, New York Salary range: $50,000 - $65,000 The Reg E Intake Team Representative serves as the initial point of contact for CFPB Regulation E claims reporting within Apple Bank’s Claims Intake department and is responsible for guiding the client/caller through the claim process. The individual in this role will be responsible for being fully compliant with Reg E and its processes to successfully capture verbal claims and track all aspects of claim processing. The Representative provides support to both Apple Bank clients and internal staff regarding claim processing and card issuance/cancellations, as well as all aspects of the process. The incumbent also researches debit card transactions when necessary and provides excellent customer services while complying with regulations and established internal policies and procedures. ESSENTIAL DUTIES & RESPONSIBILITIES • Receive consumer ATM, ACH and debit card claims in accordance with the CFPB Regulation E requirements and internal Bank procedures., • Interface with clients by handling inquiries related to electronic payments., • Provide support to Bank clients and support personnel regarding claim processing and card issuance/cancellation., • Collaborate and assist in the investigation and processing of debit card, ATM fraud, and ATM shortage claims in full compliance with CFPB Regulation E requirements and internal Bank procedures., • Perform other duties as requested. SKILLS, EDUCATION & EXPERIENCE • High School diploma or GED required., • 2-4 years of banking experience, call center background helpful., • Familiarity with Reg E, the Visa system and Visa rules a plus but not required., • Thorough knowledge of Apple Bank policies, procedures, products and services., • Working knowledge of bank systems required with an emphasis on our core system and Excel., • Excellent communication skills (verbal + written); emphasis on phone skills and excellent customer service., • Able to work independently and show sound judgement in problem resolution and make decisions that comply with bank policies and procedures., • Time management skills required., • May include nights and weekends. Visa sponsorship not available. 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 Title : Universa Banker Employment Type:Full time / Direct Hire Location : Brooklyn, NY/Forest Hills, NY/Union City, NJ Remote:No Our Client has earned a reputation for serving the needs of our communities by emphasizing the importance of personal banking and by promoting local economic development. We employ a highly qualified and professional staff and offer a wide variety of products and services designed to meet the needs our customers and our communities. We place a strong emphasis on thrift and home ownership. Impact The Universal Banker delivers exceptional customer service experience to customers. Providing first-class customer service experience at each customer touch point while enhancing the Bank's bottom line and reputation. Creates engagement and contributes to the success of the Branch and ultimately theBank. Responsibilities Responsible for providing exceptional customer service to our customers, partners and prospects. Tailors solutions and offers recommendations to fulfill customer needs. Responsible for processing all paying and receiving transactions, and perform cash vault activities, in an accurate and timely manner. Understands and complies with internal policies and procedures and all required regulatory procedures. Supports the branch and banks business development plan and growth goals. Essential Functions 1. Proactively engages and greets the customers as they walk into the branch and provide one-stop customer service experience., 2. Delivers exceptional customer service by identifying customer needs, tailor solutions, make offers appropriatebankproducts and recommendations., 3. Sales products and services; (Deposit, Loans, Cash Management Services, etc.,), 4. Responds to customer inquiries, (in person, by phone, mail or email) and takes ownership while acting as the bank's liaison between other departments andbankpersonnel. Understands customer needs, follows up, and assures customer satisfaction., 5. On boards customers and opens new accounts, completing all documentation related and adhering to our policy and regulatory requirements., 6. Completes monetary and negotiable instrument transactions using traditional and alternative channels such as smart ATM's, TCRs or traditional teller stations., 7. Processes wire transfers and other electronic services, promotes and establishes alternative self-service options for our customers in order to enhance customer experiences., 8. Coordinates periodic customer calls and follow up meetings to provide value-added services., 9. Coordinates with other departments, cultivating partnerships, in order to obtain and provide appropriate referrals., 10. Completes all assigned training in a timely manner., 11. Complies with all internal policies and regulatory requirements (BankSecrecy Act, etc.) Ancillary Functions 1. Assures adherence toBankpolicies and procedures and federal and state regulatory requirements., 2. Provides cross-functional support to other areas of the department and theBankwhere service or assistance is needed., 3. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Mandatory Training Curricula Training is required of allBankstaff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available. Please refer to course catalog and management for details. Competencies (refer to Competencies Library) Skills • Clearly communicates in English, Spanish is helpful, • Proficient reading, writing, grammar, and mathematical skills, • Proficient interpersonal relations and communicative skills, • General knowledge of retail banking procedures and regulations, • Knowledge of banking regulations, • Moderate PC skills, including working knowledge of Microsoft Office software, • Self-motivated with a demonstrated aptitude and desires for sales, • Comfortable with technology: Smartphone, Online Banking, Remote Desktop Capture, ATM etc. Physical Demands/Working Conditions • Ability to travel to multiple branch locations if needed, • Typical office environment. Ability to lift and carry 25 pounds, • May require working in a standing position for a continuous period of time, • Available to work Monday to Sunday; based on Business needs Requirements Education/Training A high school diploma, or equivalent, with an emphasis in a business curriculum. Experience A minimum of two (2) years' related experience normally required Salary info: $20 - $25 / hr

Job Description Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years! Are you looking for more? Tired of not feeling like your work has purpose or aligns with your values? Do you want to be part of a team with positive, “let's make a difference” type team members? Do you want to have a voice in the direction of an organization particularly one that is focused on people, not profits? If that sounds like where you want to be, then we have something more to offer you! If you want to be part of a company that has a demonstrated commitment to its employees, members and the communities we serve that acts in accordance with our shared value system, we may be a good fit for each other. Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 7 public access branches and a team of 100 employees. We are available Nationwide! We are currently looking for an Assistant Branch Manager for our Jersey City, NJ location. This person should have at least 5 years of banking experience as a universal banker, teller, customer service rep, or any other branch position. We would prefer someone who is bilingual in English and Spanish and has some experience supervising people. A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started. We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture! Some of your essential duties will include, but are not limited to: • Develop rapport and build lasting relationships with members through friendly conversation and active listening., • Meet members’ needs by conducting accurate needs assessments, inform members on how to conduct their financial needs, and provide service that meets the credit unions standards and quality of service as indicated in our guiding principles., • Process member transactions such as deposits, withdrawals, transfers, and payments, accurately and efficiently. Organize, and safeguard cash and other negotiable bank items., • Open accounts, enter consumer loan applications. Real estate secured loan applications can only be entered and closed if registered as a Mortgage Loan Originator (MLO)., • Check on branch’s loan status to ensure that all approved loans are closed. Ensure that all loan exception report items are corrected., • Meet branch sales goals by describing the benefits of and suggesting appropriate products and services that meet members’ needs., • Coach branch team to cross sell products and services by determining member needs, referring members to appropriate business partner, and following up to ensure contact has been made., • Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes. Assist members with inquiries and solve problems in a professional and courteous manner answering member requests within 24 hours., • Comply with all established policies and procedures., • Responsible for branch cash ordering and daily branch proof. Prove ATM., • Perform and ensure the timely completion of monthly audits., • Develop a team of high-performing sales and service team members by participating in the hiring, coaching, and performance management processes., • High school diploma or equivalent., • Supervisory experience preferred, • 5 or more years’ experience in bank sales or as a bank customer service representative., • Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period, • A competitive salary, • Generous paid time off, • Health, dental and vision plans for employees and their families, • Health Savings and Flex Spending Accounts, • Paid Parental Leave Programs, • Short and Long-Term Disability Programs, • Company provided life insurance and low-cost supplemental insurance plans, • 401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions, • Paid volunteer days, • Opportunities for career advancement with continuous learning and development, • Tuition reimbursement If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.

Job Description About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. Position Summary The Assistant Branch Manager is responsible for assisting with all aspects of the branch sales and operation in accordance with banking regulations and bank procedures. In this role, you will provide customers with exceptional financial support and advice providing quality service. Tapping into your ability to establish meaningful relationships, professionally and knowledgably address customer concerns, and utilize and implement new technology is paramount to the success of the Assistant Branch Manager. In addition, our comprehensive compensation package includes medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. This position is eligible for incentive pay based on achievement of company and/or individual goals. Primary Responsibilities • Assumes responsibility of Branch Acquisition Manager in their absence, managing the customer experience, operations and sales activities, and employee development., • Assist with training, role play, and coaching staff to consistently provide quality service to maximize customer satisfaction., • Create environment conducive to developing long lasting relationships., • Maximize customer satisfaction by delivering quality service., • Engage customers to deepen relationships, gauge customer satisfaction, • Have strong understanding of Bank’s consumer and business products and services., • Understand and listen to our customers and deliver appropriate consumer and business solutions., • Competently and confidently teach self-service options to customers, • Participate in branch activities planned by Branch Management., • Assist with scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operations functions., • Ensure timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, reports, and other duties as assigned in accordance with policy., • Practice and display behaviors which are focused on achieving individual and branch goals., • Open new accounts and related products/services; debit card, direct deposit, etc., • Compliance with all Bank Secrecy Act regulations, Customer Identification Program and know your customer requirements., • Promote the security and safety of all employees and customers by complying with the Security Program., • Remain current and implement all bank policies and procedures in a timely manner, including Code of Conduct., • Participates in business development efforts., • Working within Bank policy to preserve the security of all Bank assets., • Ensure the branch is open and closed in compliance with procedures., • Supervise vault operations, other cash drawer operations, and various areas of the branch adhering to dual control procedures., • Maintain confidentiality of customer information by complying with the Privacy Policy. Comply with established policies and procedures when responding to inquiries and requests., • Handle customers with unique situations or in conflict with bank policies or procedures to ensure positive customer results. (Timely and adequate responses while maintaining the integrity of the Bank’s policies and quality service levels)., • Knowledge and understanding of Human Resource policies as set forth by the Bank., • High school diploma or equivalent AND a minimum of 3 years banking or retail experience with an emphasis on supervisory, sales, and customer service skills. College degree preferred., • Effective communication, interpersonal skills, customer service and sales skills., • Strong organizational and follow-up skills, • Demonstrates effective sales and service behaviors., • Ability to speak with poise and confidence., • Ability to explain procedures and understand both verbal and written instructions., • Ability to interact with others in a positive manner., • Knowledge of retail banking regulations and retail branch operations Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary, • $400 after the one-year anniversary

Job DescriptionAbout MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures About the job: Tellers provide exceptional service to members by handling routine tasks, such as processing payments, accepting deposits, and handling withdrawals. Tellers respond to member requests and inquiries, make recommendations about products and services, as well as maintain and balance cash supplies. What you’ll be responsible for: • Adhere to MCU’s policy and procedure., • Perform due diligence to mitigate risk and minimize loss., • Verify member’s identity and identification prior to conducting any service on accounts within established guidelines., • Prepare journal entries as necessary., • Verify large negotiable items as required., • Achieve assigned goals and referrals., • Open, close, and secure teller terminal and CDM daily., • Accurately balance teller terminal host totals and cash drawer., • Assist with back-up work and distribution of daily work., • Accurately calculate and verify all incoming and outgoing cash., • Comply with BSA and SAR requirements., • Performs other related duties assigned by management., • Travel and work at other branch locations as required., • High school diploma or the equivalent required., • Minimum two years of prior banking or customer service/sales experience., • Proficiency in Microsoft Office Suite, • Excellent written and verbal communication skills, • Highly ethical, • General Math skills, • Strong organizational skills, • Detail-oriented, • Ability to function in a fast-paced and changing environment, • Excellent communication skills with ability to be concise, clear and consistent, • 2 years of experience working on a fast pace environment, • 2 years of experience delivering high customer satisfaction, • Open and desire to learn, • Able to work on a team environment., • Passion for helping people Why you’ll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. What we can offer you: Competitive compensation, medical and dental benefits. 401K with employer contribution Flexible paid time off We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Description The Universal Banker provides a top-notch customer experience while supporting the financial goals of clients through thoughtful interactions, providing banking solutions and accurately processing all customer transactions within established guidelines. Key Responsibilities • Accurately assist clients with banking transactions and maintain a cash drawer., • Assist clients with questions (in-person, over telephone) regarding banking and escalate issues as needed., • Open new business and person accounts and initiate wire transfers., • Provide clients with services and products to support clients' financial goals and refer to business partners., • Assist with ATM maintenance and cash vault., • Complete all required logs and compliance activities. Education & Experience • High school diploma/GED is required., • Banking experienced required. Physical Requirements & Working Conditions • Lobby/professional office environment with moderate sound., • Manual dexterity and the ability to lift up to thirty (30) pounds., • Ability to travel to branches, off-site training, and/or meetings as needed. Schedule • Flexible to service clients during banking hours. EOE m/f/d/v

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Universal Banker Trainee Location: Staten Island, NY Branch: Greenridge Status: Full Time Job Summary Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product–related recommendations through cross-selling and referring bank products and services. Responsibilities Include: • Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction, • Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls., • Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs, • Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch, • Accept and accurately process all financial service transactions within bank policies, procedures and regulations, • Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed., • Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions, • When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures, • Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary., • Contribute to branch goals by accomplishing assigned sales targets, • Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed., • Maintain a working knowledge of all bank products and services, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period, • Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations, • Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area, • May require occasional travel for business meetings or training., • Management may authorize transfers to other branches based on business need. Competencies: • Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust., • Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting., • Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time., • Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions., • Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations., • Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques. Job Requirements: • High School Diploma or equivalent required, • 1+ years banking experience preferred, • Basic math skills required, • Experience operating an Adding Machine preferred, • Good Computer Skills required, • Previous Teller Experience preferred, • Prior customer service skills preferred, • Prior cash handling skills preferred, • Selling to customers’ needs preferred, • Excellent communications and problem-solving skills, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) Equal opportunity employer- vets/disabled Salary Pay Range: $17.00 - $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Universal Banker Trainee Location: Brooklyn, NY Branch: Court Street Status: Full Time Job Summary Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product–related recommendations through cross-selling and referring bank products and services. Responsibilities Include: • Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction, • Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls., • Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs, • Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch, • Accept and accurately process all financial service transactions within bank policies, procedures and regulations, • Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed., • Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions, • When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures, • Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary., • Contribute to branch goals by accomplishing assigned sales targets, • Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed., • Maintain a working knowledge of all bank products and services, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period, • Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations, • Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area, • May require occasional travel for business meetings or training., • Management may authorize transfers to other branches based on business need. Competencies: • Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust., • Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting., • Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time., • Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions., • Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations., • Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques. Job Requirements: • High School Diploma or equivalent required, • 1+ years banking experience preferred, • Basic math skills required, • Experience operating an Adding Machine preferred, • Good Computer Skills required, • Previous Teller Experience preferred, • Prior customer service skills preferred, • Prior cash handling skills preferred, • Selling to customers’ needs preferred, • Excellent communications and problem-solving skills, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) *Equal opportunity employer- vets/disabled Salary Pay Range: $17.00 - $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job DescriptionWhy Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role Charlie Health is looking for a dynamic, passionate individual to support our incredible clients and families throughout treatment as a Care Experience Specialist. This candidate will welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment. The Care Experience Specialist will also act as the liaison between clients and other internal Charlie Health teams to provide a primary point of contact and an unparalleled experience for those in our care. We're a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you're inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today. Responsibilities • Answer inbound calls, emails, and texts and resolving patient and family concerns or requests efficiently and effectively, • Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical, • Support client-related requests from the Clinical Care team to improve the patient's experience, • Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively, • Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health, • Managing client schedule, scheduling and rescheduling appointments, • Complete all documentation in a timely and accurate manner, • Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources, • Meet determined KPIs including: call answer rates, daily talk time, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, and customer satisfaction scoresRequirements, • Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys, • High school diploma or equivalent, • Minimum 2 years experience working in a customer/patient success or support role, • Experience working with young adults and adolescents (healthcare setting preferred), • 1-2 years of Salesforce experience (or equivalent CRM platform) required, • 1-2 years of experience using contact center technology, • Strong ability to multitask and work in a fast-paced environment, • Demonstrates a high level of emotional intelligence, • Knowledge of HIPAA policies and procedures, • Work authorized in the United States and native or bilingual English proficiency Additional Information Please note that this role is not available to candidates in Alaska, California, Colorado, Illinois, Maine, New York, or Washington. The expected base pay for this role will be between $45,000 and $55,000 per year at the commencement of employment. However, base pay will be determined on an individualized basis and will be impacted by location and years of experience. Further, base pay is only part of the total compensation package, which, depending on the position, may also include incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Charlie Health-sponsored benefits. #LI-Remote Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: . Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Job Description About Us Duco is on a mission to reduce the time spent on data-related work by 90%. Our enterprise data automation platform empowers teams to work more efficiently and meaningfully by giving them the ability to automate data controls with the latest technology, such as no-code, the cloud, and AI. We help firms to start trusting their data, by giving them one intuitive platform to automate the front-to-back processing of all kinds of data (from structured Excels and RTFs to unstructured PDFs and emails). This eliminates the boring manual work across the data lifecycle and enables firms to act faster, work smarter, save money, reduce risk and comply with regulatory requirements. We're headquartered in London and have offices in New York, Boston, Wroclaw, Singapore, and Antwerp. We're proud to call some of the largest global financial institutions our clients, including over 15 of the world's largest international banks, as well as brokers, exchanges, asset managers, hedge funds, administrators, service providers and corporates. The Role Duco services some of the world's largest financial institutions globally. We are looking for a seasoned senior sales hunter to help us uncover and land new logos across North American sell-side institutions such as banks, brokers and exchanges. You will join a talented and highly motivated team of more than 200 Duco professionals across the US, UK, Europe and APAC. You will be organised, self-motivated, talented at cultivating long-lasting business relations, and confident engaging with C-level / senior executives. You should also have a strong understanding of the capital markets landscape, allowing you to successfully develop and execute on the regional sales strategy. You will be targeting and working with some of the world's most demanding firms, therefore strong negotiation skills and extensive experience in closing large scale enterprise agreements is a must. Primary Responsibilities: • Developing a territory comprised of US and Canadian sell-side institutions, and systematically working through the market to source and win new opportunities, • Creating account plans, performing organization mappings and implementing sales strategies which support Duco's business objectives, • Developing and maintaining a network of contacts and keeping up a rolling pipeline of 4-5 times your sales target, • Efficiently managing and updating your sales pipeline and MEDDPICC information using Salesforce and other available tools., • Accurate forecasting for your opportunities and designated territory, • Proposing new strategies and tactics to prospect and close new sales opportunities, • Working in conjunction with the Solutions Engineering, Professional Services, Customer Success and other functional teams in order to successfully scope opportunities, complete RFI / RFP documents, conduct POCs/POVs, and deliver Duco solutions to prospective customers We are looking for someone with: • 7+ years experience in technology sales with a majority of that in capital markets or financial services technology, • A demonstrable track record of success in solutions selling to complex organisations, • Understanding of the wholesale banking and brokerage landscape as well as key technology and operations vendors, • Mastery of sales pipeline creation, opportunity management and closing experience leveraging sales methodologies such as MEDDPICC, • The ability to listen carefully, understand customer needs, influence key stakeholders and align towards the same vision internally and externally., • 2+ years experience in enterprise sales, • A strong network in financial services including at the senior management and/or executive level, • Subject matter expertise in financial services middle and back office functions and use cases, • Understanding of relevant financial market regulations Benefits: • An annual base salary between $140,000 and $180,000 based on experience and qualifications, • Success Share or Commission bonus payments, • Healthcare insurance or Flexible Spending Accounts (FSA), • 401(k) Retirement Plan, • Unlimited annual holiday, because we trust our people to manage their own time off, • Enhanced family leave, • Employee Assistance Programme, • Commuter benefit, • 4 Volunteering days off, • Flexible working policy (3 days per week in office), • Home working allowance, • Personal learning and development opportunities, • Referral bonus if we hire someone great who you've recommended to us, • Spot Rewards Disclaimer Because we are committed to inclusivity, we strive to provide equitable opportunities for everyone. If you require accommodation during the recruitment process, please let us know at . Include your contact information, the role you're applying for, and how we can accommodate you. During the interview process and after hire, Duco does not discriminate on the basis of race, colour, gender or gender expression, sexual orientation, marital or pregnancy status, national origin, age, disability, religion or creed, socioeconomic background or status, size, or any other protected characteristic.