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Product Owner Crypto - Assistant Vice President Purchase, New York Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Execute the unified digital platform roadmap for markets, with an emphasis on bridging research and key experience gaps across platforms., • Forge continued integration and feature delivery aligning with key research stakeholders in WM and ISG business and technology., • Lead all day-to-day operation and support activities withing product internally and with key vendor relationship including issue escalation, managing client feedback, backlog grooming and prioritization, troubleshooting, release management, as well as communication and status updates to keep all stakeholders informed and to set expectations for clients., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Our client, an established community bank in Fairfield County, is seeking a Mortgage Underwriter to support its residential lending team. This role is ideal for a detail oriented lending professional with experience underwriting residential mortgage loans and home equity lines of credit while ensuring compliance, accuracy, and exceptional service throughout the lending process. What You'll Do • Review and analyze residential mortgage loan and HELOC applications using Fannie Mae underwriting guidelines, • Prepare written loan presentations for Bank Loan Committee review and approval, • Review credit reports, appraisals, and other third party reports to support underwriting decisions, • Follow up with borrowers to obtain outstanding loan conditions and required documentation, • Clear loan files for closing and ensure all conditions have been satisfied, • Ensure compliance with all applicable lending regulations and internal policies, • Review legal documentation, title reports, insurance policies, and flood certifications, • Partner with the Chief Lending Officer, Residential Credit Manager, Mortgage Loan Processor, and Loan Originators to support residential lending activities, • Deliver responsive and professional customer service through timely communication and follow up What You'll Bring • Experience in residential lending and underwriting residential mortgage loans to Fannie Mae guidelines, • Strong understanding of credit documentation and underwriting file review, • Ability to review legal documents, title reports, insurance policies, and flood certificates, • Strong written and verbal communication skills, • Excellent attention to detail with a commitment to accuracy and thoroughness, • Ability to thrive in a fast paced environment, • Proficiency with Microsoft Word and Excel, • Ability to learn and utilize banking systems and software, • Familiarity with Finastra D+H LaserPro software, • High standards of integrity, ethics, and adherence to policies and procedures, • Consistent commitment to supporting organizational goals and values, • Bachelor’s degree or a minimum of five years of experience in banking or a related environment preferred This is an on-site position with flexibility for bad weather/emergencies/etc. The salary range for this position is $80,000 - $90,000.

Join our client, an established community bank in Fairfield County, as a Mortgage Loan Processor. This role is ideal for a detail oriented lending professional who thrives in a fast paced environment and enjoys supporting the residential mortgage process from disclosure through closing. Working closely with lending, underwriting, compliance, and closing partners, you will play an important role in delivering a high level of service to customers and ensuring loans move efficiently through the pipeline. What You'll Do • Disclose new residential mortgage loan transactions, • Order, track, and manage third party reports, • Process third party verifications and documentation, • Follow up on outstanding loan conditions, • Assist with the preparation of residential mortgage closing packages, • Serve as a liaison between Mortgage Underwriters and Loan Originators, • Communicate outstanding conditions to Loan Originators, • Coordinate with closing attorneys on closing preparations, • Collect and maintain required HMDA data, • Prepare HMDA packages for the Compliance Department, • Track receipt of third party payments from borrowers, • Coordinate remittance of payments to vendors, • Contact existing consumer and mortgage loan customers regarding payment disputes or delinquencies, • Work collaboratively with residential lending, underwriting, and compliance teams to support residential loan activities What You'll Bring • Experience in residential lending, • Experience disclosing loan applications and reviewing loan files during processing, • Ability to provide superior customer service and respond to requests in a timely manner, • Strong ability to work in a fast paced environment, • Proficiency in Microsoft Word and Excel, • Ability to learn and utilize additional banking systems and programs, • Excellent written and verbal communication skills, • Strong attention to detail and commitment to accuracy, • High level of integrity and ethical conduct, • Commitment to following policies and procedures, • Ongoing support of organizational goals and values, • Minimum of three years of banking or related experience preferred This is an on-site role in Cos Cob, CT. The salary range for this role is $60,000 - $70,000.

Product Owner, Quotes & Research (QNR) - Assistant Vice President Wealth Management Platforms Location: Purchase, NY Company Profile: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Department Overview In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals. Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Digital Trading & Investing, Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Responsibilities Summary We are seeking a highly motivated product owner to influence, define and execute the digital roadmap for E*TRADE Trading & Investing, with a specific focus on the markets and research offering, including cryptocurrency. The ideal candidate is someone who has a passion for the markets and a demonstrated interest in product management, preferably in financial services. Strong domain knowledge of trading and investing products including stocks, ETFs, mutual funds, cryptocurrencies & options (fixed income knowledge a plus). Communication is essential for success in this role. This position will be responsible for writing user stories, maintaining an Agile backlog, and assisting with sprint planning, testing, & releases for the E*TRADE and MS Online websites. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and problem-solving skills. • Championing the online markets and research experience for E*TRADE from Morgan Stanley and Wealth Management clients across platforms, identifying opportunities for feature enhancements and projects, executing against the strategic roadmap and ensuring UX is free of friction or issues., • Define client experience and drive the continued growth and adoption of digital assets for research and trading, including cryptocurrencies., • Work closely with technology and 3rd party vendors to support and drive requirements for crypto market data integration and asset custodianship., • Help develop, test and manage AI features and capabilities within the E*Trade Trading & Investing team, working closely with control partners and within the overall AI governance processes., • Maintain and prioritize product backlog creating user stories and epics with detailed acceptance criteria for feature development as well as provide support for production issues and resolution., • Actively participate in product validation / testing with QA and help oversee release management process., • Participate and lead Agile/Scrum ceremonies including stand-ups, sprint planning, backlog grooming, demos and retrospectives., • Collaborate with various stakeholders throughout the organization and externally to drive project delivery and execution including UX & Design, Technology, QA, Service, Operations, Legal, Risk, Compliance and 3rd party vendors., • Work quickly and effectively to resolve client-facing issues or concerns., • Prepare presentations to communicate ideas, gain stakeholder approvals, report project statuses, measure & track KPIs., • Monitor and maintain products through their lifecycle: launch, growth, maturity and decline., • Maintain awareness of industry trends, compliance concerns, risk control processes, and regulatory landscape., • Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure in order to find optimal solutions and achieve rapid execution of key initiatives. Requirements Education + Experience Required • Minimum 5 years of agile product management experience, preferably in financial services., • Experience as a Product Owner or Business Analyst, owning and delivering enterprise-scale digital products within a financial regulatory environment., • Direct experience working with multiple key stakeholders in cross-functional teams., • Experience in analyzing user feedback, backlog grooming and prioritization, pilot testing and rollout strategy, communication plans, overall product support, and driving technology adoption strategies. Skills Required • Prior experience related to markets, equities research and cryptocurrency trading preferred., • Proficiency in leveraging AI tools for efficiency and completing tasks., • Understanding of competitive and regulatory environments for online brokerages (web, mobile, desktop app), • Ability to effectively and thoughtfully communicate to a wide range of stakeholders (verbal and written), • Strong analytical, problem solving, organizational and project management skills., • Self-starter with curiosity and desire to dig into and understand details., • Comfortable gathering and utilizing data analytics, usage and internal and external feedback to inform decision-making., • Proven ability to manage competing priorities and initiatives / parallel work tracks., • Intermediate to advanced proficiency with Excel, PowerPoint and other Microsoft Office applications, • Basic familiarity with JIRA, Confluence, and Asana as product / project management tools, • Additional product or project management certifications a plus, • Knowledge of E*TRADE products, services, & systems a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Job Description Job Title: Housing Specialist Location: White Plains, NY Type: Contract-to-Hire Compensation: $24.00 Work Model: Onsite – onsite Hours: 8:00 AM- 4:30 pm M-F Housing Specialist Responsibilities • Handle high-volume caseloads (~400) efficiently and accurately, • Provide exceptional customer service and support to clients regarding housing needs, • Manage and document case information thoroughly within established systems, • Collaborate with team members and internal departments to ensure timely resolution of issues, • Maintain compliance with company policies and regulatory standards Housing Specialist Requirements • Previous experience in banking, finance, or roles involving high customer interaction preferred, • Ability to handle high-volume workloads while maintaining attention to detail, • Strong communication and organizational skills, • Capable of working onsite at the designated location in White Plains, NY System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M1 Ref: #563-Joule Staffing - Toms River

Job Description Why 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 This role is a rare chance to lead the go-to-market efforts for one of the fastest growing startups in the healthcare industry. You'll be granted an unparalleled level of responsibility, as your efforts will define how we open and win in new markets. As a Regional Director, it will be your responsibility to manage a state-wide or multi-state region, supporting the Directors and Managers that represent Charlie Health in the region. You'll work hand-in-hand with our leadership team to identify patient referral sources, build relationships with clinical partners, and facilitate admissions for hundreds of at-risk youth. You'll obsess (in a healthy way) over ensuring that every possible patient, parent, and provider is aware of Charlie Health's programs. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing live-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities • Support new admissions goals; this role will be responsible for the team's overall performance which may include carrying a book subject to current team size and growth, • Manage and lead a team of Outreach Directors and Managers in a specific region, ensuring that regional performance goals are met or exceeded, • Measure and own KPIs across your region, reporting upwards on a monthly basis, • Develop and operationalize GTM strategy for efficient new market penetration, • Create, build, and manage relationships with referral sources across priority markets, • Lead meetings with patients, parents, and providers to uncover needs, address barriers to treatment, and cement community partnerships, • Design strategies to better support and engage referral partners across different channels, • Deepen Charlie Health's penetration across existing partnerships, • Attend and lead various educational meetings, marketing presentations, and networking events both in person and via conference call, • Synthesize and share market feedback from partners, patients, and stakeholders to inform go-forward marketing and product strategies, • Work closely with internal partners including marketing, product, client success, and legal to deliver on GTM goalsRequirements, • Must be based in Westchester, NY, • 6-10+ years of business development experience, including 2-3+ years of experience in sales leadership, • Experience in healthcare is a plus, • Proficiency with Microsoft Office, Google Suite, CRM (Salesforce preferred), scheduling, and video conferencing technologies, • Work authorized in the United States and native or bilingual English proficiency, • Demonstrated track record of top-tier performance in the development, maintenance, and growth of customer accounts in a B2B / outreach setting, • Experience managing, coaching, and motivating a business development team, • Experience measuring, analyzing, and being accountable to well-defined sales metrics/KPIs, • Exceptional interpersonal, relationship-building, and listening skills, with a natural, consultative style, • Ability to energize, communicate, and build rapport at all levels within an organization, • Ability to travel locally (within ~1 hour driving distance) for meetings with potential referral partners, • Must have reliable transportation, a valid driver's license, and the ability to drive up to 1-hour each way on a regular basis, • Strong project management skills, with a demonstrable ability to corral and manage details in a fast-paced, fluid environment, • Expert in advising, presenting to, and persuading senior corporate personnelBenefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. Additional Information The total target base compensation for this role will be between $125,000 and $165,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. 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. Our Values • Connection: Care deeply & inspire hope., • Congruence: Stay curious & heed the evidence., • Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. 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 clicking "Submit application" below, you agree to Charlie Health's Privacy Policy and Terms of Service. 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 We are seeking an experienced Mortgage Loan Officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new home purchase. Our organization provides the support, and tools you need to bring your business to the next level. If you are passionate about providing top-notch service to your clients and have a proven track record of retaining and building your client list, please start your application today! Compensation: $75,000+ at plan yearly Responsibilities: • Monitor the mortgage process to ensure all company and regulatory processes are adhered to, • Manage a large pipeline of loans to ensure your production meets our requirements, • Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business, • Ensure accurate and timely preparation of all required documents from borrowers, loan officers, title companies and other related industry professionals, • Assist borrowers in selecting loan programs that best fit their financial goals and needs Qualifications: • Bachelor’s degree from a four year college or university required in banking, business, real estate, or a related field, • Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit, • Understanding of loan originator software such as Experian, LendingWise, or Calyx, and Office Suite highly preferred, • Exceptional decision-making ability, superior written and verbal communication skills, and superb interpersonal and customer service skills required, • Maintain current registration with the National Mortgage Licensing System Registry About Company Quintessential Mortgage Group has been the ‘best in class’ for mortgage and home financing needs. With our 15+ years in the industry and ranked top 10 mortgage brokers in the country, our team brings award-winning experience to all clients. Whether buying new homes, second homes, refinancing homes, or tapping into the equity of your current home, we are here to help you.

Banking Relationship Specialists play a vital role in ConnectOne "Client First" banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: • Support the Bank's "People First" focus and rules of engagementgreeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank "A Better Place to Be"., • Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner., • Perform account opening for deposit products and educate clients on the Bank's product and service offerings., • Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets., • Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion., • Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance., • Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact., • Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions., • Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed., • Active participation in achieving branch sales objectives., • Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops., • Supports retail and community events to promote the brand in accordance with the retail business plan., • Performs other duties that may be assigned. Must haves: • Strong needs-based sales skills., • One to three years bank platform sales and teller experience., • Detailed understanding of federal banking compliance and requirements., • Strong "People First" interest and ability., • Strong ability in assessing and meeting the needs of customer and/or solving customer problems., • Effective teambuilding and interpersonal communication abilities are necessary., • Ability to lift items up to 25 lbs., • ConnectOne Bank culture mastery., • To support business needs, ability to work a flexible schedule is required. Additional information: • World class health, vision, and dental benefits on day one, • 401k with employer match, • Employee appreciation events (team building, softball games, food truck days, etc..), • Employee assistance programs (EAP), • Wellness programs (flu shot, preventive care, health programs and services discounts, etc..), • Tuition reimbursement, • Employee Discount perks, • CNOB Community Service Events Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us "a better place to be!" ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.

The Regional Account Executive, Hospitality will play a key role in driving Culligan Quench as it continues its rapid growth with a focus on acquisition, growth, and development of new and existing regional and national Key Accounts in the hospitality industry. The ideal candidate will have the desire and ability to work in a fast-paced, process-oriented, results-driven environment. ResponsibilitiesGenerate sales prospecting through face-to-face contact with hospitality-related ownership and purchasing groups and individual locations, maximizing potential lead opportunities and developing opportunity through existing clients.Determine client needs and propose appropriate, customized solutions.Meet or exceed the new business sales goals with consistent levels of daily/weekly activity.Identify appropriate targets and large-scale opportunities.Create and deliver high-quality, persuasive sales presentations to C-level and other executives.Manage sales cycle including proposal development and contract negotiation.Develop, maintain, and broaden relationships with Culligan Quench’s hospitality clientsPlay an important role as needed in client retention and contract extensions.Complete administrative duties, such as preparing sales reports, keeping sales records, and filing expense account reports QualificationsPrior field sales experience is required; experience selling to restaurants and hotels is a plusPassionate about the hospitality industry and a commitment to fostering sustainable water solutionsExperience interacting with executives and influencing decisions within the C-suite is preferred.Strong selling and negotiating skills; ability to overcome customer objectionsExcellent communication skills, via phone and email (clear, enthusiastic; good listening skills; quick understanding of customer needs; strong sales skills; strong follow-up skills)Ability to work independently and adapt quickly and resourcefully to changing situationsSolid team player with outstanding integrityProficiency with Microsoft Office (Outlook, Excel, Word, PowerPoint)Proficiency in Salesforce.com or comparable CRM systemBachelor’s degree Preferred HighlightsBase salary plus uncapped monthly commissionsOTE: Year 1: $90-110k, Year 2: $100-130kRemote, 3 days out in territory BenefitsMedical, Dental, Vision which start day one401(k) match of 50% up to 6%unlimited PTO and 10 paid HolidaysMileage reimbursement up to $700/ month$100 monthly phone stipend About Culligan Culligan Quench’s purpose is to impact people’s lives and improve the earth by helping to eliminate the 500 million plastic bottles consumed each year. We play a front-line role in the battle against single-use plastic water bottles by delivering on-demand filtered water solutions to more than 120,000 healthy and environmentally conscious customers across North America. Culligan Quench bottle-free water coolers, ice machines, sparkling water dispensers and coffee brewers purify the existing water supply, providing an endless supply of clean water and water-based beverages for a fixed monthly fee, typically under a long term bundled service and rental subscription agreement. Culligan Quench has grown from a small regional company to an international leader that had a successful NYSE public offering in 2016 and is now a strategic company owned by private equity backed Culligan. Headquartered in King of Prussia, PA, Culligan Quench has more than 1,200 team members operating out of more than 90 locations across North America and Puerto Rico. For more information visit www.Culligan Culligan . About CulliganFounded by Emmett Culligan in 1936, Culligan is a world leader in delivering superior water solutions that will make a real difference in improving the health and wellness of consumers. The company offers some of the most technologically advanced, state-of-the-art water filtration and treatment products. These products include water softeners, drinking water systems, whole-house systems and solution for businesses. Culligans network of franchise dealers is the largest in the world, with over 900 dealers in 90 countries. Many of Culligan dealers have valuable equity in their local communities as multigenerational family owners of their franchises. For more information visit www.culligan.com. Values: 5CsCulligan as OneCustomers come firstCommitment to InnovationCourage to do whats rightConsistently deliver exceptional results Culligan Quench offers salary, commission, benefits, and incentive awards. We are proud to be an Equal Opportunity Employer. Culligan Quench provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to sex, sexual orientation, race, color, religion, gender, national origin, ethnicity, age, disability, marital or family status, pregnancy, military status, veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, benefits, training, social and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis. ApplicantsBeware of fake job offers falsely claiming affiliation with our company. • We never request banking details or other personally identifiable information during interviews.• Our recruiters will never ask prospective employees for payment to apply for a position or as a condition of employment.• Official emails are from our domain. Our approved emails will come from @Culligan Culligan . Verify offers through our official HR channels to safeguard your privacy and security. If you have any questions or suspicions regarding the authenticity of any job posting or communication allegedly by or on behalf of Culligan Culligan Quench, please contact us immediately at jobs@Culligan Culligan . Equal Opportunity Employer: We are committed to fostering an inclusive workplace and hiring employees without discrimination based on race, color, religion, gender, disability, age, or other factors prohibited by law. Culligan Quench is an Equal Opportunity Employer.

Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Location: Yonkers, NY 10710 Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Job Responsibilities: • Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative., • Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including but not limited to referrals., • Risk Management: Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations. Additional Responsibilities: • Performs special projects, and additional duties and responsibilities as required., • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Job Requirements: Required Qualifications: • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent., • Minimum experience required: 0 3 years of customer service and sales experience. Preferred Qualifications: • Experience in financial services industry. Job Competencies: • Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency., • Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace., • Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well., • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it., • Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities., • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results., • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience., • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders., • Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range: $17.00 - $22.55

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings., • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions introducing them to our team of experts to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. Job Responsibilities: • Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results Individually and as a Team, • Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank, • Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified, • Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers, • Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs, • Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas, • Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills • Minimum 7 years' experience in Cash Management/Treasury Services or related business experience, • Excellent relationship management and business development/sales skills, • Excellent/strong selling and negotiation skills, • Excellent/strong verbal and written communication skills; Excellent/strong presentation skills, • Maintain strong time management, organizational and planning skills, • Strategic thinking skills Preferred qualifications, capabilities and skills • Bachelor's Degree in Finance or related field, • Certified Treasury Professional certified, or has ability to obtain certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Work Location: Larchmont, New York, United States of America Hours: 40 Pay Details: $66,560 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives, • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals, • Final job level/title will be determined based on the selected candidate's qualifications, experience, and demonstrated capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/level will be communicated to the selected candidate at the time of offer., • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience, • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of others, • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional

Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive, and human as the rest of your life. We are reimagining the way people interact with their money by creating community hubs where technology meets human empathy. As a Branch Ambassador, you are the heartbeat of our space. You don't just "process transactions"you embody our culture of outstanding hospitality. You are a relationship-builder who blends friendly, attentive service with cutting-edge digital innovation. Whether you're helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals who thrive in a fast-moving environment. You are someone who doesn't wait to be asked; you anticipate needs, solve problems before they arise, and have a genuine passion for helping people thrive in an evolving digital world. The Guardian of Trust & Accuracy You are the bedrock of our environment's safety and integrity. You'll execute high-volume cash transactionsincluding deposits, withdrawals, and complex negotiable instrument processingwith 100% accuracy. You maintain a "compliance-first" mindset, ensuring all security, audit, BSA/AML, and federal regulatory standards are met with precision to keep our customers' assets safe. The Digital Concierge You are a mentor in a digital world. You'll educate clients on how to leverage mobile banking, remote deposit capture, and contactless payments, helping them gain convenience and security in their daily financial lives. The First-Line Consultant You aren't just answering questions; you're identifying needs. By actively listening, you'll uncover personal or business goals and pair them with the right digital tools or banking solutions to help them succeed. The Hospitality Lead You move fluidly throughout the space, greeting customers and ensuring no one ever feels like just a "number." You balance the efficiency of a high-volume operation with the warmth of a community-focused partner. • A Hospitality Heart: You have a natural gift for making people feel welcome and heard., • Tech Fluency: You are an early adopter of apps and digital tools and love teaching others how to use them., • Precision and Detail: You find satisfaction in getting the numbers right every single time and following clear procedures., • Adaptability: You enjoy a "fluid" workspace where you might move from a cash drawer to a digital demo in minutes., • Curiosity: You want to know the "why" behind the "how" and are always looking for ways to improve the customer journey. This isn't just a jobit's work with a mission. Because we've removed the pressure of traditional sales quotas, you are free to focus on the depth of your impact on customers, teammates, and the community. We provide an inclusive environment where we invest in your confidence, service mindset, and professional growth. We ensure you have the tools to be stronger in your role and more effective in how you show up every day. We provide a comprehensive benefits package designed to fuel your journey. Whether you're using our education assistance to prepare for your next career move, or taking advantage of our mental and physical health resources to stay at your best, we invest in you as a whole person. Our goal is to ensure that wherever your career takes youwithin Capital One or into the wider worldyou leave the Cafe stronger than when you started. • Day 1 coverage for Medical, Dental, Vision and Prescriptions, plus Flexible Spending Accounts, Life and Disability Insurance, • Paid Time Off, • Education Assistance, • Matching 401(k) contribution up to 7.5%, • Paid Parental Leave, • Mental Health support, • Back-up Child or Elder Care, • And much more!, • Support surrounding Branches as needed within a 50 mile radius, with occasional opportunities to assist other locations in the broader Region., • Available to work a flexible schedule, including nights, weekends, with hours and days subject to change., • While the company provides reasonable notice for permanent schedule changes in accordance with state and local laws, the ability to adapt to business-driven schedule adjustments is required., • Applicants must be able to attend all required training sessions, which may occur on a schedule differing from the primary shift., • Lifting up to 25 pounds and moving/standing for extended periods of time, • Regular and consistent attendance, • High School Diploma, GED, or Equivalent Certification, • At least 1 year of Retail, Sales, or Customer Service experience, • At least 6 months of cash handling experience, • Associate's degree, • 2+ years of Retail or Customer-facing experience, • Proficient in G-Suite, • Strong written and oral communication skills

Libertas Funding is an institutional-quality private credit firm headquartered in Greenwich, CT, providing growth capital, revenue-based financing, and working capital solutions to established small and medium-sized businesses nationwide. Backed by deep institutional banking and credit expertise, Libertas combines proprietary technology and disciplined underwriting with a relationship-first approach, serving as a long-term financial partner to middle-market businesses pursuing acquisitions, expansion, and other strategic growth initiatives. We seek qualified candidates who work with integrity and excellence, and who value teamwork, customer service, diversity, and accountability. The Head Of Asset Recovery leads the end-to-end resolution of problem loans, developing and executing recovery strategies that protect principal and maximize outcomes through restructuring, settlement, liquidation, or exit. This role conducts detailed borrower and guarantor financial analysis, recommends risk grade/accrual and loss recognition actions, and negotiates and documents workout arrangements while monitoring ongoing performance. The position also oversees collection-related litigation and post-judgment efforts, coordinates collateral evaluation and disposition, partners cross-functionally (Legal, Credit/Loan Policy, Loan Operations, Compliance) and provides portfolio reporting and leadership to the asset recovery department. Key Responsibilities: • Rapid Asset & Cash Flow Stabilization: Immediately analyzes distressed SME business operations to evaluate the true conversion cycle of short-term collateral (accounts receivable, inventory, and equipment) to determine the optimal recovery strategy (turnaround, restructure, settlement, liquidation, or exit) maximizing financial recovery, • Forensic Cash Flow Analysis: Collects and forensic-analyzes bank statements, accounts receivable aging reports, tax filings, and corporate financial statements to identify diverted cash, unbooked liabilities, or preferential payments; recommend accrual status, loss recognition, and charge-off/non-accrual as appropriate, • Tailored SME Restructuring: Negotiates and structures short-term forbearance agreements, borrowing base adjustments, and accelerated repayment plans that align with the borrower's seasonal cash flow realities without over-extending bank risk; monitor compliance and performance against agreed terms., • Collateral Control & Liquidation: Directs the rapid inspection, valuation, protection and liquidation of non-real estate collateral. Implements lockbox arrangements, direct debtor notifications (for accounts receivable redirection), or asset seizures where necessary., • Guarantor & Personal Asset Pursuit: Evaluates and aggressively pursues secondary repayment sources, including personal and corporate guarantors, utilizing asset searches to secure additional collateral or liens., • Early Intervention Consulting: Partners with frontline SME lending teams to identify early warning signs of deteriorating liquidity (e.g., overdraft patterns, frequent loan extensions, trade payment delays) to mitigate / minimize losses before default., • Litigation & Post-Judgment Strategy: Coordinates with outside legal counsel providing supporting documentation, reviewing and approving legal invoices, and coordinating responses to execute rapid legal remedies such as temporary restraining orders (TROs), writs of attachment, confessions of judgment, and post-judgment garnishments. Attend and support legal proceedings as required (hearings, depositions, trials, etc.), • Portfolio Reporting & Compliance: Prepares specific impairment analyses, criticized asset reports, and charge-off recommendations for senior management. Ensures all workout strategies comply with internal credit policies and banking regulations. Communicate regularly with Senior Leadership, including formal portfolio reporting as required., • Leadership: Acts as a subject matter expert and mentor to junior workout specialists on the unique risks inherent to asset-backed commercial lines of credit and short-term debt structures., • Coordination with Risk Stewards: Partner with Legal, Compliance and Credit/Loan Policy to ensure negotiated workout agreements and recovery actions remain compliant with internal policy and applicable requirements, • Perform other related duties as required Ideal Candidate Profile: • Experience: 7+ years of commercial loan workout, asset recovery, or specialized SME lending experience, with a heavy emphasis on C&I and asset-based lending (ABL) or short-term commercial credit, • Underwriting Knowledge: 57 years of commercial underwriting experience, specifically working with asset-backed structures, UCC-1 filings, blanket liens, and borrowing base monitoring. Strong credit and financial analysis skills; solid understanding of commercial credit structures and loan policy (formal credit training preferred), • SME Credit Expertise: Deep understanding of commercial cash flow dynamics, trade finance, factoring, and working capital cycles of businesses with revenues between $2M and $50M., • Niche Legal Knowledge: Strong grasp of the Uniform Commercial Code (UCC) Article 9 (Secured Transactions), commercial collection laws, guarantor liability, and corporate bankruptcy (Chapters 7 and 11) proceedings., • Forensic & Analytical Skills: Advanced proficiency in evaluating asset aging reports, verifying collateral validity, and identifying creative recovery avenues under adverse conditions. Proven ability to develop solutions in complex or adverse situations using sound judgment, critical thinking and problem-solving skills, • Negotiation & Influence: Proven track record of high-stakes negotiations with distressed business owners, corporate attorneys, and competing creditors. Experienced working directly with clients, counsel and third-party service providers; skilled in negotiation and relationship management, • Technical Tools: Advanced proficiency in Excel (for cash flow modeling and collateral liquidation scenarios) and presentation tools. Excellent written and verbal communication and presentation skills., • Self-directed & Accountable: Able to operate strategically and independently; able to influence and collaborate across teams and manage multiple priorities in a fast-paced environment Education: • Bachelor's degree in Business, Finance, or related field, • Formal Bank Credit Training program graduate highly preferred, • Paralegal certification preferred, • Certified Turnaround Professional (CTP) or relevant legal/paralegal certification is a strong plus, • An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree Location: This is an in-office role based in Greenwich, CT. Candidates must be local to the Greenwich/Stamford area or within a reasonable commuting distance to the office Salary Range: $130K-$150K Libertas Funding, LLC participates in E-Verify. Libertas Funding, LLC will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis. Libertas Funding, LLC provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type with 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 the federal, state, or local laws. All employment at Libertas Funding LLC is contingent upon satisfactory reference and background checks.

The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: • Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts, • Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals, • Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories, • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls, • Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service, • Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals, • Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community, • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used, • Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff, • Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: • 6-10 years of relevant experience required, • Previous experience in banking or financial industry preferred, • Sales management experience preferred, • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing, • Obtain or willing to obtain unique identifier from Registry, • Consistently demonstrates clear and concise written and verbal communication skills, • Consistently demonstrates analytic skills Education: • Bachelor's Degree/University degree or equivalent experience, • Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Consumer Sales ------------------------------------------------------ Branch Sales ------------------------------------------------------ Full time ------------------------------------------------------ White Plains New York United States ------------------------------------------------------ $107,120.00 - $160,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Please see the requirements listed above. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Oct 12, 2026 ------------------------------------------------------ We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents AI Notice and Right ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi's EEO Policy Statement and the Know Your Rights poster.

Job Description HCM Job Title AP Coordinator Department Finance Team Accounting Manager Position Reports To Accounting Manager FLSA Status Non-Exempt GENERAL SUMMARY: A unique opportunity exists to join a team in creating a vibrant senior learning community on the campus of Purchase College, State University of New York. The residents of this university-based retirement community will be able to enjoy the many amenities of the college including the renowned Neuberger Museum of Art, the Performing Arts Center, the academic and athletic facilities, and the park-like campus. They will be able to enjoy all these benefits while living in a village designed specifically for their interests and needs. As part of the Purchase College community, Broadview residents will enjoy both formal and informal programming and collaborative opportunities designed to promote intergenerational engagement with members of the college community, ranging from classes and mentoring to providing employment opportunities for students. Broadview will offer the full continuum of services, inclusive of Independent Living, Assisted Living, Enhanced Assisted Living, and Memory Care. INCLUSIVE AND COLLABORATIVE CULTURE: We are dedicated to promoting diversity, equity, and inclusion. Diversity is the commitment to a community of equity and access through the acceptance of all aspects of human difference. This includes but is not limited to age, disability, race, ethnicity, gender, gender expression and identity, language heritage, national origin, sexual orientation, religion, socioeconomic status, status as a veteran and worldview. Broadview at Purchase College is proud to be SAGE CARE certified, and all employees will be provided with SAGE CARE training. Broadview at Purchase College is committed to integrating various cultural and social perspectives to engender excellence and to creating a collaborative culture in order to provide an exceptional experience for every employee and resident. AP Coordinator- Non remote position Exempt Status: Non-Exempt Organizational Relationship: Reports to the Accountant Major Function: This position is responsible for the processing of accounts payable and payroll as well as providing other accounting support to the Finance Department. Essential Duties & Responsibilities: • Processes AP invoices into AP Express and review for accuracy and completeness., • Transmit invoices from AP Express into Oracle E-Business Suite., • Validate, and create accounting for all invoices transmitted., • Process accounts payable check run and payroll on a weekly basis., • Enters vendor master information for each new vendor and keeps W-9 file up to date., • Assists department supervisors in proper coding of invoices., • Prepares invoices for processing by matching with check requests., • Analyze aged payables detailed report, scheduled payments report, and payment check register to ensure accuracy and timeliness of payments., • Perform the month end closing process for accounts payable and assist with various month end closing processes as needed., • Scan invoices to maintain files, and all paid invoices with check copies electronically., • Maintains an accurate list of invoices to be accrued at month end processing., • Assists with 1099 preparation at the end of the year., • Deposit payments received into online banking portal., • Works closely with accounting staff and auditors during annual audits, responds to inquiries and provides required documents and support., • Assists in processing and reconciling payroll and filing all related federal, state, and local returns., • Verifies accuracy of community employee’s deductions, net pay to internal system reports; and balances payroll on a bi-weekly basis to Federal, State and internal costing and control reports., • Compiles payroll data such as garnishments, paid time off, insurance and 401(k) deductions., • Answers payroll inquiries and resolves discrepancies as they arise and reports issues to the accountant., • Assists in compiling and distributing memos to employees related to payroll changes, notifications, and benefit information., • Ensures files are up to date and documents are clearly marked for easy access., • Processes monthly, quarterly, and annual functions and report preparation., • Prepares occupancy, cash, and operating analysis reports., • Other duties as assigned. Other Duties: Types letters, memos, etc., as needed. Photocopies and coordinates printings as required. QUALIFICATIONS: • Associate Degree in Accounting preferred. Two to three years related experience required., • Proficient with Microsoft office (Excel, Power Point and Word), and computer knowledge and/or experience., • Good communication skills – both verbal and written., • Good telephone manners and people skills., • Ability to prioritize and meet deadlines – good organizational skills., • Uses good judgment in making routine decisions., • Must be customer service oriented. PHYSICAL REQUIREMENTS/WORKING CONDITIONS: Must be able to sit at a desk for up to six hours per day. Must be able to stoop, bend, stretch, and squat to access files and various documentation; must be able to lift 20 pounds frequently. BENEFITS: Health insurance Dental insurance Vision Insurance Paid Time Off 401(k) 401(k) matching Employee assistance program Flexible spending account Life insurance Parental leave Reduced price employee meals

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products, • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program, • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers, • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience, • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals, • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions, • Understand and comply with Citibank policies, standards and procedures, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 0-2 years of relevant experience, • Previous banking, retail, or sales experience preferred, • Knowledge of Smart Banking tools and technologies, • NMLS registration; Safe Act compliant, • Consistently demonstrates clear and concise written and verbal communication skills Education: • Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Consumer Sales ------------------------------------------------------ Branch Sales ------------------------------------------------------ ------------------------------------------------------ Larchmont New York United States ------------------------------------------------------ $61,280.00 - $85,520.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Please see the requirements listed above. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Oct 05, 2026 ------------------------------------------------------ We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents AI Notice and Right ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

At Mastercard, we have a compelling opportunity to scale a high-value Services business for our Commercial customers extending the success of our Consumer model across Commercial & New Payment Flows (CNPF). We are seeking a strategic and entrepreneurial Director to define and scale our Services strategy for Embedded Finance and Platform Solutions as part of the Commercial & New Payment Flows (CNPF) organization. This leader will identify, develop, and commercialize Services solutions across enterprise software ecosystems, digital platforms, fintechs, marketplaces, and commercial technology providers. The role will focus on embedding Mastercard capabilities into the workflows where commercial customers operate, unlocking new revenue streams, accelerating customer growth, and creating differentiated value propositions for platform partners. The successful candidate will combine deep expertise in embedded finance, enterprise platforms, commercial payments, and ecosystem strategy with a strong track record of building scalable products and driving commercial outcomes. Key Responsibilities • Strategy & Market Development, • Define Mastercard's global Embedded Finance and Platform Services strategy., • Develop commercial growth services plans for platform ecosystems including ERP, SaaS, marketplace, procurement, and fintech providers., • Identify opportunities to embed Mastercard capabilities within customer workflows and platform user journeys., • Assess market trends, competitive dynamics, customer needs, and partnership opportunities., • Platform & Ecosystem Development, • Build strategic relationships with platform providers such as:, • SAP, • Oracle, • Microsoft Dynamics, • Salesforce, • Workday, • NetSuite, • Coupa, • Ariba, • Fintech and marketplace partners, • Partner with Platforms CNPF global team to identify growth opportunities and define joint value propositions., • Product & Services Commercialization, • Create repeatable Services offerings tailored to platform ecosystems., • Define packaging, pricing, commercialization, and go-to-market strategies., • Develop business cases and revenue models for embedded finance opportunities., • Work closely with Services organizations to build scalable solutions., • Customer & Partner Engagement, • Translate customer pain points into scalable product and service opportunities., • Pipeline Growth & Execution, • Support regional teams in identifying and closing Services opportunities., • Build a strong embedded finance Services pipeline., • Track commercial performance, adoption metrics, and customer outcomes., • Facilitate best-practice sharing across regions and vertical teams., • Thought Leadership, • Represent Mastercard externally through industry forums, conferences, and customer engagements., • Provide thought leadership on embedded finance, payments innovation, platform monetization, and commercial ecosystem trends. Qualifications Required Experience • 10+ years of experience in one or more of:, • Embedded Finance, • Commercial Payments, • Enterprise Software, • B2B Fintech, • Platform Strategy, • Treasury Solutions, • Proven experience launching and scaling products, services, or partnerships that delivered measurable commercial outcomes., • Strong understanding of:, • Commercial card payments, • B2B payments, • Virtual cards, • Embedded payments, • Fintech ecosystems, • Platform business models, • Preferred Experience, • Enterprise Platform Expertise, • Strong knowledge of enterprise ecosystems including:, • SAP S/4HANA, • SAP Ariba, • SAP Business Network, • Oracle ERP, • Workday, • NetSuite, • Microsoft Dynamics, • Salesforce, • Financial Workflow Knowledge, • Deep understanding of:, • Accounts Payable (AP), • Accounts Receivable (AR), • Procure-to-Pay (P2P), • Order-to-Cash (O2C), • Invoice automation, • Treasury and cash management, • Supplier payments, • Working capital solutions, • Embedded Finance Expertise, • Experience with:, • Embedded payments, • Embedded lending, • Embedded treasury solutions, • Platform monetization models, • Marketplace financial services, • Banking-as-a-Service ecosystems Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. This posting reflects one or more current vacancies on our team, and Mastercard intends to fill this position by 12/28/2026. Pay Ranges Purchase, New York: $156,000 - $265,000 USD

Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Role Overview At Mastercard, we have a compelling opportunity to scale a high-value Services business for our Commercial customers extending the success of our Consumer model across Commercial & New Payment Flows (CNPF). We are seeking a strategic and entrepreneurial Director to define and scale our Services strategy for Embedded Finance and Platform Solutions as part of the Commercial & New Payment Flows (CNPF) organization. This leader will identify, develop, and commercialize Services solutions across enterprise software ecosystems, digital platforms, fintechs, marketplaces, and commercial technology providers. The role will focus on embedding Mastercard capabilities into the workflows where commercial customers operate, unlocking new revenue streams, accelerating customer growth, and creating differentiated value propositions for platform partners. The successful candidate will combine deep expertise in embedded finance, enterprise platforms, commercial payments, and ecosystem strategy with a strong track record of building scalable products and driving commercial outcomes. Key Responsibilities • Strategy & Market Development, • Define Mastercard's global Embedded Finance and Platform Services strategy., • Develop commercial growth services plans for platform ecosystems including ERP, SaaS, marketplace, procurement, and fintech providers., • Identify opportunities to embed Mastercard capabilities within customer workflows and platform user journeys., • Assess market trends, competitive dynamics, customer needs, and partnership opportunities., • Platform & Ecosystem Development, • Build strategic relationships with platform providers such as SAP, Oracle, Microsoft Dynamics, Salesforce, Workday, NetSuite, Coupa, Ariba, fintech and marketplace partners., • Partner with Platforms CNPF global team to identify growth opportunities and define joint value propositions., • Product & Services Commercialization, • Create repeatable Services offerings tailored to platform ecosystems., • Define packaging, pricing, commercialization, and go-to-market strategies., • Develop business cases and revenue models for embedded finance opportunities., • Work closely with Services organizations to build scalable solutions., • Customer & Partner Engagement, • Translate customer pain points into scalable product and service opportunities., • Support regional teams in identifying and closing Services opportunities., • Build a strong embedded finance Services pipeline., • Track commercial performance, adoption metrics, and customer outcomes., • Facilitate best-practice sharing across regions and vertical teams., • Thought Leadership, • Represent Mastercard externally through industry forums, conferences, and customer engagements., • Provide thought leadership on embedded finance, payments innovation, platform monetization, and commercial ecosystem trends. Qualifications Required Experience 10+ years of experience in one or more of: Embedded Finance, Commercial Payments, Enterprise Software, B2B Fintech, Platform Strategy, Treasury Solutions. Proven experience launching and scaling products, services, or partnerships that delivered measurable commercial outcomes. Strong understanding of Commercial card payments, B2B payments, Virtual cards, Embedded payments, Fintech ecosystems, Platform business models. Preferred Experience Enterprise Platform Expertise. Strong knowledge of enterprise ecosystems including SAP S/4HANA, SAP Ariba, SAP Business Network, Oracle ERP, Workday, NetSuite, Microsoft Dynamics, Salesforce. Financial Workflow Knowledge. Deep understanding of Accounts Payable (AP), Accounts Receivable (AR), Procure-to-Pay (P2P), Order-to-Cash (O2C), Invoice automation, Treasury and cash management, Supplier payments, Working capital solutions. Embedded Finance Expertise. Experience with Embedded payments, Embedded lending, Embedded treasury solutions, Platform monetization models, Marketplace financial services, Banking-as-a-Service ecosystems. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: • Abide by Mastercard's security policies and practices;, • Ensure the confidentiality and integrity of the information being accessed;, • Report any suspected information security violation or breach, and, • Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $156,000 - $265,000 USD

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. Job Responsibilities: • Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results Individually and as a Team, • Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank, • Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified, • Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers, • Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs, • Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas, • Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills • Minimum 7 years' experience in Cash Management/Treasury Services or related business experience, • Excellent relationship management and business development/sales skills, • Excellent/strong selling and negotiation skills, • Excellent/strong verbal and written communication skills; Excellent/strong presentation skills, • Maintain strong time management, organizational and planning skills, • Strategic thinking skills Preferred qualifications, capabilities and skills • Bachelor's Degree in Finance or related field, • Certified Treasury Professional certified, or has ability to obtain certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. Morgan Stanley Wealth Management (WM) is an industry leader in providing advice and investment solutions to clients using its diverse set of Financial Advisors. The acquisition of E*TRADE in 2020 expanded the value proposition to younger, high-potential, digital-savvy clients who preferred a self-directed trading and investment solution. This rich and robust dataset of customers is a competitive advantage which allows us to deliver value across a full-service relationship to our clients. WM Analytics & Data (A&D) owns all the management reporting, customer and product behavior insights, and predictive modeling in support of WM, Banking, and Marketing. The WM A&D User Experience Data Collection team drives strategy and execution of platforms that collect quantitative and qualitative data about users experience across wealth management and firmwide digital properties and activities. Sitting with A&D, this role will serve two primary functions: • The product manager for the Wealth Management Data Cloud: define, prioritize, and execute the strategic roadmap for data capabilities that support Wealth Management business priorities and lead stakeholder engagement., • Serve as project manager for key data capability projects Responsibilities: Serve as the product manager for the Wealth Management Data Cloud, owning the product vision, roadmap, prioritization, execution, and communication strategy. • Lead stakeholder engagement efforts by partnering with senior business, technology, analytics, and governance stakeholders in service of the above, • Develop, maintain, and execute a multi-year roadmap for Wealth Management data capabilities, balancing strategic priorities, regulatory/control needs, technology dependencies, and business value., • Manage intake, prioritization, and sequencing of data capability requests, ensuring alignment to broader Wealth Management objectives and enterprise data strategy., • Lead cross-functional delivery efforts, coordinating across business teams, technology partners, data owners, analytics users, and governance stakeholders., • Define clear product requirements, success criteria, milestones, dependencies, risks, and implementation plans for key Data Cloud initiatives., • Drive stakeholder alignment through regular communication, executive updates, governance forums, working groups, and roadmap reviews., • Partner with technology and data engineering teams to ensure delivery plans are feasible, well-sequenced, and aligned to architectural and platform standards., • Support adoption of Wealth Management Data Cloud capabilities by defining user engagement plans, training needs, documentation, feedback loops, and change management approaches., • Establish and monitor product success measures, including adoption, data availability, delivery progress, stakeholder satisfaction, and business impact., • Identify opportunities to improve the Data Cloud operating model, including intake processes, prioritization routines, ownership models, delivery transparency, and issue escalation., • Promote strong data management practices, including data quality, lineage, ownership, controls, entitlementing, metadata, and governance alignment in partnership with key partners and stakeholders Required Qualifications: • Experience in product management, data capabilities, data platforms, business management, strategy, project management, technology delivery, or a related function., • Demonstrated ability to manage complex, cross-functional initiatives involving business, technology, data, and senior stakeholder groups., • Strong project and program management skills, including roadmap development, milestone tracking, dependency management, risk identification, and issue resolution., • Ability to translate business needs into clear product requirements and prioritize competing demands based on strategic value, feasibility, urgency, and impact., • Excellent stakeholder management skills, including the ability to influence, build consensus, and communicate effectively across technical and non-technical audiences., • Strong executive communication skills, including experience preparing senior-level updates, decision materials, roadmaps, and progress summaries., • Familiarity with data platforms, cloud data environments, data governance, data quality, data lineage, metadata, or enterprise data management concepts., • Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment., • Ability to operate independently, structure ambiguous problems, and drive work from concept through execution., • Experience working with a geographical dispersed team., • 8+ years of professional experience, • Undergraduate degree required What You Can Expect From Morgan Stanley: At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $150,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Job Description Job Title: Field Support Specialist Reports To: The Field Support Specialist will report to the Client Services Supervisor, Client Services Manager, Human Resources, or equivalent leadership. Job Overview: The Field Support Specialist will be assigned to provide backfill coverage within their assigned region, filling in for staff that will be on scheduled and unscheduled time off. This position requires flexibility as there will be multiple locations the FSS could be assigned to. This assignment could also be same day assignments based on unscheduled call outs needing immediate support. This position is recognized as a critical role for customer satisfaction, continuity of business, and meeting our service level agreements. The goal for this role is to ensure customers are supported with continuous coverage in conformance of our service level agreements. The FSS Representative provides exceptional overall office services experience, delivering operational functions in the following service lines: shipping & receiving, print & binding, facilities, hospitality, concierge, reception, data entry, document scanning, inventory/supplies management, and other processes which may be tailored to specific sites within the scope of our core business lines and service level agreements. Training will be facilitated at SPS sites within that region to establish FSS familiarity with the other SPS sites. 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: Mail Services • Provides exceptional world class service to all clients (in all forms of communication)., • Processes inbound and outbound accountable and flat mail/packages and sorts by recipient/department utilizing manual or electronic chain of custody procedures., • Performs duties associated with the shipping and receiving of materials such as packaging and sealing shipments. Reprographics Services • Assists with copy/print production and/or monitoring the copy/print equipment for satisfactory functionality., • Provide binding services such a GBC, Velo, Coil, and Wire Internal, • Performs daily key operations of convenience multi-function devices (ensuring functionality, replenish toner/paper)., • Performs duties of scanning and imaging documents and light copy/print reproduction services. Office Services • Maintains the Office Services Center area in a neat and orderly fashion., • Service and replenish the pantry, conference, kitchen, or meetings areas., • Provides general and preventative office maintenance & repair duties., • Oversees office equipment maintenance and safety tests., • Breakroom organization, cleaning, and stocking., • Meeting room and conference room set ups., • Monitors level of office supplies on the floors while replenishing., • Inventories office supplies and orders accordingly. Front of House • Provides reception or concierge (front of office) coverage as needed., • Welcome guests receive and catalog guest information, and orient new clients., • Represent SPS Global and our clients positively in all interactions (in person, on the phone, and over email) • Oversee the quality of the lobby concierge experience while demonstrating a spontaneous desire to assist others and provide excellent service, • Exhibit a courteous and gracious personality even in stressful situations and builds professional relationships with customers and other teams., • Receiving guests and contacting associated client host, coordinating with Building Security, and managing access levels for clients., • Answers and properly routes global calls,, • Logs visitors into the registration system., • Provides light administrative support to staff as directed Competencies: • Strong verbal and written communication skills., • Excellent customer service skills., • MS Office Suite experience with intermediate to expert competency., • Ability to handle multiple tasks simultaneously., • Good organizational skills., • Working knowledge of MFD (Multi-Functional Device) equipment., • Requires knowledge and understanding of shipping/receiving procedures and ability to comprehend instructions., • Possesses ability to work independently and capable of completing projects., • Proactively seeks out additional work during downtime., • Builds professional relationships with customers and other teams., • Maintains professionalism and composure when interacting with all employees. Qualifications and Education Requirements: • High School Diploma (or equivalent) required., • 6+ months 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: • Approximately 50% of the time this position requires the below physical demands., • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry 25 lbs. individually and 50 lbs. with assistance., • Ability to walk bend, kneel, stand, and/or sit for an extended period of time., • Manual dexterity required for operating office machinery and use of equipment such as ladders and binding machinery., • Specific vision abilities required by this job include close vision, distance vision, ability to adjust focus and ability to match or detect differences between colors, including shades of color and brightness (MFP color calibration and print requests require this ability). Travel: • Travel is an essential part of the Field Services Specialist role and it is mandatory to have access to a reliable means of transportation., • Assignments can include traveling from one SPS site to another SPS site after your arrival to your "home" location as required by business need., • Travel distance will be predominately within the FSS's assigned region 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. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, location, and other job-related factors. Vacancy Status: This posting is for an existing vacancy. Pay Range $20—$20 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., • Paid Time Off: Full time: Minimum of 80 hours/calendar year. Part time/temporary: Minimum of 1 hour for every 30 hours worked. PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take approved time off for any reason., • Bonuses: Are available for employee and client referrals for current employees., • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, 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, and Entertainment Discounts., • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is a global workplace solutions and business transformation company operating in more than 20 countries. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Our clients include leading organizations across banking, insurance, legal, higher education, professional services, and many Fortune 500 companies. 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. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers review applications and exercise independent judgment throughout the hiring process 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 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 Are you passionate about customer service? Do you like helping others accomplish their financial needs through providing relatable products and services? Are you interested in joining a diverse company where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Pay-O-Matic (POM) as a CSR! Pay-O-Matic powers your pursuit. As a Front-Line Customer Service Representative, you will be responsible for maintaining optimal services and providing valuable customer service. Schedules may include weekends, holidays and floating (work) to nearby stores when needed. Role Responsibilities: • Deliver exceptional guest service, ensuring a positive customer experience in line with company standards., • Use Point-Of-Sale (POS) system for all transactions, • Work in confined areas alone with an understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Process money transfer transactions and efficiently manage point of sale operations., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • Perform transactions successfully while upholding Banking-related Compliance rules and regulations., • Maintain a harmonious work environment with colleagues through practice of mutual respect., • Sustain loss prevention protocols, strictly adhering to company policies and store standards., • Manage company funds, ensuring precise reconciliation with daily receipts and records., • Implement strong security measures to safeguard company funds and maintain financial integrity., • Perform daily reconciliation of transactions to ensure accuracy and transparency. Role Requirements: • Prior experience in customer service., • Previous experience handling financial transactions., • Fluency in both English and Spanish, with strong communication skills in both languages required., • Experience working with Microsoft Office Suite and general computer literacy., • Must be available to work (float) at nearby locations when needed. We make financial services accessible to humans everywhere. Join us for what’s next. Pay-O-Matic is New York City’s most accessible financial services company —transforming lives and communities. We’re a diverse and passionate customer-centric company with scores of employees working in more than 100 locations. We provide instant gratification to our customers through rapid check cashing, bill payments and various other products and services. Just as we help our customers to prosper, we support our employees in achieving their professional aspirations. You’ll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you’re ready to help drive the future of financial services, it’s time for Pay-O-Matic. Learn more about our purpose and people https://www.payomatic.com/careers-at-payomatic. Salary: The hourly rate is $17.00 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the applicable law. Benefits: You will also have access to short-term incentives, Medical, Dental, Vision, Life Insurance and Sick Leave. Most of these benefits are available for full-time employees. Part-time employees can access short-term incentives and Sick Leave benefits. Location (in-person): Store 240 - 188 Martine Ave. White Plains, New York, 10601 POM values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of company objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solving together, and innovate. POM has determined the category of this role to be Full-time In-person. This refers to employees who, due to the nature of their work, must be in the work location full-time. Schedule: The 188 Martine Ave. White Plains, New York, 10601 location has the following operation hours, Eastern Standard Time (EST): Sunday, Closed Monday, 8:00 a.m. to 7:00 p.m. Tuesday, 8:00 a.m. to 7:00 p.m. Wednesday, 8:00 a.m. to 7:00 p.m. Thursday, 8:00 a.m. to 7:00 p.m. Friday, 8:00 a.m. to 9:00 p.m. Saturday, 8:00 a.m. to 7:00 p.m. The CSR will work between 20 and 29 hours a week and days will vary. Successful applicants will have the flexibility to work any day of the week within regular business hours. The specific shift needing coverage is Wednesday, Thursday, Friday, Saturday 8:00 a.m. - 9:00 p.m. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.

Job Description CLIENT SERVICES MANAGERJOB OVERVIEW The Client Services Manager creates an exceptional, welcoming, and engaging workplace experience for our client and their employees. This role leads service delivery at the site, helping create a modern, innovative environment that supports collaboration, productivity, well-being, and community. The Client Services Manager is a warm, welcoming, innovative, agile, and tech-savvy professional with strong planning, organization, leadership, and project management skills. This position oversees client services, workplace experience initiatives, front-of-house services, community engagement, and curated events while ensuring the site consistently delivers world-class service. The Client Services Manager works closely with the customer and SPS service teams to create an environment that supports innovation and collaboration by: Creating inspiring and engaging work, collaboration, meeting, and event spaces. Configuring spaces to support different types of teamwork and activities. Developing programs and experiences that promote employee engagement, productivity, health, and well-being. Creating a strong connection between the workplace, employees, and the surrounding community. DUTIES & RESPONSIBILITIESClient & Site Management Own the overall client experience and workplace environment, ensuring the site remains safe, functional, welcoming, and visually appealing through regular assessments and effective management of vendors and contractors. Partner with customers to understand their business priorities and tailor service delivery and workplace initiatives to their needs. Serve as a primary point of contact for day-to-day client service delivery and site operations. Bring current workplace trends, innovative ideas, and best practices in workplace design, engagement, and experience to the site. Observe the workplace environment and culture to identify opportunities to improve the employee and guest experience across SPS service areas. Connect operational needs with service delivery to support the workplace strategy and create a positive experience for employees and customers. Advise customers and service teams on opportunities to create an environment that encourages creativity, collaboration, and productivity. Recognize and respond to the diverse needs of employees based on their roles, backgrounds, and cultures. Events & Client Experiences Plan, coordinate, and deliver memorable workplace experiences and curated events. Develop and execute events such as service celebrations, wellness programs, multicultural events, recognition programs, and other employee engagement initiatives. Partner with the customer, food services/catering lead, and other service lines on event planning and execution, including: Menus and presentation Budget and cost containment Venues and room setups Equipment and logistics Event production and best practices Ensure events, client requests, and workplace initiatives are delivered on time and to a high standard. Measure the success of events and client experiences using both quantitative and qualitative feedback. Prepare and present monthly client service reports, including event activity, results, return on investment (ROI), and business benefits. Leadership & Service Delivery Lead, develop, and guide service employees and subject matter experts in delivering an exceptional client and workplace experience. Oversee day-to-day service delivery and ensure SPS standards, policies, and procedures are consistently followed. Work closely with SPS service teams to support employees, customers, and guests. Lead site tours for customers, guests, and SPS representatives. Share best practices and client service knowledge across the SPS network. Identify opportunities for continuous improvement in workplace engagement, service quality, and operational efficiency. Serve as a process catalyst to improve workplace engagement, energy, and overall client satisfaction. Community Engagement Build connections between the workplace and the surrounding community. Attend local events and network with startups, organizations, and community partners. Lead initiatives that enhance the community experience, improve operational efficiency, and identify opportunities for incremental revenue. QUALIFICATIONS & EDUCATION REQUIREMENTS Bachelor's degree in Business, Hospitality, Marketing, or a related field preferred. 5–7 years of experience in a similar role, such as client services, workplace experience, facilities management, event management, concierge, hospitality, or front-of-house services. Previous management experience overseeing approximately 5–10 employees. Demonstrated leadership skills with the ability to influence, motivate, and develop people. Experience with event planning, budgeting, and marketing. Strong computer skills, including Microsoft Word, Excel, and PowerPoint. Excellent interpersonal and communication skills. Ability to communicate effectively and build positive relationships with employees, customers, vendors, and leadership at all levels. Strong organizational, planning, and project management skills. Ability to manage multiple priorities in a fast-paced environment. PHYSICAL DEMANDS Approximately 50% of the role involves working at a computer. Approximately 50% involves walking, inspecting, and working throughout the site. Must be able to lift a minimum of 10 pounds. Must be able to work effectively under pressure and meet deadlines during peak periods. OTHER DUTIES This job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, location, and other job-related factors. Vacancy Status: This posting is for an existing vacancy. Pay Range $72,000—$78,000 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., • Paid Time Off: Full time: Minimum of 80 hours/calendar year. Part time/temporary: Minimum of 1 hour for every 30 hours worked. PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take approved time off for any reason., • Bonuses: Are available for employee and client referrals for current employees., • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, 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, and Entertainment Discounts., • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is a global workplace solutions and business transformation company operating in more than 20 countries. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Our clients include leading organizations across banking, insurance, legal, higher education, professional services, and many Fortune 500 companies. 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. To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers review applications and exercise independent judgment throughout the hiring process 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 Description Are you passionate about customer service? Do you like helping others accomplish their financial needs through providing relatable products and services? Are you interested in joining a diverse company where our unique contributions are recognized and celebrated, allowing each of us to thrive? Join Pay-O-Matic (POM) as a CSR! Pay-O-Matic powers your pursuit. As a Front-Line Customer Service Representative, you will be responsible for maintaining optimal services and providing valuable customer service. Schedules may include weekends, holidays and floating (work) to nearby stores when needed. Role Responsibilities: • Deliver exceptional guest service, ensuring a positive customer experience in line with company standards., • Use Point-Of-Sale (POS) system for all transactions, • Work in confined areas alone with an understanding of the Company’s security/safety policies and procedures., • Open and close the store when required., • Process money transfer transactions and efficiently manage point of sale operations., • Adapt well in the face of workplace stressors such as heavy verbal demands of customer service, • Perform transactions successfully while upholding Banking-related Compliance rules and regulations., • Maintain a harmonious work environment with colleagues through practice of mutual respect., • Sustain loss prevention protocols, strictly adhering to company policies and store standards., • Manage company funds, ensuring precise reconciliation with daily receipts and records., • Implement strong security measures to safeguard company funds and maintain financial integrity., • Perform daily reconciliation of transactions to ensure accuracy and transparency. Role Requirements: • Prior experience in customer service., • Previous experience handling financial transactions., • Fluency in both English and Spanish, with strong communication skills in both languages required., • Experience working with Microsoft Office Suite and general computer literacy., • Must be available to work (float) at nearby locations when needed. We make financial services accessible to humans everywhere. Join us for what’s next. Pay-O-Matic is New York City’s most accessible financial services company —transforming lives and communities. We’re a diverse and passionate customer-centric company with scores of employees working in more than 100 locations. We provide instant gratification to our customers through rapid check cashing, bill payments and various other products and services. Just as we help our customers to prosper, we support our employees in achieving their professional aspirations. You’ll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you’re ready to help drive the future of financial services, it’s time for Pay-O-Matic. Learn more about our purpose and people https://www.payomatic.com/careers-at-payomatic. Salary: The hourly rate is $17.00 per hour. Please note that the foregoing compensation information is a good-faith assessment associated with this position only and is provided pursuant to the applicable law. Benefits: You will also have access to short-term incentives, Medical, Dental, Vision, Life Insurance and Sick Leave. Most of these benefits are available for full-time employees. Part-time employees can access short-term incentives and Sick Leave benefits. Location (in-person): Store 240 - 188 Martine Ave. White Plains, New York, 10601 POM values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of company objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solving together, and innovate. POM has determined the category of this role to be Full-time In-person. This refers to employees who, due to the nature of their work, must be in the work location full-time. Schedule: The 188 Martine Ave. White Plains, New York, 10601 location has the following operation hours, Eastern Standard Time (EST): Sunday, Closed Monday, 8:00 a.m. to 7:00 p.m. Tuesday, 8:00 a.m. to 7:00 p.m. Wednesday, 8:00 a.m. to 7:00 p.m. Thursday, 8:00 a.m. to 7:00 p.m. Friday, 8:00 a.m. to 9:00 p.m. Saturday, 8:00 a.m. to 7:00 p.m. The CSR will work between 30 and 40 hours a week and days will vary. Successful applicants will have the flexibility to work any day of the week within regular business hours. The specific shift needing coverage is Monday, Tuesday, Wednesday, Thursday - 8:00 am to 7:00 pm, Saturday 8:00 am to 7:00 pm We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws.

Job DescriptionAbout Culligan Quench Culligan Quench’s purpose is to impact people’s lives and improve the earth by helping to eliminate the 500 million plastic bottles consumed each year. We play a front-line role in the battle against single-use plastic water bottles by delivering on-demand filtered water solutions to more than 120,000 healthy and environmentally conscious customers across North America. Our bottle-free water coolers, ice machines, sparkling water dispensers and coffee brewers purify the existing water supply, providing an endless supply of clean water and water-based beverages for a fixed monthly fee, typically under a long term bundled service and rental subscription agreement. Culligan Quench has grown from a small regional company to an international leader that had a successful NYSE public offering in 2016 and is now a strategic company owned by private equity backed Culligan. Headquartered in King of Prussia, PA, Quench has more than 1,600 team members operating out of more than 90 locations across North America and Puerto Rico. For more information visit https://quench.culligan.com/ About Culligan There’s nothing more fundamental to life on Earth than water. At Culligan, we believe transforming water can transform the world. That's why we offer expert water services and industry-leading solutions globally. Local Culligan teams deliver better drinking water to people at work, at home and on the go. With expertise across service, science and sustainability, Culligan turns water you can live with into water you can love. For more information visit www.culligan.com. Values: 5CsCulligan as OneCustomers come firstCommitment to InnovationCourage to do what's rightConsistently deliver exceptional results Field Service TechnicianPay: $25.52 - $26.00per hour (based on experience and location) Schedule: Monday - Friday, 7:00 AM–4:00 PM (may vary by market) Please Apply Only if You Have All of the Following:Mechanical aptitude: Experience working with tools or repairing equipment. Driving experience: Comfortable operating a vehicle for work purposes and familiar with routes/GPS (experience may be in a company or personal vehicle). Professional, service-minded demeanor: Good customer service and communication skills. Valid, active driver’s license and ability to maintain a driving record that meets company and insurance eligibility requirements. At least 21 years of age (required to operate company vehicles). What We Offer Competitive hourly rate with overtime potential. Medical, Dental, and Vision insurance starting Day 1. 401(k) match of 50% up to 6%. 10 paid holidays plus PTO. Company take-home vehicle, gas card, and tools. Paid training and ongoing career development opportunities. Position Overview The Field Service Technician installs, maintains, and repairs company equipment, including filtered water systems, ice machines, sparkling water dispensers, and coffee brewers. This role is customer-facing and requires a professional demeanor, technical skill, and a commitment to safe work practices. We provide hands-on training to ensure success in the position. Responsibilities Drive a company vehicle to customer locations to install, troubleshoot, and maintain equipment. Routinely replace water filters, clean and sanitize tanks, change UV bulbs, and clear water lines. Inspect equipment for leaks, malfunctions, and safety concerns. Follow company and customer safety policies and site procedures. Maintain company vehicle per policy, including mileage and maintenance logs. Safely transport and operate equipment and tools. Document service work using a tablet or mobile device. Provide professional and timely customer service at each site visit. Maintain regular and reliable attendance. Requirements Basic computer skills to record service and communicate with team members. Ability to lift 70+ lbs, bend, squat, and climb ladders. High school diploma or equivalent (technical school training preferred). Ability to pass a pre-employment background check, drug screen and motor vehicle record (MVR) review. Beware of fake job offers falsely claiming affiliation with our company. • We never request banking details or other personally identifiable information during interviews. • Our recruiters will never ask prospective employees for payment to apply for a position or as a condition of employment. • Official emails are from our domain. Our approved emails will come from @quenchwater.com. Verify offers through our official HR channels to safeguard your privacy and security. If you have any questions or suspicions regarding the authenticity of any job posting or communication allegedly by or on behalf of Quench, please contact us immediately at jobs@quenchwater.com We are proud to be an Equal Opportunity Employer. Quench provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to sex, sexual orientation, race, color, religion, gender, national origin, ethnicity, age, disability, marital or family status, pregnancy, military status, veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, benefits, training, social and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Job DescriptionLocation:17 South Broadway - Nyack, New York 10960 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions: • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc)., • Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice., • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education: • High School Diploma , GED or equivalent business experience (required) or., • Bachelor's Degree (preferred). Work Experience: • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required) Licenses and Certifications: • Notary License (preferred). Skills: • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. Core Competencies: • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands: • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements: • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category: • Branch. COMPENSATION AND BENEFITS:This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 08/14/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Job DescriptionDescriptionLocation:270 Martine Avenue - White Plains, New York 10601 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions: • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice., • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education: • High School Diploma , GED or equivalent business experience (required); or, • Bachelor's Degree (preferred). Work Experience: • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required), • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required), • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred), • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required), • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required), • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications: • Notary License (preferred) Skills: • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. Core Competencies: • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands: • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements: • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category: • Branch COMPENSATION AND BENEFITS:This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Job Description Title: Paid Political Canvasser - BGNY Location: Rockland County, New York Grossman Solutions, working with Battleground NY, is hiring Campaign Canvassers to talk with voters in an outreach campaign in support of the Democratic House candidates in New York’s 17th Congressional District. This role will be based in Rockland and Westchester Counties. The ideal candidate is outgoing, engaging, driven and wants to make a difference in their community. If you are a people-person and you love a fast-paced environment, then this job is for you. We are hiring Canvassers at the rate of $25 per hour. Full-time canvassers completing 40 hours a week will also receive a $125/week health stipend (=$28/hr approx equivalent). This position is ideal for someone with prior canvass, sales, or community outreach experience. Job Responsibilities • Successfully complete required training, • Use scripts to communicate with members of the community, • Talk with voters through door-to-door canvassing about politics and encouraging them to vote, • Accurately enter data collected from voters into database on a mobile device/tablet, • Participate in phone banking to follow up with voters about your conversations with them, • Carefully complete daily reports, • Represent the campaign with the highest degree of professionalism and ethical conduct, • Participate in ongoing training sessions and team meetings Qualifications • Experience working with the public such as customer service, restaurants, sales, brand ambassador, community outreach, or social service, • Ability to walk and stand for extended periods of time while canvassing door-to-door, • Ability to transport and carry materials and equipment (10-15 lbs), • Previous canvass experience is helpful, but not required as training will be provided to all employees, • Ability to follow script and meet daily goals, • Interest in politics, • Ability to connect with diverse communities and move people to action, • Excellent interpersonal and communication skills are necessary, • Proven ability to be flexible and work in a fast-moving environment, • Ability to work irregular hours including evenings and weekends, • Must be able to use a smartphone/ tablet and learn how to use a database app, • Must have access to reliable transportation, • Bilingual in Spanish is a plus Location Canvassers will work in the field and be based out of our office in Rockland County. Canvassers will be required to travel throughout the county and congressional district. Equal Opportunity Employer Grossman Solutions is an equal opportunity employer committed to a diverse, inclusive and equitable workplace. Grossman Solutions does not discriminate on the basis of race, color, creed, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, veteran status or any other protected category under local, state or federal law. Powered by JazzHR CQTDghuPAg

Job DescriptionLocation:75 N Broadway - Tarrytown, New York 10591 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions: • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially., • Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)., • Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence., • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions., • Support of branch operations including assisting with client transactions on the Teller line as needed., • Participate in and occasionally facilitate in-person morning huddles and end of day debriefs., • Work on Saturdays as directed by management., • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice., • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key. Education: • High School Diploma, GED or equivalent business experience (required) or, • Bachelor's Degree (preferred). Work Experience: • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)., • Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)., • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)., • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)., • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)., • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)., • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required). Licenses and Certifications: • Notary License (preferred). Skills: • Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts., • Strong work ethic and high level of integrity., • Excellent time management skills., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. Core Competencies: • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct. Physical Demands: • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements: • Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Work Location Category: • Branch. COMPENSATION AND BENEFITSThis position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 09/25/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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