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Job Description Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Job DescriptionPart-Time Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We give you Benefits that Go Beyond Your Paycheck: • Competitive compensation with paid training, • Engaged Managers who value your input, are transparent, and provide coaching for your success, • Professional Development with growth opportunities and a supportive learning environment, • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration, • Retirement Benefits, featuring a 401(k) with a generous match, • Employee Activity Groups that foster a sense of belonging and teamwork, • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees, • Gym Reimbursement and Employee Wellness time off to support your health and wellness, • Flexible PTO options that include vacation payout and sick time incentive payouts, • Discounts on Employee Loans to help you create financial success, • A CEO with brilliant vision and aspirationWant to know why we’re so happy? Click here to learn and meet our CEO!Find out what life at Jovia is like ... https://www.jovia.org/life-at-jovia What you will be doing:, • Direct dealing with member and potential members, • Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products., • Efficiently and accurately process transactions (loan payments, transfer of funds), • Research and resolve member concerns, • Sufficiently and accurately record information, • Efficiently utilize the software system provided to perform member transactions, • Engage with members to obtain information and explain available services to meet their financial needs.What we need from you:, • Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service, • Previous banking or financial services experience, • Desire to provide outstanding member service, • Ability to discuss products and services, • Professional appearance coupled with an enthusiastic, assertive personality., • Self-motivated, • Strong computer skills, • Excellent communication skills, • Thorough knowledge of negotiable instruments, • Dependable (arrive to work on time as scheduled) with open availability on Fridays, Saturdays and one other day during the week (19 hours total) Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) #ZR

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

Auditor 1 (Tax) performs on-site field audits and examinations of taxpayers' books, records, and substantiating data to determine compliance with various articles of the New York State Tax Law. These duties include but are not limited to: • Conduct audits and examinations of taxpayers' books and records to determine compliance with the various articles of the NYS Tax Law., • Develop and maintain working knowledge of tax law as well as Department and Audit Division procedures and policies, including the Code of Conduct, Ethics practices and security and confidentiality rules., • Communicate effectively with supervisors, taxpayers and/or their representatives both orally and in writing., • Learn and maintain skills in computer technology. This includes the use of laptop computers, PCs, various software applications, and mainframe applications., • Travel frequently, both locally and overnight. Must be able to travel within and outside New York State and travel to locations not accessible by public transportation., • Must be able to travel with computer equipment and case materials to various field audit sites, training classes, BCMS conferences, etc., • Represent the Audit Division and advocate disputed cases at BCMS conferences and Small Claims Hearings. May participate at hearings as a witness for the Department to assist attorneys from the Department's Office of Counsel in the resolution of disputed cases., • Participate in audit selection process., • Meet the Department's time and attendance rules. Minimum Qualifications: COMPETITIVE MINIMUM QUALIFICATIONS: The selected candidate must be reachable on the eligible list for this title and location under Civil Service Law, Rules and Regulations. OR The selected candidate must be eligible for a 70.1 transfer under Civil Service Law, Rules and Regulations. Special Minimum Qualifications for transfer to Auditor 1 (Tax): A bachelor's degree including or supplemented by 24 semester credit hours in accounting, auditing, or taxation; or a bachelor's degree including or supplemented by 18 semester credit hours in accounting, auditing, or taxation and six credit hours in finance, money and banking, economics, or business. OR If eligible via 55 b/c please provide a copy of your active letter of eligibility with your response. This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS). For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply. At a future date, it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in an NY HELPS title, employees may take part in any promotion examination for which they are qualified. NON-COMPETITIVE MINIMUM QUALIFICATIONS: Auditor Trainee 1 (SG-14) Bachelor's degree including 24 credits in accounting/auditing/taxation OR Bachelor's degree including 18 credit hours in accounting/auditing/taxation AND 6 credits in finance, money and banking, economics, or business. Auditor Trainee 2 (SG 16) Meet the Trainee 1 minimum qualifications AND 1 year of experience* OR Meet the Trainee 1 minimum qualifications AND a Masters, including 15 credits in accounting/auditing/taxation. Auditor 1 (SG 18) Meet the Trainee 1 minimum qualifications AND 2 years' experience OR Meet the Trainee 1 minimum qualifications AND CPA license in NYS OR Meet the Trainee 1 minimum qualifications AND a Masters, including 15 credits in accounting/auditing/taxation AND 1 year experience. *Experience must be gained in any one or combination of the following: • As an accountant/auditor with responsibility for the full range of professional activities involved in the review, analysis, and management of accounting systems, resulting in the rendering of opinions or recommendations on financial statements in accordance with generally accepted accounting principles. Activities restricted to bookkeeping or preparing tax returns are not considered qualifying., • As an internal accountant/auditor with responsibility for conducting a full range of financial accounting/auditing activities for an entity. Activities limited to such duties as maintaining and/or auditing payroll records, accounts receivable or accounts payable are not considered qualifying., • As an accountant with ongoing responsibility for the design, implementation, and review of accounting systems., • As a professional staff member of a private accounting practice with broad experience in maintaining accounting books and records, completing financial statements, and preparing business and personal tax returns., • As field auditor with a federal, state, or municipal agency, with the responsibility for performing comprehensive field audits to determine the compliance of individuals or businesses with the taxing jurisdictions laws, rules, and regulations., • As an accountant/auditor principally engaged in the analysis and/or interpretation of tax law. Additional Comments: The candidate will be required to meet the travel requirements for this position, which may include having a valid driver's license, based on geographic location. Work hours, travel, and telecommuting options to be discussed during the interview. Appointment to each level of the traineeship will depend on which minimum qualifications are met. The salary listed is a range, starting from the Trainee 1 level and ending at the Auditor 1 Level, this will depend on what level the candidate is coming in at. This location is eligible for location pay, in addition to the salary range listed. New York State is an equal opportunity employer. It's the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception. Any candidate selected for this position will be subject to a review of their tax return submissions by the New York State Department of Taxation and Finance. Employment of a candidate is conditioned upon a finding by the New York State Department of Taxation and Finance that the candidate is in compliance with all local, state, and federal tax laws. In accordance with federal government requirements, the employment of any candidate selected for this position is conditioned upon successfully completing a background investigation including a criminal history record check (fingerprint check). Some positions may require additional credentials or a background check to verify your identity.

KPMG is building a product organization designed to help transform decades of industry experience into innovative, software-powered businesses. Backed by the scale, resources, and market presence of a global network, this organization operates with the energy, ambition, and pace of a startup. We are assembling a founding team of builders, innovators, and problem solvers who are excited by the opportunity to create new products, shape new ways of working, and help define the future of technology-enabled business at KPMG. If you thrive in entrepreneurial environments, embrace ambiguity, and are motivated by the potential to make a lasting impact from the ground up, we invite you to consider joining us on this journey.KPMG is currently seeking a Director, Product Management to join our Product organization.Responsibilities:Shape strategy, development, and commercialization for product line, turning existing firm assets and emerging client solutions into an integrated software-powered business portfolioAssess market opportunities across customer segments, client offerings, and use cases; Collaboratively recommend and jointly drive business cases, pricing, packaging, and investment recommendations with the offering leaders who own the businessSet integrated, multi-year product roadmaps, resolving competing priorities, dependencies, and investment trade-offs across products and teamsPartner with senior leaders across client delivery, technology, markets, pricing, and global and member firms to advance product launches and growth within applicable budget, risk, and compliance requirementsDefine the metrics for product line and ensure the instrumentation exists to measure them: adoption, retention, revenue, and other business outcomes, and use that evidence to guide commercialization and roadmap decisionsManage cross-functional team relationships to drive a cohesive approach to product development, delivery, and commercialization; help establish the product management craft at KPMG: the standards, artifacts, and operating rhythm a product organization runs on and build AI-native product line management capability across teamsAct with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environmentQualifications:Minimum ten years of recent experience in product management, including owning a B2B or enterprise software product end to end Bachelor's degree from an accredited college or university is preferred; minimum of a high school GED is required; or a minimum of twelve years of equivalent professional experience is required Demonstrated experience taking products from early concept to market (i.e. Product strategy, roadmap ownership, and launch) across multiple products, customer segments, or marketsDeep understanding of product commercialization principles, methodologies, and best practices; Ability to think strategically and develop long-term product business plants that align with business objectives and customer needsDemonstrated daily use of AI across working practice, and products that shipped or shaped where AI was core to the product rather than decorative as well as experience guiding market evaluation, business cases, pricing and packaging recommendations, commercialization plans, and product investment decisionsAbility to use market, customer, product, and financial insights to make complex product decisions, influence senior leaders, and drive commercial growth. Preferred functional expertise in one or more of the following areas: Chief Financial Officer (CFO) technology, including financial close, consolidation, financial planning and analysis (FP&A), enterprise resource planning (ERP)-adjacent applications, and finance transformation platforms; or commercial banking and lending technology (origination, servicing, loan operations), Risk, compliance, and regulatory technology, including governance, risk, and compliance (GRC) platforms, regulatory reporting solutions, model risk management, financial crime prevention and detection, and controls automation technologies Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)KPMG LLP and its subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $198000 - $368000 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

The Opportunity: As a Banking & Capital Markets Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national and international tax environment. You will provide strategic consulting on business analysis, working capital management, and profit sharing, while advising on local and overseas tax affairs. As a Senior Associate, you will leverage your skills to analyze complex problems, mentor junior team members, and maintain professional standards. You will focus on building meaningful client relationships and developing a deeper understanding of the business context, navigating complexity with confidence. In this role within our Tax practice, you will be instrumental in helping clients address the challenges of a continuously changing tax world. You will assist in tax structuring and provide insights on the tax implications of deals and investments across various jurisdictions. Your ability to anticipate client needs and deliver quality solutions will be key to your success. Embracing increased ambiguity, you will use these moments as opportunities to grow, enhancing your personal brand and technical skills. Responsibilities: • Advising clients on local and international tax obligations and strategies to manage tax impacts on their business, • Assisting in the preparation and review of tax documents, confirming compliance with regulatory requirements, • Analyzing financial statements and trends to provide insights on tax implications and opportunities, • Collaborating with clients to develop tax planning strategies that align with their business objectives, • Conducting research on tax regulations and providing guidance on tax structuring and compliance, • Supporting the management of operational tax risks and advising on tax implications of cross-border transactions, • Utilizing analytical thinking to solve complex tax issues and deliver strategic solutions, • Mentoring junior team members and providing feedback to enhance their development and performance, • Building and maintaining client relationships to understand their needs and deliver tailored tax services, • Engaging in continuous learning to stay updated on industry trends and tax regulations What You Must Have: • At least a Bachelor's degree, • At least 2 years of experience, • Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity) What Sets You Apart: • Demonstrating proficiency in Corporate Tax Planning and Tax Compliance, • Utilizing analytical thinking to monitor and analyze financial trends, • Drafting and preparing comprehensive tax documents and submissions, • Embracing change and demonstrating learning agility in dynamic environments, • Excelling in communication and active listening to build client relationships, • Applying creativity and intellectual curiosity to solve complex tax issues, • Managing projects effectively with a focus on regulatory compliance consulting Travel Requirements: Up to 20% Job Posting End Date: The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

Job Description Summary: The Contact Center Specialist serves as the first point of contact for incoming calls, establishing new membership accounts, deposit accounts, and lending products while maintaining daily operational duties. Education and/or Experience: • Requires a high school diploma or equivalent, • Minimum two-years advanced call center, customer service, financial services, banking or insurance experience with proficiency in multiple competencies relevant to the job is required, • Banking experience is preferred, • Requires passing compliance training to ensure adherence to legal and regulatory requirements, including banking security awareness, • Advanced knowledge of multiple company products, • Works well in a fast-paced environment, • Uses multiple systems and technology simultaneously with a focus on speed of use, • Remains calm, patient, objective, and professional at all times, • Handles personal, sensitive information professionally, • Strong critical thinking skills with an emphasis on accuracy, • Focused with an ability to prioritize multiple tasks, • Strong attention to detail to include solid data entry with minimal errors, • Maintains confidentiality of Bank and member records during and after employment with the Bank Job Responsibilities: • Answers incoming caller inquiries about company products and services with a focus on delivering a high level of quality customer service using knowledge acquired through extensive on the job training and ongoing support and coaching, • Verifies and maintains caller account security using established processes, procedures, and various systems and technology, • Supports and educates members on the use of Online/Mobile Banking, Debit Cards, transactional account usages, general account inquiries and other services that are provided to members, • Performs call logging using CRM tools and performs routine tasks to fulfill caller requests, • Meets or exceeds contact center goals for metrics such as: one first call resolution, quality standards, answer call rate, schedule adherence, and member survey results on a daily and monthly basis, • Opens various new accounts and services existing accounts; sets up new account files and provides callers with all necessary information for membership, • Promotes and completes applications for lending products/consumer loans, • Interacts with existing and new members to increase sales of products and/or services, • Performs member transactions which include loan payments and transfers, • Responds to members’ inquiries, requests, and problems/complaints by resolving the issues directly and/or directing them to the appropriate person for specific information and assistance, • May redirect calls to other teammates or departments depending on the nature of the inquiry, • Performs various account file maintenance actions (e.g., account data changes, account closures, card orders, etc.), • Processes check orders, stop payments, fraud claims, and other forms, • Works independently within established procedures to resolve member issues in a courteous and professional fashion, • Problem solves accurately while using soundjudgment at all times, • Complies with all applicable laws, regulations, Bank policies and procedures, and ensures compliance with all governing regulations, including: Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Truth-in Savings and Fair Credit Lending Practices, • Maintains an ongoing awareness of developments/changes in policies, procedures, products and services, • Performs other duties as assigned Benefits of Joining the Bank Team: We provide a competitive compensation and benefits package that includes, but is not limited to: • This position is eligible for our annual discretionary bonus program. Some positions within the bank also qualify for quarterly performance incentives, • Paid time off for vacation, personal days, and holidays, • 401(k) company contribution, • Bank pays 100% of Dental & Vision premium, • Tuition reimbursement is offered to full-time employees, • Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through the Bank .

Bank of America is hiring at our Deer Park, NY financial center to serve as the first point of contact for clients, uncovering personal banking needs, and offering tailored solutions. You will deepen relationships, assist with self-service and transactions, and connect clients with specialists to de

Job DescriptionDescription: Location: Hauppauge, NY About Us: Hanover Bank– When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary: Hanover Bank is looking for a full-time Cash Management Sales Officer to join our team. The Cash Management Sales Officer is responsible for driving revenue growth by selling cash management products and services to corporate clients. This role involves identifying new product opportunities, managing client relationships, and providing tailored solutions that meet clients’ cash management needs with a particular emphasis on account analysis. This role is expected to leverage expertise in financial analysis and client relationship management to drive sales and enhance client satisfaction. This position requires a strong background in financial services, excellent sales skills, and a deep understanding of cash management solutions. Essential Job Duties and Responsibilities: • Sales and Business Development:, • Develop and implement strategies to achieve sales targets and expand the client base., • Conduct market research to stay informed about industry trends and competitors., • Client Relationship Management:, • Build and maintain strong relationships with existing clients., • Onboard, cross sell and implement cash management products and services., • Understand clients' cash management needs and provide customized solutions., • Serve as the primary point of contact for clients regarding cash management services., • Product Knowledge and Solution Selling:, • Develop a deep understanding of the company’s cash management products and services., • Demonstrate product features and benefits to clients, addressing their specific needs., • Conduct in-depth consultations with clients to assess their needs and objectives., • Prepare and deliver compelling presentations and proposals that address client requirements and demonstrate the value of proposed solutions to potential and existing clients, • Client Account Analysis:, • Perform detailed analysis of clients' current cash management practices and financial accounts., • Identify opportunities for cost savings, efficiency improvements, and enhanced cash flow management., • Develop and present customized cash management solutions based on account analysis., • Implementation and Support:, • Coordinate with internal teams to ensure smooth implementation of cash management solutions., • Provide ongoing support and guidance to clients, post-implementation., • Reporting and Analysis:, • Track and report on sales performance and client feedback., • Analyze sales data to identify trends and opportunities for improvement., • Prepare regular reports for management on sales activities and achievements., • Compliance and Risk Management:, • Ensure compliance with all relevant regulations and company policies., • Identify and mitigate any risks associated with cash management products and services. Education and Experience: • Bachelor’s degree from a 4-year accredited college or university; Finance, Business Administration, or a related field preferred, • Minimum of 5 years of experience in banking, sales or financial related services., • Proven experience in digital banking or a related field, with a track record of successful project management and product development., • Strong understanding of digital banking technologies, trends, and regulatory requirements., • Excellent analytical and problem-solving skills, with the ability to translate data into actionable insights., • Exceptional communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels., • Proficiency in Microsoft and Adobe suite of products Skills and Abilities: • Flexibility to changing priorities and technology advancements., • Strong sales and negotiation skills., • Excellent interpersonal and communication abilities., • Proficiency in financial analysis and reporting., • Ability to manage multiple projects and clients simultaneously. Our Benefits: Health & Wellness Benefits · Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options) · Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) · Company-paid Long-Term Disability Insurance Voluntary Benefits · Additional Life and AD&D Insurance for employee, spouse, and dependents · Voluntary Short-Term Disability Insurance · Pet Insurance · Legal Services Plan · Accident Insurance · Hospital Indemnity Insurance · Cancer Care Insurance Retirement · 401(k) Plan with Company Match Time Off & Recognition · Paid Personal Time Off (PTO) · Paid Company Holidays · Annual Performance Bonuses · Annual Salary Increases Employee Engagement · Company-sponsored Events · Employee Contests and Recognition Programs Annual Salary: $105,000-$130,000; placement within this range will vary based on experience and skill level.\ Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Requirements:

Brentwood, NY is seeking an entry-level Personal Banker to assist in executing sales and service activities with the customer service team.The role aims to foster customer relationships, loyalty, and increased sales of consumer banking products.Responsibilities include handling small business lendin

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank’s relationship management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products.Primary Responsibilities: Develop new banking relationships with business prospects.Service existing business banking client base.Achieve established goals as outlined by manager.Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.Network with centers of influence to develop business including accountants, attorneys and other referral sources.Manage the segment’s more complicated and important loan relationships.Evaluate credit information and requests and recommend appropriate loan structure to manage risk.Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.Achieve sales goals with minimum expectations as follows: Revenue of $300M to $500M. Loan production of $7.5MM to $12MM. Deposit balance production of $750M to $2.5MM. Manage loan portfolio of $15MM to $40MM. Oversee approximately 30 to 65 relationship managed clients.Actively participate in all business banking and retail sales sprints.Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned.Participate in civic and cultural organizations and programs.Utilize prescribed selling techniques to maximize sales opportunities.Scope of Responsibilities: Ability to sell effectively to prospects and clients. Manage and retain existing clients.Work closely with internal contacts to service clients. Works under moderate supervision.Supervisory/ Managerial Responsibilities: May or may not have supervisory or mentoring responsibilities.Education and Experience Required:Bachelor’s degree or 3-5 years of relevant work experience5 plus years experience.Knowledge of personal computers and the software utilized by the departmentAbility to read and analyze financial statements and tax returns.Strong credit skills necessary to evaluate loan requests.Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.Strong interpersonal and presentation skills required.M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $125,600.00 - $209,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.LocationHauppauge, New York, United States of AmericaSummaryLocation: Hauppauge, NYType: Full time

Job DescriptionAt Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment.In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency.Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability. Success in this role requires a customer-centric approach and the ability to balance service, sales, and compliance priorities effectively.Key Responsibilities:Provide exceptional member experiences to both current and prospective Suffolk Credit Union members.Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking.Identify and refer opportunities for lending, wealth management, and other services to meet members' financial needs.Collaborate with cross-functional teams to achieve departmental and Credit Union goals.Ensure accuracy, efficiency, and confidentiality in all transactions and tasks.Proactively engage with members through research and outreach for sales and service opportunities.Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling.Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations.Support the Credit Union's growth through community involvement, business development efforts, and branch activities.Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success.Essential Qualifications:Qualified candidates will have a high school diploma or equivalency certification. At a minimum, 3 years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred.Strong interpersonal skills with the ability to empathize and build rapport.Clear and articulate communication, both orally and in writing.Proficient in customer service and handling confidential information with discretion.Ability to work effectively with direct supervision and support branch goals.Intermediate mathematical skills with knowledge of loan processing procedures.Familiarity with credit union products, services, policies, and regulations.Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.Working Conditions:Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.Occasionally required to lift over 45 lbs., such as supply boxes.Occasionally works unusual hours, including Credit Union Days and call nights.Must be available to work a flexible schedule, including Saturdays.Occasionally required to travel up to 50 miles for business needs.Apply today and embark on a rewarding career and start empowering your possible!Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications. Job Posted by ApplicantPro

Citibank (Switzerland) AG in Brentwood, NY seeks a Personal Banker SAFE Act to assist in sales and service activities with the team, foster customer loyalty, and identify cross-sell opportunities while ensuring compliance with Citi policies.

Suffolk Credit Union is hiring a Financial Services Representative III (Personal Banker) to deliver outstanding member experiences and deepen relationships through banking products and cross-sell opportunities.You will support branch operations in collaboration with the Assistant Branch Manager, ove

Job DescriptionMcCabe, Weisberg and Conway, LLC Who We Are • Women owned law firm operating in New York, New Jersey, Pennsylvania, Delaware, Maryland, DC, Virginia, and Florida, • A high volume, fast-paced, multi-office law firm representing Mortgage Lenders, Banks and Financial Institutions in foreclosure, bankruptcy, eviction and REO, • Nationally recognized industry leaders in the legal default servicing spaceWhat We Need, • Litigation Attorney in our Melville, NY office with 5 years of Foreclosure litigation experience, • Diverse/ minority candidates encouraged to apply, • Juris Doctorate and member in good standing of the NY Bar, • Responsibilities may include, but not limited to: Managing and prioritizing a large caseloadDrafting and reviewing pleadings to ensure compliance with local, state and federal laws and regulations Attending hearings and status conferences Interacting with clients, opposing counsel and MWC team members Providing creative solutions to complex problems to mitigate client risk Why You Should Apply • Seeking a team member who is driven and excited to advance their legal career, • Previous experience with title, bankruptcy, foreclosure and/or mortgage banking, • Room for growth and advancement within the firm, partnership track is offered, • Collegial and flexible atmosphere with work life balance, • Competitive compensation based on experience and qualifications, • Comprehensive benefits which include, but not limited to: Casual office atmosphereRemote and/or Hybrid positions may be offered once training period is concluded Signing bonus offered Paid time off inclusive of 15 vacation days and 5 personal emergency time off days + 6 holidays Comprehensive benefits package with Medical, Vision, Dental, 401 K, Life Insurances, Short Term and Long-Term Disability This employer does not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. It is also the policy to employ and to advance in employment, all persons regardless of race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. Powered by JazzHR cO8HnA6hne