✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in New York Hybrid

346 positions found

Residence Manager
✦ New
$24.21 - $29.89 an hour
Plattsburgh, NY 1 hour ago
ENERGETIC, MOTIVATED, CARING INDIVIDUALS WANTED!

Are you looking for a career where you can truly make a difference? The Advocacy and Resource Center can offer you a life-changing opportunity, and YOU can create life-changing opportunities for people with disabilities!

Residential Manager Position Available!

Are you passionate about supporting individuals with developmental disabilities? We're seeking a dedicated Residential Manager to join our team!

The responsibility of a Residential Manager is to oversee our residential homes, which range in size from 4 to 12 beds.

*Requirements:*

* High School diploma or equivalent
* Three years’ supervisory experience and working with the I/DD population
* Strong communication and organizational skills
* Reliable transportation and a clean, valid NYS driver’s license
* Willingness to work flexible hours
* General computer skills and ability to learn agency software

*Responsibilities:*
As a Residential Manager, you'll oversee the daily operations of an assigned residence, ensuring a safe and supportive environment for residents. Your duties will include:

* Supervising Direct Support Staff
* Supporting Individuals with I/DD
* Monitoring documentation and habilitation services
* Conducting staff training and development
* Ensuring site cleanliness and maintenance
* Financial oversight in accordance with guidelines
* Scheduling staff
* Serving as Administrator on Call on a rotating basis

Join us in making a difference in the lives of individuals with intellectual and developmental disabilities!

Apply now to become part of our team.

*Generous benefits package includes:*

* Shift differentials offered for overnight, and weekend shifts
* Health insurance
* Dental and Vision insurance
* Paid time off
* Vacation time
* Parental leave
* Life Insurance
* Cancer Insurance
* Retirement plan with employer match

The Advocacy and Resource Center qualifies as a public service loan forgiveness employer.
The Advocacy and Resource Center is an Equal Opportunity/Affirmative Action Employer, disabled/veterans.

Work Location: In person
permanent
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Asset Protection Associate II, 1st shift
✦ New
$22.65
Vails Gate, NY 6 hours ago

Schedule: 8:00am - 4:30pm / Monday-Friday

 

Staples is business to business. You’re what binds us together.

Our digital solutions team is more than a traditional IT organization. We are a team of passionate, collaborative, agile, inventive, customer-centric, results-oriented problem solvers. We are intellectually curious, love advancements in technology and seek to adapt technologies to drive Staples forward. We anticipate the needs of our customers and business partners and deliver reliable, customer-centric technology services.

 

What you’ll be doing :

  • Keep the Asset Protection Manager informed of all potential workplace security and safety issues.
  • Maintain order and control of the front desk, lobby areas and switchboard.
  • Prevent internal theft by conducting scanning and bag checking of all employees and visitors exiting the facility.
  • Monitor entrance and front lobby to ensure all visitors are authorized, logged in and escorted.
  • Monitor entire property via CCTV system, fire, and burglar alarm systems to respond to incidents as needed across multiple fulfillment centers and delivery operations buildings.
  • Audit physical security platforms (intrusion, access control & CCTV) across multiple buildings to ensure functionality of all systems.
  • Analyze data & conduct video audits relating to Shrink & Cargo Loss across multiple buildings to mitigate risk.
  • Monitor parking lot areas to report unauthorized visitors/vehicles or unlawful activity to leadership.
  • Notify emergency personnel (police/fire) in the event of emergencies as appropriate.
  • Assist and support leadership team with safety, emergency crisis and evacuation drills and real events as needed.
  • Ensure regulatory compliance measures are being adhered to with associates and vendors that are entering the facility.
  • Manage and maintain safety training and regulatory compliance training documents.
  • Administer new hire safety training and annual refresher safety training.
  • Monitor all inbound and outbound trailer activity in the trailer yard.

 

What you bring to the table :

  • Ability to work independently in a fast-paced, multi-tasking environment.
  • Ability to interact and communicate in a constructive and professional manner.
  • Demonstrate competent general personal computing skills.
  • Ability to work well in a team environment and maintain strict company confidentiality.
  • Asset Protection background.
  • Understanding of physical security processes, access control, and CCTV systems.
  • Experience handling workplace violence incidents, safety incidents and building evacuations that require notification to Police and Fire.
  • Strong written and verbal communication skills.

Qualifications:

What’s needed- Basic Qualifications :

  • High school degree or GED, or equivalent experience
  • 2+ years of related experience in warehouse operations or loss prevention/asset protection

 

We Offer :

  • Competitive Pay: Starting at $22.65/hour
  • Inclusive culture with associate-led Business Resource Groups
  • Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays)
  • Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more perks and benefits
At Staples, “inclusion” is an action word. It represents what we do to ensure that all employees feel valued and supported to contribute to their fullest potential. When we operate inclusively, diversity naturally follows. This is why we work hard to foster an inclusive culture, as we seek employees with unique and varied perspectives and areas of expertise. The result is a better workplace and innovative thinking that helps us exceed our customers’ expectations – through the power of the people behind our iconic brand. Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.
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Cashier Supervisor
✦ New
Salary not disclosed
Rochester, New York 6 hours ago
Schedule: Full timeAvailability: Morning, Afternoon, Evening (Includes Weekends). Age Requirement: Must be 18 years or olderLocation: Rochester, NYAddress: 3177 Latta RoadPay: $17.50 - $18 / hourJob Posting: 03/16/2026Job Posting End: 04/03/2026Job ID:R0274742

In this position, you'll ensure the Front End operates smoothly and employees have the tools and resources needed to provide incredible service to customers exiting the store. If you have an outgoing personality and are looking for an opportunity to use your leadership skills, this could be the role for you!

What will I do?

- Proactively approach customers, assist them in locating products, and answer any questions they have
- Promptly respond to assist cashiers to meet customer needs quickly and efficiently
- Monitor customer flow and traffic patterns throughout the store, manage the right number of open lanes and run registers as necessary to reduce customer wait time

Required Qualifications

- Customer service experience

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

- Paid time off (PTO) to help you balance your personal and work life
- Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
- Health care benefits that provide a high level of coverage at a low cost to you
- Retirement plan with a 401(k) match
- A generous scholarship program to help employees meet their educational goals
- LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.

+

At Wegmans, we've always believed we can achieve our goals only if we first fulfill the needs of our people. Putting our people first and offering competitive compensation, comprehensive benefits and a wide range of meaningful perks is just the beginning of what defines a rewarding career at Wegmans.

Comprehensive benefits*

- Paid time off (PTO) to help you balance your personal and work life
- Higher premium pay rates for working overtime, on Sundays, or on a recognized holiday
- Health care benefits that provide a high level of coverage at a low cost to you
- Retirement plan with a 401(k) match
- A generous scholarship program to help employees meet their educational goals
- LiveWell Employee & Family program to support your emotional, work-life and financial wellness

Our employees have put us high on Fortune 100 Best Companies to Work For list every year since it was first produced in 1998. Discover what it means to work for a mission-driven, values-based company where YOU make the difference.

*Certain eligibility requirements must be satisfied, and offerings may differ based upon area or the company and/or position.
Not Specified
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Loan Sales Specialist
✦ New
Salary not disclosed
New York 6 hours ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role  

- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:    

- High School Diploma or GED     

Preferred: 

- Sales, Collections or Customer Service experience   
- Bilingual - Spanish   

Location: On site   
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.    

Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. 
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.  
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. 
Key Word Tags   
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee  
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Wordings Analyst - Specialty Risk
✦ New
Salary not disclosed
New York, NY 6 hours ago
General

Job Title: Wordings Manager - Specialty Risks

Division: Specialty Risks

Reports To: As per Beazley's organisation chart

Key Relationships: Business Management, Specialty Risks Underwriters, Compliance, Innovation and Product Development and all other relevant stakeholders

Job Summary: Provide underwriting and wordings support to assigned Specialty Risks teams or focus groups and general support across Specialty Risks and other Beazley trading teams as necessary.

FLSA Status: Exempt

Key Responsibilities:

Wordings:

* Primary focus is on drafting policy wordings and endorsements to support business/underwriting objectives of the assigned Specialty Risks team/focus group.

* Assist the focus groups in addressing coverage issues raised in the underwriting and negotiation process to assist in successful closing of business opportunities.

* Assist the focus groups in achieving sales and service goals by providing high quality and timely response to queries raised.

* Providing support on underwriting, product development, and coverage issues.

* If qualified, review confidentiality agreements and warranty statements as needed for US/UK/RoW Specialty Risks Underwriters in order to engage in the underwriting process.

* Assist Specialty Risks underwriters in addressing bespoke coverage requests; requires interaction with Brokers, Insureds, other key external stakeholders (i.e. insured counsel).

* Managing the NDA process and manage and train wordings analysts work with NDAs.

* Managing the Endorsement process in the US and RoW.

* Manage the US, UK and RoW Product Development and Product Delivery process which includes: product development, drafting, addressing questions and objections from state departments of insurance when necessary for US platform products.

* Manage the US admitted filings and supporting the filing process for wordings and endorsements.

* Coordinate projects and work collaboratively with other key stakeholders internally, including but not limited to Compliance, Claims, Conduct Risk, UW Controls and Operations, Specialty Risks, Marketing and IT.

* Monitor competitive landscapes for the continuous improvement or wordings and underwriting controls.

* Participate in Team/Focus Group Business Planning, Away Days, Broker/Client meetings and other Marketing events, as required and appropriate.

* Provide assistance with additional projects and/or legal services (if qualified) for Business Management, Specialty Risks or other Beazley teams, as needed.

* Monitor claims developments and impact of wording on claims.

General

It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to:

* Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the PRA and FCA Conduct.

* Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.

* Display business ethics that uphold the interests of all our customers.

* Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.

* Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.

* Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.

Personal Specification:

Education & Qualifications

* Undergraduate degree or Law degree preferred

Skills & Abilities

* Organized and detailed oriented

* Computer skills - good working knowledge of MS office

* Ability to communicate effectively with others, both verbally and in writing

* Self-motivated team worker who is also able to work on own initiative

* Proven ability to manage time, meet deadlines, and prioritise

* Able to maintain standards and professionalism during periods of fluctuating workloads

Essential Criteria

* Relevant professional level experience required

* Insurance-related experience preferred

* Strong client service skills required

Aptitude & Disposition

* Task-focused, self-motivated and flexible

* Consistently professional approach

* Able to successfully interact with managers/underwriters/colleagues/external suppliers

* Positive, enthusiastic and service oriented

Competencies

* Achievement orientation

* Analytical thinking

* Information seeking

* Customer focus

* Team working

* Initiative

* Problem solving

* Detail oriented

Who We Are:

Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.

Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.

Our Culture

We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world. Employee's diversity, experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.

  • Be bold
  • Strive for better
  • Do the right thing

Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.

We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.

Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:

  • Beazley RACE - Including, understanding and celebrating People of Colour
  • Beazley SHE - Successful, High potential, Empowered women in insurance
  • Beazley Proud - Our global LGBTQ+ community
  • Beazley Wellbeing - Supporting employees with their mental wellbeing
  • Beazley Families - Supporting families and parents-to-be

We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:

  • Internal Pathways (helping you grow into an underwriting role)
  • iLearn (our own learning & development platform)
  • LinkedIn Learning
  • Mentorship program
  • External qualification sponsorship
  • Continuing education and tuition reimbursement
  • Secondment assignments

The Rewards

  • The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
  • Attractive base compensation and discretionary performance related bonus
  • Competitively priced medical, dental and vision insurance
  • Company paid life, and short- and long-term disability insurance
  • 401(k) plan with 5% company match and immediate vesting
  • 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
  • Up to $700 reimbursement for home office setup
  • Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
  • Up to 26 weeks of fully paid parental leave
  • Up to 2.5 days paid annually for volunteering at a charity of your choice
  • Flexible working policy, trusting our employees to do what works best for them and their teams

Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $100,000-110,000 per year plus discretionary annual bonus.

Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

Not Specified
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Branch & Community Development Manager
✦ New
Salary not disclosed
Buffalo, NY 6 hours ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Branch & Community Development Manager is responsible for strategic implementation of business development plans to drive branch growth and profitability, identifying and pursuing new business opportunities to acquire and retain customers, and developing ongoing partnerships with internal and external business partners.

The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank's strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. As the manager of the branch, this position will maintain oversight to ensure that the branch is in compliance with operating policies and procedures.

Essential Responsibilities:

  • Implement business development strategies, including calling efforts to promote the Bank's product & service solutions with emphasis on deposit growth
  • Actively participate in the community in a manner that reflects favorably on the Bank; keep the Bank's profile highly visible and professional
  • Build and maintain strong relationships with customers, local businesses, and community organizations
  • May approve or reject loan applications within individual lending authority
  • May oversee a loan portfolio consisting of consumer and/or business customers
  • Maintain a strong knowledge base of bank policies, procedures, loan products, pricing and use this knowledge to educate prospects on the advantages of Community Bank
  • Refer applicable loan opportunities to Bank business partners
  • Collaborate with other business partners & Bank affiliates to identify referral opportunities
  • Lead in the selection of new branch personnel and support scheduling to ensure branch coverage
  • Ensure staff is trained to meet customer sales and service needs as well as branch objectives
  • Discuss individual sales and customer service performance versus objectives with the appropriate supervisor on a frequent basis
  • Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timelymanner.
  • Perform other duties as assigned or directed

Qualifications

Education, Training and Requirements:

  • Bachelor's Degree in Finance or Business or equivalent training preferred
  • Specialized financial services experience preferred Valid driver license, reliable transportation
  • All applicants must be 18 years of age or older

Skills:

  • Proficient reading, writing, grammar and mathematics skills
  • Proficient interpersonal communication, negotiation, and sales skills
  • Sound judgment and reasoning
  • Ability to prioritize
  • Proficient PC knowledge
  • Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility

Experience:

  • Six (6) years of sales/business development experience normally required including three (3) years of experience in related banking and/or lending positions preferred
  • Minimum two (2) years supervisory experience required

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).


Other Job Information

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $66,000.00/Yr.
Maximum

USD $108,804.00/Yr.
Not Specified
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Branch Manager 1
✦ New
🏢 Community Financial System, Inc.
Salary not disclosed
Salamanca, NY 6 hours ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.

A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.


Qualifications

  • Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
  • Lead in the selection of new personnel
  • Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
  • Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
  • Work with management to establish growth, sales and profit objectives
  • Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
  • Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
  • Conduct regularly scheduled sales and customer service meetings (at least monthly)
  • Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
  • Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
  • Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
  • Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
  • Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
  • Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
  • Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
  • Actively participate in the community as a reflection of the bank's goal for strong community involvement
  • Handle advertising and contribution requests
  • Integrate activities through communication with District Manager, Branch Administration, other management, etc.
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/Training:

  • Associates Degree in Finance or Business or equivalent training preferred
  • Specialized banking education, experience or training
  • Valid Driver License

Skills:

  • Proficient reading, writing, grammar and mathematics skills
  • Excellent interpersonal relation and communication skills
  • Evidence of positive and effective leadership qualities
  • Thorough knowledge of the features and benefits of bank products and services
  • Consumer lending knowledge and authority
  • Working knowledge of Bank operating policies and procedures
  • Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

  • Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
  • Minimum one (1) year of supervisory experience required
  • All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).


Other Job Information

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $62,400.00/Yr.
Maximum

USD $88,000.00/Yr.
Not Specified
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Branch Manager 3
✦ New
🏢 Community Financial System, Inc.
Salary not disclosed
Westfield, NY 6 hours ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank's strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policies and procedures.

A Branch Manager 3 will normally manage a branch office having between $50MM and $99.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to nine (9) FTE employees. This position may require mortgage loan origination experience and duties in addition to management of the level 3 branch. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and/or business banking lending responsibilities.

Essential Responsibilities:

  • Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
  • Lead in the selection of new personnel and support scheduling to ensure branch coverage
  • Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
  • Manage and maximize performance levels of staff members through distribution of assignments and regular feedback
  • Work with management to establish growth, sales and profit objectives
  • Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
  • Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
  • Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities
  • Establish specific sales and customer service goals and conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results
  • Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
  • Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch
  • May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
  • Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff
  • Actively participate in the community as a reflection of the bank's goal for strong community involvement
  • Handle advertising and contribution requests
  • Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives
  • Other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Ancillary Duties:

As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.


Qualifications

Education, Training and Requirements:

  • Bachelor's Degree in Finance or Business or equivalent training preferred
  • Specialized banking education, experience and training
  • Valid driver license

Skills:

  • Proficient reading, writing, grammar and mathematics skills
  • Excellent interpersonal communication, negotiation and sales skills
  • Evidence of positive and effective leadership qualities
  • Sound judgement and reasoning
  • Thorough knowledge of the features and benefits of bank products and services
  • Working knowledge of bank operating policies and procedures
  • Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility

Experience:

  • Minimum six (6) years of related experience normally required
  • Minimum two (2) years supervisory experience normally required

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).


Other Job Information

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $66,000.00/Yr.
Maximum

USD $108,804.00/Yr.
Not Specified
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Analyst, Investment Banking
✦ New
Salary not disclosed
New York, NY 6 hours ago

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.

The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.

In this role you will:

  • Support the execution of live transactions and client mandates
  • Prepare presentation materials for clients and prospects
  • Research various industries, companies and market trends
  • Analyze financial statements and corporate SEC filings
  • Manage internal proprietary databases to support internal and client decision making
  • Assist in executing transactions, including due diligence and coordinating with external parties and client teams
  • Other duties and projects as assigned

Your impact:

In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.

Contributors to your success:

Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and

  • Strong interpersonal, verbal, and written communication skills
  • Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
  • Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
  • Superior analytical and technical capabilities
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
  • Previous experience in credit or financial statement analysis
  • The ability to work with large amounts of data and understand causal relationships
  • Willingness to obtain, or have obtained, FINRA registration (Series 79)

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

Not Specified
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Universal Banker - Farmington Branch
✦ New
Based on experience
Farmington, NY 6 hours ago
Hours:

40


Schedule:

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.


Comprehensive Benefits:

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.


Pay and Incentive Plan:

$22.02 per hour


In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.


Purpose of Position:

This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL’s self-service and digital service offerings.


Accountabilities:

ESL is currently seeking a Universal Banker to work in our Farmington office to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.


As a Universal Banker at ESL you will:



  • Create a positive face to face member experience
  • Build long lasting relationships with members
  • Work in either a Teller or Relationship Banker position depending on the branch needs

  • Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner




  • Help members recognize and obtain the most appropriate solutions for their financial needs




  • Educate and Refer a variety of products and services to members




  • Assist members with accounts, loans and maintenance



  • Learn about the banking and finance industry
  • Gain exposure to career opportunities at ESL

Qualifications:

  • One year in sales/service in the financial services or comparable industry required
  • High School diploma or High School equivalency diploma required
  • Strong, communication, problem solving and decision making abilities
  • Prior Sales Experience preferred
  • A high degree of flexibility to support branch needs
  • Proficient in building customer and peer relationships
  • Proficient in PC applications
  • Understanding of banking products and services preferred
  • Notary preferred; if not obtain within 12 months of filling role
  • Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL
  • Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper

Why work at ESL?


ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.


We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.


#LI-KZ1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.PDN-a13d7582-6cc4-400d-a5da-7d0d16eee5d1
permanent
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Life Underwriting Sr Specialist - Remote
✦ New
Salary not disclosed
Hartford, CT, Remote 6 hours ago

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

  • PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

    PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

  • ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

  • Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

  • Responsible for prescreen inquiries.

Underwriting

  • Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

  • Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

  • Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

  • Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

  • Develops proficiency with Reinsurance programs and determining where to best place a case.

  • Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

  • Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

  • Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

  • Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

  • Discusses cases with peer reviewers with medical and technical staff, as needed. ​

  • Understands and meets all quality, service, and production goals​.

  • Solves issues & escalations, with guidance as needed. ​

  • Partners with Underwriting Support for case management

Cross-functional leadership

  • May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

  • A bachelor's degree or equivalent combination of education and experience is preferred.

  • 1.5 years of traditional underwriting experience.

  • Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

  • Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

  • Proficient in computer skills and using various software packages.

  • Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

  • Highly organized with the ability to establish priorities and meet deadlines.

  • Displays agility to manage multiple tasks​ and adapt in a changing work environment.

  • #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

$61,530.00

Pay Range - End:

$114,270.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Keywords: Financial Broker, Location: Hartford, CT - 06123
Remote working/work at home options are available for this role.
permanent
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Mortgage Originator (Regional Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 6 hours ago
Description

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.


Supervisory Responsibilities:

No direct reports


Essential Functions:

  • Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
  • Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
  • Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
  • Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
  • Negotiate terms and conditions of real estate loans with borrowers.




Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Must meet loan originator standards under the Truth in Lending Act.
  • Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
  • Ability to pass FBI background check.
  • Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
  • Strong sales skills.
  • Ability to function well in a high volume, fast paced environment.
  • Ability to work through member situations and provide effective and accurate resolutions.
  • Strong organizational skills and attention to detail.
  • Proven ability to meet deadlines.
  • Proficient with Microsoft Office Suite and mortgage origination systems.
  • Ability to travel.
  • Ability to network with realtors if the opportunity presents itself.
  • Ability to participate in member educational activities.
  • Knowledge and understanding of different loan types and products.


Education / Experience:

  • Bachelor's degree in business administration or related discipline or equivalent experience.
  • Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
  • Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
  • Experience in using an automated loan origination systems including automated underwriting platforms.
  • Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
  • Experience with government programs such as FHA/VA is a plus.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
Not Specified
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Compliance Officer(Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 6 hours ago
Description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.


Position Summary:

Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.


Supervisory Responsibilities:

No direct reports.


Essential Functions:

  • Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
  • Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
  • Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
  • Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
  • Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
  • Coordinate, test and update the Credit Union's business continuity plan.





Requirements

Required Skills / Abilities:

  • Demonstrated dedication to positive, member-focused service.
  • Advanced research, analytical and problem-solving skills.
  • Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
  • Ability to travel.


Education / Experience:

  • Bachelor's degree in business, related discipline, or equivalent experience.
  • Four plus years of compliance experience in the financial industry.


Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.


Remote working/work at home options are available for this role.
Not Specified
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Hybrid Cyber & Digital Forensics Consultant
✦ New
$250 +
A global consulting firm is seeking candidates for a Cybersecurity position focused on forensic services.

Responsibilities include assisting in security investigations, conducting forensic analysis, and collaborating with team members.

Candidates should have a degree in Cybersecurity or related field, a strong understanding of operating systems, and experience with forensic tools.

This role offers career growth and competitive compensation.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
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Remote Finance BPO Sales Leader
✦ New
$250 +
A leading technology consulting firm is looking for a BPO Associate Partner to drive finance transformation and digital solutions for large enterprises.

This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.

The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.

The position offers flexibility to work from anywhere in the US.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
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Remote Chief Risk Officer for Digital Banking
✦ New
$250 +
NJ, Remote 1 day ago
A recruitment and staffing agency is seeking a Chief Risk Officer for a remote position.

The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.

With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.

The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
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Remote Insurance Fraud Investigator - California (SAN FRANCISCO)
🏢 Usaa
Salary not disclosed
San francisco, CA, Remote 2 days ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • Minimum High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

  • Strong multi-line SIU experience

  •  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA 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 status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
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Claims Fraud Investigator - Multi-Line (Remote) (PORTLAND)
🏢 Usaa
Salary not disclosed

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

  • Strong background with multi-line SIU investigations

  • Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA 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 status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Insurance Fraud Analyst (PROVIDENCE)
🏢 Usaa
Salary not disclosed

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

  • Strong background with multi-line SIU investigations

  • Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA 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 status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Insurance Fraud Analyst (MANCHESTER)
🏢 Usaa
Salary not disclosed

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

  • Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

  • Participates in the development of fraud prevention strategies.

  • Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

  • Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

  • Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

  • Makes recommendations within defined authority guidelines.

  • Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

  • Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

  • May serve as a resource team member on specific matters through demonstrated skill or training.

  • Assists with the delivery of fraud awareness training initiatives in a defined environment.

  • Handles CAT duty responsibilities as business requires.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:
  • High School Diploma or General Equivalency Diploma (GED).

  • 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

  • Proven investigatory skills.

  • Experience obtaining statements from various parties to incidents, witnesses, and suspects.

  • Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

  • Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

  • Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

  • Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

What sets you apart:
  • SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

  • Strong background with multi-line SIU investigations

  • Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

  • US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

 

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA 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 status as a protected veteran.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
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