Banking and Financial Services Jobs in New York, NY
146 positions found — Page 2
Gourmet Home Products is a cutting-edge design house and a leading manufacturer of Houseware products, distinguished in the home industry as a company of quality, flexibility, and creativity since 2010. We specialize in Private Label business and carry a full line of our own stock merchandise. We work with many retailers nationwide serving all channels of distribution including Mid-Tier Department Stores, Specialty Stores, Discounters and Mass Merchants. No customer is too big or too small for Gourmet Home. Our private label programs consist of many of the top retailers in the Home industry. Our vertical operations are broad, offering a wide range of selections in almost every category. Gourmet Home designs, manufactures and delivers home products from basic core items to the latest trends.
Responsibilities:
- Basic knowledge of production process with overseas factories.
- Work collaboratively with the Product Manager to deliver product assortments and strategies for customers and the company.
- Daily follow ups with our overseas offices/suppliers to organize, track and maintain the accurate status of each product through the phases of development
- Sample follow up - Manage samples including request samples from vendors, maintain sample tracking chart and coordinate sample pass off to Manager.
- Cost comparison sheet/land quotes - Assist in creating/updating costing sheets for projects as directed from manager.
- Update master sheet/save catalog/quotes - Maintain and updating Production Manager charts/sheets in excel and folders
- Work collaboratively with design team to assure suppliers send packaging dielines
- Preparation of any presentations for meetings in conjunction with Product Manager including ordering supplies, making presentations, packing boxes and merchandising showroom
- Assist in market research with competitive shops & analysis.
- Assist in maintaining showroom/Top rooms/samples etc.
- Complete business recaps with direction from the Head of Production.
- Understand the product line to make position easily understandable.
- Requirements:
- Strong analytical ability and retail math acumen
- Excellent written and verbal communication
- Strong organizational and problem-solving skills
- Proficient in Microsoft Office
- Ability to work in a fast-paced environment, multi-task and maintain attention to detail
The salary range for this position is $65,000 to $85,000 annually, contingent upon experience and expertise.
About Us:
At Biz2Credit, we are looking for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.
As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.
But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.
So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.
About the Role
Biz2Credit is launching a new small-business credit card, and we are hiring a Director of Credit Card Risk Strategy to build and scale the risk engine that powers the product. This role sits within the Risk organization and focuses on designing and executing the fraud and credit strategies required to safely grow a new card portfolio.
You will own fraud and credit risk strategy across the full lifecycle, partner with Data Science on model development, work with product and engineering to implement rules and logic, and collaborate with vendors who support fraud detection, identity verification, and credit decisioning. This is a hands-on, analytics-driven role for someone who has built or scaled card risk systems before.
Key Responsibilities
Fraud Risk Strategy & Analytics
- Develop and manage fraud strategies across the full credit card lifecycle: KYC, KYB, onboarding, transaction monitoring, disputes, and chargebacks
- Build and optimize fraud rules, signals, and decisioning logic
- Partner with Data Science to develop or enhance fraud models
- Monitor fraud KPIs, emerging patterns, and loss trends to adjust strategy
- Work with fraud vendors and platforms to implement rules, workflows, and detection capabilities
Credit Risk Strategy & Analytics
- Own credit line assignment, credit line increases (CLI), credit line decreases (CLD), and ongoing credit monitoring
- Develop and refine credit risk segmentation, cutoffs, and exposure strategies
- Partner with Data Science online assignment models and credit risk models
- Build dashboards and analytics to track credit performance, delinquencies, and portfolio trends
- Continuously optimize credit policies to balance growth and risk
Card Program Buildout & Scaling
- Contribute to building the fraud and credit risk foundation for a new credit card program
- Support scaling of the portfolio through iterative strategy, analytics, and model improvements
- Ensure risk systems, rules, and logic are implemented correctly across product, engineering, and vendor platforms
CrossβFunctional Collaboration
- Work closely with product, engineering, operations, and external vendors to launch and scale long duration programs
- Translate risk strategy into technical requirements for implementation
- Partner with compliance teams as needed; deep expertise not required, but familiarity with Reg Z, Reg B, FCRA, and UDAAP is helpful
Qualifications
- 5β10+ years of experience in credit card fraud risk, credit risk, risk analytics, or risk modeling
- Handsβon experience with fraud lifecycle management: KYC, KYB, onboarding, transaction monitoring, disputes, chargebacks
- Experience with credit line strategy: limit assignment, CLI, CLD, and credit monitoring
- Strong analytics background; proficiency in SQL required, Python preferred
- Experience working with fraud and/or credit risk vendors and platforms (e.g., decision engines, fraud tools, KYC/KYB providers)
- Experience building or scaling risk strategies for a credit card program
- Ability to work cross functionally with product, engineering, data science, and vendors
- Familiarity with compliance requirements for credit cards; ability to partner with compliance teams
Who Thrives in This Role
- Someone who has built or scaled a credit card risk engine
- A fraud + credit strategist who is equally comfortable with rules, analytics, and models
- A hands-on operator who can design strategy and also dig into SQL
- Someone who enjoys cross-functional execution and long-term program building
- A risk expert who wants to shape the foundation of a new card product
Leading Privately Held Financial Services Firm - Office & Reception Manager β NYC
We are seeking a highly polished & organized Office & Reception Manager to oversee day-to-day office operations and front desk management for a Leading Privately Held Financial Services Firm in their New York location.
You would be supporting their Professional Services and Capital Solutions groups across two floors, ensuring a client-ready office environment, seamless visitor experience, and strong operational execution. You would lead office remodeling projects, furniture procurement, and vendor management to maintain a premium workplace experience.
Overview:
β’ Manage front desk operations including visitor experience, guest registration, mail/package handling, and phone/email routing.
β’ Own daily facilities operations across two floors, maintaining a professional, clean, and fully functional office environment.
β’ Serve as primary liaison with building management and coordinate service requests, repairs, and maintenance.
β’ Oversee conference room readiness, meeting setup, catering coordination, and hospitality support for client-facing meetings.
β’ Manage office vendors (cleaning, pantry, catering, maintenance, security, supplies) and monitor service quality.
β’ Lead office remodeling, refresh, and improvement projects including planning, vendor sourcing, project coordination & execution.
β’ Manage office furniture purchasing, including vendor selection, ordering, delivery coordination, and workspace setup.
β’ Support space planning, seating assignments, office moves, onboarding desk setup, and badge/access coordination.
β’ Partner with Finance/AP to manage invoices, purchase requests, and budget tracking for facilities and office operations.
It is an established organization which is experiencing significant growth which offer competitive benefits & growth potential.
The Media Supervisor is responsible for the negotiation and placement of all media for existing clients. As a Supervisor, you are responsible for all video, FEP, and advanced TV negotiations and account maintenance. The Supervisor will be part of a team assigned to specific clients and help manage the account from the start of negotiations to the final campaign wrap up and help manage a team of buyers assigned to the accounts. The Supervisor will mentor and train assistants and buyers. The successful candidate must also be a creative thinker, incorporating the latest media trends and innovations, including streaming video and online video. The Supervisor will learn to deal effectively with clients and work closely with our planning group in managing budgets, developing strategies, negotiating media buys, and executing customized enhancements. It is imperative that this candidate follows technology and creative work to stay on top of pertinent information and trends.
Responsibilities
- The Video Investments Supervisor will manage all aspects of the national buying process, including the development of branded content, detailed audience tracking, strategic negotiations, and tactical scheduling.
- Execution of Data-driven and Addressable TV and Video campaigns when applicable.
- Must deal effectively with clients and work closely with our media planning group in developing strategies and customized enhancements.
- The ideal candidate will also have some experience dealing with other outside agencies or have the desire to oversee partner agencies.
- Creative right brain thinker with a keen business sense.
- Ability to mentor, train and supervise the younger members of the team.
- Understands how to determine best KPI for client objectives and main metrics to evaluate for best KPI return. Can successfully pull in past or projected campaign metrics to support media recommendation
- Forms strong relationships with media vendors.
- Researches and reports on trends, innovations, and changes that affect media buying.
- Ability to present in person and virtually.
- Maintains Strong client relationships developed by participating in regular client/agency meetings.
- Ability to lead team in developing buys that are strategic, deliver on client objectives and meet goals.
- Ensure proper delegation and workflow for team on all projects
- Supports and delivers on MAGNA agency-wide media partnerships targets in a way that benefits client in a cost effective way.
Required Skills & Experience
- Passionate about advertising and the ability to spread that passion to others
- Solid experience in developing, negotiating and executing National TV, Video and Digital Streaming campaigns
- Exposure to advanced TV and alternative currencies
- Multi-screen negotiation experience key
- Personal Computer proficiency; MS Office preferred including MS Outlook.
- Solid math and computer skills required, along with excellent writing skills.
- Experience with media buying and media research software
- Skilled communicator
- Ability to present to an audience
Desired Skills & Experience
- 3+ years of agency experience preferred
- Bachelor's degree in business administration/marketing preferred.
- Advanced Excel and PowerPoint skills preferred.
- Some management or supervisory experience preferred.
Wage and Benefits
We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.
The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.
Employment Transparency
It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.
For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email .
Salary Range$80,000β$90,000 USD
Commercial Regulatory & Compliance Associate
A leading alternative finance platform is seeking a hands-on legal/compliance associate to support its commercial business. This role sits close to the deals and involves direct counterparty interaction, transaction diligence, and ongoing compliance oversight. Ability and experience participating in client calls, negotiations, staying on top of compliance and tracking documentation, and supporting regulatory and risk requirements across financing transactions. The ideal candidate thrives in a fast-paced environment, exercises strong business judgment, and takes ownership of processes from start to finish.
Qualifications:
β’ 3β10 years of experience in regulatory, compliance, or commercial finance
β’ Exposure to alternative lending or commercial receivables preferred
β’ Strong communication, organization, and follow-through skills
β’ J.D. preferred; Bachelorβs required
We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.
- Provide advice on structuring and execution of fund investments.
- Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
- Draft, review and negotiate vendor, confidentiality and other third party agreements.
- Review and negotiate investment documentation, including brokerage and trading agreements.
Basic Qualifications
- JD with 5-8 years asset management legal experience, including significant experience with private funds.
Preferred Qualifications
- Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
- Experience with credit funds. Law firm experience.
- Experience with structuring and execution of fund investments.
- Interest in and ability to work collaboratively in a global organization.
- Strong written and verbal communication and interpersonal skills.
- Law firm experience.
We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.
Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.
Actual pay is based on various factorsΒ including but not limited to the work location, and relevant skills and experience.
βWe offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Actual pay is based on various factorsΒ including but not limited to the work location, and relevant skills and experience.
βWe offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youβre a βpeople personβ who enjoys building positive relationships with customers, then this is the job for you!Β Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β youβll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
Youβll get to know customersβ personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. Youβll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youβll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youβll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.Β What you'll getMeaningful work & relationships β Youβll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.Commitment to community β Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.Required QualificationsHigh School degree or GED required2 years of sales and customer service experience, demonstrating an ability to meet or exceed goalsAbility to effectively ask questions and identify needs to improve the customer relationshipProven success with building relationships, and recommending and referring products and services through in-person and phone interactionsDemonstrated skills in using digital technology to support the delivery of business goalsAptitude to problem solve and provide solutions to customer issuesRecognized ability to strengthen relationships with teammates, business partners and specialists through collaborationSelf-motivated, confident and ability to multitask effectivelyAbility to work branch hours, which can include weekends and eveningsMeet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. Youβll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. Youβll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.Preferred skills/experience1 year cash handling experienceΒ Hours and Work ScheduleHours per Week: 40Work Schedule: Varies with branch needs and may include weekends and eveningsLocated in Flushing, QueensPay TransparencyΒ βThe salary range for this position is
$28.75 - $35.38 per hour. Actual pay is based on various factorsΒ including but not limited to the workΒ location, and relevant skills and experience.
βWe offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible workΒ arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paidΒ time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit
job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youβre a βpeople personβ who enjoys building positive relationships with customers, then this is the job for you!Β Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β youβll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
Youβll get to know customersβ personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. Youβll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youβll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youβll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.Β What you'll getMeaningful work & relationships β Youβll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.Required QualificationsHigh School degree or GED required2 years of sales and customer service experience, demonstrating an ability to meet or exceed goalsAbility to effectively ask questions and identify needs to improve the customer relationshipProven success with building relationships, and recommending and referring products and services through in-person and phone interactionsDemonstrated skills in using digital technology to support the delivery of business goalsAptitude to problem solve and provide solutions to customer issuesRecognized ability to strengthen relationships with teammates, business partners and specialists through collaborationSelf-motivated, confident and ability to multitask effectivelyAbility to work branch hours, which can include weekends and eveningsMeet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. Youβll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. Youβll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.Preferred skills/experience1 year cash handling experienceΒ Hours and Work ScheduleHours per Week: 40Work Schedule: Varies with branch needs and may include weekends and eveningsPay TransparencyΒ βThe salary range for this position is $28.40- $30.87 per hour. Actual pay is based on various factorsΒ including but not limited to the workΒ location, and relevant skills and experience.
βWe offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible workΒ arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paidΒ time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit
job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youβre a βpeople personβ who enjoys building positive relationships with customers, then this is the job for you!Β Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β youβll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
Youβll get to know customersβ personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. Youβll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youβll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youβll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.Β What you'll getMeaningful work & relationships β Youβll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.Required QualificationsHigh School degree or GED required2 years of sales and customer service experience, demonstrating an ability to meet or exceed goalsAbility to effectively ask questions and identify needs to improve the customer relationshipProven success with building relationships, and recommending and referring products and services through in-person and phone interactionsDemonstrated skills in using digital technology to support the delivery of business goalsAptitude to problem solve and provide solutions to customer issuesRecognized ability to strengthen relationships with teammates, business partners and specialists through collaborationSelf-motivated, confident and ability to multitask effectivelyAbility to work branch hours, which can include weekends and eveningsMeet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. Youβll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. Youβll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.Preferred skills/experience1 year cash handling experienceΒ Bilingual - English/RussianHours and Work ScheduleHours per Week: 40Work Schedule: Varies with branch needs and may include weekends and eveningsPay TransparencyΒ βThe salary range for this position is $28.39- $30.87 per hour. Actual pay is based on various factorsΒ including but not limited to the workΒ location, and relevant skills and experience.
βWe offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible workΒ arrangements, education reimbursement, wellness programs and more. Note, Citizensβ paid time off policy exceeds the mandatory, paid sick or paidΒ time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit
job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagueβs or a dependentβs reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
The ideal candidate will have over 15 years of investment management experience, strong leadership skills, and a Bachelor's degree in Finance or Economics.
This role includes strategic oversight of portfolios, risk management, and team leadership.
The company promotes a culture of work/life balance and embraces diversity in the workplace.
#J-18808-Ljbffr
**Job Description
**Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firmβs strategic investment leader, responsible for shaping longβterm investment direction, driving platform innovation, and ensuring portfolios reflect the firmβs taxβaware philosophy.
The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection.
This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a highβperforming investment team.## What it Means to Work for Prosperity:
* You will have the flexibility to manage your days in support of our commitment to work/life balance
* You will join a culture that has received multiple top βPlaces to Workβ awards
* We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
* We understand that embracing our differences is what unites us as a team and strengthens our foundation
* Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work## What Work You Will Be Responsible For:
* Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
* Strategic Investment Direction: Define and evolve the firmβs longβterm investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
* Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
* Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
* Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.
* Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
Prior integration and project management experience a plus.
* Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.
* Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
* CrossβFunctional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
* Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.## Basic Qualifications
* Bachelorβs degree in Finance, Economics, or related field.
* 15+ years of progressive investment management experience, including leadership of investment teams.## Preferred/Desired Qualifications
* Demonstrated experience in portfolio construction, manager selection, and risk management.
* Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.
* Excellent communication skills with experience presenting to senior executives, advisors, and clients.
* Chartered Financial Analyst (CFA) designation.
* Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.
* Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.
* Familiarity with portfolio management systems, performance attribution tools, and trading platforms.EisnerAmper is proud to be a merit-based employer.
We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.## About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world.
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email: #LI-JR1## Preferred Location:Iselin
#J-18808-Ljbffr
In the Roleβ―β―
- 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:β―β―β―β―
- High School Diploma or GEDβ―β―β―β―β―
Preferred:β―
- Sales, Collections or Customer Service experienceβ―β―β―
- Bilingual - Spanishβ―β―β―
Location: On siteβ―β―β―
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.β―β―β―β―
Who we Are
A career withβ―OneMainβ―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 daysβ 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)
PAY: Target base salary range is $19.00-$23.00, 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. OneMainβ―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,β―weβveβ―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.β―
In ourβ―more thanβ―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.β―β―
At every level,β―weβreβ―committed to an inclusive culture, career development andβ―impactingβ―the communities where we live and work. Getting people to a better place has made us a better company for over a century.β―Thereβsβ―never been a better time to shine withβ―OneMain.β―
Key Word Tagsβ―β―β―
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 Traineeβ―β―
Description
Starting Salary: $24.50 / hour and up
Β
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Β
Β
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Β
Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.Β
Β
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Β
What you'll get
- Meaningful work & relationships β You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
- Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
- Career opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
- Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
- High School degree or GED required
- Bilingual in any languageΒ
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
- Ability to effectively ask questions and identify needs to improve the customer relationship
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
- Demonstrated skills in using digital technology to support the delivery of business goals
- Aptitude to problem solve and provide solutions to customer issues
- Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
- Self-motivated, confident and ability to multitask effectively
- Ability to work branch hours, which can include weekends and evenings
- Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare : Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
- 1 year cash handling experienceΒ
Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: Varies with branch needs and may include weekends and evenings
Pay TransparencyΒ
The salary range for this position is $28.18- $30.45 per hour. Actual pay is based on various factorsΒ including but not limited to the workΒ location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible workΒ arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paidΒ time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit .
Β
#LI-Citizens5
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Description
Starting Salary: $24.50 / hour and up
Β
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Β
Β
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Β
Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.Β
Β
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Β
What you'll get
- Meaningful work & relationships β You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
- Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
- Career opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
- Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
- High School degree or GED required
- Prior banking experience requiredΒ
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
- Ability to effectively ask questions and identify needs to improve the customer relationship
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
- Demonstrated skills in using digital technology to support the delivery of business goals
- Aptitude to problem solve and provide solutions to customer issues
- Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
- Self-motivated, confident and ability to multitask effectively
- Ability to work branch hours, which can include weekends and evenings
- Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare : Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
- 1 year cash handling experienceΒ
- Bilingual in ChineseΒ
Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: Varies with branch needs and may include weekends and evenings
Pay TransparencyΒ
The salary range for this position is $28.40- $33.61 per hour. Actual pay is based on various factorsΒ including but not limited to the workΒ location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible workΒ arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paidΒ time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit .
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Citizens Bankers are the face of the branch.
They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card.
You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.
You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now.
All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.Meaningful work & relationships β You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.
Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals~ Ability to effectively ask questions and identify needs to improve the customer relationship~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions~ Demonstrated skills in using digital technology to support the delivery of business goals~ Aptitude to problem solve and provide solutions to customer issues~ Ability to work branch hours, which can include weekends and evenings~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.
Set aside 30-45 minutes for the self-guided assessment that includes games and questions.
You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled.
1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and eveningsThe salary range for this position is $28.40- $30.87 per hour.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Citizens Bankers are the face of the branch.
They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them β like planning for the future, buying a home or opening a new credit card.
You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs.
You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now.
All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.Meaningful work & relationships β You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.
Commitment to community β Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annuallyCareer opportunities, reward, and upskilling β See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.Exceptional benefits β Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals~ Ability to effectively ask questions and identify needs to improve the customer relationship~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions~ Demonstrated skills in using digital technology to support the delivery of business goals~ Aptitude to problem solve and provide solutions to customer issues~ Ability to work branch hours, which can include weekends and evenings~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.
Set aside 30-45 minutes for the self-guided assessment that includes games and questions.
You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled.
1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and eveningsThe salary range for this position is $28.40- $30.87 per hour.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Employment decisions are based solely on merit, qualifications, performance and capability.Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Remote working/work at home options are available for this role.
Inside Sales Representative
Location: Manhattan, NY | Full-Time | Unlimited Earning Potential
Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture
Drive Your Success with Big Think Capital
You know how to sellβhow to connect, close, and perform. Now itβs time to bring your talent to a company that matches your ambition and rewards your results.
At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, youβll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.
About Big Think Capital
Weβre a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses servedβand weβre just getting started.
- Named Top Business Lending Firm of 2024 by Financial Services Review
- #1 Finance Broker on Trustpilot
- Certified Great Place to Work
- A culture of collaboration, accountability, and growth
The Role: Funding Associate (Inside Sales)
As a Funding Associate, youβll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. Youβll work exclusively with warm, pre-qualified leadsβno cold callingβand leverage our proven sales infrastructure to achieve your goals.
This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.
What Youβll Do
- Engage and convert warm inbound leads from business owners nationwide
- Build relationships, identify funding needs, and present tailored financial solutions
- Manage a full sales pipeline and close deals efficiently and ethically
- Deliver consultative sales experiences that build trust and long-term relationships
- Collaborate with leadership and peers to enhance performance and process
- Consistently meet and exceed performance goals
What Weβre Looking For
- 2β7+ years of sales experience (inside sales, lending, or financial services preferred)
- Proven ability to meet or exceed sales targets in a fast-paced environment
- Exceptional communication, negotiation, and relationship-building skills
- Self-motivated, entrepreneurial, and goal-driven mindset
- Team player who thrives in a collaborative, performance-driven culture
- Familiarity with financial products or B2B sales is a plus
What Youβll Get
- Uncapped commission β you control your income
- Competitive base salary plus aggressive commission structure
- Warm inbound leads and curated prospecting lists
- Full benefits package β medical, dental, vision, PTO, 401(k), and more
- Continuous training, mentorship, and professional development
- Modern office environment with advanced CRM tools and sales technology
- Clear path to advancement into senior and leadership roles
Join a Team Where Success Pays Off
At Big Think Capital, your results drive your rewards. Youβll have the tools, support, and opportunity to scale your careerβand your incomeβwithout limits.
If youβre ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.
Apply today and take your career to the next level with Big Think Capital.