141 Banking jobs in Orangeburg

Banking Project Manager

07308 Jersey City, New Jersey NTT DATA North America

Posted 7 days ago

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Job Description

**Job Description:**
**Role Overview**
We are looking for an experienced Project Manager with a strong background in the Banking industry and deep expertise in infrastructure and networking. The role requires managing complex infrastructure programs, ensuring regulatory compliance, and delivering secure, resilient, and scalable banking network solutions. The ideal candidate will bridge business requirements, technology teams, and vendors to successfully deliver infrastructure projects.
**Key Responsibilities**
**Project & Program Management**
+ Lead end-to-end project delivery for infrastructure and network initiatives (e.g., data center migrations, core banking connectivity, cloud adoption, security upgrades).
+ Develop and maintain project plans, budgets, schedules, and governance models.
+ Manage cross-functional teams including infrastructure engineers, network architects, security specialists, and vendor partners.
+ Track project risks, issues, and dependencies, ensuring timely resolution and escalation.
+ Infrastructure & Network Expertise
+ Oversee implementation of network architecture
+ Ensure high availability, low latency, and secure connectivity across banking systems (core banking, payment gateways, trading platforms, regulatory reporting).
+ Drive initiatives in data center consolidation, hybrid cloud networking, and disaster recovery.
+ Collaborate with cybersecurity teams to integrate network security, encryption, and monitoring solutions.
+ Banking Industry & Regulatory Alignment
+ Ensure infrastructure programs align with banking regulatory requirements
+ Support audit and compliance reviews for infrastructure and networking environments.
+ Stakeholder & Vendor Management
+ Act as the primary liaison between IT, business units, and third-party service providers.
+ Negotiate with technology vendors for cost-effective delivery of network and infrastructure services.
+ Present project status, risks, and recommendations to senior management / steering committees.
**Qualifications & Skills**
+ Bachelor's degree in Computer Science, Information Technology, or Engineering; PMP/PRINCE2 certification preferred.
+ 8-15 years of Project Manager experience in the Banking or Financial Services industry
+ Deep expertise in infrastructure and networking technologies:
+ Routing & Switching
+ Firewalls & Security
+ Load Balancing
+ Cloud networking (AWS, Azure, GCP)
+ Strong understanding of banking applications, payment systems, and transaction platforms.
+ Knowledge of ITIL processes (incident, problem, and change management).
+ Proven track record of delivering complex infrastructure projects on time and within budget.
+ Excellent leadership, stakeholder management, and communication skills.
About NTT DATA:
NTT DATA is a $30 billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long term success. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world. NTT DATA is a part of NTT Group, which invests over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. Visit us at us.nttdata.co
NTT DATA endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.
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Business Analyst - Banking Domain

07175 Newark, New Jersey Purple Drive

Posted 4 days ago

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Job Description

Job Title:

Business Analyst - BFSI Domain

We are seeking an experienced Business Analyst with a strong background in the Banking, Financial Services, and Insurance (BFSI) domain. The ideal candidate will bridge the gap between business needs and technology solutions, ensuring smooth project execution and delivery. You will be responsible for gathering requirements, analyzing processes, and collaborating with cross-functional teams to implement innovative and compliant solutions in the BFSI space.

Key Responsibilities

  • Gather, document, and analyze business requirements from stakeholders within the BFSI domain.
  • Translate business needs into functional specifications and collaborate with technical teams for implementation.
  • Perform gap analysis, impact analysis, and feasibility studies to support decision-making.
  • Support end-to-end project lifecycle including requirement gathering, design, testing, and deployment.
  • Work with compliance, risk, and regulatory teams to ensure solutions meet industry standards (Basel, AML, KYC, GDPR, etc.).
  • Conduct workshops, stakeholder meetings, and requirement elicitation sessions .
  • Define and maintain use cases, workflows, process models, and documentation .
  • Collaborate with QA teams to ensure requirements traceability and validate deliverables.
  • Support UAT (User Acceptance Testing) and provide post-implementation support.
Required Skills & Qualifications
  • Bachelor's/Master's degree in Business Administration, Finance, Information Technology, or related field.
  • 5-10 years of Business Analyst experience , with at least 5 years in the BFSI domain .
  • Strong understanding of banking processes, capital markets, insurance, risk, and compliance frameworks .
  • Hands-on experience in requirement gathering, documentation, and stakeholder management .
  • Knowledge of Agile, Scrum, and Waterfall methodologies .
  • Familiarity with business process modeling tools (BPMN, Visio, Lucidchart, etc.) .
  • Proficiency in SQL, Excel, and data analysis for requirement validation and reporting.
  • Excellent communication, presentation, and problem-solving skills.
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Operations Supervisor - Investment Banking

06912 Stamford, Connecticut NatWest Markets

Posted 1 day ago

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Operations Supervisor - Investment Banking
LocationStamford,United States
Job typePermanent
Contract typeFull Time
#R-
Our people work differently depending on their jobs and needs. From hybrid working to flexible hours , we have plenty of options that help our people to thrive.
This role is based in the United States and as such all normal working days must be carried out in the United States.
**Job description**
_This job description is intended to describe the general requirements for the position. It is not a complete statement of duties,_ _responsibilities_ _or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business._
**Overview:**
The NatWest Operations Oversight & Advisory team is responsible for supervising activities that been outsourced to Broadridge while also supporting key clients and other stakeholder areas as part of our global Business Partnering Centre of Excellence. This oversight role collaborates with our Operations Service Providers, Front Office, Business Management, Client Management, Risk & Control, and COO teams to respond to change, market and technology events, and driving improvements to processes and services. The team also ensures services received are in line with key controls, agreements, regulation, and business appetite as relationships are maintained and operational capability is enhanced upon.
**Responsibilities to include:**
+ Day-to-day oversight of outsourced and third-party activities in line with documented procedures.
+ Operational lead in remediating front-end and time-sensitive issues to ensure seamless trade lifecycle flow.
+ Implementation and execution of Written Supervisory Procedures (WSPs) for outsourced managed activities, ensuring supervision is evidenced and aligned with documentation.
+ Review and challenge Standard Operating Procedures and daily outputs, working with internal stakeholders to highlight concerns and remediate incidents.
+ Ensure preparedness for industry, regulatory, and internal change initiatives.
+ Identify and lead opportunities to re-engineer processes and controls from cost-saving, regulatory, and customer experience perspectives.
+ Implementation, maintenance, and monitoring of Service Level Agreements (SLAs) with vendors.
+ Manage internal and external audits, perform risk assessments, and ensure timely closure of findings.
+ Attend regular governance meetings with service providers and vendors-ensure issues are raised and actioned, meetings are well documented, and required changes are discussed and agreed.
+ Maintain an effective control environment through policy updates, SOX controls, MI reporting, and governance documentation.
+ Review and process agent and agent invoices.
+ Provide regular reporting to management on the status of outsourced and vendor-managed activities, highlighting risks, issues, and remediation actions.
+ Maintain relationships with agent banks and vendors through regular meetings focused on updates, issues, and changes.
+ Review and approve cash wires and journals to the firm's General Ledger.
+ Partner with Finance to process month-end ledger cash adjustments and reconciliation packages.
**Requirements:**
+ Undergraduate Degree required; FINRA Series 99 and/or 7 preferred.
+ Minimum 3+ years' experience in Fixed Income Operations at an investment bank.
+ Strong understanding of Fixed Income products, collateral management, and reconciliation processing.
+ Familiarity with US regulatory requirements specific to Broker Dealer Operations.
+ Solid understanding of general accounting principles.
+ Strong communication skills with senior stakeholders internally and externally.
+ Proven ability to manage multiple tasks, meet deadlines, and communicate effectively across all levels.
+ Proficiency in Microsoft Office, especially PowerPoint and Excel for presentations and analysis.
+ Experience working on projects with sound project management disciplines.
+ Demonstrated application of risk and control principles in prior roles.
+ Self-motivated individual committed to continuous learning and development.
+ Team-oriented with a focus on delivering shared goals.
+ Must embody NatWest Markets values in all responsibilities.
The expected base annual salary range for this position is $100,000 - $145,000 at the start ofemployment. Thisis not a guarantee of compensation. The exact compensation isdetermined onan individualized basis and may vary based on skills, experience, training licensure,certificationsand location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parentalleaveand tuition reimbursement.
**It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race,** **color** **, ethnicity, religion, gender, sex,** **pregnancy/childbirth,** **age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review "EEO Is** **The** **Law", "EEO is the law- Supplement" & "Pay Transparency Provision" posters** here ( **.**
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Account Executive-Banking & FS

07666 Teaneck, New Jersey Cognizant

Posted 3 days ago

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Job Description

**Account Execut** **ive- Banking, FS & Insurance**
**Overview**
We have an exciting opportunity for a senior level Account Executive ("Hunter") to sell the full suite of Cognizant's services and solutions including Custom Application Development, Engineering & Testing Services, Infrastructure Solutions, Business Consulting Services, etc. into named client organizations. This role will have responsibility for pursuing 12 to 20 major accounts within the Financial Services vertical. Accounts will typically be oriented geographically to location but may include marquee accounts throughout the U.S, including but not limited to some of the leading financial services clients in North America. Service offerings will include Application Development & Maintenance, Business Process Outsourcing, and Information Technology Outsourcing. The Account Executive will work with a team that will support all Sales pursuits. An offshore team will support a targeted marketing into designated accounts.
**Key Responsibilities**
+ Pursue 12-20 major accounts. Accounts are new logos in the Financial Services vertical.
+ Act as the account lead on assigned accounts, setting the sales strategy, and taking overall responsibility for developing and nurturing the client relationship
+ Drive growth through hunting new opportunities
+ Build and manage client relationships. Manage the shaping and closure of opportunities on assigned accounts, leveraging Cognizant specialists to support as necessary
+ Serve as day-to-day contact for the client where there is thin coverage of Client Partner support
+ Scale accounts at pace
**Required Qualifications**
· Minimum 10 years' experience selling consulting services to Financial Services clients including but not limited to National and regional banks, Asset Management firms, Brokerages, Payments and Card providers, Mortgage originators and servicers.
· Minimum 7 years' experience working for a Global Consulting Firm, Onshore/Offshore sales with minimum of $ 10M annual quota. (This may vary depending on the maturity of the Vertical that the AE is selling)
· Minimum 5 years' experience selling similar Service Offerings - Applications Development & Maintenance, Business Process Outsourcing, and Information Technology Outsourcing
· Demonstrated success selling deals in the $ to 50M range
· Demonstrated consecutive quarterly and yearly quota achievement in complex selling environments utilizing a solution selling model
· Bachelor's degree
**Preferred Experience**
· Advanced degree (MBA or Masters)
· Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
· Must be detail oriented and able to manage and maintain all facets of complex assignments
· Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
· Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
**Top Reasons to Join Our Team**
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
**Salary and Other Compensation** :
The annual salary for this position is between $210,00 - 250,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual incentive program and stock awards, based on performance and subject to the terms of Cognizant's applicable plans.
**Benefits**
Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
+ Medical/Dental/Vision/Life Insurance
+ Paid holidays plus Paid Time Off
+ 401(k) plan and contributions
+ Long-term/Short-term Disability
+ Paid Parental Leave
+ Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law.
**A Good fit for the Cognizant culture**
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Driven, Empowered, Opportunity-Filled, Flexible & Collaborative.
**Work Authorization**
**Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.**
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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Global Banking IT Project Manager

07390 Jersey City, New Jersey Artech

Posted today

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Vice President Global Banking It Project Manager Cib Functions - Cio - Global Banking It Project Management

Location: Jersey City, NJ

Responsibilities:

Project Management

Manage and lead assigned projects to completion with delivery of agreed objectives. Ensure that all projects follow Group Policies and Procedure including proper Pr.

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Sr. .Net Developer (Banking Domain)

07390 Jersey City, New Jersey Hudson Data

Posted 4 days ago

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Job Title: Sr. .Net Developer (Banking Domain)

Location: Jersey City NJ (Web Cam Interview)

Duration: Long Term (W2)

H1 Transfer/ GC/ Citizen

Job Description:
Department Overview:
The primary function of role is to support, maintain and enhance an application called STAR. STAR is a trade processing system responsible for the deal capture of Interest Rates Derivatives, Futures, Bonds, MBS and Secondary Loans, and the subsequent passing of the trades through Middle Office to Back Office, to risk and to reporting systems. STAR is the backbone of the Rates Trade Processing IT suite.
Over 2,000 regular users
Booking over 1.5 million trades a month
Users across Europe, the Americas and Asi
Software development is performed in London, Paris, Mumbai, Chennai and New York. The team consists of 25 software developers and 14 business analysts across all locations.
The role is for a developer working with developers and business analysts in New York and other locations.
Typical domain activities:
Develop new enhancements as requested by the business (this could be from Front, Middle or Back Office). Enhancements can be in the form of new financial products, new booking methods, improving functionality, reacting to audit points, regulatory requirements etc.
Maintenance - bug fixing, intra-day technical support and infrequent overnight 3rd line support.
Day to day responsibilities:
s a developer, the main responsibilities are to design and develop new pieces of software, to enhance existing software to provide new functionality requested by the business and to correct bugs. For the majority of projects Business Analysts provide requirements for the developers to work with.
In the lead up to a major release, developers are expected to get involved fixing regression bugs, maintaining the automated regression tests and assist with the regression testing of an allocated area of the system.
Technical Environment:
C++ (Visual Studio 2015 - migrating to VS2022)
C#.NET 4.8 and .NET 6 in a Windows environment
CppUnit for unit testing
Python and Robot for automated regression testing
Oracle 19c, SQL and stored procedures
Profile: We are looking for candidates with a passion for programming and problem solving with the following skills:
Good C++ programming skills
Working in Scrum or another Agile environment
Strong technical and problem solving skills
High level of motivation
Good communication skills
bility to work with other teams in remote locations and autonomously in New York
Experience of technical support for STAR users, plus IT teams that interface with STAR
Proactive and flexible approach to dealing with challenges
Fixed Income experience or other financial domain knowledge is desirable, but not mandatory for the right candidate
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Tax Senior - Banking & Capital Markets

06912 Stamford, Connecticut Deloitte

Posted 1 day ago

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Job Description

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services practice!
What You'll Do
As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to clients in the banking and financial services industries. You will work directly with the client and tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
+ Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements.
+ Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services .
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ Bachelor's degree in accounting, finance, or related field.
+ 3+ years' experience in federal taxation
+ Preparation and review experience of federal tax returns
+ Excellent research and writing skills
+ Excellent presentation and communications skills
+ One of the following active accreditations obtained, in process, or willing and able to obtain:
+ Licensed CPA in the state of practice/primary office if eligible to sit for the CPA exam
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Certified Financial Accountant (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Experience with accounting for income taxes in accordance to ASC740
+ Previous Big 4 or large CPA firm experience
+ Experience in banking, securities and/or capital market industries
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Tax Manager - Banking & Capital Markets

06912 Stamford, Connecticut Deloitte

Posted 1 day ago

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Job Description

Are you a strategic and creative federal tax professional who likes solving complex federal tax issues across multiple jurisdictions and countries? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's Business Tax Services practice!
What You'll Do
As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide federal tax consulting and compliance services to a clients in the banking and financial services industries. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from firm leadership to ensure you are set up for success in your role and career.
Responsibilities will include:
+ Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements.
+ Advising clients on a variety of tax issues including accounting for income taxes, FTA (periods, methods & credits), tax provisions, tax compliance, business restructuring, and tax controversy.
+ Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.
The Team
At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our team will assist with global tax challenges and transform the tax department to create greater impact and efficiency within our client's organization. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services .
Qualifications
Required
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed Attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
+ 5+ years total corporate tax experience
+ A bachelor's degree in accounting, finance or related field
+ Strong managerial experience with budgets, people and projects
+ Demonstrated effective verbal and written communication skills
+ Self-starter and demonstrated ability to effectively handle multiple, competing priorities
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Previous Big 4 or large CPA firm experience
+ Banking, securities and/or capital markets experience
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Associate Wealth Banking Specialist (SAFE)

07652 Paramus, New Jersey Wells Fargo

Posted 2 days ago

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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
**About this role:**
Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com ( **.**
**In this role, you will:**
+ Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
+ Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
+ Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
+ Assist in providing service to Affluent Banking client relationships
+ Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
+ Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
+ Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
+ Research and resolve operational issues related to complex accounts
+ Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
+ Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity
+ Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building a strong knowledge of internal policies and procedures
+ Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures related to low to medium risks and deliverables
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in Wealth Management or Retail Banking
+ Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, Know Your Customer (KYC) and Technical Exceptions (TE)
+ Experience working with Affluent client relationship portfolio, in lending, credit and deposit products and services
+ Experience reviewing and analyzing client financial goals and presenting recommendations
+ Experience interpreting policies, procedures, and compliance requirements
+ Knowledge of how to interpret business formation documents
+ Ability to develop and manage clients and business relationships
+ Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPR
+ Ability to take initiative with work independently with minimal supervision in a structured environment
+ Intermediate Microsoft Office (Teams, Word, Excel, Outlook and PowerPoint) skills
+ Excellent verbal, written, and interpersonal communication skills
+ Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members
+ Strong telephone etiquette skills
+ Strong attention to detail and accuracy skills
+ Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
**Job Location:**
1211 Avenue of the Americas Fl 27, NEW YORK, NY
461 From Rd 1st Fl., PARAMUS, NJ
230 Schilling Cir Ste 300, HUNT VALLEY, MD
**Salary Range:**
NEW YORK, NY Pay range $72,000-$09,000 Annually
Hunt Valley, MD Pay range 66,000- 100,000 Annually
PARAMUS, NJ Pay range 72,000- 109,000 Annually
+ **Job Expectations:**
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
60,000.00 - 109,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
11 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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Business Banking Center Assistant Manager

07052 West Orange, New Jersey PNC

Posted 16 days ago

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a FT Branch & Business Center Assistant Manager within PNC's Parkway Region Retail Banking organization, you will be based in West Orange, NJ.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business Center branch. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients.
+ Influences a range of eco-system partners in an omni channel environment. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution.
+ Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households. Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer loyalty.
+ Drives the employee engagement experience. Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and procedures. Coaches employees to achieve performance and activity expectations. Leads the performance management process for direct reports.
+ Responsible for the Branch & Business Center risk process through proper oversight and adherence to regulatory, security and audit requirements. Trains and coaches team members with operational/risk activities and monitors adherence to policies and procedures. Exercises sound decision making to identify and mitigate potential risk. Manages operational, human capital, reputational and business risk through adherence to established policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented
**Competencies**
Branch Banking Services, Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.
**Work Experience**
Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Associates
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Pay Transparency**
Base Salary: $47,500.00 - $97,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 09/03/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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