|
| Welcome | A message from all of us at Bank Staffers about our search firm and our current listings of banking jobs in New York City. |
| Candidates | Please click on the junior or senior level banking jobs in New York City of interest to you. Candidates can apply for each job by e-mailing a resume. E-mail is our search firm's preference. Please include the position you are applying for in the subject line and note your salary history with your resume. All banking jobs are in New York City unless otherwise designated. |
| Employers | Terms & Conditions for banks and financial institutions interested in hiring employees. Our Terms and Conditions outline compensation for filling your banking jobs. Recruitment Methodologies |
| Banking News | Bank Staffers financial and banking news site, Japanese links and bookstore. |
|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
When forwarding your resume, please indicate which job(s) you are applying for in the subject line You can fax your resume to 212-599-5050 or Email it using the link in each open job above. Please note that we can only respond to resumes that meet the requirements posted. Phone calls cannot be addressed unless initiated by Ms. Crocitto or her staff. Thank you Ms. Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 1001724 Hour Resume Fax Line (212) 599-5050 or
your resume using the link in all open banking jobs as indicated above as "New Listing".
Position(s) AVP - Asset Management - Sales, Marketing and Client Services Salary to $100,000 + Bonus Location New York, NY Firm Asset Management Firm Responsibilities Individual with 2-3 years experience in asset management, emphasizing fund administration is sought by a true pioneer in the institutional investment management of diversified commodity portfolios. Candidates must have the aptitude and ability to learn about the products and must possess the specific qualifications noted below, to perform the requirements.
- Write successful responses to consultant/investor RFPs. Demonstrate thorough understanding of firm’s products, competitive products, consultant/investor needs, and effective firm and product positioning.
- Assist in the development, production, updating and customization of presentation materials for potential clients and consultants.
- Illustrate complex concepts and quantitative information in visual format. Structure and create succinct, professional, high-impact executive presentations and pitch books for sales meetings.
- Perform basic statistical/quantitative analyses to identify and display relationships between data sets.
- Address inquiries from clients and prospects. Track all incoming client requests and respond in adherence with compliance and legal policies. Author client correspondence for Managing Directors and assume increasing responsibility for client relationships.
- Assist client servicing by performing regular Fund-related administrative tasks related to compilation and distribution of performance data and market commentaries. Work closely with group responsible for overseeing accounting and administrative functions of the Funds. Participate in meetings related to overseeing various vendors associated with running the Funds.
- Coordinate client on-site visits; organize and execute off-site client entertainment events.
Requirements
- Strong work ethic; impeccable attention to detail; proactive, resourceful and tenacious with an unwavering sense of personal accountability and dedication to perfect work.
- Excellent verbal, written and visual communication skills along with strong PowerPoint.
- Must be able to understand firm’s goals and audience and craft effective content for RFPs and meeting materials. Able to present internal and external financial information clearly.
- Outstanding client service skills - confidently and professionally field requests from clients and from those within the firm.
- Project a poised, confident and mature manner over the phone, in e-mail and in person. Demonstrate a professional, courteous demeanor and excellent interpersonal skills.
- Strong follow up skills and solid relationship management skills. Exercise mature judgment and discretion; have experience working autonomously with a high degree of initiative to add value to client relationships.
- Strong systematic problem-solving ability and analytical skills. Demonstrate comfort working with and solving unstructured problems. Strong quantitative aptitude and understanding of basic statistics desired.
- High energy and self-motivation are necessary to succeed in this fast-paced, team based environment. Ability to think ahead, build work plans, maintain accuracy and effectively manage and execute multiple tasks under tight deadlines.
- Ability to work 50 hours per week required.
Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "AVP Asset Management" in the subject line. Thank you.
Resume link for this position: E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Position(s) Credit Analyst - Counterparty Credit / AVP Salary $80,000 to $100,000 + Bonus Location New York, NY Firm Major International Commercial bank Responsibilities Major International Commercial bank seeks individual to perform credit analysis and control new and existing global portfolios of clients for the Capital Markets and Securities subsidiaries covering diverse industries. Requirements Bachelor's Degree, MBA preferred. 1 to 3 years of related work experience. Formal credit training desirable. Knowledge of capital markets, trading and/or commercial banking products. Proficiency in MS Office applications. Excellent written and verbal communication skills. Ability to meet tight credit application filings and risk reporting deadlines. Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "Credit Analyst" in the subject line. Thank you.
Resume link for this position: E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Position(s) Institutional Sales Executive Salary $125,000 to $150,000 and bonus Location New York, NY Firm Major Global Asset Management Firm Responsibilities Candidate(s) will be trained for a 6 to 9 month period in investment research and sponsored for licensing. This is a once in a lifetime opportunity for individuals who can maintain and manage an established book of business and relationships within Middle Markets. Earnings potential of $1 million in 3 years Requirements Strong financial academics Demonstrated large industrial product sales experience We can only respond to candidates with the above mentioned experience and academics Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "Institutional Sales Executive" in the subject line. Thank you.
Resume link for this position: E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Position(s) Senior Credit Analyst Salary Up to $85,000 and bonus Location New York, NY Summary Major International Bank located Midtown Manhattan has an opportunity available for a Senior Credit Analyst. Responsibilities Responsible for credit quality reviews of all corporate accounts, including all new and existing relationships, preparation of corporate credit applications and annual and interim reviews according to bank policies and procedures. Liaise with HOCC Credit Department and New York Credit Committee members in answering queries.
Outside contact with information companies (Standard & Poors, Moody’s) and account officers at other banks.
Requirements Knowledge of industry diverse portfolios, some key industry sectors are energy related, to include oil & gas, refining and oil field services, paper and forest products, packaging and container, retail, food, beverage, auto and truck, construction and mining equipment, financial services, air transport and electrical equipment. Candidate must have knowledge of regulatory requirements, accounting standards and reserve requirements.
Knowledge of Word, Excel and HOCC Credit Database and MRA system is necessary.
Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "Senior Credit Analyst" in the subject line. Thank you.
Resume link for this position: E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Paralegal
Securities Lending Documentation
to $70,000 and bonus
Hoboken, New Jersey
International BankingDescription Paralegal / Securities Lending Documentation
$60,000 to $70,000 + BonusPrimarily be responsible for updating and maintaining securities lending / repurchase documentation
Key Responsibilities:
Update and maintain securities lending / repurchase documentation Review and prepare all relevant documentation Negotiates under supervision of attorney repo/lending agreements with broker/dealers’ attorneys for both new counterparty and existing counterparties Maintains and update existing file of signed agreements Monitor compliance with covenants and other obligations under existing agreements Coordinate with Business Planning & Promotion, Securities Lending and Securities Lending Middle Office Departments Keeps apprised of relevant legal issues Maintains a library of relevant information and keeps appropriate personnel updated with legal and other developments in the industry (e.g. tax, documentation, international standards) Perform all duties and responsibilities as assigned by management Required
- Bachelors degree or equivalent.
- 2-3 years minimum experience as a paralegal in a major law firm or bank.
- Familiarity with relevant tax laws.
- Strong knowledge of Microsoft Office programs (Word, Excel)
Contact Ms. Helene Crocitto, EVP Phone 212-599-0909 ext 213 Fax (212) 599-5050 Resume- - Resumes in Microsoft Word if possible, please. Thank you.
Home Welcome Job Page Employers
Position(s) Commercial Relationship Management Officers - Vice Presidents (4) Salary Up to $145,000 base and two bonuses Location Choice of : NYC, NJ, Brooklyn/Queens Summary Our client is a top ranking, highly respected full service bank that provides commercial and relationship banking services, and offers an array of credit and deposit products for both individual and business clients throughout the US and International markets.
- (3) Small Business $500,000 to $2 Million
- (1) Middle Market $2 Million++
We are looking to identify several Commercial Relationship Officers, who are client driven, to join the Business Banking teams in Manhattan (2), New Jersey, and Brooklyn/Queens. We seek skilled individuals with Small to Middle Market loan experience as noted above.
Responsibilities The development and maintenance of credit and non-credit relationships with commercial customers, corporate accounts and potential customers while rendering quality service in accordance with bank goals to gain growth, profitability and customer satisfaction. Manage customer relationships within an assigned portfolio as well as developing the portfolio through increasing current client relationships and searching for new business through referrals.
Visiting with clients and prospective clients, interviewing and analyzing the financial structure of customers and prospects, and recommending products or applicable services.
Prepare loan reports and call reports.
Requirements
- A minimum of 3 to 7 years experience in either small business or middle market commercial banking services.
- Knowledge of community relations, financial disclosures and statements, planning and negotiations, commercial and consumers lending and products along with sales skills are all helpful.
- MS Office. College degree or advanced degree strongly desired.
Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "Commercial Relationship Management " in the subject line. Thank you.
Resume link for this position: E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Position Vice President
Commercial Real Estate Lending Credit ManagerSalary Up to $135,000 base and 30% - 35% bonus to start Summary The Commercial Real Estate Lending Credit Manager will manage all aspects of the credit relationship for the largest and most complex relationships within the Commercial Real Estate field. This role analyzes risk, determines appropriate loan structure and provides supported recommendations to Credit Administration on credit actions within the framework of the bank’s policies and procedures. This position is also responsible for the on going credit management and risk assessment of existing loans and relationships.
The Credit Manager will utilize Credit Analyst/Underwriting and Servicing resources effectively to meet targeted timelines and due dates; determines and assigns tasks and due dates to the Credit Analyst and/or Underwriter that fall within their overall job description. Along with the Loan Consultants, this position may assist in developing new business within existing clients.
Requirements The ideal candidate will have experience with new construction and term loans for multifamily, industrial, retail and mixed use ranging between $10 and $30 million. Contact Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
New York, NY 10175![]()
Please leave the term "Vice President Real Estate Credit Manager" in the subject line. Thank you.
Resume E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Position Legal Practice Analyst
Finance and Strategic PlanningSalary Up to $150,000 + Bonus Summary Major international law firm is seeking an analyst to provide analytical support to various practice areas for their New York operation. Work closely with the firm’s practice leaders to help in the development and execution of business plans, monitor economic performance, spot trends and assist with day-to-day practice management. Direct and conduct ad hoc financial analyses as well as research in support of strategic initiatives. Key focus will be on Litigation and Transaction Services, which includes Tax, M&A, and Real Estate. Position reports to a Practice Managing Director and will have interaction with the Client Development and Finance departments, Library researchers and others as projects warrant.
Requirements Minimum of 2-5 years of financial analysis and strategic planning experience, preferably in a law firm, investment bank or other financial services environment. Demonstrated ability to handle multiple projects, ability to think conceptually and understand, define and organize and manage research projects. Good quantitative analytic skills required to assess the relevance and quality of various types of non-quantitative research. Project management skills, strong oral and written communication skills, experience with presentations are all essential. Ideal candidate will take the opportunity to expand the depth and breadth of the position. Graduate degree required. JD’s will be considered. Flexibility for occasional West Coast travel.
Contact Helene Crocitto
Executive Vice President
Filcro Financial
521 Fifth Avenue
New York, NY 10175![]()
Resume E-mail
Resume Fax 212-599-5050
Home Welcome Job Page Employers
Salary $100,000 to $140,000 + bonus Position Capital Markets Auditor
Officer LevelSummary International Bank located in midtown Manhattan is seeking a Capital Markets Auditor to perform audits of the Treasury Function inclusive of Capital Market Products and risk management. This person will evaluate the effectiveness and efficiency of the internal controls and ensure compliance with regulatory guidelines. Responsibilities
- Prepare, plan and perform Treasury audits as assigned in accordance with departmental and professional standards, in order to ensure that the activities conform to established regulatory guidelines and internal policies and procedures.
- Prepare detailed written reports of audit findings and recommendations presenting any irregularities or exceptions. Review, analyze and update the audit programs, recommending modifications or improvement initiatives as required by changes in operating procedure, business environment or industry convention.
- Maintain adequate and accurate files of working papers that substantiate and evidence findings.
- Perform other audits including operational as assigned.
Required Candidate must have a minimum of five years experience in auditing Capital Market Instruments, Derivatives and Fixed Income Products including ABS, MBS, CMOs, Commercial Paper. Knowledge of standard auditing practices, procedures and regulatory guidelines. Proficient in MS Office and risk analytic systems. BS Degree in Accounting; CBA, CIA or CPA a plus.
Contact Please leave the words "Capital Markets Auditor" in the subject line
Resume Fax (212) 599-5050 Format Microsoft Word w/ salary history, please
Home Welcome Job Page Employers
Salary $45,000 to $50,000+ + bonus Position International Documentation Trust Officer
Latin American Clients - Bilingual SpanishSummary Major U.S. global financial leader seeks individual to join their Private Banking group. Individual should have prior experience with Trusts/Estate Planning Administration. Responsibilities Individual will be responsible for the entire set up and processing function for Trust accounts. This includes receiving information, documents and forms from Wealth Planners in order to properly set up a Trust. Review these documents with Relationship Managers, prepare documentation for execution and follow up with booking centers. Experience with the set up process for Private Investment Companies will include addressing questions, concerns and comments related to the incorporation and account opening documentation for such companies. Candidates should have exposure in New Business monitoring, reporting and matching. Required Candidates applying should have a min of 2 years experience in the "Trust World", must be fluent in Spanish (read & write), must have solid documentation review experience and be highly proactive. Will strongly consider a "Paralegal" with related experience. Excellent communication and interpersonal skills along with knowledge of Word and Excel are essential. Contact Please leave the words "International Documentation Trust Officer" in the subject line
Resume Fax (212) 599-5050 Format Microsoft Word w/ salary history, please
Home Welcome Job Page Employers
Salary $75,000 to $85,000+ Position CAPITAL MARKETS RISK ANALYST
TREASURY GROUP / Officer LevelSummary Major International Bank is seeking an experienced Capital Markets Risk Analyst to monitor and control trading room exposures, and ensure that risk is fully captured and accounted for. Individual will establish or enhance risk mitigation and internal control policies along with measuring risk, monitoring limits, and creating systems to control the exposure of Fixed Income and/or Foreign Exchange trading activities. Close interaction with various Front Office Trading and Finance groups is required.
Responsibilities
- Manage the monitoring of the Bank’s limit/exposure to market risk on a daily basis.
- Recommend efficient and effective processes for managing risk.
- Review reports prepared by Asset Liability Management Unit.
- Analyze and monitor Treasury's proprietary strategies.
- Execute annual risk review/consulting plans.
- Assess VAR and other risk measures through back testing and model testing in accordance with the regulatory timetable.
- Monitor Market Risk Stress Testing and perform Scenario Analyses for trading desks such as Fixed Income and Foreign Exchange.
- Perform other duties, as assigned, which fall within the scope of responsibility.
Required Candidate must have two to four years of relevant experience analyzing, monitoring and reporting treasury products. Must have strong knowledge of Risk Management methodologies; in-depth familiarity with derivatives and expertise in banking/financial services, particularly F/X and/or Fixed Income Products (ABS, MBS, CMOs). A strong knowledge of Risk Management including stress testing and VAR measurement is required. Bachelors Degree in Accounting or Finance; MBA desirable. Proficiency in Microsoft Office. Crystal/Access/SQL a plus; knowledge of OPICS, Sendero and Bondage a plus. Experience with the development of systems to monitor and control all limits, collateral, new products and to meet the needs of customers.
Contact Please leave the words "Capital Markets Risk Analyst" in the subject line
Resume Fax (212) 599-5050 Format Microsoft Word w/ salary history, please
Home Welcome Job Page Employers
Salary to $100,000 base
plus bonus stock and other benefitsPosition Mutual Fund Execution Officer/VP - Securities Operations Private Bank Location New York City, NY - U.S.A. Summary The Private Bank for the Americas offers its clients a broad range of investment services that comprise a simple custody relationship, execution services, transaction advisory services and portfolio advisory services. The ideal candidate will act as a liaison point for Private Bank, Americas Relationship Managers in relation to the execution of Managed Fund subscriptions and redemptions. Individual will be expected to provide information relating to specific investment instruments, in terms of pricing and characteristics (e.g. trade settlements cycles, load and restrictions) as well as executing orders placed by Private Bank, Americas clients via their Relationship Manager.
Individual will be expected to liaise with the respective Fund Administrators, ensuring that potential investors obtain the correct Offering and Subscription/Redemption materials as well as administer the Managed Fund process including Management Information, Distributor Agreements, Collection of trail Income and Incentive Fees.
Duties Subscription and Redemption of Managed Fund orders received from Private Bank, Americas Relationship Managers and/or Investors. Maintenance of a daily Managed Fund trading blotter
Providing Managed Fund information to Relationship Managers
Supporting the marketing activities of the Relationship Managers
Supporting operations in the resolution of trade execution/settlement issues
Provide Investment presentation material to promote the investment services of Private Bank, Americas in relation to Managed Funds
Internal Working Relationships
Investment Advisory Group (IAG) – effective information gathering and execution of subscription/redemptions.Private Bank, Americas Relationship Managers – liaison between IAG and end client.
Operations – to ensure that any queries/errors are resolved promptly and without monetary loss to the Bank.
External Working Relationships
Managed Fund administrators/Alternative Advisory Group – price discovery and timely execution of subscription/redemptions.
Skills &
Experience
RequiredAbility to gather accurate information from the Private Bank Relationship Manager to ensure that the correct investment information is communicated to the client. Thorough understanding of global Mutual Funds Domestic and International as well as Managed Funds and their specific characteristics are essential.
Ability to communicate effectively with investment professionals and communicate such information in a timely fashion.
General accuracy in both verbal and written communication is essential.
To ensure potential losses are kept to an absolute minimum.
The individual should have a recognized degree in a financially related subject, and be able to demonstrate an equivalent level of experience in the industry, where specific experience, knowledge, skills and abilities are related to the position in question.
Series 7 & 66 required / or the individuals will be expected to pass the NASD Series 7 and 66 qualifications, in order to comply with the Regulatory classification of competency for International Securities and Mutual Funds.
Contact This search is being conducted exclusively by Filcro Media Staffing in New York City. Helene Crocitto or a member of her staff will contact candidates of interest directly.Thank you.
Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
Suite 706
New York, NY 10017Please place or leave the words: "Mutual Fund Execution Officer" in the subject line of your e-mail, Thank you.
Resume E-mail Helene Crocitto Fax (212) 599-5050 Resume Format Microsoft Word w/ salary history, please
Home Welcome Job Page Employers
Home Welcome Job Page Employers
Salary to $175,000 base
plus 60% to 70% bonus to approximately $297,500cash plus stock and other benefitsPosition Vice President ALM / KYC Risk Control Location New York City, NY - U.S.A. Summary The Anti-Money Laundering Unit is responsible for supporting the sales teams in both the U.S. and Latin America to ensure compliance with anti-money laundering policies and regulations. The function supports due-diligence, transaction monitoring and investigation-related activities. Duties Oversees the AML Unit Heads to ensure that KYC & TTM Policies are applied consistently across business units, significant AML-related activities are performed timely (e.g., KYC Specialist independent review/approval of KYC profiles) and issues (e.g., negative media on a client) are addressed appropriately, timely and escalated as required. 45% Reviews KYC profiles relating to public figures and policy exceptions (SOW & ownership) prior to submission to Compliance and the Market Region Heads for appropriateness, completeness and consistency purposes. Also approves all other KYC policy exceptions along with the GMM as well as the desensitization of accountholders. 15%
Works with Compliance and Legal Counsel on changes to AML regulations and Company policies for impact, applicability and tailoring to the Americas. Coordinates process changes as a result of regulatory/policy updates including the creation of procedures and training materials and the coordination of training sessions for the business and control functions. 10%
Identifies and/or coordinates the implementation of process improvements relating to KYC, transaction monitoring and AML investigations. Represents unit on AML Operating Group and Americas AML Committee to discuss recommendations, ensure resources are assigned to critical AML-related projects, appropriate implementation plans are in place, and improvements are implemented. 20%
Acts as interface for Americas with internal and external auditors and regulators including the submission of deliverables that are AML-related. Also, provides training to business and controls individuals. 10%
Skills &
Experience
Required
- Strong interpersonal skills, ability to manage conflict and deal with pressure in a positive manner.
- Ability to evaluate different, complex situations and make appropriate and timely decisions.
- Strong integrity, ability to enforce standards/policies while balancing business needs
- Change agent, self-starter and proactive in problem-solving.
- 2-4 years of people management experience and time at a financial institution.
- 4-6 years control-related experience; must include AML and KYC experience
- IDEAL: An individual with strong AML and KYC background that has managed people in a significant and dynamic environment.
Complexity of
FunctionThis position entails dealing with individuals across the various sales organizations and Infrastructure to ensure that all AML activities are performed appropriately and timely. This position has greater significance since the staff provides independent review and approval of KYC profiles prior to client acceptance and transaction monitoring break reports and help support the business in complying with the regulations on a day-to-day basis. Contact This search is being conducted exclusivly by Filcro Media Staffing in New York City. Helene Crocitto or a member of her staff will contact candidates of interest directly.Thank you.
Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
Suite 706
New York, NY 10017Please place or leave the words: "AML VP" in the subject line of your e-mail, Thank you.
Resume E-mail Helene Crocitto Fax (212) 599-5050 Resume Format Microsoft Word w/ salary history, please
Home Welcome Job Page Employers
PRESIDENT - Commercial Lending - U.S. Bank New York City, NY - USA to$250,000plus25% to 30% bonus
plusstock the first year of$200k; 2nd $210k; 3rd $225k
$550K + pkg first year
SummaryHighly respected diversified U.S. financial institution experiencing exceptional growth is seeking a President of their Bank who has particular strength within real estate commercial lending environments in the New York metropolitan area.
This President will lead continued expansion efforts in the New York, New Jersey and Connecticut commercial lending markets.
Reporting to the Board of Directors this person will lead with autonomy based on their extensive experience and acumen within commercial lending.
The bank wishes to go forward by serving communities in the tri-state area that could be overlooked by other financial institutions.
The bank seeks a President with vision and proven leadership to continue the Bank's success and growth.
ResponsibilitiesThis banking executive will direct all operations for multiple branch locations within the New York Metropolitan area and manage corporate expansion plans for additional branch locations in the future within the same geographic area.
The following Senior and or Executive Vice Presidents will report to the President:
This banking executive will be responsible for maintaining sound relationships within the unique commercial banking community in the New York Market as he or she expands the bank through continued growth.
- Lending
- Compliance
- Branch Administration
- Investments
- Back Office
- Human Resources
Skills Required
- A proven leader in commercial banking and real estate lending
- A intimate knowledge of commercial real estate lending and key contacts in the Tri-State area.
- A complete understanding of bank operations and requirement from a lending, compliance, administrative and back office perspective.
- Proven ability to lead by example as you develop and mentor other executives.
- Ability to travel 4-5 times a year.
- A proven ability to communicate with board members or executive committee members as to the Bank's plans and results of operations.
- Strong quantitative skills
- Strong communication skills
- A tactical and strategic thinker with exceptional interpersonal skills.
- A tempered demeanor to compliment their exceptional acumen within commercial lending
- A result oriented executive who enjoys stability, growth and financial success.
- Capacity to represent philanthropy interests of the bank.
ContactThis is a retainer based search reporting to the Chairman and candidates are encourage to apply in confidence.Filcro Financial Staffing will review all documents submitted in the order they are received. Ms. Crocitto or a member of her staff will contact candidates of interest. Thank you.
Ms. Helene Crocitto
Executive Vice PresidentFilcro Financial Staffing521 Fifth Avenue
Suite 706New York, NY 10017Search Filled - No more resumes please. Thank you.
Home Welcome Job Page
Cash Management - Treasury Administrator
New York City - NY
$45,000 to55,000 plus bonusMajor commodity trading company seeks an individual for their Cash Management Division within Treasury Operations.
Individual will handle responsibilities to include but not limited to the following:
1. Daily cash management
2. Daily borrowing and investments
3. Cash flow projections
4. Initiation of Wire transfers
5. Monitor bank accounts
6. Interact with divisions on receipts and disbursements
7. Contact with banksQualifications/Requirements:
Bachelor’s Degree in Business Minimum 2 years experience in Treasury Excellent computer skills Word, Excel, Access Knowledge of Insight, Access and Trader (foreign currency) products is a plus.
Please place or leave the words: "Cash Management - Treasury Administrator" in the subject line of your e-mail, Thank you.
Helene Crocitto Fax (212) 599-5050 Resumes Microsoft Word w/ salary history, please
Home Welcome Job Page
CLOSING TEAM LEADER
New York City - NY
$75,000to80,000 plus bonusThe Closing Team Leader will report directly to the Closing Manager. Responsibilities will include but are not limited to the following:
1. Personal management of closings for high profile clients.
2. Management of 5-7 officer level permanent staff members
3. Management of team closing pipeline.
4. Interface with clients, closing agents, mortgage specialists and internal departments for more complex deals as needed by team.
5. Closing 200-250 units per month which will be carried by the subordinate officer level closers.
6. Achieving client satisfaction, quality and turn time goals.
7. Human resources management for team as needed.Educational and Additional Requirements:
College Degree Law Degree or Paralegal experience desirable Prior Managerial experience or a minimum of 1-3 years formal team work flow coordination highly desirable.
Please place or leave the words: "CLOSING TEAM LEADER" in the subject line of your e-mail, Thank you.
Helene Crocitto Fax (212) 599-5050 Resumes Microsoft Word w/ salary history, please
Home Welcome Job Page
Vice President / Bank Regulatory Compliance
Banking Laws & Regulations / Consumer Lending
Residential & Commercial Real Estate
New York City - NY
$150,000 plus bonusMajor Responsibilities
:
This position requires compliance expertise on the business side. It will be supported by regulatory operations officers and business managers performing regulatory operations functions. The position reports to a Product Head of Residential Real Estate. Responsibilities will include but not be limited to the following:1. Individual must understand how banking laws and regulations, including consumer lending laws, AML and Privacy Laws are to be interpreted relative to the product's policies, processes, loan documents and transactions.
2. Develop relationships with internal and external counsel, various compliance departments, and other resources to monitor and anticipate regulatory developments and represent the product in these forums.
3. Formulate appropriate policies, processes and corrective action measures.
4. Present quarterly risk assessments to senior risk management and manage internal risk reporting.
5. Oversight of self test process and corrective action plans.
5. Lead initiatives to improve process controls reduce regulatory error rates, approve loan documentation from a regulatory perspective.
6. Coordinate internal and external audits
Educational and Additional Requirements:
8-10 years BANK REGULATORY experience required.
Bank lending experience or Law degree may substitute for some elements of experience.
Federal or State bank consumer regulatory experience, related regulatory consulting experience or the most senior compliance officer for lending or banking issues within an institution is a plus.Regulations Impacting Business:
Includes but not limited to:
Bank Secrecy Act and other related AML statues and rules including USA PATRIOT ACT, Gramm-Leach Bliley Act and state specific privacy acts, Sarbanes-Oxley Act, FCRA, TILA (Reg Z), RESPA (Reg X), ECOA (Reg B), National Flood Insurance Act and other flood insurance statues, HMDA (Reg C), UCC-1, UCC-8 and 9, Reg U, OCC,, FRB and OTS banking and lending acts, rules and circulars, state specific acts regulating banking and lending, NASD rules on conduct.Please place or leave the words: "Bank Regulatory Compliance" in the subject line of your e-mail, Thank you.
Helene Crocitto Fax (212) 599-5050 Resumes Microsoft Word w/ salary history, please
Home Welcome Job Page
MIDDLE MARKET LENDING LOAN ORIGINATIONS MANAGER
New York, NY
$150,000 plusbonusMajor Responsibilities:
This position reports into the Product Head and will manage four loan origination departments. Functions managed include sales support, title and appraisal ordering, loan registration, regulatory disclosures, loan commitments, loan closings and loan fundings. Several thousand super jumbo loan applications per year.
Identify and manage opportunities to enhance productivity and efficiency, improve client service, lower error rates, improve product offering, and effect regulatory changes.
Participate in Product’s Policy Committee that establishes policy and objectives.
Job Function:
Responsible for managing and growing the loan processing function in line with business objectives to include appropriate staff, structure, processes and controls. Lead person responsible for relationship with loan servicer.
Failure results in negative franchise exposure, client dissatisfaction, operating losses, regulatory fines and or loss of internal permissions to do business.
Challenges include:
1. Effective pipeline management for several thousand of loans a year;
2. Alignment of goals setting and results feedback process for departments with business objectives;
3. Effective leverage of loan origination system to manage pipeline, improve coordination, and lower costs;
4. Daily receptivity to involvement in high profile or significant transaction for clients and associated changes in priorities;
5. Ability to move back and forth between policy issues, transactions and process management and prioritize appropriately;
6. Critical skills to identify operational risk combined with process and management skills to coordinate and effect changes across departments and in concert with other functions such as sales, technology and underwriting.Educational and Additional Experience:
10 years mortgage experience. Middle market lending experience or commercial lending experience can substitute for part of the experience.
High proportion of experience in loan originations or processing
College Degree required.Please place or leave the words: "MIDDLE MARKET LENDING " in the subject line of your e-mail, Thank you.
Helene Crocitto Fax (212) 599-5050 Resumes Microsoft Word w/ salary history, please
Home Welcome Job Page
GLOBAL INVESTMENTS DATA SPECIALIST
New York, NY
$75,000to $100,000 andbonusThe Global Investments Operations team provides support and solutions for end to end delivery of all aspects of traditional and alternative investment products including pre-launch, documentation, booking, data administration, client and internal reporting and performance measurement.
Primary Responsibilities:
*Monthly/Quarterly sourcing from various proprietary and third party managers, data base maintenance and associated reconciliation/QA processes, and timely dissemination of investments related data used: -to drive investment tools globally and regionally such as Zephyr and others. -by critical investments information delivery platforms such as Relationship Report, Client Websites etc. -to supply investments related data to key users such as the Global and Regional Labs, Marketing, Manager Selection, Legal, Compliance, Control, Business Intelligence and Finance. *Work with Product Management teams as well as marketing, finance, operations and technology in the development and launch o new Investments products to ensure new products are incorporated within primary data sources and investments data bases with appropriate assignments of critical identifiers such as asset class, benchmarks, risk, rating, etc and to ensure that any unique data requirements are assessed and resolved. *Work closely with teams formed to develop requirements for various new/upgraded tools and software related to investment analytics, performance attribution, portfolio reporting etc, to analyze, develop and implement necessary linkages, interfaces and processes around investments related data. *Provide timely support to users of investments related data globally and in various sales regions to explain data, investigate data questions and anomalies and to rapidly resolve data related issues identified. *Develop and implement with the support of Technology, procedures for the maintenance and control of the data.
Required Background/Experience
*Requires a proven level of exacting standards regarding details around data definition, timing, quality, control, consistency, etc. and proven ability to develop/execute processes to ensure the same. *Bachelors Degree and a minimum of 3-5 years experience in financial services or investments, securities related position. *Optional but desirable will be an MBA, CFA or securities license or significant experience towards achieving same. *Strong communications skills (written and verbal), superior ability to work independently and effectively as project team member and require s a high level of initiative in formulating tasks and issues. *Optional but highly desirable will be substantive experience with analyzing and administering data required for investments related tools and software for performing various portfolio analytics, performance attribution, portfolio reporting, etc, working with both business, vendor and operations/technology personnel.
Please place or leave the words: "GLOBAL INVESTMENTS DATA" in the subject line of your e-mail, Thank you.
Helene Crocitto Fax (212) 599-5050 Resumes Microsoft Word w/ salary history, please
Home Welcome Job Page New York City - NY $150,000 to $175,000 plusbonus,plusadditional corporate compensation Leading U.S. based global financial institution is seeking a Senior Manager to function as a “Client Website Strategist”. This is one of the best companies to work for in America. Responsibilities
This Senior Manager will head the business side of the client website organization.
This executive will be responsible for:
Prioritizing new functionality on the web Making editorial and design decisions on content Working to “drum up” content by working in synergy with Marketing and Financial Product Groups. Orchestrate the marketing of services internally to business groups through: increased participation, employee awareness, marketing materials and demos.
Experience Required
A mature and sophisticated understanding of web site development in a financial organization. Experience with multiple internal clients in a sizeable financial institution. Experience within wealth or financial management ideal.
Contact:
Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
Suite 706
New York, NY 10017Fax: (212) 599-5050
Resumes: In Microsoft Word w/ salary history, please.
In the subject line place "CLIENT WEBSITE STRATEGIST" , Thank you.
Home Welcome Job Page
Vice President - Custody Relationship Management TRADING FLOOR / NASDAQ & OTC to $150,000 & Bonus Adhere to business operating practices to ensure compliance while overseeing a high volume of transaction activity. The position does not require day to day processing functions! This is a sales and marketing, relationship management position. Ability to escalate issues to senior management when necessary
Ability to coordinate and put together complex sales prospects
Ability to manage complex projects and be able to implementDaily contact with Private Bankers, Regional Operations and Clients.
This position requires sound judgment, a soft approach and the ability to make decisions concerning client problem resolution; ops problems and any transactions that could result in a loss if not resolved properly. Hands-on management style is required to ensure work delegated to team members is completed within standard business time frames. It also requires ability to present the custody product to bankers and prospects, develop marketing strategies for custody projects, promote products, build relationships and interaction with custody officers.
The role also requires the level of experience and communication skills to present and work with the most senior individuals within this client service private bank environment. This would include individuals within high net worth and COO offices. This role pertains to the high end of the Preferred Custody business.
10% Manage client base of complex custody relationships in addition to team of 3-5 Sr. Custody Officers with base of 350-500 accounts per officer.
20% Generate new custody revenues by sourcing leads from Private Bankers and assisting with sales process.
20% Assist Team with resolution of issues and problems escalating items to Sr. Management which could result in an operating loss.
10% Ensure team adheres to custody business operating procedures and policies in order to meet internal compliance and regulatory standards.
40% Participate and support departmental projects as directed by Sr. Custody Management.
Develop marketing strategies for custody projects.Manage staff of 8 to 10 officers and some clerical staff.
Act as managerial back up to Product Head
Acts as project manager on an on-going basis.
REQUIRED
10+ years experience in custody business with good knowledge of securities operations. Good presentation and sales skills People management experience BA/BS
CONTACT FOR THIS CUSTODY JOB
This custody search is being conducted in New York City and candidates are encouraged to apply in complete confidence.Helene Crocitto or a member of her staff will contact candidates of interest directly, and answer all your questions if you have the required exp.
Thank you.
Helene Crocitto
Executive Vice President
Filcro Financial Staffing
521 Fifth Avenue
Suite 706
New York, NY 10017Please place or leave the words: "Custody" in the subject line of your e-mail, Thank you.
Resume E-mail Helene Crocitto Fax (212) 599-5050 Resume Format Microsoft Word w/ salary history, please
Home Welcome Job Page SECTOR SERVICE MANAGER New Jersey - Community Banking to $50,000 - $60,000 Manage all service and transaction processing activities for a group of branches within a designated sector. Ability to grow the bank's market share through service management. SERVICE MANAGEMENT: Manage service activities of teller and platform staff. Provide Service leadership and coaching for the sector. Responsible for the design and implementation of service programs in the Sector. Manage fee income collection in the sector and sectors salary plan for the service personnel. Responsible for customer transaction processing in the sector. Ensure customer satisfaction and retention through proactive customer service techniques. Must demonstrate exceptional product knowledge in order to best serve the customers.
ALTERNATIVE DELIVERY MANAGEMENT: Understand and utilize alternative delivery techniques and products. Use all available channels (branch, phone, ATM, On-Line) to reduce service delivery costs to the lowest levels. Educate customers and employees on the value and use of alternative sales delivery channels.
COMMUNITY and BUSINESS DEVELOPMENT: Responsible for driving customer retention efforts. Maintain positive community relationships and support the internal servicing of our Business Banking Segment.
CONTROL: Must demonstrate sound operating controls in the sector. Ensure the sector's safety and soundness through compliance with internal operating policies/procedures. Responsible for expense management in the Sector, including facilities, equipment and operating losses.
LEADERSHIP/MANAGEMENT CAPABILITY: Must clearly and decisively lead the sector in all service related activities. Can direct and manage in an environment of change. Ability to lead, coach and performance manage employees in all areas of Service Management. Offer coaching and continuous feedback to branch service staff on customer service techniques. Manage the overall human resource iss>
Transfer interrupted!
ctor Sales Manager to achieve the goals and objectives of the branches within the Sector.College degree is preferred along with 4 to 7 years management experience in the financial services industry. Customer service management experience is a plus!
Demonstrated knowledge of retail banking with particular emphasis on sales and service required. Excellent written and verbal communication skills. Demonstrated leadership,
change management, product and procedural knowledge are essential. Must ensure soundness of designated sector. Some local travel is required within the Sector/Region as necessary.24 Hour Resume Fax Line (212) 599-5050 or
your resume to apply for this job through our banking executive search firm.
Home Welcome Job Page SECTOR SALES MANAGER
New Jersey - Community Banking
$50,000 to 60,000Manage all sales activities of a group of branches within a designated sector. Grow bank's market share and revenue through sales management.
SALES MANAGEMENT: Manage selling activities of platform and sales staff. Provide Sales leadership and coaching for the sector. Ensure and coach staff on meeting sales and revenue. Responsible for cost efficient delivery of sales to customers within a delineated geography. Responsible for the implementation of sales programs. Ensure efficient execution of the sales management process in order to leverage value of products and services. Understand and execute sales and marketing programs to optimum performance, demonstrating a high level of product knowledge and sales strategies. Ensure and coach employees on cross selling to targeted customers. Manage fee income initiatives in the sector.
ALTERNATIVE DELIVERY MANAGEMENT: Understand and utilize alternative delivery techniques and products. Use all available channels (branch, phone, ATM, On-Line) to reduce sales delivery costs to the lowest levels. Educate customers and employees on the value and use of alternative sales delivery channels.
COMMUNITY and BUSINESS DEVELOPMENT: Responsible for the small business calling efforts and generation of small business revenue. Manage Sector Sales staff and Business Banking staff with sales efforts. Manage the Sector Sales staff and business banking platform on sales efforts as well as drive customer retention efforts. Maintain positive community relationships and support activities in Market Trade area.
CUSTOMER SATISFACTION/RETENTION: Responsible for supporting the Sector Service Manager for the overall satisfaction and retention of sector customer base. Continually work with and support the branch sales staff on customer satisfaction and retention initiatives.
LEADERSHIP/MANAGEMENT CAPABILITY: Must clearly and decisively lead the sector in all sales activities. Can direct and manage in an environment of change. Ability to lead, coach and performance manage employees in all areas of sales management and goal attainment. Offer coaching and continuous feedback to branch sales staff on sales techniques. Manage the overall human resource function for the Sector sales personnel. Work with Sector Service Manager to achieve the goals and objectives o the branches in the Sector.
A college degree is preferred along with 4 to 7 years management experience in the financial services industry. Marketing and or sales experience is a plus.
Demonstrated knowledge of retail banking with particular emphasis on sales and service is required. Excellent written and verbal communication skills, leadership and change management skills along with exceptional product knowledge is essential.24 Hour Resume Fax Line (212) 599-5050 or
your resume
BUSINESS BANK SPECIALIST
Home Welcome Job Page
New Jersey - Community Banking
$35,000 to 45,000Position Overview:
Responsible and the point person for the Business Center, coordinating all business development activities (growth, acquisition and retention) of all businesses located in the premise of the Center. Responsible for the Business Center achieving its Small Business Bank goals in conjunction with the respective Sector Manager. Maximize the return on own high value Book of Business consisting of existing Small Business customers and prospects. Drive sales revenue and customer satisfaction in an advisory and relationship driven manner. Advise on the following: financing and credit needs, liquidity and cash flow needs, employee benefit needs, e-commerce and risk management.Develop and grow Business Bank Client Relationships through proactive sales behaviors with the majority (80%) of the sales activities occurring outside of the branch.
Develop and grow own portfolio of high value Small Business Bank clients by selling a full range of Business Bank products and services in a consultative and relationship driven manner. Maximize return on existing customers through defining a need and identifying new products that generate new business opportunities. Build customer a prospect relationships via “walk-in” traffic, as well as proactive means, such as cold calling, scheduled off -site calls and participation in the community and community events.
Research potential buyers in order to develop a pipeline of customers. Use Relationship Management System, industry contacts and research (technical journals, etc.). Move a prospect through the sales cycle to become a customer via the use of formal and targeted calling plans.
Understand the income statement and balance sheet for accessing potential and recommending viable credit solutions (cash flow, collateral analysis, debt/income ration)
Understand various business industries and be able to quickly shift gears and speak about industry at hand. Understand consumer products, so that when advising on the Business needs can provide full service and meet the personal needs of the Business owners and executives.
College degree in Business, Economics or Finance ideal. Previous experience in a financial sales environment with proven sales skills and demonstrated strong verbal and written communication skills essential. Demonstrated ability to work in a revenue based, incentive driven environment, demonstrated consultative sales skills, ability to build book of business both with “walk-in” traffic as well as outbound prospecting, proactively responds to our customer's changing needs.
24 Hour Resume Fax Line (212) 599-5050 or
your resume
Home Welcome Job Page LICENSED BRANCH FINANCIAL SALES CONSULTANT
New Jersey - Community Banking
$30-32,000 Base + Comm.Regional Community bank seeks qualified candidate to demonstrate sales and service skills while achieving required goals and objectives. Must demonstrate product knowledge and an understanding of the relationship to the customer needs. The licensing program at the bank will prepare and train you to sell fixed annuity products. This is an exciting growth opportunity to further develop your career and enable you to earn higher incentives.
Main responsibility is to sell bank products, services and retail non-deposit investment products (non-FDIC) to customers to fulfill their financial service needs, appropriately match bank products and services to specific customer needs based on proactive teleconsulting, selling and profile customers for building proficient relationships. Aggressively seek out opportunities with prospective customers. Identify and act upon opportunities to refer customers to bank specialists from other lines of Business who sell specific products that meet the customer's needs. Establish and maintain customer satisfaction as the singular priority in all activities in order to enhance customer relationships. Exhibit proactive sales techniques that lead to increased revenue for the bank.
Full time 40 hours per week. Alternating Saturdays.
24 Hour Resume Fax Line (212) 599-5050 or
your resume
Home Welcome Job Page BRANCH SERVICE MANAGER
Community Banking
$30,000 to $40,000Job Purpose: Primarily responsible to perform teller and Private Banking Relationship functions respectively. Direct all service activities and transaction processing of a designated branch. Grow the Bank's market share through service management.
Essential Functions:
SERVICE LEADERSHIP: Direct Service activities of teller and platform staff. Provide service leadership for the branch. Responsible for assisting the Sector Service Manager in the seamless implementation of service programs in the branch. Ensure fee income collection. Expedite customer transaction processing in the branch. Ensure customer satisfaction and retention through proactive customer service techniques. Serve as local decision-maker around expediting customer issues and sales at point of service. Must demonstrate exceptional product knowledge in order to best serve the customers. Maintain a service issue log for the branch.
ALTERNATIVE DELIVERY: Understand and utilize alternative delivery techniques and products. Use all available channels (branch, phone, ATM, On-Line) to reduce service delivery costs to the lowest levels. Educate customers and employees on the value and use of alternative sales delivery channels.
CUSTOMER RETENTION: Assist Sector Service Manager in driving customer retention efforts. Maintain positive community relationships and support activities in branch trade area.
CONTROL: Must demonstrate sound operating controls in the branch. Ensure branch safety and soundness through compliance with internal operating policies and procedures. Assist the Sector Service Manager with expense management initiatives in the branch.
LEADERSHIP: Direct the branch in all service activities. Direct and manage an environment of change. Ability to assist the Sector Service Manager in leading and coaching employees in all areas of service management. Observe the performance of branch employees and collaborate with Sector Manager around the coaching and counseling needs of the branch.
College degree preferred or related work experience along with 4 years SUPERVISORY experience in the financial services industry. Customer Service Management experience a plus. Demonstrated knowledge of retail banking with particular emphasis on sales and service required. Excellent written and verbal communication skills, leadership and change management skills and product and procedural knowledge essential.
24 Hour Resume Fax Line (212) 599-5050 or
your resume
Home Welcome Job Page FUND ACCOUNTANT / ADMINISTRATION
Hedge Funds
to $60,000Salary Commensurate with experience. Noted International Asset management firm seeks individual to oversee the fund administration function outsourced to the administrator/custodian. Ideal candidate will have the following experience:
This position will liaise with accounting, administration and custodial services provided by outside service providers. Individual will not have to supervise a Staff. Other office administration functions may be required so someone who wants to be team player sekking a stable and secure job is important. The company wants a person will enjoy the long term security the firm offers. This opportunity is operational in nature, NOT investment or marketing oriented! Perfect for someone who has the Hedge Fund exposure.
- Prior Hedge Fund(s) experience in an operational capacity monitoring US and Offshore administration.
- Full knowledge of Regulatory (US "40 Act") and Accounting functions pertaining to Hedge Fund (partnerships) administration.
24 Hour Resume Fax Line (212) 599-5050 or
your resume. Please place or leave the words "HEDGE FUND" in the subject line of your email. Thank you.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
ASSET MANAGEMENT MARKETING ASSISTANT / BILINGUAL IN JAPANESE $40,000 - $55,000 + Benefits / Bonus
Highly respected Asset Management/Investment Advisory firm seeks a Bilingual Japanese marketing assistant to work with the Director of Business Development and Marketing. Individual must have excellent verbal and written communication skills in Japanese/English. Extensive contact with Japanese clients, screen calls, prepare correspondence, coordinate meetings, liaise with Tokyo office etc. Assist in managing Japanese Equity Investments for private banks, pension funds and high net worth individuals and others.Work on marketing presentations and business development projects.
Candidate must be Bilingual English / Japanese. Ability to work flexible hours in relation to Japanese Markets. This growth oriented opportunity offers real career advancement. The Ideal candidate should have a degree and solid related experience, within a financial institution.
Home Welcome Job Page
Home Welcome Job Page
Assistant Proprietary Trader Interest Rate Options $65,000 - $80,000 + Benefits / Bonus Funtion of Department To conduct profitable proprietary trading. This section focuses on relative value trading using interest rate options.
Function of Position
To assist interest rate options trader by analyzing potrfolio risk profiles and executing transctions.
Principal Accountabilities
50% - To monitor and analyze risk profile of existing option portfolio.
20% - To execute hedging transactions under trader's instruction.
10% - To collect option market information and suggest appropriate stratege/hedging to traders.
20% - To price Over the Counter option structure (Plain Products) for customer needs.Requirements
A minimum of 2 to 4 years experience in same capacity.
Qualified?
your resume using this linkand please place or leave the words "Assistant Proprietary Trader" in the subject line of your email.
Home Welcome Job Page
ASSET MANAGEMENT and INVESTMENT ADVISORY LEGAL COMPLIANCE ASSISTANT $65,000 - $85,000 + Benefits / Bonus International Asset Management firm seeks individual to assist Managing Director/In-House Counsel of the firm. Individual will coordinate projects, generate documents, contracts and entity forms as they relate to the management of offshore presentations of Fund Services. Assist with coordination of counsel Worldwide for funds and legal entities. Coordinate the documentation and compliance (policies & procedures) for overseas investments in mutual funds. Should be familiar with contracts and entity forms. Candidate must have at least 4-6 years experience within Legal Compliance/Corporate Securities from a bank, investment firm or corporate law firm. Overall SEC/Compliance, International Regulations knowledge and Invetment Advisory/Broker Dealer experience is essential. Individual must enjoy an INTERNATIONAL environment and Worldwide contact. Benefits are paid 100% by the company. Qualified?
your resume using this linkand please place or leave the words "Legal Compliance Assistant" in the subject line of your email.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
FINANCIAL ANALYST REGULATORY REPORTING AND TAX FORECASTING $42,000 to $52,000 Individual will be responsible for the coordination and preparation of accounting reports for local and Head Office Management. Assist with Business Plan and analysis of actual performed versus the plan. Responsible for major elements of Bank Regulatory Reporting and Tax Forecasting. Duties include:
Prepare quarterly reports to head office and monthly management performance reports.
Prepare statistical/financial reports; Internal GAP reports and Interest Rate Risk analysis.
Contribute to the preparation of financial forecasts and annual business plan through balance sheet and detailed profit and loss. Monthly Head Office Financial Reporting (variance & Gap). Prepare full range of US regulatory reports - Call Report 002 and FFIEC - 0019 reports. Prepare and analyze Capital Adequacy requirements and tax forecast.
Special projects as needed.Technical knowledge is required and relevant practical experience in Accounting and Financial Analysis is needed. Strong communication and interpersonal skills are required, as well as the ability to give group presentations. Strong background in Bank Accounting and Financial Analysis is required. Minimum of 2 years and/or Bachelor's degree required. Highly proficient use of spreadsheets required.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
CREDIT OFFICER RISK & APPROVAL $60,000 to $75,000 & Bonus JOB RESPONSIBILITIES:
1. Review/assess credit applications from branches/agencies.
2. Provides effective analysis of credit including: worthiness of application, loan structure, risk return, applicant operating profile and industry profile including historical profit and loss performance, financial condition and cash flow. Analyzes cash flow projections, commenting on the reasonableness of assumptions in both management and company sensitivity cases. Compares the prospective borrower to its peers and notes industry trends.
3. Prepares well-organized, accurate, clear and complete written summary/analysis (Credit Opinion) with recommendations for approval or decline. Discusses with branches/agencies potential structure changes or other conditions for which we would grant credit approval.
4. Presents credit approval recommendations to General Manager.
5. Thoroughly analyze and recommend appropriate industry and Borrower exposure to maximize risk return.
6. Proactively monitor and assess assigned borrowers/industries and reports the information and its impact on credits/industries to Senior Management on a timely manner.
7. With appropriate guidance from management, instruct branches/agencies regarding credit standards, policies, objectives and requirements.
8. Act as liaison between branches/agencies and senior management regarding issues related to credit applications, standards, policies and analysis.COMPLIANCE:
Maintain a basic understanding of the applicable rules and regulations that govern the Bank. Understand that all questions and/or clarification about such rules and regulations should be directed to the Legal and Compliance Department in Americas Division. Attend Annual Compliance Training presented by the Legal and Compliance Department. Read and respond as necessary to all compliance-related reference and directive materials received. Comply with the Bank’s “Code of Conduct”.SKILLS/KNOWLEDGE AND ABILITIES:
1. Good knowledge of effective credit analysis and sound related analytical skills/knowledge abilities
• In depth industry/market knowledge and information on key industry players
• Good analytical skills and ability to analyze the underlying credit trends, including the competence to accurately assess the credit migration trends and default possibility of the borrowers.
• Sound credit skills and ability to accurately identify and evaluate underlying risk elements of the borrowers in accurate manner.
• Ability to write well organized, accurate and in depth reports based on information gathered.
Skills/Knowledge and Abilities (Cont):
• Ability to effectively and accurately monitor on an on-going basis the pool of credits to detect potential credit problems at an early stage.
• (Independence) Considered sufficiently experienced, performs all of the above with periodic DGM involvement.
• Good time management skills. Ability to plan and schedule work to meet both long term and short term time frames.
• Good verbal and written communication and negotiation skills.
• Good interpersonal skills. Capable of working well independently and in teams.
• Good knowledge of credit policies and procedures.
your resume? Please place or leave to words "Credit Officer Risk and Approval" in the subject line of your email.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
RISK & CREDIT ASSESSMENT ANALYST RESEARCH GROUP CREDIT DIVISION $55,000 to $75,000 & BONUS FUNCTION OF DEPARTMENT/SECTION:
The Research Group of the America's Credit Division is involved in analyzing bank financing transactions for basically more complex transactions including non-investment grade borrowers. The analysis will involve the preparation of detailed credit reports that review the borrowers business financial position and industry trend. Work performed will also require the development of financial projection models. Upon completion of each report, analyst will present his/her finding to GM in Credit Meetings and other key persons for credit decisions.FUNCTION OF POSITION:
The candidate will perform the above function as a member of ACD. He/she will also be expected to have expertise in some industries through experiences.CREDIT ASSESSMENT:
Risk identification and assessment:
• Identify the significant risk factors
• Make a proper assessment
• Incorporate the assessment into the financial projectionsSatisfactory due diligence:
•To examine the quality of information obtainedRealistic and consistent financial projections:
•Run a base case with reasonable conservatism and realistic assumptions and a sensitivity case with various risk factors incorporated.ANALYTICAL SKILLS:
• Effective industry analysis
• Effective financial analysis: Per company analysis and historical performance comparisons.COMMUNICATIONS AND PRESENTATION:
• Good presentation skills with consistency and persuasiveness
• Clear and concise reporting makingREQUIREMENTS:
Degree along with 3-5 years related industry experience within a credit/risk environment. Strong computer skills.!
your resume using this linkand please place or leave the words "Risk and Credit Assesment Analyst" in the subject line of your email.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
CREDIT OFFICER LEVERAGED FINANCE ORIGINATION & STRUCTURING $65,000 to $75,000
SUMMARY:
Perform independent analysis to support leading positions in leveraged loan transactions for the purpose of recommending approval, denial, or alternative structures and, as needed, monitoring existing credit portfolio.PRINCIPAL DUTIES AND RESPONSIBILITIES:
1) Prepare concise but complete written analyses which include:
• Credit investigation of the borrower and guarantors (through conversations and visits to borrower’s management [may require travel], industry publications, rating agencies, Bloomberg as well as accessing information through the internet);
• Economic and market conditions as they relate to the company, industry, and market area;
• In-depth historical financial analysis
• In-depth projection financial analysis, including the performance of “what it” scenarios that test the reasonableness of the projections;
• In-depth analysis of the secondary sources of repayment such as collateral
• In-depth analysis of a guarantor’s financial position
• Detailed assessment by identifying major trends, issues, risks, strengths and weaknesses of a credit;
• Close cooperation /coordination with Americas Credit Division and Syndications Group with particular attention to the time sensitive nature of the origination/structuring activities.2) Follow existing credit relationships to ensure compliance with loan conditions; establish and maintain credit files
• Collect updated credit information and financial statements, as necessary;
• Ensure loan covenants are adhered to and that all required customer information is obtained in a timely manner;
• Notify Credit Division ad Senior Management of any covenant violations;
• Evaluate loans for changes in risk and make recommendations on any risk rating changes;
• Ensure that customer credit information, such as loan application and related documents, credit agreement and legal documents, financial statements and compliance package are incorporated in the file and is up-to-date.3) Perform other duties, as assigned
• Work with and coordinate with other credit officers in Leveraged Finance and Asset Management Group on new and existing credits;
• Assist relationship management with LBO sponsors and partner banks as it related to successful origination and execution of transactions;
• Attend Senior Management meeting and Credit Review, as appropriate, to be available to answer questions regarding credit analysis as necessary;
• Participate in customer meetings as requested by the borrowers (may require travel at times);
• Provide administrative support for Team Leader and perform other duties as assigned.
QUALIFICATIONS/EDUCATION:
• 4-year college degree in accounting, business, finance, or economics; MBA preferred.
• 3-5 years credit experience preferred and familiarity with various industries, collateral issues and valuations.
• Strong PC skills, including word processing, spreadsheets and related software.
• Good interpersonal and analytical skills and a team orientation.
• Self-starter with ability to be assertive and arrive at sound business decisions in abbreviated time frame.Qualified?
your resume to applyfor this job through our banking executive search firm. Please leave or place the words "Credit Officer Leveraged Finance" in the subject line of your email.
Home Welcome Job Page
Home Welcome Job Page
LEASE MARKETING / CREDIT OFFICER LEASE FINANCE DEPARTMENT $60,000 to $75,000 & BONUS Summary:
Responsible for providing assistance to senior team members so that that entire deal process is effectively managed from origination to closing, and the investigation of existing and prospective clients and counter-parts under direction of senior team members.PRINCIPAL DUTIES AND RESPONSIBILITIES:
General:
• Generate proposals for clients that have been identified by the marketing officers incorporating the appropriate financing structure and detailing the preliminary terms and conditions.
• Construct/develop and analyze cash flow models for the lease transactions to meet a desired outcome and/or specific accounting requirements.
• Review documentation to ensure that the actual terms and conditions are consistent with the preliminary application submitted to the Credit Division as well as the executed term sheet.
• Summarize each transaction for the administrative department detailing all operational aspects of the deal.
• Compile, analyze and report financial information to senior management identifying profitability, fiscal strength, credit worthiness, and historic performance of a potential client.
• Analyze amendments and investigate other changes in either the financing agreement or corporate financial condition as directed. (i.e. distribution procedures as initiated by an event of default, merger limitations, etc.)
• Perform other duties as assigned.Administrative:
• Develop marketing materials for various lease structures that target the customers’ specific needs.
• Responsible for the preparation of credit applications as well as other internal audit forms (transaction summary and documentation checklist).
• Assist Team Leader and Accounting Officer with administrative duties.
• Ability to organize and manage multiple tasks within time constraints.
• Perform other work-related duties as assigned.Technical Skills:
• Strong analytical and quantitative skills.
• Advanced Excel, Word and PowerPoint.
• Operate ACBS and CDM.
MINIMUM JOB REQUIREMENTS/EXPERIENCE:
• MS or BS/BA degree required. The degree should include a strong background in finance, mathematics, accounting economics, and/or other business related concentrations.
• Effective oral and written communication skills, and the ability to work with a team.
• 2-4 years and 3 years of leasing and / or other relevant businesds related experience.
your resume and please place or leave the words "Lease Marketing" in the subject line of youremail.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
MARKET RISK ANALYST MARKET RISK MANAGEMENT $40,000 to $57,600 Wonderful opportunity for individual with excellent math aptitude and knowledge of financial markets and products. Prepare daily Treasury risk reports, monitor trading positions, Government debt, EuroDollar trades, risk analysis, survey securities and derivatives. Highly visible opportunity. OVERALL DESCRIPTION
Be responsible for section operation of Value At Risk reports and monthly committee materials. Monitor the handeling of VAR report workflows and occasional analysis of VAR movement. Monitor Infinity Alert Monitor application and help product groups to solve error and problems. Document various operation and configuration with regard to Infinity.
PRIMARY ACTIVITIES
1. Daily work for Risk Analysis Section
• Infinity flash summary report
• Infinity VAR report
• Comparison report between flash and final report
• TBA VAR preparation/calculation2. Alert monitoring
3 Monthly sub-committee materials
4. Infinity EOD rotation maintenance
5. Other ad-hoc tasksRESPONSIBILITIES OF THE UNIT
Trading (Interest Rates & Foreign Exchage)
• Risk evaluation
• Reporting (daily/monthly risk committee)
• Mark to market
• Evaluation rates maintenance
• Credit line maintenance / EBS
• Reconciliation
• Settlement riskMarket Unified
• Home Office Policy Compliance
• Consolidation reports
• VaR
• Back testing
• Stress testing
• System operation maintenance (EoD etc.)Banking & Securities
• Risk evaluation
• Reporting (daily/monthly risk committee)
• Mark to market
• Evaluation rates maintenance
• Reconciliation
• Liquidity risk / Discount window
• Structured trade
• Trust company administrationKNOWLEDGE AND SKILLS
Self-motivated person who wants to accumulate skills and knowledge through daily work is required. Sense of accuracy and detail are key qualities. General knowledge about financial products and market is required and advanced skills for Microsoft Excel and Access are welcomed. Eventually, knowledge about VAR and deep understanding of Infinity applications as well as systems architecture, such as engines, will be required.
.
your resume using this linkand please place or leave the words Market Risk Analyst in the subject line of your email.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
LOAN SYNDICATION / AGENCY MANAGER Assistant Vice President CREDIT ADMINISTRATION to $85,000 + Bonus This position is an addition to staff. Join major bank as Assistant Vice President. This department provides support to the syndication area of the Bank. Initiate transactions, borrowings, letter of credit issuance. Receive (from borrower) and distribute (to syndicate members) all cash required under syndicate deals. Communicate with all participants to obtain approvals on waivers, amendments, etc. Receive, track and distribute all financial information required under the transaction (fiduciary duty to the participants). Protect the interest of all syndicate participants (discussions with law firms). Manage documentation reflecting each participation in the deal. Supervisory experience and excellent management and people skills essential. Working knowledge of ACBS necessary. Degree required. your resume to apply for this job through our banking executive search firm.
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
Home Welcome Job Page
How to have Filcro Financial Staffing fill your banking jobs Filcro Japan Filcro Personnel, Inc. Home Page Filcro Legal Staffing Home Page Filcro Media Staffing Home Page - Portals Human Resources Personnel Positions
If any of these positions are of interest, please forward your resume. Please indicate the job (s) you are applying for. You can fax your resume to (212) 599-5050 or use the Email contact link in each job Ms. Crocitto will then contact you if your resume is in line with the experience required. We can only respond to the resumes that meet the requirements posted.
Phone calls can not be addressed unless initiated by Ms.Crocitto or her staff, Thank you.
Ms. Helene Crocitto
Executive Vice President
Bank Staffers
521 Fifth Avenue
Suite 1801
New York, NY 10175Tel: 212-599-0909 ext. 213
Fax: 212-599-5050BankStaffers.Com is a Filcro Financial Staffing Company. Filcro Financial Staffing is a division of Filcro Personnel, Inc. offering international banking jobs and domestic banking recruitment services in New York City and OCUNUS.
![]()
Filcro Personnel, Inc. all rights reserved 1985 - 2012http://www.bankstaffers.com
http://www.filcro.com
http://www.bankstaffers.com/japanese.html
http://www.filcro.com/welcome.html
http://www.filcro.com/retain.html
http://www.filcromediastaffing.comBank Staffers Japan
Bank Staffers United StatesFilcro Media Groups - tvstaff.com - tvstaff.tv - jobs-in-tv.com - executivesearch.tv
Filcro Legal Groups - legal-jobs.com- legalsecretary.wsKeyword Search: Banking executive search banking employment agencies banking recruitment, international banking recruiters jobs in the banking industry banking jobs banking jobs in New York City Banking jobs by Filcro Financial Staffing all rights reserved 2012