Sales Representative (Brooklyn)

We could learn from each other. We could share our strategies with each other. I am looking for someone who knows how to day trade and would like trade with me. I have experience day trading. I am trying to implement a very good strategy but it is difficult. So far I am not successful with my strategy when doing simulated trading. If you don’t want to trade together that is okay. I know my strategy can be effective if done properly. I can explain my strategy to you. You could explain your strategy to me and I could try it. Please email me your phone number and/or your email address through Craigslist and I will get back to you. I look forward to sharing and learning from each other.

We are seeking a full-time Wealth Management Assistant to support operational and client service functions within a fast-paced financial services environment. This individual plays a critical role in ensuring that transactions are processed accurately and efficiently while providing exceptional service to clients. The ideal candidate will have a strong attention to detail, excellent communication skills, and the ability to manage multiple priorities. Key Responsibilities: Open and set up new accounts across platforms such as National Financial Services, Envestnet, and AnnuityRight. Process and reconcile client transactions and distribution requests. Create and monitor transfer requests to ensure timely movement of funds. Research and resolve client inquiries and service issues. Review time-sensitive and complex documentation for accuracy and compliance. Maintain detailed client records and activity logs in Redtail CRM. Communicate status updates and resolutions clearly with clients. Update account information and maintain ongoing documentation. Participate in special projects and administrative support tasks as assigned. Requirements Required Qualifications: Minimum of 2 years of relevant experience in administrative support or customer service within financial services. Proficiency in Microsoft Office (Word, Excel, Outlook). Strong organizational skills and ability to work both independently and collaboratively. High attention to detail with effective problem-solving abilities. Excellent phone etiquette and written/verbal communication skills. Ability to follow processes and procedures with consistency. Preferred Qualifications: Experience with Redtail CRM or similar client management systems. Familiarity with account platforms such as NFS, Envestnet, and AnnuityRight. Benefits Benefits: Health insurance Dental insurance Paid time off (vacation and holidays) Disability insurance Retirement plan (Simple IRA with employer match)

Our desk has recently expanded and we are looking to add 2 (two) Junior Traders. Experienced Traders are encouraged to apply, but we will consider qualified inexperienced applicants as well; in the past, we have found that self-motivated, analytical, and emotionally disciplined individuals such as chess, bridge, poker, or videogame players, or those with a military, weightlifting or athletic background make good Traders. Qualified candidates are encouraged to forward a resume.

Sr. Credit Risk Review Analyst - Commercial Lending Pittsburgh, PA Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments.   Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Part time bookkeeper needed. 3 Days per week. Quickbooks knowledge a plus but not required and some construction experience would be helpful as well. We will be setting up interviews beginning next week.

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Mesquite branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.    SUMMARY Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.  Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, and handles member's daily credit union needs.  This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products and electronic services such as CUAnywhere and online banking.    Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. Interviews applicant and requests specified information for loan application.  Ensures loan agreements are complete and accurate according to policy.  Serves as subject matter expert and provides assistance to members about products that best meet their needs.  Acting supervisor in the absence of the Branch Manager.  This includes the opening and closing of branch as needed.  Works loan to obtain approval from centralized lending and then closes loan with member.  Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans.  Opens new accounts, checking, certificates, money markets, IRA or CD accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.  May perform the following teller duties:  receives checks and cash for deposit, verifies amount, and examines checks for endorsements.  This includes loan payments and processing credit card payments and cash advances.  Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.  Apply payments to AFCU loans, credit card payments and cash advances.  Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Responsible for picking up and processing the Night Drop deposits from the branch ATM. .Responsible for correcting all new account exceptions or transactional errors under Teller Number.  Provides account information and handles member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns.  Processes and balances bond redemptions when necessary.  Makes copies and files correspondence and other records on a daily basis.  Opens and closes the branch as needed.   The salary range for this position is $20.69 -$25.86 /hr. and is based on relevant experience. Requirements EDUCATION and/or EXPERIENCE  Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.  Or equivalent combination of education and experience. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.