Top 986 Bank and trust Jobs in New York, Ny

Bilingual Homeownership Financial Wellbeing C
Operation Hope —New York, NY
- $63,000 - $69,000 a year
- Full-time
- Spanish
- Sales
- Customer service
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Financial Accounting Advisory Services - Global Treasury Services - Kyriba - Senior
EY —New York, NY
- $97,300 - $202,600 a year
- CPA
- Office
- 3 years
- Paid holidays
- Health insurance
Operations Manager
Beldock Levine & Hoffman LLP —New York, NY
- $80,000 - $95,000 a year
- Extended hours
- Microsoft Excel
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
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Team Lead Trust and Estate Administration
City National Bank —New York, NY
- $122,535 - $208,715 a year
- Microsoft Excel
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Product Owner, SMB Originations & Onboarding
Valley National Bank —New York, NY
- $85,200 - $147,200 a year
- Mid-level
- 3 years
- Finance
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Office Administrator
DEPARTMENT OF FINANCE —Manhattan, NY
- $77,071 - $88,632 a year
- Full-time
- Microsoft Excel
- Research
- Office
- Work from home
- Loan forgiveness
4d
Preferred Banker
Peapack Private Bank & Trust —New York, NY
- $72,653 - $114,367 a year
- Mid-level
- Office
- Finance
- Employee stock purchase plan
- Health insurance
4d
Receptionist
Financial Technology Partners —New York, NY
- $67,500 a year
- Full-time
- Microsoft Excel
- Writing skills
- Office
Bookkeeper/Staff Accountant
Braverman CPA PC —New York, NY
- $67,000 - $75,000 a year
- Full-time
- No background check
- Mid-level
- Office
- Commuter assistance
- Paid holidays
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Product Manager - Digital Engagement
Valley National Bank —New York, NY
- $98,400 - $171,900 a year
- High school diploma or GED
- Product management
- Agile
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Head of Wealth Management Compliance City National Bank
City National Bank —New York, NY
- $200,000 - $340,000 a year
- Microsoft Excel
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Bookkeeper (Part Time 25-30 hrs per week)
Confidential —Astoria, NY
- $23 - $28 an hour
- Part-time
- 5 years
- Writing skills
- No experience needed
- Commuter assistance
- Health insurance
Quick Apply
PAYMENT PROCESSING SPECIALIST
Agency HRA/DEPT OF SOCIAL SERVICES —Manhattan, NY
- $62,868 - $72,298 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Loan forgiveness
- Food provided
Administrative Assistant, Financial Restructuring
Houlihan Lokey —New York, NY
- $33 - $39 an hour
- Full-time
- Office
- Administrative experience
- Communication skills
4d
Teller (Part Time)
Popular Bank —New York, NY
- $20.00 - $22.50 an hour
- Part-time
- Office
- High school diploma or GED
- US work authorization
- Health insurance
Office Coordinator
Arch —New York, NY
- $68,000 - $70,000 a year
- Full-time
- Office
- Administrative experience
- 1 year
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Estate Associate - New York
Goldman Sachs —New York, NY
- $85,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Continuous improvement
- Disability insurance
- Health insurance
3d
2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- US work authorization
7d
Associate, Venture Lending & Banking
Stifel —New York, NY
- $90,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Office
- Health insurance
- Dental insurance
Personal Banker
Valley National Bank —New York, NY
- $17.74 - $29.57 an hour
- Computer literacy
- Office
- Finance
Quick Apply

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Bilingual Homeownership Financial Wellbeing C

Operation Hope -
New York, NY

Quick Apply

Job Details

Full-time
$63,000 - $69,000 a year

Qualifications

Debt relief & consolidation
Household budget management
Writing skills
Presentations for conferences or internal meetings
Schedule management
Cultural competency
Budgeting
Productivity software
Debt management
Individual counseling

Full Job Description

Job Description

Bilingual Financial Wellbeing Coach –Homeownership

DEPARTMENT: HOPE Program Operations

ACCOUNTABILITY: Reports to Director of Operations

ABOUT OPERATION HOPE: Operation HOPE is a non-profit organization dedicated to promoting financial dignity, economic empowerment, and homeownership opportunities. Our mission is to provide individuals and families with the tools and knowledge they need to achieve and maintain sustainable homeownership.

POSITION OVERVIEW: We are seeking a passionate, and experienced Homeownership Coach to join our team at Operation HOPE. As a Financial Wellbeing Coach in this role, you will focus on providing personalized guidance and support to individuals navigating the homeownership process, with a specific emphasis on ensuring data entry and required documents follow the guidelines set by the U.S. Department of Housing and Urban Development (HUD). Our work is about instilling knowledge and confidence so clients can make informed financial decisions, overcome financial challenges, and work towards achieving their financial goals. The ideal candidate will be fluent in both English and Spanish, with the ability to effectively communicate to engage diverse audiences.

KEY RESPONSIBILITIES:

Individual Counseling:
- Conduct one-on-one counseling sessions with clients seeking homeownership assistance.
- Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.

Financial Education:
- Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topics
- Assist clients in understanding the financial implications of homeownership and making informed decisions.
- Build productive relationships with Bank Partners and community organizations for shared client referrals.
- Offer both virtual and in-person workshops as requested.

Client Relationship Management:
- Enroll clients into client management system and encourage them to do so through our website.
- Establish and maintain strong relationships with clients, fostering trust and open communication.
- Schedule regular one-on-one sessions with clients via Zoom, phone and in-person appointments.
- Monitor clients' progress towards financial goals through Dynamics, our client relationship management software.

Resource Referral:
- Connect clients with additional resources, services, and support networks available through Operation HOPE and community partners.
- Stay updated on financial assistance programs, grants and other community resources that may benefit clients.
- Build alliances with community partners to pass along to their clientele.
- Promote Operation HOPE, Inc. solutions via appropriate social media.

Documentation and Reporting
- Maintain accurate and detailed records of client activities, using HUD guidelines.
- Ensure all data entered has been captured daily in our CRM system, Dynamics.
- Report client updates to Dynamics in a timely fashion to ensure data is fresh and accurate.

Service Spanish Speaking Clients

Fluency in English and Spanish, with the ability to effectively communicate to engage with the Hispanic and Latino community.
Excellent written and verbal communication skills both and English and Spanish.
Networking skills, demonstrating accuracy, clarity, and cultural sensitivity to ensure consistent messaging and accessibility for Spanish-speaking stakeholders.

REQUIRED SKILLS AND EDUCATION

Bachelor’s degree in Finance, Housing, Counseling, or a related discipline, however, will consider comparable 2+ years of work experience in a related field.
Strong knowledge of personal finance, budgeting, debt management, and savings strategies.
Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
Currently HUD certified, or able to pass the HUD Certified Counselor exam within first 90 days.

Previous experience in homeownership counseling or related roles.
Presentation skills - the right candidate must have the ability to conduct group and individual recruitment and training sessions.
Empathetic and patient approach in working with individuals from diverse backgrounds.
High-energy individual who demonstrates confidence, accountability, and professionalism while demonstrating personal integrity, resilience, and respect for others.
Strong communication skills both verbally and in writing to conduct presentations and meetings.
Ability to empathize with clients and provide culturally competent guidance.
Good listener and self-starter with a demonstrated ability to work with minimal hands-on direction.
Multitask oriented with the ability to initiate, manage, and maintain several projects and
program relationships simultaneously.
Ability to meet monthly and annual production goals.
Ability to meet tight deadlines and manage time effectively.
This job requires personal transportation for travel within the designated market area.
Commitment to ongoing HUD training as directed.

PREFERRED SKILLS

Experience using Customer Relationship Management programs.
Experience in loan packaging.
Experience in sales or community outreach activities.
Public speaking skills in both English and Spanish

EEO STATEMENT

Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.

Quick Apply

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