Company Information Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full-service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. If a candidate requires a special accommodation for an interview, HR will ensure that this accommodation is made.

This position is an entry-level role, and gives new graduates the opportunity to learn private banking (investments, credit, etc.) and grow in the US Private Banking space. 

The support that the private banking associate will provide to the Banker will allow them to move forward many opportunities within their pipeline and free them up to peruse additional business. The support the associate will provide includes the following:

• Collect and follow up on documents to open new accounts 
• Collect information to support renewal and extension of new credit 
• Follow up on client inquires on statements, balances and incorrect charges
• Collect information based on Compliance requests
• System Data entry
• Follow up with back office on client issues regarding credit cards, ATM cards, loan statements etc.
• Verify manual wires requests

In the performance of their respective tasks and duties all employees are expected to conform to the following:

• Perform quality work within determined timeframes.
• Interact professionally with other employees, customers and vendors.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc.
• Work on additional tasks, assignments and projects as needed.
• Display superior project management, analytical and research skills with a demonstrated ability to manage projects from inception through completion. 
• Theoretical and practical expertise in information technology with a comprehensive understanding of how technology enables the customer to perform at the highest profit and service levels.
• Well versed in the multitude of technical environments instilled in the bank.
• Superior ability to inform, educate and influence employees to support corporate goals and initiatives. 
• Posses superior written, verbal and presentation skills needed to communicate effectively with a wide range of stakeholders. 

Bachelor's degree in Business, Accounting, Finance, or a related field

Superior written, verbal and presentation skills

Customer service skills, particularly when handling difficult clients

Excellent documentation skills, and the ability to maintain accurate records

Compensation

The expected annual salary for this position is between $70,000 and $85,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:

• Those with a known mental or physical disability.
• Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
• Victims of domestic violence, sex offenses or stalking.
• Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.