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Banking Center Manager II, Goshen Banking Center, Goshen, IN-logo
Banking Center Manager II, Goshen Banking Center, Goshen, IN
1st Source BankGoshen, IN
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with 35-60 transactions, $15 - $40 million in deposits and $600,000 - $1.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound. ESSENTIAL REQUIREMENTS Responsible for assigned Banking Center(s) daily operations and profitability. Conducts weekly/monthly branch sales meetings. Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals. Uses customer, product and procedural knowledge to handle complex client transactions. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels. Actively participates in team meetings, community events and organizations. Represents the bank in local community organizations. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all 1 Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Prior supervisory experience preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Ability to lead and motivate teams. Ability to listen actively in order to identify client needs and/or concerns. Ability to consistently deliver exceptional client service. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Problem solving and analytical ability. High degree of attention to detail. Good written and verbal communication skills. EDUCATION Bachelors degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Assistant Banking Center Manager, Pine Valley Banking Center, Fort Wayne, IN-logo
Assistant Banking Center Manager, Pine Valley Banking Center, Fort Wayne, IN
1st Source BankFort Wayne, IN
POSITION SUMMARY Responsible for supervising the CSR/CSA team and managing the daily operational activities of assigned Banking Center. Ensures compliance with Federal and State regulations as well as the bank's policies and procedures. The Assistant Banking Center Manager is expected to be the operational expert of the banking center. ESSENTIAL REQUIREMENTS Leads the CSR/CSA team in accordance with established security safeguards, bank policies and procedures and guidelines. In the absence of the Banking Center Manager, is responsible for overseeing the banking center. Responsible for the supervision and scheduling of assigned staff and exercises the usual authority concerning interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations and terminations. Works with CSR team to help resolve routine procedural and processing issues. Ensures the CSR team meets all established goals. Monitors daily operational activities to ensure that the banking center is operationally sound and the bank's policies and procedures are being followed by banking center personnel. Administers bank policies, procedures, and regulations to maintain effective banking center operations minimizing risk to the bank. Oversees the daily operational duties (ie., balancing the ATM, vault and end of day work) of the banking center staff. Takes a lead role in educating and coaching the banking center team for changes in operational/compliance policies and routines as they occur. Trains and educates new hires. Conducts meetings with banking center team to ensure they are aware of proper operating procedures and compliance guidelines. Identifies operational deficiencies and recommends solutions to the appropriate colleague. Ensures that security procedures are followed and that Banking Center's property and equipment are maintained. Works closely with Banking Center Manager, ensuring that policies and procedures are being followed. Helps the Banking Center Manager in supporting and driving sales goals. Completes all month end operational reporting, recap and reports results to Banking Center Manager. Actively participates in team meetings and leads in bank and community projects. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all 1st Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Four (4) or more years of retail banking experience preferred. Minimum of three (3) years CSR experience required. Customer service experience required. Prior supervisory experience preferred. Knowledge of bank policies and procedures. Balancing vault and ATM experience required. Ability to have crucial conversations with staff. Ability to respond and assist customers with inquiries and/or problem resolution. Customer service and sales oriented. Careful attention to detail and time management. Good verbal and written communication skills. Good PC skills--proficiency in Microsoft Office essential. Highly motivated. Ability to work in a team atmosphere. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Ability to handle multiple tasks in a fast-paced environment. EDUCATION Bachelors degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Banking Client Services Representative - Banking Call Center-logo
Banking Client Services Representative - Banking Call Center
SmartFinancial, Inc.Sevierville, TN
At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth. About Us SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way. Your Role as a Client Services Representative I As a Client Services Representative I, you'll play a vital role in our mission. Your responsibilities will include: Embodying SmartBank's Core Values and Core Purpose. Follow and embrace the SmartBank Way Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels. Provides customer support by phone and serves as primary contact for inbound customer inquiries relating to their bank accounts, e-banking, debit cards, and general problem resolution. Completes dispute, stop payment, change of address, change of account type, and other maintenance forms as necessary. Responds to email and Live Chat inquiries. Assists with Mergers & Acquisitions as needed including working extended hours when needed. Approves mobile deposits in the FIS Xpress Deposits (FXD) system. Deliver superior customer service by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. Communicates clearly and concisely with other associates to facilitate a streamlined work environment and client experience. Listens to and understands the client's needs and suggests products and services to strengthen the relationship. Maintain and manage well-developed professional knowledge of entire products and services. Processes returned mail. Qualifications for the Ideal Candidate High School Diploma or equivalent required. Minimum 1 year of banking experience required. Exceptional customer service skills. Work Schedule The Client Services Representative I typically works during business hours from 8:00 a.m. to 6:00 p.m. Monday through Friday with some Saturdays in the schedule rotation.

Posted 1 week ago

Banking Center Manager Iii, Franklin Street Banking Center, Elkhart, IN-logo
Banking Center Manager Iii, Franklin Street Banking Center, Elkhart, IN
1st Source BankElkhart, IN
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with 60 - 100 transactions, $40 - $75 million in deposits and $1.5 - $2.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound. ESSENTIAL REQUIREMENTS Responsible for assigned Banking Center(s) daily operations and profitability. Conducts weekly/monthly branch sales meetings. Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals. Uses customer, product and procedural knowledge to handle complex client transactions. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels. Actively participates in team meetings, community events and organizations. Represents the bank in local community organizations. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all 1 Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Five (5) or more years of retail banking experience preferred. Prior supervisory experience preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Ability to lead and motivate teams. Ability to listen actively in order to identify client needs and/or concerns. Ability to consistently deliver exceptional client service. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Problem solving and analytical ability. High degree of attention to detail. Good written and verbal communication skills. EDUCATION Bachelors degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Banking Center Manager Iii, St. Joseph Hilltop Banking Center, St. Joseph, MI-logo
Banking Center Manager Iii, St. Joseph Hilltop Banking Center, St. Joseph, MI
1st Source BankSaint Joseph, MI
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with 60 - 100 transactions, $40 - $75 million in deposits and $1.5 - $2.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound. ESSENTIAL REQUIREMENTS Responsible for assigned Banking Center(s) daily operations and profitability. Conducts weekly/monthly branch sales meetings. Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals. Uses customer, product and procedural knowledge to handle complex client transactions. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels. Actively participates in team meetings, community events and organizations. Represents the bank in local community organizations. Responsible for the completion of all 1 Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Five (5) or more years of retail banking experience preferred. Prior supervisory experience preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Ability to lead and motivate teams. Ability to listen actively in order to identify client needs and/or concerns. Ability to consistently deliver exceptional client service. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Problem solving and analytical ability. High degree of attention to detail. Good written and verbal communication skills. EDUCATION Bachelors degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 1 week ago

Banking Center Manager I, Argos Banking Center, Argos, IN-logo
Banking Center Manager I, Argos Banking Center, Argos, IN
1st Source BankArgos, IN
POSITION SUMMARY: Responsible for supervision, direction, and oversight of a growing Banking Center. The position requires a strong emphasis on employee coaching and mentoring to achieve the deposit and growth goals of the branch as well as to foster future professional development of employees. ESSENTIAL REQUIREMENTS: Responsible for the management, service and profitability of assigned Banking Center. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Conducts weekly/monthly banking center sales meetings and coaches staff activities to ensure achievement of assigned goals. Follows bank policies, procedures and regulations and works with assigned staff to maintain effective banking center operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Uses customer, product and procedural knowledge to handle complex client transactions. Works with assigned staff to ensure the banking center is operationally sound. Actively participates in team meetings, community events and organizations. Represents the bank in local community and professional organizations. Responsible for the completion of all 1st Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS: Performs all other duties as assigned. EXPERIENCE/SKILLS: Three (3) or more years of retail banking experience preferred. Prior supervisory experience preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Ability to lead and motivate teams. Ability to listen actively in order to identify client needs and/or concerns. Ability to consistently deliver exceptional client service. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Problem solving and analytical ability. High degree of attention to detail. Good written and verbal communication skills. EDUCATION: Bachelors degree preferred. TRAVEL REQUIREMENTS: Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT: MS Office PC, fax, phone and standard office equipment.

Posted 2 weeks ago

Banking Center Manager Iii, Kalamazoo Downtown Banking Center, Kalamazoo, MI-logo
Banking Center Manager Iii, Kalamazoo Downtown Banking Center, Kalamazoo, MI
1st Source BankKalamazoo, MI
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with 60 - 100 transactions, $40 - $75 million in deposits and $1.5 - $2.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound. ESSENTIAL REQUIREMENTS Responsible for assigned Banking Center(s) daily operations and profitability. Conducts weekly/monthly branch sales meetings. Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals. Uses customer, product and procedural knowledge to handle complex client transactions. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels. Actively participates in team meetings, community events and organizations. Represents the bank in local community organizations. Responsible for the completion of all 1 Source University and compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Five (5) or more years of retail banking experience preferred. Prior supervisory experience preferred. Good PC skills--proficiency in Microsoft Word and Excel essential. Ability to lead and motivate teams. Ability to listen actively in order to identify client needs and/or concerns. Ability to consistently deliver exceptional client service. Ability to handle multiple tasks in a fast-paced environment. Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records. Problem solving and analytical ability. High degree of attention to detail. Good written and verbal communication skills. EDUCATION Bachelors degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Posted 3 days ago

Administrative Assistant - Corporate Banking-logo
Administrative Assistant - Corporate Banking
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare (key) correspondence, reports and forms. Compose correspondence as directed. Research and assemble information for projects. Execute routine projects within general guidelines & instruction. Establish and maintain files and records. Answer telephone and handle walk-in inquiries Arrange and handle details related to travel arrangements, expense reports, meetings and appointments. Deal discreetly with confidential information. Interact with internal and/or external customers to provide information, assist in solving problems and answer questions. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, or equivalent education and related training Five years of experience in a support position Excellent verbal and written communication skills Ability to operate office equipment (e.g. fax, copier) Ability to endure light physical labor Demonstrated proficiency in basic computer applications, such as Microsoft Office software products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Lloyds Banking Group - Customer Support - Lincoln-logo
Lloyds Banking Group - Customer Support - Lincoln
Lloyds Banking GroupLincoln, NE
End Date Friday 20 June 2025 Salary Range £25,000 - £25,200 We support flexible working - click here for more information on flexible working options Flexible Working Options Flexibility in when hours are worked Job Description Summary A part time branch based opportunity working 24.5 hours per week Job Description JOB TITLE: Customer Support LOCATION(S): Lincoln, Horncastle, Louth. Working across our Lloyds and Halifax branches within a reasonable distance. HOURS: 24.5 hours a week, including Saturdays WORKING PATTERN: Part-time SALARY: £17,500 increasing to £18,025 after 6 months in role We operate a skill progression framework where you can increase your pay by developing new skills and taking on new activities, giving you the opportunity to earn £21,525 for our highest skill level About this opportunity As one of our Customer Support colleagues, you'll learn, grow and develop within an inclusive organisation with genuine values focussed on putting people first making a difference to Customers, businesses and communities. You could be in one of our branches helping our customers side by side, or working from home, doing your best to help the person at the other end of the line (we also connect via social media, web-chat and remote advice video calls). Grow Your Career with Our Skill Progression Framework Ready to take your career to new heights? Our Skill Progression Framework is designed to help colleagues advance by mastering new skills and earning valuable accreditations. Whether you're starting out or looking to enhance your expertise, our structured pathway offers clear steps for growth. Begin with a solid foundation in Community Banking and work your way up to dealing with more complex customer needs. As you develop your skills, you will have the opportunity to progress your career and reward. About us From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose. What you'll need Crucially, you're a people person - to be honest and genuine, caring about helping people with their finances (no previous financial services experience required) The ability to quickly build relationships to give customers a fantastic experience. The passion to put yourself in the customers' shoes, show empathy, acting with care and integrity - taking time to resolve queries and giving our customers confidence in the service you're providing. The commitment to deliver on your promises and going above and beyond for your customer. A genuine teammate - collaborating closely with colleagues to ensure your customers' needs are met. If located in in one of our hybrid locations, you will need to meet our Homeworking criteria, for example, a quiet, private room at home, stable internet connection. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Private medical benefit with BUPA Share schemes Benefits you can adapt to your lifestyle, such as discounted shopping 22 days' holiday (increases over time), with bank holidays on top A range of wellbeing initiatives and generous parental leave policies Salaries are reviewed annually on 1 April as part of our annual pay review Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more. (Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.) At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Posted 3 days ago

Fraud Investigator, Banking-logo
Fraud Investigator, Banking
RobinhoodWestlake, TX
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in. With growth as the top priority... The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply. About the team + role Our mission is to safeguard the company's assets and our customer's accounts by relentlessly detecting and investigating fraudulent activities, ensuring the integrity and security of our Bank product. We champion the prevention and detection of fraud, ensuring the highest standards of security and integrity. As a Bank Fraud Investigator, you will be responsible for investigating suspected fraudulent activities within the banking products. You will work closely with various departments to identify, prevent and resolve fraudulent activities involving accounts, transactions and other financial products. The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations. What you'll do Investigate suspicious activities, including debit card fraud, identity theft, ATO, wire transfer fraud, and check fraud Analyze financial data and transaction records to identify irregularities or patterns of fraud Collaborate with internal departments (Compliance, Risk, Legal etc) to resolve fraud-related issues and escalate when necessary Conduct outbound contact with customers or third parties for interviews to gather information and evidence Maintain up-to-date knowledge of Fraud schemes, regulations, and best practices to ensure effective prevention and response Ensure compliance with all regulatory and legal requirements regarding fraud investigations Clearly and timely communicate with customers to provide an exemplary customer experience What you bring Proven experience in fraud investigation, financial analysis, or a related role (1-2 years) Strong analytical and problem-solving skills with attention to detail Knowledge of banking operations, regulations, and fraud prevention techniques Ability to communicate clearly and effectively (written and verbal) with customers and internal teams Ability to work independently and handle sensitive information with confidentiality and professionalism Preferred qualifications: Certified in fraud examination (CFE) or a related credential, AML knowledge What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan. Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $23-$27 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $23-$27 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $22.10-$26 USD Click here to learn more about available Benefits, which vary by region and Robinhood entity. We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes. Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.

Posted 2 weeks ago

Senior Product Manager, Banking-logo
Senior Product Manager, Banking
RhoNew York, NY
About Us From early-stage AI startups to large public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support. About Us From two-person startups to public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support. About the Role We're looking for an experienced Product Manager to build core payment capabilities helping Rho ship remarkable Banking and Money movement experiences to our clients in the US and recipients internationally. As the Senior Product Manager- Banking, you will work with the Rho executive team on setting vision, strategy, and roadmap for Cash Management. Your role will be highly cross-functional, closely collaborating with the engineering, financial operations, fraud, compliance, legal, and client service teams as well as external partners to bring new financial products from idea to market while driving the right outcome for our customers. You will report to our Product leader at Rho and drive alignment directly with the Rho executive team. Responsibilities Collaborate with a dynamic international team, developing a long-term vision for core banking and card payments that will power all of Rho's Checking, Treasury, and Card products Articulate a clear vision, roadmap, and prioritization to drive alignment across the business Develop and test hypotheses to solve customer problems in line with company objectives Maintain a customer-obsessed approach by displaying deep empathy for both our customers and internal teams Establish and evangelize product strategy that drives technical and operational excellence within Rho by collaborating with key internal stakeholders Translate product strategy into tangible, prioritized product objectives with clear scope and requirements. Act as a product subject matter expert on key payments infrastructure, including payment rails and ledger systems, to build awareness and understanding across the business Build a deep understanding of payments customer experience and market dynamics Qualifications 7+ years of product management experience, ideally in consumer, SMB FinTech- Banking, Lending and/or B2B Payments; start-up experience is a plus Deep understanding of US payment rails (e.g., ACH, wire transfers, card networks) and associated regulatory and fraud risks Undergraduate degree in Computer Science, Electrical Engineering or a related technical discipline; equivalent work experience will be considered. Advanced degree a plus Solid understanding of modern ledger infrastructure and experience working with engineering teams on complex technical projects. Familiarity with APIs, data integrations, and security protocols A self-starter with a bias for action and quick decision-making; great at execution and ability to quickly overcome roadblock Skilled at working effectively with cross-functional teams (financial operations, engineering, product marketing, design, customer service, customer success, Go to Market, Data analytics, finance, PR) Experience evaluating product decisions and prioritization trade-offs Excellent written and verbal communication skills Our people are our most valuable asset. The salary range for this role is $190,000 - $250,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off. Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.

Posted 3 weeks ago

Customer Remediation Data Analyst - Consumer & Business Banking Risk-logo
Customer Remediation Data Analyst - Consumer & Business Banking Risk
US BankCincinnati, OH
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Summary The Customer Remediation Data Analyst in Consumer & Business Banking Risk will participate in projects that require research, data compilation and analysis to ensure compliance with the bank's Customer Remediation Policy. The analyst should have experience and a thorough understanding of bank systems/products, e.g. Demand Deposit Accounts (DDAs), CIS and MSP. Responsibilities will include, but are not limited to, the following: Customer Remediation Support: The Consumer & Business Banking (CBB) Risk Data Team supports issue and business line management with research, data analysis, documentation, and execution Credible Challenge: The CBB Risk Data Team accepts ownership of the data used within all CBB customer remediation events. This includes confirmation to front line systems for any data created internally or obtained from an external source and verification of any component required during validation. Maintain awareness of bank, regulatory, and industry changes and trends Responsibilities may also include contributing to CBB Risk Data Team projects or project implementation Perform other duties as assigned REQUIRED 6+ years of applicable experience Bachelor's degree, or equivalent work experience Preferred Skills/Experience SQL/SAS coding experience Six years of experience with bank systems/products Six years in a reporting, analytics, or technology environment Strong problem-solving, process facilitation, project management, and analytical skills Excellent interpersonal, written, and verbal communication skills Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact CBB Advanced understanding of CBB operations, products, services, systems, and associated risks/controls Advanced Excel computer skills and database knowledge Experience with SharePoint or TEAMS Comfortable working in a team environment with layers of required review/approval Ability to work in a fast-paced environment with large workloads This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

Business Banking Relationship Manager VP-logo
Business Banking Relationship Manager VP
Associated BankSaint Paul, MN
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Under limited supervision, manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships, while complying with established Associated Bank risk management and credit policy, business strategy and regulatory guidelines. Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through COIs and other proactive measures. Play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and work collaboratively with internal partners to sell/cross-sell commercial products to our existing client base, as well as to prospects. Build deposits, loans, fee income and refer appropriate customers and prospects to all applicable cross-sell partners, including Commercial Deposits & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management and Institutional Services, Associated Benefits and Risk Consultants, Retail Bank-at-work, etc. In this role you will: Responsible for loan and deposit growth through client portfolio, centers of influence and other proactive measures to grow market share, as well as retain/grow existing portfolio. Client and prospect calling activity consists of telephone, in person calling and working collaboratively with internal partners. Responsible for working collaboratively with internal partners to cross sell all bank products and services, especially non-borrowing services, including Commercial Deposit & Treasury Management (CDTM), Capital Markets, Private Banking, Wealth Management & Institutional Services, Associated Financial Group, Employee Benefit Services, Retail Bank-at-work, etc., to our existing client base and to prospective customers. Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends though bank approved sources. Develop commercial banking relationships by profiling and analyzing financial data, along with the Portfolio Manager, to determine the merits of specific loan requests and recommend structure. Make presentations on specific loans and participate in the bank's loan approval process, recommending approval and appropriate structure of credits, along with the Portfolio Manager. Identify needs and refer customers to partners within and across lines of business who can best meet those needs. Participate in community and business functions/groups to ensure a positive image for the bank. Establish referral contacts within the community. Serve on community, corporate or not-for-profit boards, as applicable. Required: Bachelor's Degree or equivalent combination of education and experience Business, Finance or Accounting 6+ years Commercial banking or business to business sales and strong business development skills. Knowledge of non-borrowing products, past track records of sales and client management success. Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $87,920.00 - $150,720.00 per year

Posted 30+ days ago

Senior Account Executive, Boston (Startup Banking)-logo
Senior Account Executive, Boston (Startup Banking)
RhoBoston, MA
About Us From early-stage AI startups to large public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork. Rho offers corporate cards, banking, treasury, expense management, AP, accounting automation, and more in one integrated platform backed by award-winning support. About the Role We're seeking a sales professional with a track record of success in achieving new business to be our founding Boston Go-to-Market hire. The ideal candidate will be driven, organized, and display a natural ability to build rapport and trust. We're looking for that perfect blend of sales drive coupled with a customer-first mentality that will help us create loyal, happy customers. Rho has built a substantial community in the New York startup market. Hosting community-driven events, curated get-togethers, and more for founders and teams in the ecosystem has spread the Rho brand across many verticals. Boston will be growing at the same speed and the Rho team with it. You will be responsible for organizing and attending Rho-sponsored events throughout the market geared towards building community and onboarding new business. Responsibilities Event-Driven Role- Attend multiple in-person networking events every week to build relationships and engage with the startup community. Must be comfortable with frequent face-to-face interactions. Identify and target high-growth startups in the Boston area for Rho's cash management platform. Win new business in competitive sales against the industry's incumbents and newer players. Attend Rho-sponsored events in person to build relationships and community. Develop and execute sales strategies to meet and exceed revenue targets. Ramp relationships and expand referral volume through networking. Advocate for client needs to inform Rho's roadmap. Win new business in competitive sales against the industry's incumbents and newer players. Construct, forecast, and manage your sales pipeline to meet company goals. Deliver comprehensive product demos and answer technical inquiries. Coordinate closely with customer success and implementation teams to maintain the highest level of service and experience. Qualifications 3+ years of experience supporting startup founders in a sales, VC, community, or other operational position. 1+ years of experience managing a book of business and carrying a quota, focusing on net-new acquisitions. Previous experience working in any one of the following areas is preferred: Experience selling subscription-based software technologies (SaaS), other software products, and/or financial services products. Experience working with startups. Top-performer with a track record of consistently exceeding quota. A consummate team player who enjoys wearing multiple hats and inspiring everyone around you to do great work. A builder who is excited to help shape the foundation for Rhos' Startup Banking team in Boston. Nice-to-Have Familiarity with the startup ecosystem and venture accelerators Interview Process Stage 1: Interview with Recruiting- 30-minute video interview Stage 2: Hiring Manager Interview- 30-minute video interview Stage 3: Panel interviews- Panel interviews with members of the sales team and cross-functional teams Stage 4: Final interview with our Chief Revenue Officer- 30-minute video interview Our people are our most valuable asset. The budgeted base salary for this role is $90,000 with an OTE of $160,000-$175,000. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off. Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.

Posted 30+ days ago

Sr. Process Manager, Commercial Banking-logo
Sr. Process Manager, Commercial Banking
BMO (Bank of Montreal)Chicago, IL
Application Deadline: 06/26/2025 Address: 320 S Canal Street Job Family Group: Strategy & Change Designs, develops, tests, implements, measures and manages processes. Ensures that process design reflects current business strategy and business/stakeholder requirements and supports the desired customer experience. Processes may be related to (but are not limited to) fulfillment, operations, services, sales, etc. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. May network with industry contacts to gain competitive insights and best practices. Stays abreast of industry and business trends through benchmarking and/or participation in professional associations. Influences and negotiates to achieve business objectives. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Acts as the prime subject matter expert for internal/external stakeholders. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Defines frameworks for managing processes, policies or procedures, etc. in the business/group. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting. Reviews proposed function/project team outputs for implications to workflow design. Collaborates in the design, implementation and management of core business/group processes. Designs processes based on business requirements and best practices. Ensures the processes adhere to applicable risk, regulatory and compliance requirements. Streamlines, simplifies and continuously improves existing processes. Documents processes (including, but not limited to, process flows, playbooks, etc.) for vetting, communicating, and implementing processes with stakeholders. Ensures all processes meet established standards, effectively utilize templates and tools to track compliance and operational effectiveness standards. Looks for opportunities to eliminate, simplify and automate processes. Recommends approaches or changes to streamline and integrate processes to improve overall efficiency. Maintains current process documentation to ensure available for stakeholders as required. Supports management of processes using established methodologies and tools/system/technology. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Participates in the integration of Core Process transformation across business/groups to deliver process improvements for productivity savings and enhanced customer/employee experience. Develops an understanding of organizational interactions and complexity to engage with the appropriate stakeholders. Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning. Resolves issues regarding processes that are raised from all sources/stakeholders. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience. Possesses a deep understanding of and problem solving ability for issues within the business/group. Knowledge of business analysis, project delivery practices and standards across the project lifecycle- Expert. Knowledge of business/group processes, procedures and controls- Expert. Understanding of risk, regulatory and compliance requirements- Expert. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills- In-depth / Expert. Analytical and problem solving skills- In-depth / Expert. Influence skills- In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration- In-depth / Expert. Able to manage ambiguity. Data driven decision making- In-depth / Expert. Salary: $100,000.00 - $185,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)-logo
Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM)
Enterprise Bank & TrustOlathe, KS
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM) Job Description: Summary: Receive and resolve inbound customer calls, emails, and online banking messages regarding all electronic banking needs, including Treasury Management product support. Provides operational support to lobby and bank staff with online banking functions and resolving client requests. Essential Duties and Responsibilities: Respond to heavy call volumes, addressing all customer needs or issues Respond to email and online banking message inquiries Assist clients with any and all online banking needs including Treasury Management product support Assist clients with processing ACH transactions, Wires, P2P payments, Bill Payment, Positive Pay, Remote Deposits, Debit Card Inquiries, and Transaction Disputes Respond to and address various system technical issues Other duties as assigned Qualifications: Strong commitment to customer service Excellent verbal, written and telephone communication skills Ability to communicate and cooperate in a team environment to produce needed outcomes and meet goals Detail-oriented Demonstrate flexibility, versatility, commitment and good judgement Ability to meet multiple deadlines in a fast-paced environment Initiative to solve client issues, utilizing vendors and manuals Able to perform job duties while in a virtual environment Bilingual in Spanish preferred Supervisory Responsibilities: None Education and/or Experience: 3 - 5 years' experience in the financial services industry or a combination of relevant experience Previous banking experience preferred High school diploma or general education degree Computer and Software Skills: Skilled in operation of a personal computer and mobile devices Microsoft Office Google Mail Google Suite Proficiency in navigating multiple banking systems Certificates, Licenses and Registrations: None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.

Posted 2 days ago

Investment Banking Associate | Business Services-logo
Investment Banking Associate | Business Services
Houlihan LokeyAtlanta, GA
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities-whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams, comprising a Managing Director, Vice President, Associate, and Financial Analyst. The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A experience Transaction experience in Business Services is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 3 weeks ago

Senior Business Banking Relationship Manager-logo
Senior Business Banking Relationship Manager
First Horizon Corp.Orlando, FL
Location: On site at location listed in job posting. Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer prospects and business for the Bank. Maintains prospect lists and business pipeline. As needed, interview applicants, completes required documentation and recommends loan products to customers. Determines best loan structure for customer and submits package for underwriting and approval. Verifies loan documents are complete and accurate according to approval. Coordinates and attends loan closings. Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs. Develops new small business relationships through calling on targeted potential clients Develops sales plans and strategies Works closely with other departments and fulfills cross-sell opportunities Finalizes and helps structure and close deals with high close rate Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Posted 2 weeks ago

Compliance Officer, Investment Banking & Capital Markets-logo
Compliance Officer, Investment Banking & Capital Markets
Clear Street LLCNew York, NY
About Clear Street: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today's complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We've agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients. By combining highly-skilled product and engineering talent with seasoned finance professionals, we're building the essentials to compete in today's fast-paced markets. At Clear Street, we are committed to excellence in investment banking and providing comprehensive advisory and capital raising services to our clients. Our dynamic investment banking team connects capital with opportunity, creating value for our clients. We are currently seeking a dedicated and experienced Capital Markets Compliance Officer to join our Compliance team who will be responsible for providing compliance advice and building a compliance program to support our growing investment banking offering. The Role: As a Capital Markets Compliance Officer, you will play a critical role in supporting the regulatory compliance infrastructure of our Investment Banking and Equity Research divisions. You will be responsible for providing compliance guidance to the team and for monitoring the activities within investment banking and research for compliance with applicable internal policies and procedures and applicable federal securities laws and implementing rules and regulations. Your insights and analysis will help mitigate risks and uphold the integrity of our business practices. Responsibilities: Operationalize the policies, procedures and written supervisory procedures for the investment banking and research divisions and related products including corporate access. Conduct compliance reviews, surveillance and monitoring of investment banking transactions to monitor for compliance for SEC, FINRA and other applicable rules and regulations. Lead the development and implementation of written policies and procedures for investment banking, research and corporate access. Oversee the restricted list, watch list and other control room processes. Provide real-time advice and guidance to investment bankers on regulatory and compliance issues, including but not limited to conflicts of interest, regulatory filing requirements, insider trading and market manipulation. Provide advice to the sales and trading desks on questions that arise in connection with investment banking transactions and the publication of research. Conduct training on compliance matters to foster a culture of compliance across the Clear Street organization. Prepare and submit regular compliance reports to senior management. Coordinate with Legal and the CCO on compliance issues that impact investment banking, research or corporate access. Identify, escalate and assist in the remediation of any compliance issues that arise. Prepare and submit responses to regulatory inquiries involving investment banking, corporate access and/or research. Stay abreast of new regulations or changes in law and advise on implications for the business. Requirements: At least five (5) years of professional experience implementing and maintaining compliance programs for investment banking and research. Bachelor degree in Finance, Economics, pre-law or other similar discipline. Experience facing off with regulators and designing compliance programs for SEC, FINRA and other relevant rules and regulations as it relates to research and investment banking Excellent analytical and problem-solving skills, with the ability to interpret complex legal documents. Exceptional communication and interpersonal skills, including the ability to explain complex compliance issues clearly and persuasively. Ability to be commercial when working with senior stakeholders while balancing business opportunities and compliance needs. Proficiency in using compliance monitoring tools and conducting research to address questions. We Offer: The Base Salary Range is $175,000 - $225,000. These ranges are representative of the starting base salaries for this role at Clear Street. Which range a candidate fits into and where a candidate falls in the range will be based on job related factors such as relevant experience, skills, and location. These ranges represent Base Salary only, which is just one element of Clear Street's total compensation. The ranges stated do not include other factors of total compensation such as bonuses or equity. At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. Our top priority is our people. We're continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse - in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. #LI-Hybrid

Posted 30+ days ago

Investment Banking Associate | Medtech-logo
Investment Banking Associate | Medtech
Houlihan LokeyNew York, NY
Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Medical Technology The Houlihan Lokey Medical Technology team has been experiencing rapid growth and is looking for talented associates, who will be immediately additive to the group. The Medical Technology team focuses on medical products, medical contract manufacturing, broader outsourced medical services, life science tools and diagnostics. While medical device experience is a plus, broader healthcare, business services or industrials M&A experience also would be suitable. The composition of transaction work will be approximately 90% sell-side M&A, and 10% debt and equity financing. Job Description Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will: Prepare, analyze, and explain historical and projected financial information Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. Basic Qualifications Advanced knowledge of accounting and finance Undergraduate degree 3+ years of Investment Banking experience Strong analytical/technical and qualitative abilities Preferred Qualifications Excellent verbal and written communication skills Strong financial and computer skills (Excel, Word and PowerPoint) Excellent public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational financial modeling and valuation experience Hands-on M&A sell side experience Transaction experience in Healthcare is a plus Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115314

Posted 30+ days ago

1st Source Bank logo
Banking Center Manager II, Goshen Banking Center, Goshen, IN
1st Source BankGoshen, IN
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Job Description

POSITION SUMMARY

Responsible for directing and overseeing a Banking Center with 35-60 transactions, $15 - $40 million in deposits and $600,000 - $1.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound.

ESSENTIAL REQUIREMENTS

  • Responsible for assigned Banking Center(s) daily operations and profitability.
  • Conducts weekly/monthly branch sales meetings.
  • Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met.
  • Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals.
  • Uses customer, product and procedural knowledge to handle complex client transactions.
  • Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
  • Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge.
  • Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels.
  • Actively participates in team meetings, community events and organizations.
  • Represents the bank in local community organizations.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all 1 Source University and compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

  • Four (4) or more years of retail banking experience preferred.
  • Prior supervisory experience preferred.
  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • Ability to lead and motivate teams.
  • Ability to listen actively in order to identify client needs and/or concerns.
  • Ability to consistently deliver exceptional client service.
  • Ability to handle multiple tasks in a fast-paced environment.
  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
  • Problem solving and analytical ability.
  • High degree of attention to detail.
  • Good written and verbal communication skills.

EDUCATION

Bachelors degree preferred.

TRAVEL REQUIREMENTS

Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.