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Mizuho logo
MizuhoNew York, New York
Banking Americas Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. About the Role: Latin America Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends, and provide input on pitch and deal material to enhance the ultimate deliverable. The individual will have strong functional skills in major areas of commercial and corporate banking, and will demonstrate the experience of a seasoned professional capable of assisting the LAB team in growing its business and achieving its goals, through an expertise in credit and the ability to work closely with in-country origination bankers and other divisions across the firm to deliver the best solutions to meet client’s needs locally, and cross-border. Associates are assigned a variety of projects, and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications : Bachelors degree in Finance or Economics and a minimum of 3-4 years corporate finance and capital markets experience with a top tier global bank OR an MBA Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 Spanish or Portuguese language proficiency preferred The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC .

Posted 2 weeks ago

1st Source Bank logo
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. 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 overnight, 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 30+ days ago

1st Source Bank logo
1st Source BankDowagiac, MI
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 30+ days ago

Mizuho Financial group logo
Mizuho Financial groupHouston, TX
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada. Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. About the Role: The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred. As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: Conduct extensive quantitative economic, industry and company research and analysis Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing Evaluate risk/return parameters of financing transactions Financial modeling, valuation, comparable & relative value analyses and market-specific analysis Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution Assist in the development and continued cultivation of client relationships Qualifications: Bachelors degree in Finance, Accounting or Economics At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred Knowledge of corporate finance, securities, financial markets and risk & pricing analysis Must have experience in the general Energy sector Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions Ability to manage multiple projects simultaneously Ability to work under pressure and adhere to tight deadlines Strong written and oral communication skills and ability to convey ideas Creativity and intellectual curiosity Ability to work independently and must be able to work effectively in a team environment Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office Series 79 & 63 The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Posted 4 weeks ago

Rho logo
RhoSan Francisco, CA

$90,000 - $165,000 / year

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 seeking San Francisco-based sales professionals with a track record of success in achieving new business and growing a current book of business. 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. San Francisco 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 Identify and target high-growth startups in the San Francisco 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 professional experience in a closing sales role. 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 San Francisco.   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 $150,000-165,000. 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

Apple Bank logo
Apple BankGarden City, New York
Hybrid- Garden City, NY Salary Range: $55,000 - $65,000The Digital Banking Services Representative I supports Apple Bank’s Retail and Business Online Banking operations, including bill payment functions. This position assists both Customer Line Representatives through the call center and branch personnel via the Help Desk with online banking inquiries. Responsibilities include responding to communications received through the online banking channel and the Bank’s general customer email address, as well as handling Help Desk and VISA support calls during peak times. The Representative also troubleshoots digital banking issues, initiates service requests with vendors, and documents complaints when necessary. ESSENTIAL DUTIES & RESPONSIBILITIES Provide comprehensive support across all stages of retail and business online banking procedures. Facilitate Bill Pay operations, including assisting with service calls, managing potential fraud cases, and addressing exceptions. Resolve items routed to the team via the general service request queue. Support the call center by acting as a Customer Line Contact Center Representative during peak periods or as needed. Assist Help Desk and Visa support queues to facilitate timely and efficient assistance for Bank employees. Serve as backup for various fraud and risk management functions, such as mobile check deposit review, Visa support, and reviewing Bank risk reports. Troubleshoot customer issues related to digital technologies, documenting complaints when necessary. Support product implementation installations as required, which may include evening, weekend, or off-hour assignments. Perform additional duties as assigned. SKILLS, EDUCATION, & EXPERIENCE Bachelor's degree in a relevant field or equivalent work experience is accepted in place of formal education. Minimum of 2 years of experience in financial services or digital banking; project coordination experience is advantageous. Familiarity with banking products, account opening processes, and CIP/compliance requirements is preferred. Proficient understanding of digital and mobile devices, operating systems, and browser configurations. Knowledgeable in digital banking platforms and money movement services (BillPay, P2P, A2A, etc.). Up to date on current devices, browsers, and operating systems. Able to manage multiple priorities through effective prioritization and attention to detail. Responsible for product expertise and for utilizing available resources to meet objectives. Strong interpersonal and verbal/written communication skills. Capable of innovation and resourcefulness when collaborating on solutions. Commitment to delivering quality products and positive customer experiences. Detail-oriented, persistent, and able to adhere to timelines and monitor product performance. Willingness to learn new techniques, programming languages, and design patterns as required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Posted 3 weeks ago

C logo
Convergint CareerProvidence, Rhode Island
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability, and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20 years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Service Technician is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive-up and electronic security. Installs equipment and services/supports existing customers by responding to service calls. Drive-up Specialists install, repair, rebuild, and service remote drive-up systems, audio, and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive-up, locksmith, and electronic projects. Systems include but are not limited to all manufacturer drive-up equipment (including remote drive-up), deal drawers, and audio and video equipment related to drive-up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio, and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills, and experience. Handles moderately complex installations for remote units such as alert systems. Installs new units with final connections, testing, and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, of moderate scope and complexity, and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties, and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable manufacturer's specifications. Refers only to the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques, and standards as well as suggestions for product improvements. Keeps up-to-date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive-up, locking, and electronic systems specific to the banking industry. Basic knowledge of Digital Video Recorders (DVRs) and Network Video Recorders (NVRs) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situations or information. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous technician experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation. Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 3 weeks ago

T logo
Truist BankCharlotte, North Carolina

$105,000 - $135,000 / year

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: The Business Unit Risk Specialist engages with Business Unit stakeholders, primarily within Corporate Banking, Commercial Banking, and Specialized Industries Lending, in its management of risks and controls as well as its execution of risk program requirements. Execute, facilitate, and/or monitor execution of Risk Program requirements (e.g., RCSA, Issues Management, Internal/External Loss Events, KRIs, etc.) for high complexity areas within the Business Unit. Provide risk advice and influence to assigned Business Unit. Aggregate, integrate, correlate, and report risks for the assigned Business Unit. Identify and opine on remediation to address weaknesses related to inadequate or failed processes, people, and systems, or external events and ensure effective remediation. 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. 1. Provide risk advice and serve as risk Subject Matter Expert (SME) to assigned Business Unit across all risk types to promote and strengthen compliance with applicable regulations, policies, procedures, and risk program requirements. 2. Partner with first- and second-line defense teammates across highly complex business areas in identifying, escalating and in remediating risk control gaps to ensure compliance with Enterprise Risk Management programs and policy. 3. Monitor and report on emerging risks potentially impactful to Business Unit partners and Truist. Execute processes and record retention routines necessary to ensure Business Unit compliance with enterprise risk monitoring requirements. 4. Understand Business Unit goals, provide risk management expertise in strategic projects and seek engagement from appropriate peers for guidance and input. 5. Other activities and special projects, as deemed required. 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. 1. Bachelor’s degree in Accounting, Business, Finance or related field, or equivalent education and related training. 2. 5+ years of experience in a financial institution with emphasis on risk management or equivalent work experience and training, and/or equivalent education, training and experience. 3. Experience in compliance and operational risk mitigation and remediation. 4. Strong communication, interpersonal, presentation and negotiation skills. 5. Proven leadership and management skills. 6. Strong time management and organizational skills adaptable to a dynamic and complex work environment; Capable of handling multiple projects concurrently. 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. 8. Ability to travel, occasionally overnight Preferred Qualifications: Corporate Banking, Commercial Banking, and/or Specialized Industries experience. Demonstrated proficiency in identifying operational, reputational, and technology risks. Strong written and oral communication skills along with excellent decision making and judgment skills. Comfortable operating in an environment with a high degree of change. Experience in issues management (Identification, Remediation Planning, Management and Closure). Experience with Risk Control Self-Assessment to include documentation and evaluation of process, risks, and controls. Experience in Audit and/or Exam management. Proficiency and knowledge in ARCHER GRC Platform is a plus. - The annual base salary for this position is $105,000-$135,000 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 E-Verify IER Right to Work

Posted 4 days ago

UMB Bank logo
UMB BankChandler, Arizona

$57,760 - $124,170 / year

Duties & Responsibilities This role is responsible for treasury management and payables sales activity in our Business Banking market segment. The position will both generate and respond to referrals and serve as a subject matter expert to introduce products and services to business banking and practice solutions clients. Specific duties include: · Build rapport and partner with business banking relationship officers and others to identify, target and build opportunities for Treasury Management solutions to meet and/or exceed established referral, sale/cross sale revenue goals which are defined in outlined performance objectives set by manager. · Manage pipeline for accuracy. · Maintain a clear understanding of the bank’s products and services to provide maximum support to prospects and clients. · Identify market dynamics and communicate to management about new products, services, and trends. · Serve our current and prospective clients to identify working cash flow opportunities, position bank products and services to enhance client efficiencies and drive fee income generation to the bank. Product line includes liquidity, receivables, payables and fraud protection services. · Demonstrates services to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation. · Represent Treasury Management in internal/external settings and build brand awareness. Attend sales meetings and contribute as appropriate. · Other duties as assigned. Requirements Knowledge & Skills Target Competencies MINIMUM: · 3+ years banking experience with 2+ years in selling or supporting commercial or treasury services PREFERRED: · Bachelor’s degree · Certified Treasury Professional (CTP) or Certified Cash Management (CCM) MINIMUM: · Demonstrates ability to prospect, network & influence at various levels within a company and with clients – very self-motivated · Demonstrates effective interpersonal skills to partner across lines of business and with clients – be a team player · Knowledgeable of Treasury Management products and services, corporate card and impacts on clients cash flow process · Knowledgeable of credit and operational risks-ability to identify and alert team of potential exposure · Knowledgeable of market/industry trends · Demonstrates excellent communication skills (written & verbal) · Demonstrates proficiency in Microsoft products (Word, Excel, PowerPoint) Compensation Range: $57,760.00 - $124,170.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 6 days ago

C logo
Convergint CareerDetroit, Michigan
Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking security equipment including security camera, access control, and alarm systems, banking drive-up equipment, vaults, safe deposit boxes, ATMs and more. Must have effective verbal, written, and interpersonal communication skills. As a Banking Service Technician, you are part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Banking Service Technician. Who We Are With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. The Banking Specialist is expected to be skilled in at least one of the three areas of specialization: locksmiths, drive up and electronic. Installs equipment and services/supports existing customers by responding to service calls. Drive up Specialists install, repair, rebuild, and service remote drive up systems, audio and video equipment. Locksmiths handle a variety of locking mechanisms from basic drawer locks to more complex locking devices such as vaults, secure keyways, and other systems unique to the banking industry. Electronics Specialists provide support for a variety of electrical and electronics projects. Installs, programs, tests, repairs, and services a variety of non-routine systems and equipment for drive up, locksmith and electronic projects. Systems include but are not limited to all manufacturers drive up equipment (including remote drive up), deal drawers, audio and video equipment related to drive up banking. Repairs or replaces damaged components of remote units. Troubleshoots, repairs, and replaces all components of remote, audio and video equipment. May install, configure, and support a variety of network systems and equipment for assigned projects. Performs preventative maintenance as needed. Acts as a mentor to less experienced staff by using technical knowledge, skills and experience. Handles moderately complex installations for the remote units such as alert systems. Installs new units with final connections, testing and training. Responds to moderately complex customer service calls, scheduled maintenance calls, and emergency and after-hours service calls on a timely basis. Work assignments are varied, and of moderate scope and complexity and may require originality and ingenuity in some situations. Identifies potential project challenges, communicates to appropriate parties and assists in the development and implementation of strategies to minimize deviations from estimated costs and project deadlines. Inspects completed work for conformance with specifications, requirements, and compliance with applicable with manufacturers specifications. Refers only the most complex issues to higher levels. Estimates cost, time, and materials for replacement equipment. Cleans, maintains, adjusts, calibrates, and services equipment used in the performance of duties. Executes all work in accordance with State and local regulations, general best practices as well as company health and safety policies and procedures. Uses strong troubleshooting skills to isolate and fix problems in malfunctioning equipment or software systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint is the customer’s first choice for service. Communicates with and works with the other team members consistently to improve overall operations of the Convergint Center, and company. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Keeps up to date and informed on all company policies. Presents a professional image of Convergint at all times in appearance and behavior. Performs other duties and responsibilities as requested or required. What You’ll Need Working knowledge of drive up, locking and electronic systems specific to banking industry. Basic knowledge of Digital Video Recorders (DVR’s) and Network Video Recorders (NVR’s) connected to the remote system. Solid knowledge of mechanical and electrical systems. Customer Focus – Maintaining awareness of and seeking to meet of the needs and wants of the customer. Strong communication skills both oral and written. Adaptability – Responds effectively to changes in situation or information. Must be able to pass high level security clearance Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: High School/GED or equivalent experience Preferred Experience: (but not required): Technical diploma and/or equivalent trade experience (e.g. Electrician) 1 year of previous banking specialist experience within a commercial, industrial, or facilities operation setting. Experience in 1 or more of the following industries: electronic, fire alarm & life safety, and/or building automation Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available.

Posted 2 weeks ago

Magnifi Financial logo
Magnifi FinancialMelrose, Minnesota

$144,848 - $241,413 / year

POSITION SUMMARY Directs, oversees and contributes to the growth of commercial loans, deposits and other products and services within a defined market. Provides guidance in the development of policies, programs, systems and processes related to commercial banking. Develops, coaches, and supports staff in the successful performance of their roles. Oversees development of goals in conjunction with overall organizational objectives and goals. Directs and implements sales goals and measures performance through various sales tracking systems. Participates in departmental strategic planning. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides leadership, direction, and goals for commercial banking production and activities within a defined market. Strategizes and presents high level information of commercial deposit and loan results that are consistent with and directly contribute to overall strategic initiatives and financial performance results. Identifies growth opportunities and drives initiatives to expand market share. Makes recommendations for efficient staffing structure and utilization. Makes credit decisions that exceed staff authority, maintains, and manages overall member relationships. Works indirectly with large, complex and/or problem loans. Supports the strategic planning process through departmental planning and participates as requested in organizational level strategic planning. Aligns initiatives with business direction. Directs commercial deposit and loan production and product and service utilization in an efficient manner and within a defined market to assure that Magnifi Financial meets its strategic goals and objectives while minimizing risk. Formulates and recommends policy and procedure changes as it relates to commercial deposit and loan production. Works with executives to approve policies which may have an organization-wide effect. Directs, oversees and contributes to efforts to grow commercial deposit and loan revenue by successfully directing and participating in prospecting for new business and retaining and expanding existing member relationships. Ensures commercial loan and deposit growth goals are attained while minimizing risks, and ensures that policies, regulations, and procedures are followed, and commercial loan portfolio quality is maintained. Directs commercial product and services sales and member experience in an efficient and profitable manner to assure that Magnifi Financial meets its strategic goals and maximizes member retention. Recommends commercial banking strategy and road map, within a defined market. Analyzes economic, market and industry trends regarding commercial deposit and lending products and services, policies, and pricing, recommending appropriate responses to ALM. Recommends changes to commercial deposit and loan products and services, systems and processes and oversees the implementation and training of new and existing commercial deposit and loan products. Works with credit administration in risk rating analysis, risk rating measurements, and annual review process. Works with compliance and credit administration staff to ensure documentation, forms, and policies meet regulatory guidelines. Ensures that team members maintain asset quality and monitors appropriate delinquency rate of team and individual loan portfolios. Participates in audit and compliance assessments related to commercial deposit and loan production. Directs and organizes security and disaster recovery activities in regards to lending, ensuring adequate fail-safe’s are in place to protect Magnifi Financial. Oversees the conformance to commercial deposit and lending policies, regulatory compliance, underwriting standards, and internal controls throughout the organization, coordinating all support activities with cross-functional areas such as branch administration, commercial lending production and credit departments. Reviews reports for quality control to ensure operational procedures are being followed. Oversees commercial deposit and lending software needs and changes to ensure compliance with applicable laws, regulations, and policy. Makes decisions regarding system releases and upgrades in conjunction with the System Analyst and Infrastructure team, ensuring no interruption in product and service delivery. Contributes to the utilization of Digital Sales and Cash Management Services and collaborates with others to develop strategies to enhance our digital banking channels and increase sales volume. Participates in vendor due diligence, management and oversight when appropriate. Participates in work groups and/or committees. Works in collaboration with executives, vice presidents, management, and staff to meet the goals and objectives of Magnifi Financial. Works in conjunction with the marketing team to develop and oversee the commercial deposit and loan marketing plan in defined market in support of departmental and organizational goals and strategies. Oversees development, training and management of the performance and compensation of direct and indirect staff. Approves hiring decisions and delivers performance reviews and compensation for staff. Responsible for commercial deposit and loan production results that are achieved through the successful management of staff. Fosters a culture of collaboration, accountability, and continuous improvement. Develops and manages a market budget and provides a monthly rolling forecast for ALM members and others within the organization. Participates in budgeting for commercial deposit, lending and other products. Provides leadership to community relations efforts, serving as a key ambassador for Magnifi Financial, interacting with key members of the industry and communities served. Projects a positive image in the field of membership and with current and prospective members. EDUCATION AND EXPERIENCE Bachelor’s degree in a business or finance related field or equivalent experience. Eight years progressively responsible management experience in a financial institution with eight years in business deposit or business lending operations, in a similar or greater size and complexity organization or equivalent knowledge and skills gained from related experience. SBA lending experience preferred. LICENSES AND CERTIFICATIONS REQUIRED Must be bondable Valid Driver’s license and auto insurance with minimum liability limits within Magnifi Financial policy May work in multiple branches and member business sites to accommodate member needs SUPERVISION/MANAGEMENT: May directly or indirectly be responsible for the formal supervision/management or provide work direction to the following positions: Commercial Banking Officers Salary Range: $144,848 - $241,413 Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses. The Benefits We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions): Opportunities for Training and Development * Leadership Development * Job Level Advancement (ability to move up in your position through training and development) * Tuition Reimbursement * 32 Hours Volunteer Paid Time Off * Paid Time Off – Begins accruing upon date of hire for a total of 4 weeks per year for FT; prorated for PT * Medical Dental Vision Employer paid Life Insurance/AD&D Employer paid Disability Insurance Retirement Plan - Employer match up to 4%, eligible for annual profit sharing * Paid Parental Leave Bonus/Incentive Program Employee Engagement/Health and Wellness Programs * Who We Are: At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere. As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

Posted 2 weeks ago

R logo
Raymond James & AssociatesNew York, New York

$70,000 - $175,000 / year

Job Description Summary Job Description Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Job Summary Investment Banking Summer Associates (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer A ssociates work with a variety of financial products , including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time . Summer A ssociates will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact . Summer Associates are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product, evaluating merger and acquisition scenarios and preparing documents related to the public issuance of stock , presentations, participation in drafting sessions, new business proposal sessions, and due diligence meetings. Essential Duties and Responsibilities Develop financial models to assess debt and equity financing alternatives for transactions. Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies. Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories. Research, analyze, present and document drafting elements of a developing transaction. Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials. Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals. Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis. Assists with preparing standard and tailored presentations and pitches to clients. Seeks opportunities for development through the job itself, through special assignments, training, or external activities. Performs other duties and responsibilities as assigned. Knowledge of: Fundamental concepts, practices, and procedures of Investment Banking. Fundamental investment concepts, practices and procedures used in the securities industry. Concepts, practices and procedures of Tax and Accounting. Financial markets and products. Leading business concepts learned in graduate degree setting. Skill in: Communicating effectively, both orally and in writing. Analytical skills sufficient to assess and explain events in the market. Problem solving and solution design skills. Thinking independently and developing ideas and strategies. Utilizing technology and systems to produce reports, communications and presentations. Defining high quality standards and evaluating products, services, and performance against benchmarks. Ability to: Gather information, identify linkages and trends, and apply findings to reports. Attend to detail while maintaining a big picture orientation. Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity. Think independently on matters of significance in order to market ideas. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Establish and maintain effective working relationships at all levels of the organization. Utilize judgment and discretion to w ork independently as well as collaboratively within a team environment. Assume full responsibility and accountability for own actions. Demonstrate uncompromising adherence to ethical principles. Be proactive and demonstrate readiness and ability to initiate action. Engage across all organizational levels through interpersonal effectiveness and communication , both oral and writ ten . Leverage previous professional experience and knowledge in producing client- facing deliverables ( e.g. modeling) . Education/Previous Experience: Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). Currently enrolled in an accredited MBA program in the fall of 2025. Minimum of two years of relevant, professional work experience. Available for a summer internship in 2026. Interested in a career in Investment Banking. OR ~ Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications None . Location - New York, NY Education Bachelor’s: Business Administration Work Experience General Experience - None Salary Range $70,000.00-$175,000.00 Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Posted 30+ days ago

Huntington National Bank logo
Huntington National BankFrisco, Texas
Description Summary The Regional Banking Client Manager​ is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Business Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to undercover other business opportunities. Responsible for client service and client management utilizing a relationship plan / model. Duties & Responsibilities: Oversee loan process and portfolio management responsibilities which includes: Assist Bankers in managing their portfolio of customers with $2 million to $20 million in annual sales Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are completed on a timely basis Ensure required financial statements are collected from customers on a timely basis Building and maintaining long-term customer relationships to ensure quality control and a Simply the Best customer experience Client service and client management utilizing a relationship plan/model Assist Bankers with sales and relationship deepening which includes: Partners with a team of Business Bankers to achieve team results Assists in the appointment preparation for Business Bankers including research, identifying appropriate Challenger Insights and drafting the agenda for each appointment. Significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team On-boarding of new Business Banking customers and managing the ongoing relationship through cross-sell and portfolio review Coordinating with Business Bankers and partners to prepare Relationship Plans for each customer. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment 2+ years of sales experience in a financial services or credit environment Preferred Qualifications: Business Banking sales and product knowledge Consultative selling and profiling experience Proven organizational skills Excellent customer service and interpersonal skills Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor General knowledge of Business Banking sales and product knowledge Proven track record of working well in a team environment Strong organizational skills with attention to detail Ability to multi-task PC and internet proficiency Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 1 week ago

UMB Bank logo
UMB BankPeoria, Arizona

$57,760 - $124,170 / year

The Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $25MM. The team includes relationship managers, client managers officers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. How you’ll spend your time: Responsible to manage the strategic client relationships in Business Banking which will include managing an existing portfolio of business and the acquisition of new business. Clients generally are between $25MM and below in annual revenue. Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through client referrals, centers of influence & direct prospecting. Develop, generate and follow up on new client leads through existing clients, client referrals, COI referrals, & prospecting. Manage overall relationship profitability & portfolio risk and is responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank in developing & retaining business. Provide insight & ideas for enhancing client relationships, client cash flow, profitability, and efficiency. Manage the overall credit quality of assigned portfolio (includes sales, credit analysis, loan structuring, client and prospect interviews). Monitor & manage existing credit relationship, which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions & covenant monitoring, compiling reports necessary to monitor asset & credit quality and compliance with policy/regulation. Negotiate loan proposals, analyze & evaluate credit requests & write loan commitments, recommend appropriate credit grade, make oral/written presentation to underwriter or loan committee, and implement approval/declination action. Serve as the primary link for all financial services to the individual Business Banking client with the bank (i.e. Treasury Services, International, Trust, and Cash Vault). Participate in community & professional activities in order to enhance the bank 's image and expand personal network of business contacts for development of new business. Monitor accounts to identify potential credit problems and assure proper loan documentation. Customers tend to have complicated lending requirements involving term loan agreements, commercial real estate, and revolving credit lines. Communicate and collaborate with consistency and transparency with business banking teams and internal partners. Consistently use and maintain CRM usage. Other duties as assigned. We’re excited to talk with you if: You have a Bachelors degree OR equivalent work experience. You have at least 7 years proven business banking sales experience Demonstrates superior strategic sales knowledge selling to small business owners. You demonstrate high level of business banking product knowledge and product innovation. You have strong knowledge of market/industry trends. You demonstrate strong ability to source/produce efficient credit opportunities. You have knowledge of credit and operational risk ability to quantify potential exposure and advise team. You have strong understanding of credit underwriting. You have extensive knowledge and understanding of commercial lending practices and loan documentation/loan servicing requirements. You demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections). You have thorough knowledge of accounting principles and practices. You demonstrated capacity to sell products/services within the financial services industry. You demonstrates proficiency in Word, Excel, PowerPoint. Compensation Range: $57,760.00 - $124,170.00 The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Posted 3 weeks ago

Banc of California logo
Banc of CaliforniaSanta Ana, California
BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace. We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN® THE OPPORTUNITY Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. The Client Banking Officer (CBO) – Community Banking Support role is dedicated to supporting Community Banking Relationship Managers. The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account inquiries from clients and business partners, and ensures daily transactions are processed accurately and efficiently. Consistently applies sound decision making techniques pertaining to inquiries, approvals and requests. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU’LL MAKE A DIFFERENCE Onboards Business and Consumer depository products and services that are routed through the Community Banking channel. Completes Treasury Management (TM) set-up forms to enable TM products and services for business clients. Fulfills various types of deposit account maintenance and supersede requests. Gathers, completes and validates for accuracy – CDD/KYC requirements and forms to support depository and TM services. Provides clients with detailed information about their depository and/or TM products and services. Responsible for transaction and wire requests up to prescribed authority limits. Processes, solves, and answers customer inquiries, transactions, or problems while using sound judgment and experience, based on precedent, example, reasonableness or a combination of these. Works daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with clients and frontline staff Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Performs other duties and projects as assigned. WHAT YOU’LL BRING Knowledgeable of consumer and business account types and document requirements. Knowledge of regulations. Strong organizational and time management skills. Strong oral, written and interpersonal communication skills. Ability to develop rapport with clients, peers and partners. Ability to adapt well to change, work independently and in a group, understand and apply oral and/or written instructions, understand, remember and communicate routine information, understand complex problems and to collaborate and explore alternative solutions. Ability to make decisions that have moderate impact on the immediate work unit. Be able to organize thoughts and ideas into understandable terminology. Organize and prioritize own work schedule on a short-term and long-term basis. Ability to complete routine forms, letters and/or conduct routine oral communication. Ability to make informal presentations. High School diploma required and/or College degree preferred. A minimum of 1 year of client services experience required. 1 year of Banking or Financial Services, business, or equivalent work experience required. Experience in complying with Know Your Customer/Customer Identification Programs SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.

Posted 1 week ago

Northwest Bank logo
Northwest BankAltoona, Pennsylvania
Job Description The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions Develop and expand existing commercial banking relationships Prospect actively and successfully bring in new relationships to Northwest Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships Achieve and exceed budget goals as assigned individually and by region Actively participate in community and professional networking events Develop meaningful “Centers of Influence” relationships Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate As required, collect on delinquent accounts Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment . Complete special projects as assigned Education and Experience Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred 6 - 8 years account relationship management experience preferred 6 - 8 years e xperience consistently delivering strong sales performance preferred #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Posted 1 week ago

AIPAC logo
AIPACNew York, New York

$100,000 - $150,000 / year

AIPAC’s mission is to encourage and persuade the U.S. government to enact specific policies that create a strong, enduring and mutually beneficial relationship with our ally Israel. Our focus is clear - we come to work every day motivated to keep America strong and Israel secure. Our New York office is looking for our next Director, Banking and Finance to significantly grow financial support for AIPAC and pro-Israel candidates. Directors make an impact on strengthening the U.S.-Israel relationship in three ways: 1) by cultivating and increasing the political commitments of existing AIPAC members and 2) by increasing the financial support to AIPAC from existing members and 3) by inspiring pro-Israel Americans to join as significant financial supporters of AIPAC, including directly supporting pro-Israel Members of Congress and candidates. A successful Director has a proven track record in sales, client relations, political fundraising, or another field that showcases your ability to build strong relationships, close deals, and grow revenue. Detailed Duties The Director will be measured against effective execution of the following tasks and responsibilities: Create and execute a development plan aimed at increasing support for pro-Israel political candidates and growing AIPAC’s revenue through high level solicitations, donor cultivation and stewardship Build and sustain strong, personal relationships with current high-level donors in your portfolio and inspire them to increase their investment in our work to strengthen the U.S.-Israel relationship. Identify, cultivate, and solicit new donors to commit significant resources toward pro-Israel candidates and AIPAC. Solicit current AIPAC donors to fulfill their political commitments on behalf of pro-Israel candidates and Members of Congress Meet quarterly and annual retention, upgrade and acquisition goals for pro-Israel politics and AIPAC Identify, recruit and develop lay leadership for local political leadership roles Provide timely political and policy updates that inform and inspire people to become more involved in pro-Israel politics and AIPAC Maintain and update Salesforce CRM to ensure the most accurate and timely information is included including campaign projects and logging individual activities/communications, and meetings. Qualifications/Skills: Intense passion for a strong U.S.-Israel relationship, as well as knowledge of issues related to Israel, the Middle East and American politics A minimum of 5 years work experience in political fundraising/sales/fundraising or a related field with a successful track record of achieving and exceeding goals Exceptional people skills and the ability to form close, personal relationships with current and prospective AIPAC members Work efficiently under pressure; meet deadlines; demonstrate strategic thinking and good decision-making, as well as an entrepreneurial spirit An understanding and appreciation for AIPAC’s bipartisan, single-issue approach Self-motivated and highly driven and able to work independently, in addition to working with your colleagues to meet goals and objectives Excellent written and verbal communication skills Experience with Salesforce CRM, Outreach.io or other similar tools are a plus Bachelor's degree preferred or commensurate experience AIPAC is offering a competitive market base salary between $100,000.00 and $150,000.00 for the position. A job offer within the range will depend on how closely a candidate's skills and experience match the role's requirements. AIPAC also offers a competitive and comprehensive benefits package that contributes to employees’ overall total compensation package. We currently work remotely two days a week and in our offices the other three. AIPAC is an equal-opportunity employer. Posting Instructions: Please provide a cover letter with a resume to be considered. Incomplete applications with missing documentation will not be considered. If applying for more than one position, please use the 'Attachment' function to attach a position-specific cover letter. Please use your legal names when completing the employment application (No nicknames). #LI-Hybrid

Posted 30+ days ago

Wells Fargo Bank logo
Wells Fargo BankAltamonte Springs, Florida
About this role: Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 1030 Montgomery Rd ALTAMONTE SPRINGS, FL 32714 Posting End Date: 27 Nov 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 week ago

C logo
Convergint CareerCincinnati, Ohio
Convergint is looking for full-time, enthusiastic, results driven and forward-thinking operations colleagues to join our amazing culture. As part of College Development Program, you will be provided with the knowledge, tools, and resources to succeed. Through a six-month training program, candidates are offered the opportunity to network, learn, and fine tune their Convergint knowledge before heading out into the marketplace to manage projects. In this role, you will work with a team of exceptional colleagues to execute projects to completion, on time and on budget, while delivering world-class service to our customers. As an operations colleague, you are a part of a dynamic team that allows you to grow as Convergint grows. For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers. Who You Are You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional operations colleague. Who We Are With over 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide. What you’ll do with “Our Training and Your Experience” Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers. Build trust with existing customers by executing projects to successful completion. Collaborate with premier partners in vertical markets and industries such as transportation, global/enterprise accounts, utilities, financial/banking, healthcare, datacenters, federal, state and local governments, and K-12 & higher education. Partner with sales personnel to ensure project execution exceeds customer expectations, delivering exceptional service every day. Manage, oversee, and coordinate all aspects for small to medium projects of moderate complexity from award through completion of project. Effectively communicate project requirements to project team and wider organization as and when required and maintains accurate and up to date records of job status, job changes, material flow and other control records necessary for processing of internal and external reports. Effectively communicate and inform customers of project status, challenges, changes, and any other necessary information to ensure customer satisfaction. What You’ll Need Self-starter with a strong affinity for problem solving, organization, and leadership. Desire to learn, understand, and apply solutions to customer challenges. Ability to gain customer trust and cultivate business relationships. Ability to adapt to business changes with the ability to influence others. Basic skills in Microsoft Office. Strong presentation and communication skills. Technical acumen, or the affinity to learn and stay on top of evolving technology trends. Company Benefits Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional benefits: 10 Company Holidays and Paid Time Off starting at 13 days annually Fun & Laughter Day Off Medical, Dental & Vision Plan Life insurance & Disability Plan Wellness Program 401K Matching Plan Colleague Assistance Program Tuition reimbursement Competitive salary and compensation plan Vehicle reimbursement plan or company vehicle Corporate Social Responsibility Day Cell phone reimbursement (if applicable) Paid parental leave Requirements: Education: College degree, trade school or equivalent experience Preferred Experience: (but not required): 1-3 years project management or equivalent Convergint is an Equal Opportunity Employer. Visit our Convergint careers site to learn more about the company and the exciting opportunities available. Please note that this job posting includes salary information for the assigned target market range within the primary geographic region the requisition is posted. If the position is posted in multiple locations or is a remote position, the salary range may vary. Individual pay rates will, of course, vary depending on the job, department, and location, as well as the individual skills, experience, certifications, specific licenses, and education of the applicant.

Posted 30+ days ago

MarshBerry logo
MarshBerryWoodmere, Ohio

$75,000 - $90,000 / year

MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. Responsibilities: • Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.• Develops client relationships by maintaining positive rapport with clients during projects. • Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.• Support new business generation through reactive methods to introduce our products and services.• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. • Any other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: • Bachelor’s Degree in Business, Finance or Accounting. Master’s Degree is a plus.• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services. • Proficient with technology; Microsoft Word, Excel, Power Point and Access or similardatabase. Other: • Strong analytical and problem solving skills; techniques to identify and resolve issues• in a timely manner.• Strong communication skills; both written and verbal with demonstrated creativity• with regard to work.• Exceptional organization skills; using systematic methods to perform work and• creativity to recommend or create new work methods or procedures.• Ability to multi-task; able to complete simultaneous projects and responsibilities with• extreme attention to detail according to required timelines and deadlines.• Ability to work extended hours as needed. Some travel will be required. Base salary target for CA : $75,000 - $90,000Base salary target for NY : $85,000 - $100,000 Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:• Crain’s Best Employers in Ohio• The Nation’s Best and Brightest in Wellness• North Coast 99• Top Work Places – The Plain Dealer• Weatherhead 100• West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com. We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Posted 30+ days ago

Mizuho logo

Investment & Corporate Banking Associate – Latin America Banking

MizuhoNew York, New York

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Job Description

Banking Americas

Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada. 

Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. 

About the Role:

Latin America Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients.  An Associate is expected to understand the implications, identify key industry and product trends, and provide input on pitch and deal material to enhance the ultimate deliverable.

The individual will have strong functional skills in major areas of commercial and corporate banking, and will demonstrate the experience of a seasoned professional capable of assisting the LAB team in growing its business and achieving its goals, through an expertise in credit and the ability to work closely with in-country origination bankers and other divisions across the firm to deliver the best solutions to meet client’s needs locally, and cross-border.  Associates are assigned a variety of projects, and are given a broad range of responsibilities, some of which include:

  • Conduct extensive quantitative economic, industry and company research and analysis
  • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
  • Evaluate risk/return parameters of financing transactions
  • Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
  • Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
  • Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
  • Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
  • Assist in the development and continued cultivation of client relationships

Qualifications:

  • Bachelors degree in Finance or Economics and a minimum of 3-4 years corporate finance and capital markets experience with a top tier global bank OR an MBA
  • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
  • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
  • Ability to manage multiple projects simultaneously
  • Ability to work under pressure and adhere to tight deadlines
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
  • Ability to work independently and must be able to work effectively in a team environment
  • Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
  • Series 79 & 63
  • Spanish or Portuguese language proficiency preferred

The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

#LI-onsite

Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

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