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

Posted 1 week ago

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

Posted 5 days ago

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

Posted 5 days ago

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

Posted 1 week ago

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

Posted 1 week ago

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

Posted 1 week ago

Senior Account Executive, San Francisco (Startup Banking)-logo
Senior Account Executive, San Francisco (Startup Banking)
RhoSan Francisco, CA
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

Account Manager - Banking and Wealth (San Francisco or New York)-logo
Account Manager - Banking and Wealth (San Francisco or New York)
PlaidSan Francisco, CA
At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo and SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 11,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Salt Lake City, Washington D.C., London and Amsterdam. #LI-Remote The Plaid Account Management team in the Banking & Wealth Segment leverages our deep technical, product, and industry knowledge to help our banking, wealth, and insurance cohort of customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to help shape how consumers and businesses interact with their finances. Plaid is looking for an experienced customer-facing professional to manage and grow our relationships with a portfolio of high-potential, strategic customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives, and key drivers, and is solutions oriented. In this role, you will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for owning and growing revenue (cross-selling, up-selling, increasing product utilization, and senior stakeholder management). Responsibilities Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions. Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue. Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals. Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications. Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s. Partner and collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations. Qualifications 5+ years of quota carrying account management experience; ideally with large enterprise organizations. Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful; previous B2B technology experience is a strong plus. Deep customer empathy and desire to see our customers succeed. Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers. Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Adaptable and capable of working with all types of people and roles to build long-lasting relationships. The target base salary for this position ranges from $115,200/year to $157,440/year in Zone 1. The target base salary will vary based on the job's location. Our geographic zones are as follows: Zone 1 - New York City and San Francisco Bay Area Zone 2 - Los Angeles, Seattle, Washington D.C. Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego Zone 4 - Raleigh-Durham and all other US cities Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans. Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com . Please review our Candidate Privacy Notice here .

Posted 1 week ago

Member of Product, Banking Solutions-logo
Member of Product, Banking Solutions
Anchorage DigitalNew York, NY
At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital , and other offerings. The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn. As a product manager, you will be responsible for identifying current gaps within billing and revenue management, and implementing automated solutions, in order to support the growth of the organization as the business scope, complexity, and regulatory oversight increases. You will lead the vision, strategy, and execution of Finance products and services, while also influencing the roadmap for other business lines, advocating for the finance and accounting departments’ requirements. Below, we define our Factors of Growth & Impact to help Anchorage Villagers measure their impact and articulate feedback, coaching, and the rich learning that happens while exploring, developing, and mastering capabilities within and beyond the Member of Product, Transparency role: Technical Skills: Leverage deep product, market, and industry knowledge to make informed product decisions and prioritize roadmap initiatives Skillfully execute product management processes with a clear understanding of the why behind them. Partner closely with engineering and design teams to drive product development and run ceremonies. Identify and proactively resolve project blockers to maintain momentum Balance technical debt management with new feature development to ensure long-term product health Complexity and Impact of Work: Drive product strategy independently for a critical Anchorage product. Take full ownership of product roadmap development and execution Lead and influence cross-functional stakeholders effectively to achieve product objectives Drive successful outcomes through effective leadership of the PDE (Product, Design, Engineering) team Identify and solve complex problems independently while maintaining strategic alignment Organizational Knowledge: Develop and maintain deep understanding of Anchorage's business model, strategy, and organizational priorities Collaborate with stakeholders across the organization to build relationships and drive product initiatives Define and align team goals with Anchorage's top-level strategy and objectives Work towards influencing broader organizational strategy through product expertise Communication and Influence: Proactively communicate product goals and status updates throughout the organization Lead coordination and collaboration across Product, Design, and Engineering (PDE) teams Educate team members on products and client needs Drive consensus and shared understanding through clear communication and engagement You may be a fit for this role if: You have 5+ years of relevant product management experience Your empathy and adaptability not only complement others’ working styles but also embody our culture of curiosity, creativity, and shared understanding You are autonomous, with the ability to make informed decisions that align with our strategic goals. You are deeply invested in optimizing the end-user experience and leveraging it to create business value. You have excellent verbal and written communication skills. You self describe as some combination of the following: creative, humble, ambitious, detail oriented, hard working, trustworthy, eager to learn, methodical, action oriented, and tenacious. Although not a requirement, bonus points if: You have written your own smart contract or dApp. You have built 0 to 1 products for financial institutions either as a PM or a developer. You've seen and were emotionally moved by the musical Hamilton : ) About Anchorage Digital: Who we are The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy. Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation. Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.

Posted 30+ days ago

Regional Consumer Banking Manager-logo
Regional Consumer Banking Manager
FargoFargo, North Dakota
Job Summary The Regional Consumer Banking Manager is responsible for frontline supervision and development of the Client Services Specialists and Relationship Managers. The RCBM also manages, coaches and develops the Client Services Supervisors in their region. The RCBM serves as an escalation point for customer issues as well as leader in the rollout and execution of initiatives that relate to frontline. Key skills such as the following would be used at all times in order to accomplish expectations both effectively and efficiently: Lead as a team player with excellent interpersonal skills and develops partnerships; Take initiative by proactively identifying what needs to be done and act; Communicate effectively with excellent written and oral communication skills; Promote and administer change and accept diversity; Utilize problem-solving, analytical thinking and decision-making skills; Work efficiently in a systematic way; Use sound judgement in prioritizing tasks and working under tight deadlines ; Have proficient computer skills including Microsoft Office. Leadership Conduct regular one-on-ones to align cultural & business objectives, prioritize the most important work and coach to high performance. Facilitate execution through effective situational leadership tools. Support engagement and action by listening to team member feedback – what’s working, what’s not – support them in initiating and executing positive changes and provided them with adequate resources. Support team members professional and personally. Catch team members being approximately right through timely, individualized recognition. Promote collaboration and face to face interaction. Responsibilities Responsible for personnel activities including but not limited to hiring, terminating, coaching, annual reviews and resolution of other personnel issues and ensuring adequate staffing levels. This includes the frontline staff at the CSM’s home base location in addition to the locations of the CS Supervisor(s) that the CSM manages. Directs, coordinates and monitors activities regarding frontline training and continuing educations needs for the region, including transactions, policies, procedures and fraud trends. Regular travel to the locations within the region the Regional Manager is responsible for, including monthly meetings with the location Presidents & Market Leaders. Active participation on committees as requested. Active leadership, participation and contributions to the monthly frontline meetings and bi- weekly personal banker meetings. Execution of Business Continuity training within the region. Expert level understanding of ATM and Teller GL reconciling, and the ability to train others in these areas. Project management work as requested/needed within the department. Expert level understanding of branch cash limits and overall cash policies. Proactive oversight and execution to meet expected organizational growth, risk, customer experience and team member experience goals. Qualifications Acts as a team player with open communication and problem-solving skills, professional written and oral skills, excellent interpersonal skills and develops partnerships. Promotes and administers change and accepts diversity. Ability to create, revise, and coach to policy and procedures. Must display consistency, thoroughness, attention to detail, and strong organizational skills. Embraces coaching and self-development. 2+ years of leadership experience and/or customer service and 1+ years cash handling experience. High School Diploma or GED. Cultural Alignment Choice is #PeopleFirst, banking second. People don’t need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.

Posted 3 days ago

Associate, Investment Banking-logo
Associate, Investment Banking
Hilco Corporate FinanceChicago, Illinois
Job Description: Hilco Corporate Finance (HCF) is the FINRA-registered investment banking affiliate of Hilco Global – the global leader in asset valuation and maximization. HCF provides M&A, debt capital markets, special situations/restructuring, and related financial advisory services. Although we have expertise across a broad range of industries, we have a particular focus on the diversified industrials, consumer and retail, and business services sectors. Headquartered in metropolitan Chicago, Hilco Global is the leading international financial services company focused on Valuation, Monetization, and Advisory services. Across its 20 business units, including HCF, Hilco Global has completed billions of dollars of transactions for its diverse client base. Position Overview: Associates are an integral part of the investment banking team and will be involved at every stage of client matters – from early business development activities through closing of engaged transactions. Candidates for this position should be dynamic, highly motivated individuals with a strong work-ethic and should demonstrate a commitment to excellence in all tasks and to the growth of the firm as a leader in the middle market. This is a full-time opportunity based either in our Chicago or New York City office. Responsibilities: Significant role in preparing transaction-related documentation and marketing materials including confidential information memoranda, pitch books, teasers, and management presentations Prepare and manage virtual data rooms and the coordinate client and third-party due diligence Perform in-depth company and industry research supporting specific client engagements and marketing opportunities Superior quantitative and analytical skills, including financial modeling and analysis Demonstrate extraordinary attention to detail Participate in business development training and coaching to position you for long-term success Qualifications: Previous transactions-related investment banking experience - minimum of 3 years for undergraduates or 1 year for MBAs. MBA from a top-tier college or university preferred; Bachelor’s degree in business, finance, or accounting (or related prior work experience) required. Superior organizational and time management skills and the ability to efficiently manage multiple projects in a fast-paced work environment Excellent written and verbal communication, listening, problem solving, interpersonal, and relationship-building skills Demonstrated maturity, integrity, and the ability to perform in an entrepreneurial environment, both individually and as a team player Outstanding academic record Strong financial modeling, research, and financial analysis skills Proficiency with financial research tools and MS Office FINRA Series 7, 63 and 79 licensed will be required Ability to travel as needed Hilco Global is an equal opportunity employer. Qualified candidates will be considered on merits and without regard to race, religion, color, national origin, age (40 and older), sexual orientation, genetic information, marital status, gender, veteran, or disability status. Hilco Global strives to comply with all applicable local/state regulations regarding displaying salary ranges. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, Hilco Global is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. https://hilcoglobal.com/careers-about/

Posted 30+ days ago

Business Banking Relationship Manager 3-logo
Business Banking Relationship Manager 3
U.S. Bank National AssociationNorth Little Rock, Arkansas
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts Location This role has a hybrid schedule, which means there is an in-office expectation of 3 days or more per week unless out of the office with clients. There is flexibility for the remaining days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $94,010.00 - $110,600.00 - $121,660.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Banking Specialist 2-logo
Banking Specialist 2
Convergint CareerLos Angeles, California
Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Security Technician to join our amazing culture. In this role, you will install, program, system start-up/check-out, certify, and customer train on assigned projects including small to large projects that vary in complexity. As a Security Technician, 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 Security 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. Installs, programs, test, repairs, and services a variety of non-routine systems and equipment which may include security, fire alarm & life safety, and/or building automation. Colleague is key interface for the provision of technical support and training for the customer and as such is accountable for maximizing customer satisfaction. Refers only the most complex issues to higher levels. Reads basic blueprints, schematics, manuals, and other specifications to determine installation procedures; Interprets manuals, schematics, and wiring diagrams, and repairs equipment, utilizing knowledge of electronics and using standard test instruments and hand tools. Operates systems to demonstrate equipment, commission new systems, analyze performance and identify malfunctions. Writes a variety of non-routine programs for systems. Acts as “our customer’s best service provider” at all times thereby ensuring Convergint Technologies is the customer’s first choice for service. Consults with engineering personnel to resolve unusual problems in system operation, maintenance, and warranty work. May advise management regarding customer satisfaction, product performance, installation techniques and standards as well as suggestions for product improvements. Executes most of the technical aspects of multiple projects with varying timelines and budgets including programming, graphics development, start-up, certification testing, customer training, close-out documentation, and on-going technical support etc.. Identifies potential project risks, communicates to appropriate parties and assist in the development and implementation of strategies to minimize impact and to control deviations from estimated costs and project deadlines. Works closely with the Project Manager and/or Operations Manager and assists in the overall coordination of specific projects; makes recommendations regarding quality of work and potential changes in scope, and identifies ways to continuously improve customer satisfaction. Using technical knowledge, skills and experience, acts as a mentor to less experienced staff. May supervise workers in testing, tuning, and adjusting equipment to obtain optimum operating performance. Performs other duties and responsibilities as requested or required. What You’ll Need Exceptional customer focus and ability to work under pressure; ability to maintain awareness of and seek to meet the needs and wants of the customer without being prompted. Solid technical skills and experience fire alarm systems, and/or electronic security systems. Solid programming skills and proven ability to troubleshoot problems and look for solutions To be a self-starter and work well with minimal supervision. Solid mechanical and electrical aptitude (e.g. works with a variety of hand and power tools such as drill, screwdriver, wire stripper, hacksaw, crimper) and ability to read blueprints and drawings; solid math skills (for some positions, this may include calculating area, velocity, resistance, voltage, etc.). Strong verbal, written and interpersonal communication skills. Solid organizational skills and the ability to handle multiple projects simultaneously. Advanced computer skills including familiarity with MS Office applications (Outlook, Word, Excel) and proficient in other relevant applications. A valid driver’s license with a clean driving record. Ability to travel locally to jobsites on a regular basis. Minimal overnight travel may be required. 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 Minimum Experience: 3-5 years relevant Preferred Experience: (but not required): Relevant field service Certifications: Product-specific certifications, Industry-specific certifications and/or licenses, Software House, Lenel, Genetec, Avigilon, AMAG, Milestone or ONSSI, AXIS 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

Digital Banking Specialist-logo
Digital Banking Specialist
Isabella BankMount Pleasant, Michigan
Position Title: Digital Banking Specialist This role will require being available for on-site work within the Isabella Bank footprint with a potential to work hybrid 2 days of the week after the training period. Reports To: Digital Banking Manager General Purpose: The Digital Banking Specialist is responsible for the overall day-to-day operational functions of the Bank’s electronic payments, products, and services. Responsibilities: Maintain a high level of knowledge and technical understanding regarding our digital products and services including all features and benefits, fees, and disclosures. Input and process all electronic transaction disputes using Regulation E and NACHA regulations. Maintain card portfolio for business and consumer cards, online and mobile banking, and all digital payment platforms. Provide direct customer support responding to general and technical inquiries via phone, online banking, or email related to digital banking services/systems. Monitor the daily operational activities of the Digital Banking Department. Maintain diligent awareness of potential fraud activity and report as necessary to the fraud team. Troubleshoot technical and operational issues. Assist with all digital services documentation including reporting, dispute filing, payments, etc. Process and reconcile numerous internal accounts in reference to digital banking products. Perform other duties as assigned. Education/Experience High School diploma or equivalent required. Associate degree in business, finance, or related field preferred. Minimum of 2 year of banking experience required, digital banking experience preferred. Prior experience with digital products and services is preferred. Skills Strong written and verbal communication skills with a demonstrated ability to communicate effectively with internal and external customers through many delivery channels. Strong organizational, time management and problem-solving skills. Proficiency in Microsoft Office software and other analysis tools. Proficient in electronic banking products / services / devices. Strong attention to detail. Positive and enthusiastic attitude. Isabella Bank is an AA/EEO employer.

Posted 30+ days ago

Business Banking Relationship Manager-logo
Business Banking Relationship Manager
U.S. Bank National AssociationGlendale, California
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Well-developed analytical and problem-solving skills - Basic knowledge of credit administration, analysis, and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and analysis - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products - Ability to work effectively with individuals and groups across the company to manage customer relationships - Excellent presentation, verbal and written communication skills - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 2 days ago

Analyst, Investment Banking Practice-logo
Analyst, Investment Banking Practice
Tyton PartnersNew York, NY
Analyst, Investment Banking Practice Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge sector. With years of experience across the education sector, including evaluation of preK–12, postsecondary, corporate training, and lifelong learning markets, our team leverages its expertise to offer a spectrum of services to our clients: Tyton Partners' investment banking practice offers services that include sell- and buy-side advisory, corporate divestures, valuation and fairness opinions, strategic partnerships and joint ventures, capital access, fund formation, and executive team and board advisement to private and public companies and leading investors. Tyton Partners' consulting practice delivers strategic planning, growth strategy development, portfolio assessment, go-to-market strategy, business partnership strategy and execution, and due diligence and acquisition support to emerging and established education businesses, non-profit organizations, higher education institutions, foundations and other investors Tyton Partners offers a unique opportunity for early-career professionals seeking growth and impact through its: Complementary investment banking and strategy consulting practices, which provide exposure to market-leading companies, investors, and organizations as well as high-potential emerging businesses and their investors Dedicated focus on the global knowledge sector, where our work and insights impact both the mission and market of education Entrepreneurial environment, with professional growth trajectory that yields opportunity for meaningful contribution to firm growth and culture Position Tyton Partner's Investment Banking practice is looking for an experienced investment banking Analyst to support senior bankers. An Analyst's primary responsibilities include: Sell-side investment banking assignments which include writing memoranda, building financial models, identifying potential buyers, helping manage the M&A and due diligence process, and driving successful deals Buy-side investment banking assignments which include identifying acquisition candidates that fit the buyers' strategy, qualifying potential targets, building financial models, helping manage the M&A and due diligence process, and driving successful deals Desired Skills Superior analytical, quantitative, and problem-solving skills Ability to manage multiple tasks in a fast-paced environment, without sacrificing quality or accuracy Drive and energy to work hard and achieve success in an entrepreneurial environment. Strong written and verbal communication skills Experience working in team-based environment Solid understanding of economic, financial, and general business concepts and terminology Proficiency in Microsoft applications (e.g., Excel, PowerPoint) Professional attitude, with a high-degree of flexibility, a client-service orientation and a sense of humor Self-starter who thrives in producing in a highly dynamic and evolving environment Qualifications 1+ years of investment banking, with a significant focus on mergers and acquisitions and/or 2 years of accounting, with a significant focus on transaction services Experience in the education, media or software industry a plus but not a requirement Bachelor's degree from a top-tier university with minimum GPA of 3.5

Posted 30+ days ago

VP/Director, Corporate Banking - Asset Manager/Fund Finance-logo
VP/Director, Corporate Banking - Asset Manager/Fund Finance
0000050599 RBC Dominion SecuritiesNew York, New York
Job Summary What is the opportunity? RBC Capital Markets is seeking a high-performing Vice President or Director to join our Financial Institutions Group (FIG) within U.S. Corporate Banking, focused on the asset management, business development company (BDC), and fund finance sectors. This position entails full accountability for both relationship management and credit underwriting, serving as a senior coverage officer for a broad range of credit products such as subscription credit facilities, NAV-based loans, GP financing, and corporate lending to investment managers and listed entities. The successful candidate will originate and structure solutions, oversee credit execution, and drive cross-sell across RBC’s platform—including investment banking, equity capital markets, debt capital markets, global markets, and treasury services. The candidate will also help support the career development and mentorship of the team’s Analysts, Associates and Vice Presidents. This role reports to the Head of FIG Corporate Banking and works closely with partners across Capital Markets, Global Risk Management and Cash Management. Job Description What will you do? Client Origination & Relationship Management Own, manage and serve as the lead corporate banker for a portfolio of U.S. based asset managers, BDCs and private capital platforms. Develop and execute strategic coverage plans and originate new lending opportunities across fund-level and management company structures using a holistic coverage model partnering across investment banking, global markets and cash management. Build and maintain senior-level relationships with client CFOs, treasurers, and heads of capital markets/fund financing teams. Lead strategic discussions with clients around capital structure, liquidity needs, and market opportunities. Coordinate internal coverage efforts and contribute to cross-sell of RBC’s full suite of financial solutions. Credit Underwriting & Execution Lead the end-to-end structuring and underwriting process for new and existing credit transactions, including GP financing, subscription lines, BDC corporate revolvers, NAV loans, and hybrid fund finance structures. Drive efficient deal execution and coordinate internal approvals, documentation, and closing processes. Preparation of comprehensive credit submissions including financial, regulatory, and industry analysis aligned with RBC’s risk appetite and other documentation related to the transaction approval process through closing and ongoing monitoring. Partner with the broader coverage team to lead business committee discussions, delivering a comprehensive analysis of the client’s credit profile, proposed transaction structure, and broader strategic relationship opportunities. Work closely with Credit Risk and Portfolio Management teams in the back and middle office to ensure timely execution, disciplined underwriting and credit adjudication. Review and guide the work of Analysts, Associates and Vice Presidents who provide secondary coverage to drive business and credit results Risk & Portfolio Oversight Maintain deep understanding of portfolio performance and proactively identify emerging risks ensuring timely updates on client, industry and market performance. Ensure compliance with regulatory standards, internal limits, and governance procedures. Engage peers in Risk Management in the application for credit and in subsequent administration and monitoring. Support the development of internal frameworks for risk assessment in the fund finance and asset management sectors. What do you need to succeed? 8+ years of relevant experience in corporate banking, credit underwriting, or corporate finance with a focus on asset managers and fund finance. Bachelor’s degree in finance, economics, or related discipline. MBA or CFA preferred. Deep knowledge of asset managers, BDCs, and private fund structures, including fund leverage, subscription facilities, and NAV lending. Strong client management, relationship development, and cross-functional collaboration skills. Proven origination track record with complex institutional clients. Ability to take initiative and function independently balanced with strong team skills. Maintain high standards of professional and ethical conduct. Demonstrated credit expertise and ability to lead underwriting from end-to-end. Excellent analytical, communication, and presentation skills with the ability to navigate internal approval processes and lead client discussions. What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary for this particular position is $275,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-21 Application Deadline: 2025-06-30 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted 6 days ago

SVP, Banker, Tech Venture Banking-logo
SVP, Banker, Tech Venture Banking
Banc of CaliforniaMenlo Park, 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 The Senior Vice President, Banker is primarily accountable for developing new client relationships, structuring appropriate debt financing, and leading an originations team in Silicon Valley and other regions in the West. The SVP and their team will also support existing client needs as appropriate. The SVP, Banker will have the ability to sell all products offered by the Bank and know when to call upon their specialist support experts for added help. They will help with the training of staff and will work with the team to reach budgeted financial goals. The SVP will work to market the Bank and develop relationships with venture capital firms, venture backed technology or life science companies, and other key contacts within the entrepreneurial ecosystem. 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 Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits. Leverage an existing personal network of venture capital and entrepreneurial ecosystem contacts to self-generate new loan clients. Own the primary day to day relationships with key contacts in your given ecosystem. Source high quality deals and sponsor the deals through underwriting and credit committee process. Assist portfolio team in managing existing relationships and adding value to the relationships. Assist portfolio team in adding loans, deposits and GTM products to existing relationships. Manage documentation, negotiating terms, and closing credit requests with limited assistance or counsel. Adhere to all corporate compliance and regulatory needs including but not limited to all compliance training, Reg B, NOD, CDD, etc. Assist in developing less experienced Bankers and Analysts in your area of influence. Involved with interviewing and hiring decisions. Prepare and deliver employee performance evaluations, goal planning, and counseling. Manage, support, coach and train 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 10+ years of venture technology or life sciences banking and/or financial services experience is required Bachelor’s Degree and/or relevant work experience or training Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA) HOW WE’LL SUPPORT YOU Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. 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 30+ days ago

Banking Center Region Relationship Banker 1-logo
Banking Center Region Relationship Banker 1
Webster BankPark Slope, New York
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Banking Center Region Relationship Banker 1 role functions as an individual producer to assist the team in achievement of sales, service, and operation goals for the Region Banking Centers, based on Webster’s Strategic Guidelines. This position is designed to support multiple banking centers within the region. The role will process all customer related financial transactions in accordance with the rules, regulations, and guidelines of the Bank. Additionally, this role uses excellent communication and active listening skills to learn about the customer’s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. Responsibilities: • Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available • Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships. • Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions • Expected to achieve/ exceed both individual and team goals in sales, service, and operations • Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. • Ability to adapt to business needs with scheduling and supporting banking centers within a Region. • Responsible for building strong relationships with the banking center teams they support, as well as collaborative partnerships with business lines. Education, Experience & Skills • High school diploma/GED required; Associate’s or Bachelor’s degree preferred. • 2-3 years of customer service and needs-based banking sales experience preferred. • Self-starter and highly motivated. • Working knowledge of all products and services. • Keeps current with all systems used for branch transaction processing. • Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment. • Ability to travel to various Banking Centers within the regions. The estimated salary range for this position is $18.50 to $23.00 USD an hour. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-SO1 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Posted 30+ days ago

Investment Banking Associate |  Pharma Services-logo
Investment Banking Associate | Pharma Services
Houlihan LokeyAtlanta, Georgia
Business Unit: Corporate Finance Industry: Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Pharma Services Houlihan Lokey’s Pharma Services team offers M&A advisory and capital raising to entrepreneur-owned, private equity-backed, and public companies. We work with companies that provide services and technology to the life sciences end market and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Job Description Associates are primarily responsible for creating and overseeing marketing materials, financial models, and due diligence, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of lean deal teams comprising a Managing Director, Vice President, Associate, and Analyst. As an Associate, you will be expected to: Coordinate and perform business due diligence and execute M&A transactions Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed Prepare, analyze, and explain historical and projected financial information Perform valuation and ad hoc financial analyses Assist in the marketing and execution of existing engagements Build relationships and maintain direct contact with clients, prospective clients, and professional advisors Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members Basic Qualifications Advanced knowledge of accounting and finance An undergraduate degree, including an exemplary academic record, from an accredited institution Strong analytical/technical and qualitative abilities 3-4+ years of investment banking experience Pharma Commercialization Focus Associates will be members of the Pharma Commercialization practice within the broader Pharma Services group The Pharma Commercialization team works with a wide range of services and technology providers to life sciences companies, including commercial, medical affairs, market access, regulatory, and clinical The team has an outstanding track record of advising large-scale pharma commercialization clients Preferred Qualifications Excellent verbal and written communication skills Strong public speaking and presentation skills Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously Extensive operational, financial modeling, and valuation experience Hands-on M&A experience Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation . The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000.00-$225,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. 

#LI-113145

Posted 30+ days ago

1st Source Bank logo
Assistant Banking Center Manager, Pine Valley Banking Center, Fort Wayne, IN
1st Source BankFort Wayne, IN
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Job Description

POSITION SUMMARY

Responsible for supervising the CSR/CSA team and managing the daily operational activities of assigned Banking Center. Ensures compliance with Federal and State regulations as well as the bank's policies and procedures. The Assistant Banking Center Manager is expected to be the operational expert of the banking center.

ESSENTIAL REQUIREMENTS

  • Leads the CSR/CSA team in accordance with established security safeguards, bank policies and procedures and guidelines.
  • In the absence of the Banking Center Manager, is responsible for overseeing the banking center.
  • Responsible for the supervision and scheduling of assigned staff and exercises the usual authority concerning interviewing, hiring, performance appraisals, discipline, promotions, salary recommendations and terminations.
  • Works with CSR team to help resolve routine procedural and processing issues.
  • Ensures the CSR team meets all established goals.
  • Monitors daily operational activities to ensure that the banking center is operationally sound and the bank's policies and procedures are being followed by banking center personnel.
  • Administers bank policies, procedures, and regulations to maintain effective banking center operations minimizing risk to the bank.
  • Oversees the daily operational duties (ie., balancing the ATM, vault and end of day work) of the banking center staff.
  • Takes a lead role in educating and coaching the banking center team for changes in operational/compliance policies and routines as they occur.
  • Trains and educates new hires.
  • Conducts meetings with banking center team to ensure they are aware of proper operating procedures and compliance guidelines.
  • Identifies operational deficiencies and recommends solutions to the appropriate colleague.
  • Ensures that security procedures are followed and that Banking Center's property and equipment are maintained.
  • Works closely with Banking Center Manager, ensuring that policies and procedures are being followed.
  • Helps the Banking Center Manager in supporting and driving sales goals.
  • Completes all month end operational reporting, recap and reports results to Banking Center Manager.
  • Actively participates in team meetings and leads in bank and community projects.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all 1st Source University and compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

  • Four (4) or more years of retail banking experience preferred. Minimum of three (3) years CSR experience required.

  • Customer service experience required.

  • Prior supervisory experience preferred.

  • Knowledge of bank policies and procedures.

  • Balancing vault and ATM experience required.

  • Ability to have crucial conversations with staff.

  • Ability to respond and assist customers with inquiries and/or problem resolution.

  • Customer service and sales oriented.

  • Careful attention to detail and time management.

  • Good verbal and written communication skills.

  • Good PC skills--proficiency in Microsoft Office essential.

  • Highly motivated.

  • Ability to work in a team atmosphere.

  • Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.

  • Ability to handle multiple tasks in a fast-paced environment.

EDUCATION

Bachelors degree preferred.

TRAVEL REQUIREMENTS

Ability to travel to all locations as needed for meetings, projects, training, seminars, etc.

PHYSICAL DEMANDS

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

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

EQUIPMENT

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