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Assistant Banking Center Manager, Laporte Boyd Banking Center, Laporte, IN-logo
1st Source BankLa Porte, 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 30+ days ago

Banking Center Manager I, East State Banking Center, Fort Wayne, IN-logo
1st Source BankFort Wayne, 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. 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: 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 30+ days ago

Banking Center Manager Iii, Valparaiso North Banking Center, Valparaiso, IN-logo
1st Source BankValparaiso, IN
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with $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 30+ days ago

Banking Center Manager Iii, Kalamazoo Downtown Banking Center, Kalamazoo, MI-logo
1st Source BankKalamazoo, MI
POSITION SUMMARY Responsible for directing and overseeing a Banking Center with 60 - 100 transactions, $40 - $75 million in deposits and $1.5 - $2.5 million in consumer loans. Ensures the branch team delivers high-level customer service and the branch is operationally sound. ESSENTIAL REQUIREMENTS Responsible for assigned Banking Center(s) daily operations and profitability. Conducts weekly/monthly branch sales meetings. Administers bank policies, procedures and regulations to maintain effective branch operations minimizing risk to the bank. Ensures losses and other risk issues are effectively managed, and financial losses are within acceptable guidelines, and all compliance requirements are met. Supervises, coordinates, coaches and counsels staff activities to ensure achievement of assigned goals. Uses customer, product and procedural knowledge to handle complex client transactions. Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations. Works with Regional President to set goals for referral programs with business units, insuring branch staff develops strong product and process knowledge. Leads sales of bank products and services to build usage, cement relationships, and migrates customers to more appropriate channels. Actively participates in team meetings, community events and organizations. Represents the bank in local community organizations. 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 30+ days ago

Banking Center Manager II, Goshen Banking Center, Goshen, IN-logo
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 30+ days ago

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

Investment Banking – Experienced Analyst-logo
D.A. DavidsonNew York, NY
D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for full-time Analyst positions working with the firm’s Investment Banking Technology Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. D.A. Davidson & Co. – The Strength of Advice Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Qualifications: Bright, professional, and motivated with the desire to excel in an intellectually challenging environment 2-3 years experience working in investment banking or transaction experience finance required. Have executed at least two deals start to finish Interest and curiosity in the Technology sector Bachelor’s degree with a minimum 3.5 GPA. Do you enjoy preparing research/analytical content for pitch books, memorandums, presentations and other projects? Working knowledge of business software (especially Word, Excel and PowerPoint). High level of financial knowledge (financial modeling, macroeconomics, current events, etc.). Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field. Good judgment in confidential situations and ability to exercise discretion when handling confidential information. Flexibility to work long hours, nights, and weekends, as needed for workflow. Possession of Series 79 (Series 7 may be applicable) and 63 licenses require In this role you will: Develop financial modules to analyze a wide variety of client-specific projects. Collaborate with an industry team from peer analysts to managing directors. Support business development activities of senior investment bankers. Attend client meetings and interact on transactional and technical issues. Are you looking to actively participate in live deals, such as M&A, IPOs, and advisory? Second year analyst base is $105,000; third year analyst base is $115,000 with bonus of up to 50% of salary.

Posted 30+ days ago

Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)-logo
CrossCountry ConsultingNew York, NY
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here . By joining our rapidly growing Business Transformation practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. What You'll Do: Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement Participate in process improvement, process automation, and operating model design, as well as data management and model optimization Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies Create system test plans and conduct testing, leveraging testing tools such as JIRA Conduct current state/future state gap analysis for individual business areas Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations What You'll Bring: 3+ years of prior experience in professional services or management consulting Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.) Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance Qualifications: Bachelor’s degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline #LI-JF1 #LI-Hybrid For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $75,500 - $160,000 per year + annual bonus + additional benefits. Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive, diverse, and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state or local laws. This policy also complies with pay transparency and labor laws and applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Posted 30+ days ago

Product Manager - Business Banking-logo
NarmiNew York, NY
About Narmi: Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening – so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About the Role: We are seeking a Product Manager to drive Narmi’s Business Banking Product Roadmap. In this role, you'll help shape the vision and strategy for our Business Banking product lines while delivering measurable business outcomes and executing on our Product roadmaps. You’ll work cross-functionally with Design, Engineering, Sales, Business Development, and our Co-Founders to define the “what” and “why” of Narmi’s future products and features and own the roadmaps leading to their execution. You’ll be an instrumental part of our future success and immediately impact shipping a mission-critical platform that hundreds of thousands of users use. What you'll do: Stakeholder Management: Build and nurture relationships across the company to align on product plans, ensuring stakeholders are included in key decisions to minimize surprises and foster support. Drive prioritization and resource allocation at the company level, ensuring executive support and visibility for your team’s progress and outcomes. Business Outcome Ownership: Take ownership of the outcomes driven by the Business Banking team, proactively adapting strategies and roadmaps to maximize results. Product Vision and Roadmapping: Define and communicate the product vision, the strategic narrative, and expected outcomes for Narmi’s Business banking roadmap. Strategic Impact: Contribute to company-level strategy, and develop expertise in Business Banking across fintech, bank tech, and community banking to inform strategy. Product Delivery: Make informed trade-off decisions to maximize value, creatively leveraging resources for efficient delivery. Collaborate with cross-functional teams (engineering, design, QA) to ensure high-quality product releases. Enhance team processes to improve feature specification and overall efficiency. Product Launch and Marketing: Partner with marketing and sales to craft effective product launch strategies and GTM materials. Voice of the Customer: Integrate user research into the roadmap, leveraging insights to maximize customer value and refine products. Engage with clients and prospects to present Narmi’s Business Banking vision and gather feedback. What you'll bring: 2+ years of experience in product management, software engineering, design, or related fields; at least 5 years in banking preferred. Strong analytical and technical background with the ability to assess effort levels and technical trade-offs. Experience managing Tier 1 products across multiple platforms, with a track record of high-quality execution and delivery. Experience with different payment types preferred, e.g. wires, ACH, instant payments etc. A deep understanding of product strategy, with the ability to articulate the impact of your work within the broader company context. A keen eye for UI/UX and the ability to translate product functionality into intuitive user experiences. Excellent written and oral communication skills, with the ability to gain buy-in from senior leaders and cross-functional teams. The expected annual base salary for this role is $122,000 - $135,000. Base salary is only part of your total compensation. In addition to base salary, you will receive an equity option grant, and are eligible for performance-based cash and equity bonuses. Compensation included in an offer will be commensurate with the candidate’s skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at security@narmi.com.

Posted 4 weeks ago

T
Truist Financial CorporationNew York, NY
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Works closely with senior banking professionals, product specialists, clients and other internal and external constituencies to help drive the business growth Leads support work, business development and/or product/client relationship management Assists in the generation of ideas and strategies for new business opportunities including prospecting Leads processes required to convert ideas to sales pitches, including due diligence execution and client pitch preparation Leads all aspects of transaction execution, including organizing teams and handling engagement with internal and external constituencies, selling product and advisory ideas internally and externally, and managing resolution of complex client transaction issues May supervise junior staff (i.e., Analysts, Interns, and Associates) by assigning and overseeing their day-to-day work Manages highly complex financial modeling, pitch-book production development, client relationship, and deal team travel, etc. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. BA/BS degree Minimum of 8 years of related work experience In-depth knowledge of investment banking, market, industry sector and/or financial products Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management Superior skills in written and oral communications Preferred Qualifications: MBA degree, with a Finance focus 10+ years of related work experience 2-4 years of management experience The annual base salary for this position in New York is $275,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Vice President - Business Services (Commercial Banking)-logo
Summit Credit UnionWaunakee, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes New Member relationships are developed through organized prospecting efforts. Members receive outstanding accurate and timely service. Relationships with Credit and Operations teams are marked by clear communication and mutual respect. Business Services is well represented at community events and local non-profits. Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements Bachelors Degree in Business Administration, Accounting, Finance or a related field. Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. Professional well developed interpersonal skills; essential for interacting with credit union staff and members. Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. Proven business development and leadership abilities. Expert knowledge of laws and regulations that govern lending and deposit products. Demonstrated ability to ask in-depth questions and effectively negotiate. In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: Milwaukee/Waukesha Madison / Dane County Sheboygan and surrounding counties

Posted 30+ days ago

Compliance Risk Consultant - Business Banking-logo
US BankMinneapolis, MN
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description SUMMARY As the First Line of Defense (FLOD) for Consumer and Business Banking (CBB), the CBB Compliance Team collaborates with business units, risk teams, and SLOD partners to manage and control risks. The Team's primary responsibility is to serve as subject matter experts with a strong understanding of Business Banking products, processes, risks, and controls. Objectives are achieved by regularly assessing and ensuring compliance with relevant risks and controls. RESPONSIBILITIES Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals to create, implement, maintain, review, or oversee an effective compliance risk management framework Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems, or human errors Identifies, responds, and/or escalates risks as appropriate Serves as a functional liaison between the Line of Business and the Lines of Defense REQUIRED 6+ years of applicable experience Bachelor's degree or equivalent work experience PREFERRED Consumer Compliance expertise in Business Banking (e.g., TCPA, CAN-SPAM, ECOA, CRA, FCRA, HMDA, Fair Lending, Reserve Requirements, Funds Availability) Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business Considerable understanding of the business line's operations, products/services, systems, and associated risks/controls Thorough knowledge of Risk/Compliance/Audit competencies Strong analytical, process facilitation and project management skills Effective presentation, interpersonal, written, and verbal communication skills Effective relationship building and negotiation skills Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations Applicable professional certifications CRCM preferred Utilize compliance and fair lending / UDAAP knowledge to provide effective support competencies to adequately assess risk in support of Business Banking initiatives and product initiatives (PRISMs) Expertise utilizing compliance risk and control self-assessments (ECRAs) Knowledge of Third-Party Risk Assessment (TPRMs) Review policies, procedures, and marketing materials This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

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BMO (Bank of Montreal)New York, NY
Application Deadline: 08/28/2025 Address: VIRTUAL13 - HomeRes - IL Job Family Group: Technology Role Description: As a member of the BMO Digital Architecture, the Senior Solution Architect, primarily Leads end-to-end technology solutions and high-level designs for key initiatives in collaboration with other architects and in alignment with bank's target architecture and standards for a business domain like Deposits, Cards, Lending, Channels, etc. Drives technology strategy and roadmaps of business functional areas - deposits, cards, payments, operations, customer experience, analytics working with business and technology partners Establishes as a technology solution expert in one or more of the banking domains to advise Lead Technology Officers and their business leaders in solving business problems Requires Skillset: Solution architect, who works with other architects including enterprise architects, leads with all aspects solution architecture and design of multiple projects in alignment with the bank's target architecture and standards Solution Architect with the following experience: Previous Development experience (Cloud, DevOps, Agile) Experience with services management (web services, REST, Web API, ESB, message-based) development, integration and deployment Enterprise-level Application Architecture Strong application security/infrastructure, & deployment exposure Data placement and data integration background Able to relate to end-to-end business processes into solutions with a goal of simplifying the business process and improving UX All aspects of solution function/data placement, end to end design & integration oversight, Multi-vendor integration design including infrastructure experience API design API Security, digital/mobile architecture experience AI, Insights, Automation experience Technical facilitator bringing various technology groups and vendors for solution design and execution to meet project timeline but keeping strategic focus MUST be able to document solution proposals (e.g., solution options sequence diagrams, conceptual diagrams) to get agreement from Security, Infrastructure, Enterprise Architecture, etc. Resolve issues as they arise Produce project level and program level technical documentations (solution options, solution architecture, high-level end-to-end design flow) collaborating with other technical leads Assists with and contributes to function area-specific target architecture, transition architectures, and technology roadmap Leads or assist with new technology evaluation against BMO target architecture and standards to solve business problems Ability to learn/internalize existing information to assist several projects effectively and immediately Strong written / verbal communication skills and comfortable interacting with developers all the way up to the "C" level Banking solution experience is desirable Understands or has application design experience in Cloud (e.g., AWS) technologies Addition Info: The person will be working on multiple projects (3 to 4) at the same time in different functional areas of the Bank (e.g., Channels, Sales/Marketing/CRM, Commercial Lending, Collections) 15 years of IT experience with minimum 6 years of hands-on solution architecture experience for enterprise-grade applications Not Looking For: Hard-core developers for Java or .Net application coding DBA, Data modellers Project or Program Manager Business analyst, Data analyst, System Analyst or System Administrator Typical Day-to-Day Activities Coordinate cross-team communication and facilitate reviewing of technical issues for the technical governance forums. Lead socialization of the technical decisions with the project team. Facilitate and lead resolution of all technical issues on the project/program by establishing strong working relationships with the business, operations and other technology team members Identify and communicate risks (business, application, technical) associated with component or application implementation. Evaluate multiple solution design options, working with a multi-disciplined team to design integrated solution architecture across application areas and helping the project adhere to Enterprise standards Document solutions using bank's standard template Document high-level design and hand-off work to next group in the development pipeline Example Work & Projects: Help extending existing target architecture and develop transition state solution architecture for customer data Drive Digital Architecture for Deposits, or for Retail products (retail lending or credit cards) Drive cross-product cross-channel customer experience integration architecture retail or commercial customers Drive the platform application architecture of a new loan origination platform Drive payment process automation solution in backend payment processing (ACH, Check Processing, Lockbox processing) Drive various aspects of Collections solution being part of the core architecture team responsible for enterprise-wide collections solution Drive and document solution for risk underwriting and credit risk auto-decisioning integration Drive target architecture and roadmap for various banking capabilities Salary: $112,200.00 - $209,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Posted 1 week ago

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RippleMatch Opportunities Charlotte, NC
This role is with PNC. PNC uses RippleMatch to find top talent.   Retail Banking – Organizational Financial Wellness Intern   Position Overview   At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Retail Banking Summer Intern Program - Organizational Financial Wellness within PNC's Retail organization, you will be based in Denver, CO, San Francisco, CA, San Diego, CA, Dallas/Fort Worth, TX,, Houston, TX, Pittsburgh, PA, Detroit (Troy), MI, Chicago, IL, Atlanta, GA, or Little Falls, NJ.     Job Description Retail Bank Undergraduate Intern – PNC’s Organizational Financial Wellness As a PNC Intern, you will participate in a "best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement your education with real-world job experience.   Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management products and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. In 2018, a retail national expansion was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.   During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will depend on your prior experience and work location. Travel to surrounding PNC locations in market may occur on a frequent basis. Each assignment is designed to give you challenging development opportunities helping to build your knowledge and skills.   PNC’s Organizational Financial Wellness: The Organizational Financial Wellness track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Organizational Financial Wellness. Our Organizational Financial Wellness team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.   We deliver a hositic set of employee impacting financial wellness solutions to organizations.  In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.  The solutions offered range from a bank-at-work program, to health and benefit spending accounts, student debt assistance, retirement plan services, and more.  A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Organizational Financial Wellness employees need to be proactive, persuasive and personable. Associates in this program will experience a holistic view of how the Organizational Financial Wellness group functions to obtain the knowledge and skills necessary to suceed as an Associate Financial Wellness Consultant.   The Organizational Financial Wellness track of the Retail Bank Summer Internship is located throughout PNC’s footprint.   The ability to travel up to 10% and access to reliable transportation for handling local assignments are required.   This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.     Learn more about PNC’s Summer Internships by visiting  www.pnc.jobs/students .   Job Profile: Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.  Works under supervision and may have limited approval and/or exception authority. Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees. Creates loyalty and deepens relationships through a differentiated client experience. Participates in special projects related to the business and its strategic priorities. Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. Participates in formal learning to develop the skills needed to excel in the role.   Required Education and Experience : Working toward Bachelor's Degree, Preferred business relevant majors (e.g. Finance, Accounting, IT, Economics, Marketing, Mathematics, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), Sophomore or junior status, Minimum GPA 3.0   PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     Qualifications   Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.     Competencies Accuracy and Attention to Detail, Analytical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Initiative, Products and Services, Self-Directed Growth and Development     Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.     Education No Degree     Pay Transparency   Base Salary: $18.00 – $35.00     Salaries may vary based on geographic location, market data and on individual skills, experience, and education.     Application Window   Generally, this opening is expected to be posted for two business days from 07/29/2024, although it may be longer with business discretion.     Disability Accommodations Statement   If an accommodation is required to participate in the application process, please contact us via email at  AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.     Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.     California Residents   Refer to the  California Consumer Privacy Act Privacy Notice  to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Posted 3 days ago

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RippleMatch Opportunities Philadelphia, PA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 30+ days ago

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RippleMatch Opportunities San Jose, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 30+ days ago

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RippleMatch Opportunities Dallas, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field. Participation in relevant extracurricular activities, such as finance clubs or investment competitions is preferred. Basic understanding of financial markets, banking operations, and investment strategies. Ability to assist with financial analysis, including the review of balance sheets, income statements, and other financial documents. Understanding of risk management principles and practices. Skills in financial forecasting and the creation of predictive models. Strong analytical skills, with the capability to work with quantitative data and perform detailed financial modeling. Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, essential for interacting with clients and colleagues. Proficiency with Microsoft Office Suite, particularly Excel for financial analysis. Eagerness to learn about the banking sector and its regulatory environment.

Posted 30+ days ago

Senior Data Analyst, Banking-logo
CurrentNew York City, NY
SENIOR DATA ANALYST, BANKING Current is a leading US-based fintech company dedicated to empowering individuals to achieve their financial goals. We're committed to providing innovative and accessible financial solutions, and data plays a crucial role in driving our success. We're looking for a talented and passionate Data Analyst to join our Banking team and help us leverage data to optimize our operations, enhance our products, and deliver exceptional customer experiences. ABOUT THE ROLE As a Data Analyst on the Banking team, you'll be at the forefront of shaping our understanding of customer behavior, banking product performance, and operational efficiency. You'll work closely with product managers, engineers, and other stakeholders to translate business questions into actionable insights. Your work will directly impact key decisions related to our banking products, features, and overall strategy. RESPONSIBILITIES Analyze large datasets to uncover trends, patterns, and improvement opportunities in banking products and services. Build and maintain dashboards and reports to track KPIs and deliver clear insights to stakeholders. Conduct discovery and deep-dive analyses to support data-driven decision-making. Partner with product managers and engineers to define and measure the success of features and initiatives. Design and evaluate experiments to optimize products and enhance customer experience. Monitor and analyze customer behavior across deposits, transactions, and other banking activities. Deliver actionable insights to leadership on emerging trends and innovation opportunities. Work with analytics and backend engineers to ensure accessible, accurate, and high-quality data. Communicate findings and recommendations effectively to both technical and non-technical audiences. Continuously improve data analysis processes and methodologies. Uphold data integrity, accuracy, and governance across analytics pipelines. Support production analytics and fraud response through participation in on-call rotations. REQUIREMENTS Bachelor's degree in a quantitative field such as Analytics, Statistics, Economics, Computer Science, or a related field. Experience as a data analyst for 5+ years, ideally in B2C, financial services, or technology. Strong proficiency in SQL and experience working with relational databases (e.g., Bigquery, Snowflake, Redshift, etc). Proficient in utilizing data visualization tools like Tableau, Looker, or other similar platforms. Excellent analytical and problem-solving skills with a strong attention to detail. Ability to communicate complex data insights clearly and effectively to both technical and non-technical audiences. Strong business acumen and the ability to translate business questions into data analysis plans. Experience with A/B testing and experimental design. Working experience with Python for data analysis. ADDITIONAL DESIRED SKILLS AND QUALIFICATIONS Familiarity with the fintech industry and banking products is a plus. Ability to thrive in a fast-paced, collaborative environment. Exposure to dimensional modeling concepts to power meaningful analytics. Experience building data pipelines in dbt. Familiarity with machine learning techniques and predictive analytics is a plus. Experience modeling data using dbt. This role has a base salary range of $150,000 - $205,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits. BENEFITS Competitive salary Meaningful equity in the form of stock options 401(k) plan Discretionary performance bonus program Biannual performance reviews Medical, Dental and Vision premiums covered at 100% for you and your dependents Flexible time off and paid holidays Generous parental leave policy Commuter benefits Fitness benefits Healthcare and Dependent care FSA benefit Employee Assistance Programs focused on mental health Healthcare advocacy program for all employees Access to mental health apps Team building activities Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches

Posted 5 days ago

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First National Bank (Fnb Corp.)Cleveland, OH
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Position Title: Private Banking Team Leader 1 Business Unit: Private Banking Reports To: Managing Director of Private Banking P osition Overview: This position is primarily responsible for leading a team of private banking officers and support associates engaged in marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent personally manages private banking client relationships and supports their staff in achieving a high level of client satisfaction and in developing banking, wealth and insurance cross sell opportunities. The incumbent focuses on coaching and development of sales skills, underwriting and advisory competencies. Primary Responsibilities: Acts as primary group leader for a specified number of Private Bankers and support associates, administers goals, develops private banking talent and skills and assists in customer calls and account servicing. Oversees and develops strategies for business development with Private Banking direct reports and provides regular informal and formal performance feedback. Markets Private Banking to new prospective clients and their advisors and maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Ensures regular client communication to optimize relationship opportunities. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development for both personally serviced relationships and those of their staff. Develops and maintains a personal program for achieving knowledge of private banking related subject matter including developing associated skills in the areas of consumer and mortgage underwriting, personal finance, wealth management and insurance. Demonstrates interpersonal behavior, attitude, judgment, communication and initiative with prospect, clients and associates. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Periodically develops cash flow schedules and provides other credit memoranda in support of loan requests. Reviews all related legal documentation and handles client negotiation. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 10 Special Skills: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word- Basic Level MS Excel- Intermediate Level MS PowerPoint- Basic Level Background demonstrates capacity to achieve at a high level in terms of sales activities, new household generation and cross sells Strong underwriting acumen and prior experience with closed referrals to Wealth preferred Special Licenses and Certificates: Nationwide Mortgage Licensing System and Registry Identifier required Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

Posted 30+ days ago

Healthcare Business Banking Relationship Manager-logo
US BankMinneapolis, MN
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 Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to U.S. Bank's Healthcare clients with annual revenue of up to $25 MM. BBRMs are experienced partners who understand their clients' needs and goals, as well as delivering comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a wide range of offerings to support both the individual and the business entity. This includes loan products, credit cards, payment processing, treasury solutions, and personal wealth planning. Healthcare Business Banking RMs are responsible for cultivating and managing new and existing healthcare client relationships. They achieve this by serving as trusted partners who assess and attend to client needs, provide education on available deposit and loan products and services, and recommend financial solutions based on each client's unique goals. They utilize their business banking expertise to consult and deliver a mix of products and services including lines of credit, term debt products, buyouts, and commercial mortgages. When a client's needs extend beyond core business banking offerings, the BBRM continues to direct the overall relationship and plays a leading role in managing referrals to/partnership with other business units. Basic Qualifications Bachelor's degree, or equivalent work experience Seven or more years of relevant experience Preferred Skills/Experience Prior Healthcare and Practice Finance banking & structuring experience Prior experience in clinic and center Commercial Real Estate Experience partnering across a large, matrixed organization in support of client delivery execution (especially with Treasury Management, Payments, and Wealth Management partners) Experience working with Healthcare and Practice clients & prospects Experience managing complex credit structures and loan requests larger than $2.5MM Experience working with companies and practices up to $25MM in annual revenue Experience working with Salesforce and nCino Proven success developing new business and COIs in the healthcare industry Demonstrated knowledge of commercial credit and credit quality Agile and innovative approach to problem solving and decision making Excellent verbal and written communication and presentation skills 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: $119,765.00 - $140,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Posted 30+ days ago

1st Source Bank logo

Assistant Banking Center Manager, Laporte Boyd Banking Center, Laporte, IN

1st Source BankLa Porte, 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.

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